Clientbook
PrivateLast Round
Series A
Extension
Jul 28, 2023
Total Funding Raised
$13.19M
Company Overview
Clientbook operates in Enterprise Software and is based in Lehi, Utah. Its latest recorded funding round was a Series A Extension round in July 2023.
Clientbook is a business software company that provides a SaaS-based clienteling platform and mobile application designed to help retail sales associates manage customer relationships and facilitate sales.
Sector
Enterprise Software
Verticals
CRM, Retail Technology, Sales Enablement, Customer Experience, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Clientbook Comparables
Compare Clientbook with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| BSPK | 92% | |
| Endear | 89% | |
| Seer | 84% |
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Clientbook Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A Extension | Jul 28, 2023 | ||||
| Series A | Jul 8, 2021 | ||||
| Seed | Aug 1, 2020 |
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Key People
Founding team and executive leadership
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Clientbook Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Kickstart Fund | Series A |
| Aries Capital Partners | Series A |
| Kickstart | Seed, Series A |
| Florida Funders | Series A, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 1, 2025
Serves thousands of jewelry stores and luxury brands.
- Jul 16, 2025
John Liebler joins the executive team.
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Clientbook Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about Clientbook's valuation, stock price, and market status.
Is Clientbook a public or private company?
Clientbook is a private company.
What is the current stock price of Clientbook?
Clientbook is a private company, so its shares have no public market price. Caplight tracks Clientbook's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Clientbook worth (valuation)?
Valuation information for Clientbook is not publicly available.
Can I buy Clientbook stock?
Clientbook shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Clientbook's last funding round?
Clientbook's most recent funding round was Series A Extension on July 28, 2023.
Who are the main investors in Clientbook?
Key investors in Clientbook include Aries Capital Partners, Florida Funders.
Will Clientbook IPO soon?
No public IPO plans have been announced for Clientbook.
How can I track Clientbook secondary market activity?
Caplight tracks bids, offers, and trades in Clientbook's shares on secondary markets.