DirectBooks
PrivateLast Round
Corporate Funding
Apr 18, 2024
Company Overview
DirectBooks operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Corporate Funding round in April 2024.
DirectBooks is a financial software company that provides a primary market communication platform to streamline issuance workflows for underwriters and institutional investors.
Sector
FinTech
Verticals
Workflow Automation, Financial Data, Investment Platforms, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
DirectBooks Comparables
Compare DirectBooks with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Primary Portal | 87% | |
| CapConnect+ | 80% | |
| Origin Markets | 76% |
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DirectBooks Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Corporate Funding | Apr 18, 2024 | ||||
| Strategic | Jan 30, 2024 | ||||
| Corporate Funding | Oct 11, 2019 |
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Key People
Founding team and executive leadership
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DirectBooks Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Royal Bank Of Canada | Corporate Funding |
| Morgan Stanley | Corporate Funding |
| Mizuho Americas | Strategic |
| Goldman Sachs | Corporate Funding |
| JPMorgan Chase & Co. | Corporate Funding |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 17, 2026
Monthly visitors increased 79% MoM.
- Nov 12, 2025
Monthly visitors grew 159% MoM, reaching 2.3K.
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DirectBooks Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about DirectBooks's valuation, stock price, and market status.
Is DirectBooks a public or private company?
DirectBooks is a private company.
What is the current stock price of DirectBooks?
DirectBooks is a private company, so its shares have no public market price. Caplight tracks DirectBooks's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is DirectBooks worth (valuation)?
Valuation information for DirectBooks is not publicly available.
Can I buy DirectBooks stock?
DirectBooks shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was DirectBooks's last funding round?
DirectBooks's most recent funding round was Corporate Funding on April 18, 2024.
Who are the main investors in DirectBooks?
Key investors in DirectBooks include Mizuho Americas.
Will DirectBooks IPO soon?
No public IPO plans have been announced for DirectBooks.
How can I track DirectBooks secondary market activity?
Caplight tracks bids, offers, and trades in DirectBooks's shares on secondary markets.