Casebook PBC
PrivateLast Round
VC Round
Mar 24, 2026
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Casebook PBC is a software company that provides a configurable, SaaS-based case management platform for human and social services organizations.
Sector
Enterprise Software
Verticals
Vertical SaaS, Workflow Automation, CRM, Document Management
Business Model
Nonprofit or NGO
Customer Profile
Subscription SaaS, Government Contracts, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Casebook PBC Comparables
Compare Casebook PBC with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| PlanStreet | 86% | |
| CaseWorthy | 84% | |
| Global Vision Technologies | 82% | |
Casebook PBC Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| VC Round | Mar 24, 2026 | ||||
| Debt | Apr 1, 2020 | ||||
| Seed | Jul 9, 2018 |
Key People
Founding team and executive leadership
Casebook PBC Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Annie E. Casey Foundation | Seed |
| JPMorgan Chase & Co. | Debt |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 25, 2026
Monthly visitors grew 67% MoM, reaching 26.7K.
- Mar 24, 2026
$2.3M raised in a VC Round.
Casebook PBC Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Casebook PBC's valuation, stock price, and market status.