Clientbook

Private

Lehi, UtahConsumer & Commercehttps://www.clientbook.com/

Last Round

Series A

Extension

Jul 28, 2023

Total Funding Raised

$13.19M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

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

Consumer & Commerce

Verticals

CRM, Retail Technology, Sales Enablement, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

clientelingretail CRMclienteling appcustomer relationship managementCRMretail technologyretail client booksales enablementvertical SaaSluxury retail softwareretail sales toolsclient management softwareretail analyticspersonalized retailhigh-touch retail

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Clientbook Comps

Public and private peers based on sector, stage, and business model.

Clientbook comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

View Full Comps Set

Access detailed peer comparisons, multiples, and valuation benchmarks.

Clientbook Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Series A Extension	Jul 28, 2023
Series A	Jul 8, 2021
Seed	Aug 1, 2020

View all Funding Rounds

Key People

Founding team and executive leadership

Brandon Wright

CEO

Executive Team

Clientbook Investors

Notable investors and investment history

Clientbook investors
Investor	Rounds
Kickstart Fund	Series A
Aries Capital Partners	Series A
Kickstart	Seed, Series A
Florida Funders	Series A, Seed

View all Investors

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.

View all signals

Clientbook Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation

Clientbook Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Clientbook's valuation, stock price, and market status.

Firmographic Details

HeadquartersLehi, Utah

Employee Range22

Year Founded2017

Last FundingJul 28, 2023

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.