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ClientPoint

ClientPoint

Private
Carlsbad, CaliforniaEnterprise Softwarehttps://www.clientpoint.net/

Last Round

Series A

Jul 21, 2022

Est. Valuation

$45M

Total Funding Raised

$4.75M

Momentum

Top 1%

of companies Caplight tracks

Company Overview

ClientPoint is a business/productivity software company that provides a cloud-based platform for firms to generate, manage, and track sales proposals.

Sector

Enterprise Software

Verticals

Sales Enablement, Document Management, Customer Experience, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Freemium, Services & Consulting

AI Layer

Application

Keywords

digital sales roomproposal softwaresales enablement platformdeal roomproposal automationbuyer enablementbuyer engagement platformCPQconfigure, price, quotesales teche-signatureCRM integrationRevOps platformAI-powered salesfreemium SaaS

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

ClientPoint Comparables

Compare ClientPoint with similar companies based on industry and business-model similarity.

ClientPoint comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
GetAccept
88%
Proposify
85%
Dock
85%

ClientPoint Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AJul 21, 2022

Key People

Founding team and executive leadership

Andy Jedynak

President & CEO

Executive Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 21, 2026

    Monthly visitors grew 120% MoM, reaching 37.9K.

  • Jan 20, 2026

    Monthly visitors grew 127% MoM, reaching 28.9K.

ClientPoint Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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ClientPoint Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersCarlsbad, California
Employee Range23
Year Founded2008
Last FundingJul 21, 2022

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