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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 5%

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, Workflow Automation, Customer Experience

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

Explore SEC and related filing metadata, where available.

ClientPoint filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is ClientPoint a public or private company?

ClientPoint is a private company.

What is the current stock price of ClientPoint?

ClientPoint is a private company, so its shares have no public market price. Caplight tracks ClientPoint's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is ClientPoint worth (valuation)?

ClientPoint's valuation is estimated at $45.0M based on funding round data.

Can I buy ClientPoint stock?

ClientPoint shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was ClientPoint's last funding round?

ClientPoint's most recent funding round was Series A on July 21, 2022.

Who are the main investors in ClientPoint?

Investor information for ClientPoint is not publicly disclosed.

Will ClientPoint IPO soon?

No public IPO plans have been announced for ClientPoint.

How can I track ClientPoint secondary market activity?

Caplight tracks bids, offers, and trades in ClientPoint's shares on secondary markets.

Firmographic Details

HeadquartersCarlsbad, California
Employee Range22
Year Founded2008
Last FundingJul 21, 2022

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