DirectBooks
PrivateLast Round
Corporate Funding
Apr 18, 2024
Momentum
Top 50%
of companies Caplight tracks
Company Overview
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
Keywords
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% | |
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 |
Key People
Founding team and executive leadership
DirectBooks Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Royal Bank Of Canada | Corporate Funding |
| Morgan Stanley | Corporate Funding |
| Mizuho Americas | Strategic |
| 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.
DirectBooks Filings
SEC and related filings with document metadata.
| 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 |
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Frequently Asked Questions
Common questions about DirectBooks's valuation, stock price, and market status.