Workbooks
PrivateLast Round
Growth Equity
Dec 15, 2025
Total Funding Raised
$34.21M
Company Overview
Workbooks is a business/productivity software company that provides a cloud-based customer relationship management (CRM) platform for mid-market organizations. The company's services extend beyond sales, marketing, and customer service to include marketing automation, order management, invoicing, and supplier management.
Sector
Enterprise Software
Verticals
CRM, Marketing, Accounting & Expense, Project Management, Event Management
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Workbooks Comps
Public and private peers based on sector, stage, and business model.
Workbooks Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Growth Equity | Dec 15, 2025 | ||||
| Angel | Apr 30, 2019 | ||||
| Angel | Jul 20, 2011 | ||||
| Seed | Jan 1, 2010 |
Key People
Founding team and executive leadership
Workbooks Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| BGF | Growth Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 23, 2026
Added Freightroute Ltd, a logistics and transportation SMB, as a customer.
- Apr 23, 2026
Added Global Water Intelligence as a customer.
Workbooks 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 Workbooks's valuation, stock price, and market status.
