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Casebook PBC

Casebook PBC

Private
New York City, New YorkEnterprise Softwarehttps://casebook.net

Last Round

VC Round

Mar 24, 2026

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Casebook PBC operates in Enterprise Software and is based in New York City, New York. Its latest recorded funding round was a VC Round in March 2026.

Casebook PBC is a software company that provides a configurable, SaaS-based case management platform for human and social services organizations.

Sector

Enterprise Software

Verticals

Vertical SaaS, Workflow Automation, CRM, Document Management

Business Model

Nonprofit or NGO

Customer Profile

Subscription SaaS, Government Contracts, Services & Consulting

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Casebook PBC Comparables

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

Casebook PBC comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
PlanStreet
86%
CaseWorthy
84%
Global Vision Technologies
82%
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Casebook PBC Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
VC RoundMar 24, 2026
DebtApr 1, 2020
SeedJul 9, 2018
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Key People

Founding team and executive leadership

Brian J.

Chief Revenue Officer (CRO) And Cofounder

Founding Team

Jordan Jan

Co-Founder, CTO

Founding Team

Tristan Louis

President and Chief Executive Officer

Executive Team

Anthony Comfort

Chief Product Officer

Executive Team

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Casebook PBC Investors

Notable investors and investment history

Casebook PBC investors
InvestorRounds
Annie E. Casey FoundationSeed
JPMorgan Chase & Co.Debt

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 25, 2026

    Monthly visitors grew 67% MoM, reaching 26.7K.

  • Mar 24, 2026

    $2.3M raised in a VC Round.

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Casebook PBC Filings

Explore SEC and related filing metadata, where available.

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

Filing documents are not displayed on this public page. Request access to learn about available coverage.

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Frequently Asked Questions

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

Is Casebook PBC a public or private company?

Casebook PBC is a private company.

What is the current stock price of Casebook PBC?

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

How much is Casebook PBC worth (valuation)?

Valuation information for Casebook PBC is not publicly available.

Can I buy Casebook PBC stock?

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

When was Casebook PBC's last funding round?

Casebook PBC's most recent funding round was VC Round on March 24, 2026.

Who are the main investors in Casebook PBC?

Key investors in Casebook PBC include Annie E. Casey Foundation.

Will Casebook PBC IPO soon?

No public IPO plans have been announced for Casebook PBC.

How can I track Casebook PBC secondary market activity?

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

Firmographic Details

HeadquartersNew York City, New York
Employee Range39
Year Founded2018
Last FundingMar 24, 2026

Institutional Data Access

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

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