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Casebook PBC

Casebook PBC

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

Last Round

VC Round

Mar 24, 2026

Momentum

Top 25%

of companies Caplight tracks

Company Overview

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

B2G

Customer Profile

Subscription SaaS, Government Contracts, Services & Consulting

AI Layer

Application

Keywords

case management softwarehuman services softwaresocial services softwarenonprofit softwareGovTechvertical SaaSpublic benefit corporationPBCB2Gsocial impact techchild welfare softwareCivic Techworkflow automationtribal case managementprovider management softwareAI for social services

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Casebook PBC Comparables

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

Casebook PBC Funding Rounds

Historical fundraising activity

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

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

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.

Casebook PBC Filings

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Casebook PBC filings preview — column headings only; records require access
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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 with no public stock price. No recent secondary market data is available.

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. Visit https://www.caplight.com to learn more.

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 for private companies. Visit https://www.caplight.com to monitor Casebook PBC's secondary market activity and sign up for updates.

Firmographic Details

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

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