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Clientbook

Clientbook

Private
Lehi, UtahEnterprise Softwarehttps://www.clientbook.com/

Last Round

Series A

Extension

Jul 28, 2023

Total Funding Raised

$13.19M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Clientbook is a business software company that provides a SaaS-based clienteling platform and mobile application designed to help retail sales associates manage customer relationships and facilitate sales.

Sector

Enterprise Software

Verticals

CRM, Retail Technology, Sales Enablement, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

clientelingretail CRMclienteling appcustomer relationship managementCRMretail technologyretail client booksales enablementvertical SaaSluxury retail softwareretail sales toolsclient management softwareretail analyticspersonalized retailhigh-touch retail

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Clientbook Comparables

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

Clientbook comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
BSPK
92%
Endear
89%
Seer
84%

Clientbook Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series A ExtensionJul 28, 2023
Series AJul 8, 2021
SeedAug 1, 2020

Clientbook Investors

Notable investors and investment history

Clientbook investors
InvestorRounds
Kickstart FundSeries A
Aries Capital PartnersSeries A
KickstartSeed, Series A
Florida FundersSeries A, Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Oct 1, 2025

    Serves thousands of jewelry stores and luxury brands.

  • Jul 16, 2025

    John Liebler joins the executive team.

Clientbook Filings

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

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Frequently Asked Questions

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

Is Clientbook a public or private company?

Clientbook is a private company.

What is the current stock price of Clientbook?

Clientbook is a private company with no public stock price. No recent secondary market data is available.

How much is Clientbook worth (valuation)?

Valuation information for Clientbook is not publicly available.

Can I buy Clientbook stock?

Clientbook 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 Clientbook's last funding round?

Clientbook's most recent funding round was VC Round on August 15, 2023.

Who are the main investors in Clientbook?

Key investors in Clientbook include Aries Capital Partners.

Will Clientbook IPO soon?

No public IPO plans have been announced for Clientbook.

How can I track Clientbook secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Clientbook's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersLehi, Utah
Employee Range21
Year Founded2017
Last FundingJul 28, 2023

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