About Clientbook
Clientbook is a company based in Lehi (United States) founded in 2017 by Jason Cox. It operates as a SaaS (Software-as-a-Service). Clientbook has raised $11.69 million across 2 funding rounds from investors including Aries Capital Partners, Kickstart Fund and Florida Funders. Clientbook offers products and services including Clientbook App, AI Recommendations, Messaging, Analytics, and Automations. Clientbook operates in a competitive market with competitors including Tulip, OSF Commerce, BSPK, StyleSend and Seer, among others.
- Headquarter Lehi, United States
- Founders Jason Cox
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Sectors
Retail
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$11.69 M (USD)
in 2 rounds
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Latest Funding Round
$7.19 M (USD), Series A
Jul 28, 2023
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Investors
Aries Capital Partners
& 2 more
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Employee Count
Employee Count
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Products & Services of Clientbook
Clientbook offers a comprehensive portfolio of products and services, including Clientbook App, AI Recommendations, Messaging, Analytics, and Automations. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
A digital tool for luxury retail sales assistance.
AI-driven suggestions for client actions in retail.
Personalized messaging for one-on-one or mass client outreach.
Data insights for informed decisions in retail outreach.
Automated client outreach to ensure consistent follow-ups.
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Funding Insights of Clientbook
Clientbook has successfully raised a total of $11.69M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $7.19 million completed in July 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Series A — $7.2M
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First Round
First Round
(08 Jul 2021)
- Investors Count 3
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2023 | Amount | Series A - Clientbook | Valuation |
investors |
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| Jul, 2021 | Amount | Series A - Clientbook | Valuation | Aries Capital Partners |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Clientbook
Clientbook has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Aries Capital Partners, Kickstart Fund and Florida Funders. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Long-term investments are offered by Aries Capital Partners to entrepreneurs.
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Founded Year | Domain | Location | |
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Venture capital investments are provided to early-stage tech startups.
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Founded Year | Domain | Location | |
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Venture capital funding is provided to early-stage startups.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Clientbook
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Clientbook
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Clientbook Comparisons
Competitors of Clientbook
Clientbook operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Tulip, OSF Commerce, BSPK, StyleSend and Seer, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Cloud-based ERP software is offered for retail operations.
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| domain | founded_year | HQ Location |
Cloud-based customer engagement solutions are provided for businesses.
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| domain | founded_year | HQ Location |
Personalized shopping solutions are provided for luxury brands digitally.
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| domain | founded_year | HQ Location |
SaaS-based clienteling solutions are provided for retail businesses.
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| domain | founded_year | HQ Location |
SaaS platform for luxury retail sales and communication is provided.
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| domain | founded_year | HQ Location |
Provides online platform for playing slot games with low stakes and prizes.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Clientbook
Frequently Asked Questions about Clientbook
When was Clientbook founded?
Clientbook was founded in 2017 and raised its 1st funding round 4 years after it was founded.
Where is Clientbook located?
Clientbook is headquartered in Lehi, United States. It is registered at Lehi, Utah, United States.
Who is the current CEO of Clientbook?
Brandon Wright is the current CEO of Clientbook.
Is Clientbook a funded company?
Clientbook is a funded company, having raised a total of $11.69M across 2 funding rounds to date. The company's 1st funding round was a Series A of $4.5M, raised on Jul 08, 2021.
What does Clientbook do?
Clientbook is designed as a powerful digital sales assistant tailored for luxury retail. It is utilized to drive sales and retention both in-store and online. Solutions offered include AI-powered client recommendations, messaging tools, analytics for decision-making, automations for outreach, and personalized wish lists. The platform is built to empower retail teams to enhance customer experiences and boost sales in competitive markets. It serves the luxury retail sector by providing comprehensive sales team management and data-driven insights.
Who are the top competitors of Clientbook?
Clientbook's top competitors include Tulip, BSPK and OSF Commerce.
What products or services does Clientbook offer?
Clientbook offers Clientbook App, AI Recommendations, Messaging, Analytics, and Automations.
Who are Clientbook's investors?
Clientbook has 3 investors. Key investors include Aries Capital Partners, Kickstart Fund, and Florida Funders.