DebtBook

Charlotte, United States Founded: 2019 • Age: 7 yrs
Cloud-based debt management software is offered for organizations.

About DebtBook

DebtBook is a company based in Charlotte (United States) founded in 2019 by Tyler Traudt and Erik Pelletier.. DebtBook has raised $22.23 million across 4 funding rounds from investors including Elephant Elephant. DebtBook offers products and services including Debt Management, Cash Management, Lease Management, and Subscription Management. DebtBook operates in a competitive market with competitors including Clerkie, InDebted, Valon Mortgage, CreditMate and Data Sutram, among others.

  • Headquarter Charlotte, United States
  • Founders Tyler Traudt, Erik Pelletier
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Fifth Asset, Inc.
Operational Areas
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $22.23 M (USD)

    in 4 rounds

  • Latest Funding Round
    $12.5 M (USD), Series A

    Jul 26, 2023

  • Investors
  • Employee Count
    Employee Count
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Products & Services of DebtBook

DebtBook offers a comprehensive portfolio of products and services, including Debt Management, Cash Management, Lease Management, and Subscription Management. 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.

Primary

Platform for automating debt tracking and financial reporting

Tool for cash flow forecasting and fraud detection

System for GASB 87 compliance and audit automation

Platform for GASB 96 compliance and IT arrangement tracking

People of DebtBook
Headcount 50-200
Employee Profiles 41
Employee Profiles
People
Hunter Robinson
Senior Director Of Finance & Strategy
People
Shari B.
Director, Revenue Operations
People
Kasey Harris
Chief Of Staff
People
Jayne Moffitt
Controller

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Funding Insights of DebtBook

DebtBook has successfully raised a total of $22.23M across 4 strategic funding rounds. The most recent funding activity was a Series A round of $12.5 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 Rounds 4
  • Last Round Series A — $12.5M
  • First Round

    (30 Sep 2020)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2023 Amount Series A - DebtBook Valuation Elephant Venture Capital
Aug, 2022 Amount Series A - DebtBook Valuation

investors

Dec, 2021 Amount Seed - DebtBook Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in DebtBook

DebtBook has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Elephant Elephant. 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.

All
Venture Fund
Investor Description Founded Year Domain Location
Venture capital firm dealing with enterprise software, consumer internet, and mobile markets.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by DebtBook

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - DebtBook

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Debtbook Comparisons

Employees
+
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Competitors of DebtBook

DebtBook 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 Clerkie, InDebted, Valon Mortgage, CreditMate and Data Sutram, 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
Platform for loan servicing and credit score building through debt management
domain founded_year HQ Location
Cloud-based debt collection solutions are offered to businesses.
domain founded_year HQ Location
Cloud-native marketplace for mortgage loans
domain founded_year HQ Location
Overdue payments are collected from borrowers for multiple lenders.
domain founded_year HQ Location
Platform offering external data insights for enterprises across the customer lifecycle
domain founded_year HQ Location
Provider of customer engagement solutions to financial institutions
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Debtbook

Frequently Asked Questions about DebtBook

When was DebtBook founded?

DebtBook was founded in 2019 and raised its 1st funding round 1 year after it was founded.

Where is DebtBook located?

DebtBook is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.

Who is the current CEO of DebtBook?

Tyler Traudt is the current CEO of DebtBook. They have also founded this company.

Is DebtBook a funded company?

DebtBook is a funded company, having raised a total of $22.23M across 4 funding rounds to date. The company's 1st funding round was a Seed of $2M, raised on Sep 30, 2020.

What does DebtBook do?

DebtBook was founded in 2019 and is headquartered in Charlotte, United States. Cloud-based software for debt management is provided to sectors including governments, non-profits, financial advisors, bankers, law firms, and accountants. Core operations encompass payment reminders, debt and payment tracking, document organization, lease management, and subscription management. Automated refunding analysis is also facilitated to support efficient debt handling.

Who are the top competitors of DebtBook?

DebtBook's top competitors include Valon Mortgage, InDebted and CreditMate.

What products or services does DebtBook offer?

DebtBook offers Debt Management, Cash Management, Lease Management, and Subscription Management.

Who are DebtBook's investors?

DebtBook has 1 investor. Key investors include Elephant Elephant.

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