About DebtBook
DebtBook is a Financial Services company based in Charlotte (United States) founded in 2019 by Tyler Traudt and Erik Pelletier. Cloud-based debt management software is offered for organizations. DebtBook has raised $23.23 million across 5 funding rounds from investors including Elephant Elephant. Its chief executive, as recorded, is Tyler Traudt. Its website debtbook.com draws about 32 thousand monthly visits. DebtBook offers products and services including Debt Management, Cash Management, Lease Management, and Subscription Management. Its focus areas include FinTech, Banking Tech, Loan Life Cycle Management and Loan Servicing. Its legal entity is Fifth Asset, Inc. Its competitors include Clerkie and Valon Mortgage; 2 of its 2 listed competitors have raised funding.
Company details
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.
- Headquarters Charlotte, United States
- Founders Tyler Traudt, Erik Pelletier
- SectorsFinancial Services
- Website category Finance · Accounting and Auditing
- Email••••••••
- Phone•••• ••••
- Website debtbook.com
- Social LinkedIn X
- Legal Name Fifth Asset, Inc.
- Total Equity Funding$23.23M (USD)
in 5 rounds
- Latest Funding Round$997.18K (USD), Series A
Jun 2026
- Investors
Products & Services of DebtBook
DebtBook offers a comprehensive portfolio of products and services, including Debt Management, Cash Management, Lease Management, and Subscription Management.
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
Funding Insights of DebtBook
DebtBook has successfully raised a total of $23.23M across 5 strategic funding rounds. The most recent funding activity was a Series A round of $997.18 thousand completed in June 2026. 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 $23.23M
- Total Rounds 5
- Last Round Series A — $997,177
- First Round $950,504
(Sep 2020)
- Investors Count 1
All 5 funding rounds of DebtBook with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2026 | $997,177 | Series A | – | – | – |
| Jul 2023 | $12.5M | Series A | – | Elephant Venture Capital | – |
| Aug 2022 | $6.78M | Series A | – | – | – |
| Dec 2021 | $2M | Seed | – | – | – |
| Sep 2020 | $950,504 | Seed | – | – | – |
1 investors in total: 1 institutional.
Investors in DebtBook
DebtBook has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Elephant Elephant.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital firm dealing with enterprise software, consumer internet, and mobile markets. | elephantvc.com |
Investor details for DebtBook
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of DebtBook
40 people are tracked at DebtBook (14 in leadership, 26 in team).
| Name | Role | Group |
|---|---|---|
Tyler Traudt | Co-Founder & CEO | Leadership |
Erik Pelletier | Co-Founder | Leadership |
Hunter Robinson | Senior Director Of Finance & Strategy | Leadership |
Shari B. | Director, Revenue Operations | Leadership |
Kasey Harris | Chief Of Staff | Leadership |
Justin Risedorf | Director of Product Management | Leadership |
Gregory Person | Chief Revenue Officer (cro) | Leadership |
Brendan Mannion | Vice President of Finance Product and Enablement | Leadership |
Michael Juby | Chief Financial Officer | Leadership |
Martin Feinstein | Managing Director | Leadership |
Stephen Yokim | Director - Accounting Product And Enablement | Leadership |
Alex Hutchins | Senior Director of Business Development | Leadership |
Corey Daniels | Director, Product Design | Leadership |
Gio Mantovani | Regional Sales Director | Leadership |
Erin Kennedy | Product Design Lead | Team |
James P. Perez | Senior Manager Of Product Management | Team |
Jayne Moffitt | Controller | Team |
Eric Heineman | Product Manager | Team |
Victoria Kells | Accounting Product and Enablement Associate | Team |
Greg Ross | Sales Enablement Manager | Team |
20 more people are available in the full profile.
Complete people profiles for DebtBook
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of DebtBook
3 dated milestones of DebtBook across 7 years, from founding to its latest funding, stage changes and deals.
- Founded DebtBook is founded.
- Funding First funding round of $951K.
- Funding Latest funding round, Series A, of $997K.
Competitors of DebtBook
DebtBook has 2 listed competitors in our database, 2 of them funded. They include Clerkie and Valon Mortgage.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| clerkie.io | 2017 | San Francisco, United States | $35M | 30 | Platform for loan servicing and credit score building through debt management | |
| valon.com | 2019 | New York, United States | $187.33M | 285 | Cloud-native marketplace for mortgage loans |
Detailed competitors of DebtBook
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of DebtBook
The website of DebtBook (debtbook.com) receives about 32.4K visits a month and ranks #1,014,341 among all websites worldwide, #2,514 in Accounting and Auditing.
- Monthly visits32.4K
▲ 60.6% vs previous month
- Unique visitors9.1K
per month
- Global rank#1,014,341
among all websites
- Category rank#2,514
Finance · Accounting and Auditing
- Bounce rate34%
- Pages per visit3.9
- Average visit2 min 06 sec
- DevicesDesktop 34% · Mobile 66%
Websites whose visitors overlap most with DebtBook. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| bakerhill.com | 100% | 19.9K | #1,674,625 | View details | |
| zandersgroup.com | 94% | 26.9K | #656,163 | View details | |
| reachreporting.com | 89% | 49.6K | #435,055 | View details | |
| acuitykp.com | 86% | 13.9K | #947,385 | View details | |
| planful.com | 85% | 176.1K | #222,746 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 22 similar websites and full traffic analytics for DebtBook
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 22 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as DebtBook (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Debtbook
Complete news archive for DebtBook
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about DebtBook
DebtBook was founded in 2019 and raised its 1st funding round 1 year after it was founded.
DebtBook is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
Tyler Traudt is the CEO of DebtBook, as recorded in our data. They have also founded this company.
DebtBook is a funded company, having raised a total of $23.23M across 5 funding rounds to date. The company's 1st funding round was a Seed of $950.5K, raised on Sep 2020.
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.
DebtBook's top competitors include Valon Mortgage and Clerkie.
DebtBook offers Debt Management, Cash Management, Lease Management, and Subscription Management.
DebtBook has 1 investor. Key investors include Elephant Elephant.
DebtBook operates through Fifth Asset, Inc..