About DirectBooks
DirectBooks is a Technology company based in Sacramento (United States) founded in 2019. Primary market communications platform for bond issuance is provided. The company has 12 employees. Its chief executive, as recorded, is Kerschner Richard. DirectBooks offers products and services including DirectBooks Platform. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management. Its legal entity is DIRECTBOOKS UK LIMITED. Its competitors include IPC, Saphyre and Clear Street; 2 of its 3 listed competitors have raised funding.
Company details
Provider of a primary market communications platform for bond issuance. This platform streamlines workflows for structured deal data, documentation, and information exchange. It offers automation and standardization for various bond types, improving productivity and consistency in the issuance process. The platform facilitates communication between institutional investors and underwriters, providing a single point of access for deal information, indications of interest, and allocation updates. The system enhances efficiency and control throughout the lifecycle of bond issuance.
- Headquarters Sacramento, United States
- Employees 12
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website directbooks.com
- Social LinkedIn
- Legal Name Directbooks Uk Limited
- InvestorsRoyal Bank of Canada
& 1 more
- Employee Count12
Products & Services of DirectBooks
DirectBooks offers a comprehensive portfolio of products and services, including DirectBooks Platform.
Automates deal data exchange and workflows for primary markets.
Funding Insights of DirectBooks
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of DirectBooks 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 |
|---|---|---|---|---|---|
| Apr 2024 | Seed | – | Royal Bank of Canada | – | |
| Jan 2024 | Seed | – | – |
2 investors in total: 2 institutional.
Investors in DirectBooks
DirectBooks has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Royal Bank of Canada and Mizuho Financial Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Comprehensive banking and financial services are provided globally. | 1864 | rbc.com | Toronto, Canada | |
Financial and strategic services are provided to businesses and institutions. | 2000 | mizuhogroup.com | Chiyoda City, Japan |
Investor details for DirectBooks
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 DirectBooks
24 people are tracked at DirectBooks (15 in leadership, 9 in team); the tracked headcount is 12.
| Name | Role | Group |
|---|---|---|
Kerschner Richard | CEO | Leadership |
Neha Naimpally | Executive Director - Global Head For Risk | Leadership |
Chris Rodriguez | Global Head of Platform Engagement | Leadership |
Yvonne Wang | COO | Leadership |
Richard Kerschner | CEO | Leadership |
Scott Eisenberg | Head of Legal & Business Affairs | Leadership |
Alex Linhart | Head of Client Experience | Leadership |
Jonathan Henion | Managing Director, Global Head Platform Engagement | Leadership |
Jeffrey Laughman | Global Head Operations & Program Managment | Leadership |
Daniel Bridges | Head Of EMEA Client Experience | Leadership |
Ed Kwan | Director | Leadership |
Chris Hanlon | Chief Financial Officer | Leadership |
Tarang Shah | Global Head Of Client Services | Leadership |
Duncan Phillips | Managing Director, Head Of Europe & Asia | Leadership |
Angela Yorath | Head of European Operations | Leadership |
Chelsea D'Agrella | Client Experience | Team |
Henry Cook | Client Services Team Lead | Team |
Jessica Laiter | US Team Lead-Client Services | Team |
Nate Cornblatt | Platform Engagement Associate | Team |
Michael Fodi | Client Services Associate | Team |
4 more people are available in the full profile.
Complete people profiles for DirectBooks
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 DirectBooks
3 dated milestones of DirectBooks across 5 years, from founding to its latest funding, stage changes and deals.
- Founded DirectBooks is founded.
- Funding First funding round.
- Funding Latest funding round, Seed,.
Competitors of DirectBooks
DirectBooks has 3 listed competitors in our database, 2 of them funded. They include IPC, Saphyre and Clear Street.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ipc.com | 1973 | Jersey, United States | 401 | Specialized technology solutions are provided for financial trade lifecycles. | ||
| saphyre.com | 2017 | Hoboken, United States | $88.7M | Pre-trade and post-trade analytics and onboarding solutions | ||
| clearstreet.io | 2018 | New York, United States | $761.71M | Trade life cycle management platform for brokerages |
Detailed competitors of DirectBooks
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.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as DirectBooks (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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 Directbooks
Complete news archive for DirectBooks
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 DirectBooks
DirectBooks was founded in 2019 and raised its 1st funding round 5 years after it was founded.
DirectBooks is headquartered in Sacramento, United States. It is registered at Sacramento, California, United States.
Kerschner Richard is the CEO of DirectBooks, as recorded in our data.
DirectBooks has 12 employees.
Provider of a primary market communications platform for bond issuance. This platform streamlines workflows for structured deal data, documentation, and information exchange. It offers automation and standardization for various bond types, improving productivity and consistency in the issuance process. The platform facilitates communication between institutional investors and underwriters, providing a single point of access for deal information, indications of interest, and allocation updates. The system enhances efficiency and control throughout the lifecycle of bond issuance.
DirectBooks's top competitors include Clear Street, Saphyre and IPC.
DirectBooks offers DirectBooks Platform.
DirectBooks has 2 investors. Key investors include Royal Bank of Canada, and Mizuho Financial Group.
DirectBooks operates through Directbooks Uk Limited.