DirectBooks

Sacramento, United States Founded: 2019 • Age: 7 yrs
Primary market communications platform for bond issuance is provided.
Annual revenue - Latest available
Total funding - 2 rounds
Employees 12 Tracked headcount
Investors 2 Known backers
Products 1 Services tracked
Competitors 9 Brand Intelligence

About DirectBooks

DirectBooks is a company based in Sacramento (United States) founded in 2019. The company has 12 employees as of December 31, 2024. DirectBooks offers products and services including DirectBooks Platform. DirectBooks operates in a competitive market with competitors including IPC, Saphyre, Clear Street, Itiviti and Neovest, among others.

  • Headquarter Sacramento, United States
  • Employees 12 as on 31 Dec, 2024
  • Sectors
    Technology
  • Email
    Locked
  • Phone
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  • Website
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  • Social
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  • Legal Name Directbooks Uk Limited
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    12

    as on Dec 31, 2024

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Products & Services of DirectBooks

DirectBooks offers a comprehensive portfolio of products and services, including DirectBooks Platform.

Product name locked
Category locked
Primary

Automates deal data exchange and workflows for primary markets.

People of DirectBooks

Headcount 10-50
Employee Profiles 23
Employee Profiles
People
Neha Naimpally
Executive Director - Global Head For Risk
People
Chris Rodriguez
Global Head of Platform Engagement
People
Yvonne Wang
COO
People
Richard Kerschner
CEO

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Funding Insights of DirectBooks

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.

All
Institutional
Investor Description Founded Year Domain Location
Comprehensive banking and financial services are provided globally.
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Financial and strategic services are provided to businesses and institutions.
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Investor details for DirectBooks

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by DirectBooks

Investments
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Investment portfolio details for DirectBooks

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - DirectBooks

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Detailed financials for DirectBooks

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  • Profit trends
  • Statement rows
  • Financial ratios

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Directbooks Comparisons

DirectBooks Primary company
Description
Primary market communications platform for bond issuance is ...
Location
Sacramento, United States
Founded Year
2019
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
12
As of 2024
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Peer comparison for DirectBooks

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of DirectBooks

DirectBooks 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 IPC, Saphyre, Clear Street, Itiviti and Neovest, among others.

Company Name Domain Founded year HQ Location Description
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Specialized technology solutions are provided for financial trade lifecycles.
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Pre-trade and post-trade analytics and onboarding solutions
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Trade life cycle management platform for brokerages
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Trade life cycle management solutions are offered for capital markets.
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We are an independently operated technology company providing a comprehensive suite of global broker-neutral financial services to the buy- and sell-side.
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Trading technology and services for order execution are provided.
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Detailed competitors of DirectBooks

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  • Competitive positioning

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Latest news on Directbooks

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Complete news archive for DirectBooks

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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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 current CEO of DirectBooks.

As of Dec 31, 2024, the latest employee count at DirectBooks is 12.

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.

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