About NetDocuments
NetDocuments is a Technology company based in Lehi (United States) founded in 1998, and was acquired by Clearlake Capital Group in March 2017. It operates as a cloud-based enterprise content management solutions are provided for document collaboration. NetDocuments has raised $30 million across 4 funding rounds from investors including Warburg Pincus, Cove Hill Partners and Frontier Capital. The company has 157 employees. NetDocuments has completed 2 acquisitions, including ThreadKM and Worldox. Its website netdocuments.com draws about 393 thousand monthly visits. NetDocuments offers products and services including Document Management System, Legal AI Assistant, Microsoft Teams Integration, and AI App Builder. Its focus areas include Enterprise Applications, Enterprise Information Management, Enterprise Content Management and Digital Transaction Management. Its legal entity is NETDOCUMENTS LIMITED. Its competitors include Box, Acquia, PandaDoc, Conga and Automattic and 5 more; 7 of its 10 listed competitors have raised funding.
Company details
NetDocuments was founded in 1998 and is headquartered in Lehi, United States. Enterprise content management services are delivered through a cloud platform, enabling the creation, security, management, access, and collaboration on documents and emails across devices. Data security measures, compliance with standards such as SEC, FINRA, and HIPAA, and disaster recovery options are included. Customers from small businesses to large enterprises are served in the technology sector.
- Headquarters Lehi, United States
- Employees 157
- Stage Acquired
- SectorsTechnology
- Website netdocuments.com
- Social LinkedIn X Facebook
- Acquired by Clearlake Capital Group (Mar 2017)
- Legal Name Netdocuments Limited
- Total Equity Funding$30M (USD)
in 4 rounds
- InvestorsWarburg Pincus
& 3 more
- Employee Count157
- Investments & AcquisitionsThreadKM
& 1 more
- Acquired byClearlake Capital Group
(Mar 2017)
Products & Services of NetDocuments
NetDocuments offers a comprehensive portfolio of products and services, including Document Management System, Legal AI Assistant, Microsoft Teams Integration, and AI App Builder.
Platform for organizing and securing legal documents
AI for answering questions from documents quickly
Integration for document access in Microsoft Teams
Tool for creating custom AI workflows
Funding Insights of NetDocuments
NetDocuments has successfully raised a total of $30M across 4 strategic funding rounds. 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 $30M
- Total Rounds 4
- First Round $25M
(Jul 2014)
- Investors Count 3
All 4 funding rounds of NetDocuments 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 |
|---|---|---|---|---|---|
| May 2021 | – | Series B | β | Warburg Pincus | |
| May 2019 | – | Series B | β | Cove Hill Partners | β |
| Mar 2016 | $5M | Series B | β | β | β |
| Jul 2014 | $25M | Series B | β | β |
4 investors in total: 4 institutional.
Investors in NetDocuments
NetDocuments has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include Warburg Pincus, Cove Hill Partners and Frontier Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Multi-stage private equity investments are pursued across diverse sectors. | 1966 | warburgpincus.com | New York, United States | |
Private equity investments are made in technology and consumer sectors. | – | covehillpartners.com | Boston, United States | |
- | – | frontiercapital.com | - | |
Lower and mid-market investments are managed through private equity strategies. | – | clearlake.com | Santa Monica, United States |
Investor details for NetDocuments
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People of NetDocuments
140 people are tracked at NetDocuments (32 in leadership, 108 in team); the tracked headcount is 157.
| Name | Role | Group |
|---|---|---|
Josh Baxter | Chief Executive Officer | Leadership |
Dan Hauck | Chief Product Officer | Leadership |
Kerri Dearing | VP, International Business | Leadership |
Dayton Kellenberger | Chief Financial Officer | Leadership |
Eric Pande | Chief of Staff | Leadership |
Mike Gibson | Chief Revenue Officer | Leadership |
Kaden Smith | Director, Strategic Sales | Leadership |
Chandler Shepherd | Vice President Of Client Sales | Leadership |
John Motz | Chief Technology Officer | Leadership |
Alecha Stackle | Chief Marketing Officer | Leadership |
Marc Duncan | Vice President Of Strategic Sales | Leadership |
Jill Schornack | Vice President, Product | Leadership |
Brooke Kammeyer | Head Of Pricing And Packaging | Leadership |
Melissa Mickelson | Vice President, Brand Strategy And Corporate Marketing | Leadership |
Chris Dewitt | Senior Director Of Engineering | Leadership |
Michael Nauta | Director, Engineering Operations | Leadership |
Erik Lustig | Sr. Director Engineering | Leadership |
Brandon Rock | Director, Platform Engineering | Leadership |
Pedro Martins | Director Of Information Security | Leadership |
Aafke Koopal | Director, GTM Finance | Leadership |
120 more people are available in the full profile.
Complete people profiles for NetDocuments
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Investments & Acquisitions by NetDocuments
NetDocuments has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include ThreadKM and Worldox.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Document and email management solutions are offered by Worldox. | worldox.com | Glen Rock, United States | 1988 | Oct 2022 | β’β’β’β’ | |
A project management tool tailored for legal professionals. | threadkm.com | Atlanta, United States | 2014 | Nov 2017 | β’β’β’β’ |
Complete acquisition details for NetDocuments
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Timeline of NetDocuments
6 dated milestones of NetDocuments across 24 years, from founding to its latest funding, stage changes and deals.
- Founded NetDocuments is founded.
- Funding First funding round of $25.0M.
- Exit Acquired by Clearlake Capital Group.
- Acquisition Acquires ThreadKM.
- Funding Latest funding round, Series B,.
- Acquisition Acquires Worldox.
Competitors of NetDocuments
NetDocuments has 10 listed competitors in our database, 7 of them funded. They include Box, Acquia, PandaDoc, Conga and Automattic, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| box.com | 2005 | Redwood, United States | $692.63M | – | AI-based platform for secure collaboration and content management is utilized. | |
| acquia.com | 2007 | Boston, United States | $173.5M | 78 | AI powered digital experience and customer data management platform | |
| pandadoc.com | 2011 | San Francisco, United States | $61.93M | 181 | Document workflows are automated and managed for sales teams. | |
| conga.com | 2006 | Broomfield, United States | $140.09M | 266 | Contract lifecycle management is facilitated via a cloud-based platform. | |
| ma.tt | 2005 | San Francisco, United States | – | – | Automattic is engaged in developing web and messaging solutions. | |
| m-files.com | 1989 | Plano, United States | $125.52M | 118 | Documents are managed and automated for enterprise knowledge work. | |
| kaltura.com | 2006 | New York, United States | – | 580 | Offers cloud-based video solutions tailored for the media and entertainment industry. | |
| digio.com.br | 2016 | Sao Paulo, Brazil | – | – | Mobile platform offering credit cards | |
| instabase.com | 2015 | San Francisco, United States | $321.92M | 136 | Business processes are automated via customizable apps and AI tools. | |
| gonitro.com | 2005 | San Francisco, United States | $36.6M | 157 | Cloud-based PDF editing, collaboration, and e-signature solutions are provided. |
Detailed competitors of NetDocuments
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of NetDocuments
The website of NetDocuments (netdocuments.com) receives about 393.1K visits a month.
- Monthly visits393.1K
▲ 7.1% vs previous month
Websites whose visitors overlap most with NetDocuments. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
falcondocumentmanagement.co.uk | falcondocumentmanagement.co.uk | 100% | – | – | β |
| zoom.us | 98% | 563.4M | #82 | View details | |
yoobi.nl | yoobi.nl | 98% | – | #278,883 | β |
| box.com | 96% | 74.3M | #381 | View details | |
| springcm.com | 96% | 367.4K | #120,185 | View details | |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 40 similar websites and full traffic analytics for NetDocuments
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- 40 similar websites
- Audience overlap
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- Traffic by brand
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Top companies in Enterprise Software & Platforms
10 companies that operate in the same segment as NetDocuments (Enterprise Software & Platforms), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
AI-based platform for secure collaboration and content management is utilized. | 2005 | Redwood City, California, United States | USD 692.63 M | USD 1.18 B | 4,447 | |
Cloud-based big data warehouse for enterprise data management is provided. | 2012 | Bozeman, Montana, United States | USD 1.46 B | USD 3.63 B | 12,114 | |
Cloud based project management platform | 2016 | Palo Alto, California, United States | USD 535.25 M | – | 1 | |
AI-enabled private search engine for keyword-based queries is operated. | 2020 | Palo Alto, California, United States | USD 199 M | – | 337 | |
Enterprise data security software is provided for digital asset protection. | 2008 | Milpitas, California, United States | USD 51.78 M | USD 14.56 M | 223 | |
Cloud based data streaming analytics and governance platform | 2014 | Mountain View, California, United States | USD 456 M | USD 963.64 M | 3,583 | |
Cloud-based business intelligence solutions are provided via integrated suite. | 2010 | American Fork, Utah, United States | USD 729.81 M | USD 317.04 M | 1,248 | |
AI powered digital experience and customer data management platform | 2007 | Boston, Massachusetts, United States | USD 173.5 M | USD 14.84 M | 341 | |
Platform that offers data governance and file sharing solutions | 2006 | Mountain View, California, United States | USD 136.5 M | USD 8.93 M | 1,317 | |
Cloud-based video solutions for media, entertainment, and education are provided. | 2006 | New York, New York, United States | USD 145.1 M | – | 580 |
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Related news about Netdocuments
Complete news archive for NetDocuments
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Frequently Asked Questions about NetDocuments
NetDocuments was founded in 1998 and raised its 1st funding round 16 years after it was founded.
NetDocuments is headquartered in Lehi, United States. It is registered at Lehi, Utah, United States.
NetDocuments is a funded company, having raised a total of $30M across 4 funding rounds to date. The company's 1st funding round was a Series B of $25M, raised on Jul 2014.
NetDocuments has 157 employees.
NetDocuments was founded in 1998 and is headquartered in Lehi, United States. Enterprise content management services are delivered through a cloud platform, enabling the creation, security, management, access, and collaboration on documents and emails across devices. Data security measures, compliance with standards such as SEC, FINRA, and HIPAA, and disaster recovery options are included. Customers from small businesses to large enterprises are served in the technology sector.
NetDocuments offers Document Management System, Legal AI Assistant, Microsoft Teams Integration, and AI App Builder.
NetDocuments has 4 investors. Key investors include Warburg Pincus, Cove Hill Partners, Frontier Capital, and Clearlake Capital Group.
NetDocuments operates through Netdocuments Limited.
Yes. NetDocuments was acquired by Clearlake Capital Group in March 2017.
The website of NetDocuments receives about 393 thousand visits a month.

