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COMPLETExRM

Description

Provider of enterprise customer relationship management services. The company offers sales automation, marketing automation and project management CRM modules and provides services in the areas of implementation planning, product installation, system integration and system assessments.

2006

Founded

PRIVATE

Status

11-50

Employees

Series B

Latest Deal Type

$1.63M

Latest Deal Amount

$4.47M

Total Amount Raised

Description

Provider of enterprise customer relationship management services. The company offers sales automation, marketing automation and project management CRM modules and provides services in the areas of implementation planning, product installation, system integration and system assessments.

Website:

www.completexrm.com

Ownership Status

Privately held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Other Software

Primary Office

331 South Rio Grande Suite 203 Salt Lake City, UT 84101United States +1 (801) 438-3460
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COMPLETExRM Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

COMPLETExRM Cap Table

Stock# of Shares
Authorized
Par ValueDividend Rate (%)Original
Issue Price
LiquidationLiquidation
Pref. Multiple
Conversion
Price
% Owned

COMPLETExRM Investors (6)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
FranklinCoveyPE-Backed CompanyMinority000 0000000 0000
Individual InvestorAngel (individual)Minority000 0000000 0000
Longbow HoldingsCorporationMinority000 0000000 0000
Pronghorn VentureMinority000 0000000 0000
Teton Capital CompanyCorporationMinority000 0000000 0000
FranklinCovey PE-Backed Company
Individual Investor Angel (individual)
Longbow Holdings Corporation
Pronghorn Venture
Teton Capital Company Corporation

COMPLETExRM Executive Team (2)

NameTitleBoard
Seat
Contact
Info
Keith NorrisCo-Founder, Chief Executive Officer & Board Member
Mike MorganCo-Founder, CSO & Board Member
Keith Norris Co-Founder, Chief Executive Officer & Board Member
Mike Morgan Co-Founder, CSO & Board Member

COMPLETExRM Board Members (4)

NameRepresentingRoleSinceContact
Info
Hal MilnerSelfBoard Member000 0000
Jared HutchingsSelfBoard Member000 0000
Mike MorganCOMPLETExRMCo-Founder, CSO & Board Member000 0000
Spencer EcclesSelfChairman000 0000
Hal Milner Board Member Self
Jared Hutchings Board Member Self
Mike Morgan Co-Founder, CSO & Board Member COMPLETExRM
Spencer Eccles Chairman Self
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