Company Profiles

driven by the PitchBook Platform

ClientSuccess

ClientSuccess
2013 FOUNDED
PRIVATE STATUS
11-50 EMPLOYEES
Series 3 LATEST DEAL TYPE
$2M LATEST DEAL AMOUNT
$3.01M TOTAL AMOUNT RAISED
Description

Provider of customer management platform designed to individuals to build relationships that last. The company's customer management platform provides actionable insights, rich customer analytics, and best practices to proactively manage success throughout the customer lifecycle, enabling SaaS based companies and executives to manage, retain and grow their existing customer base

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Business/Productivity Software
Other Industries
Application Software
Primary Office
313 South 740 East
Suite 2
American Fork, UT 84003
United States

+1 (801) 341-1832
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore ClientSuccess’s full profile, request a free trial.

ClientSuccess Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Seed Round 10-Sep-2015 $2M $3.01M 00.000 Completed Generating Revenue
2. Seed Round 02-Dec-2014 00000 00.000 00.000 Completed Startup
1. Seed Round 01-Feb-2014 $250k $250k $2.41M Completed Startup
To view this company’s complete deal history including valuation and funding request access »

ClientSuccess Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate ($) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Seed 3 0,000,000 00.000000 00.00 00.00 00.00 00 00.00 00.000
Seed 2 0,000,000 00.000000 00.00 00.00 00.00 00 00.00 00.000
Seed 1,250,000 $0.001000 $0.02 $0.21 $0.21 1x $0.21 6.25%
To view this company’s complete Cap Table request access »

ClientSuccess Investors (14)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Bialla Venture Partners Venture Capital Minority 000 0000 000000 0
Fortius Capital Venture Capital Minority 000 0000 000000 0
Individual Investor Angel (individual) Minority 000 0000 000000 0
Joshua James Angel (individual) Minority 000 0000 000000 0
LaunchCapital Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 14 investors. Get the full list »

ClientSuccess Executive Team (3)

Name Title Board
Seat
Contact
Info
David Blake Founder, President, Chief Executive Officer & Board Member
Burke Alder Vice President, Marketing
Wade Shearer Vice President, Product & Design

You’re viewing 3 of 3 executives.

ClientSuccess Board Members (3)

Name Representing Role Since Contact
Info
David Blake ClientSuccess Founder, President, Chief Executive Officer & Board Member 000 0000
Matt Abrams Seven Peaks Ventures Board Observer 000 0000
Sid Krommenhoek Peak Ventures Board Member 000 0000

You’re viewing 3 of 3 board members.