ClientSuccess Overview

  • Year Founded
  • 2014

Year Founded

  • Status
  • Private

  • Employees
  • 36

Employees

  • Latest Deal Type
  • Later Stage VC

  • Investors
  • 29

ClientSuccess General Information

Description

Developer of a customer success management platform designed to drive customer retention and growth across the entire organization. The company's platform provides actionable insights and customer analytics to proactively manage success throughout the customer lifecycle, enabling clients to manage, retain, and grow their existing customer base.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 770 East Main Street
  • Suite 151
  • Lehi, UT 84043
  • United States
+1 (801)
Primary Industry
Business/Productivity Software
Other Industries
Media and Information Services (B2B)
Vertical(s)
Corporate Office
  • 770 East Main Street
  • Suite 151
  • Lehi, UT 84043
  • United States
+1 (801)

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ClientSuccess Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
10. Later Stage VC 02-Sep-2025 Completed Generating Revenue
9. Later Stage VC 01-Aug-2022 Completed Generating Revenue
8. Seed Round 23-Nov-2021 Completed Generating Revenue
7. Secondary Transaction - Private Completed Generating Revenue
6. Seed Round 30-Jun-2021 Completed Generating Revenue
5. Debt - PPP 13-Apr-2020 Completed Generating Revenue
4. Seed Round 26-Jul-2018 Completed Generating Revenue
3. Seed Round 10-Sep-2015 Completed Generating Revenue
2. Seed Round 02-Dec-2014 $750K $1000K Completed Startup
1. Seed Round 18-Feb-2014 $250K $250K Completed Startup
To view ClientSuccess’s complete valuation and funding history, request access »

ClientSuccess Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate ($) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Seed 4
Seed 3
Seed 2 3,565,314 $0.001000 $0.02 $0.21 $0.21 1x $0.21 12.52%
Seed 1,250,000 $0.001000 $0.02 $0.21 $0.21 1x $0.21 4.39%
To view ClientSuccess’s complete cap table history, request access »

VC Exit Predictor

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Opportunity Score

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Exit Type

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ClientSuccess Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a customer success management platform designed to drive customer retention and growth across the entire or
Business/Productivity Software
Lehi, UT
36 As of 2026

Sacramento, CA
 

Portland, OR
 
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ClientSuccess Competitors (38)

One of ClientSuccess’s 38 competitors is Odie, a Venture Capital-Backed company based in Sacramento, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Odie Venture Capital-Backed Sacramento, CA
AskNicely Venture Capital-Backed Portland, OR
CustomerSuccessBox Formerly VC-backed San Francisco, CA
mParticle Formerly VC-backed New York, NY
ChurnZero Venture Capital-Backed Washington, DC
You’re viewing 5 of 38 competitors. Get the full list »

ClientSuccess Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

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ClientSuccess Investors (29)

Investor Name Investor Type Holding Investor Since Participating Rounds
Run Ventures Venture Capital Minority
Frazier VC Venture Capital Minority
Angel (individual) Minority
Angel (individual) Minority
Cervin Ventures Venture Capital Minority
You’re viewing 5 of 29 investors. Get the full list »

ClientSuccess Acquisitions (3)

ClientSuccess’s most recent deal was a Merger/Acquisition with Product Signals. The deal was made on 14-Jan-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Product Signals 14-Jan-2025 Merger/Acquisition Business/Productivity Software
Baton (Business/Productivity Software) 17-Jun-2024 Merger/Acquisition Business/Productivity Software
Status Software 01-Nov-2023 Merger/Acquisition Business/Productivity Software
To view ClientSuccess’s complete acquisitions history, request access »

ClientSuccess Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
Product Signals San Carlos, CA 2020
Baton (Business/Productivity Software) New York, NY 2018

ClientSuccess FAQs

  • When was ClientSuccess founded?

    ClientSuccess was founded in 2014.

  • Where is ClientSuccess headquartered?

    ClientSuccess is headquartered in Lehi, UT.

  • What is the size of ClientSuccess?

    ClientSuccess has 36 total employees.

  • What industry is ClientSuccess in?

    ClientSuccess’s primary industry is Business/Productivity Software.

  • Is ClientSuccess a private or public company?

    ClientSuccess is a Private company.

  • What is ClientSuccess’s current revenue?

    The current revenue for ClientSuccess is .

  • How much funding has ClientSuccess raised over time?

    ClientSuccess has raised $6M.

  • Who are ClientSuccess’s investors?

    Run Ventures, Frazier VC, , , and Cervin Ventures are 5 of 29 investors who have invested in ClientSuccess.

  • Who are ClientSuccess’s competitors?

    Odie, AskNicely, CustomerSuccessBox, mParticle, and ChurnZero are some of the 38 competitors of ClientSuccess.

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