ClientSuccess Overview

  • Founded

  • 2014

Founded
  • Status

  • Private

  • Employees

  • 31

Employees
  • Latest Deal Type

  • Later Stage VC

  • Investors

  • 28

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

Website
www.clientsuccess.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Business/Productivity Software
Other Industries
Media and Information Services (B2B)
Primary Office
  • 770 East Main Street
  • Suite 151
  • Lehi, UT 84043
  • United States
+1 (801) 000-0000

ClientSuccess Timeline

2020202120222023
Financing RoundCaptured Employee CountEstimated Employee Growth

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ClientSuccess Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Later Stage VC 01-Aug-2022 000 Completed Generating Revenue
7. Seed Round 23-Nov-2021 00000 000 Completed Generating Revenue
6. Secondary Transaction - Private 00.00 Completed Generating Revenue
5. Debt - PPP 13-Apr-2020 00.00 Completed Generating Revenue
4. Seed Round 26-Jul-2018 00.00 00.00 0000 Completed Generating Revenue
3. Seed Round 10-Sep-2015 000 000 00.000 Completed Generating Revenue
2. Seed Round 02-Dec-2014 $750K $1000K 000 Completed Startup
1. Seed Round 18-Feb-2014 $250K $250K 000 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 0,000,000 00.000000 00.00 00.00 00.00 00 00.00 000
Seed 3 0,000,000 00.000000 00.00 00.00 00.00 00 00.00 00.000
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 »

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
31 As of 2023
000
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00000000000000000000
Redwood City, CA
000 As of 0000
00000
0000000000 00000

000000

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00000000000000000000
San Francisco, CA
00 As of 0000
000
000000000 000
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ClientSuccess Competitors (41)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Totango Venture Capital-Backed Redwood City, CA 000 00000 0000000000 00000
000000000000000000 Venture Capital-Backed San Francisco, CA 00 000 000000000 000
0000000 Venture Capital-Backed New York, NY 00 000.00 00000000000 000.00
00000000 000000000 Venture Capital-Backed Pleasanton, CA 00 00.00 0000000000 0
000000000 Venture Capital-Backed Ottawa, Canada 00 000.00 00000000000 000.00
You’re viewing 5 of 41 competitors. Get the full list »

ClientSuccess Executive Team (7)

Name Title Board Seat Contact Info
David Blake Co-Founder, Chief Executive Officer & Board Member
Bill Ezell Co-Founder & President
Kristi Faltorusso Chief Customer Officer
You’re viewing 3 of 7 executive team members. Get the full list »

ClientSuccess Board Members (5)

Name Representing Role Since
Adam Slovik Select Venture Partners Board Member 000 0000
David Blake ClientSuccess Co-Founder, Chief Executive Officer & Board Member 000 0000
Neeraj Gupta Cervin Board Member 000 0000
You’re viewing 3 of 5 board members. Get the full list »

ClientSuccess Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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ClientSuccess Investors (28)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Frazier Group Venture Capital Minority 000 0000 000000 0
Andy Jorgensen Angel (individual) Minority 000 0000 000000 0
Arthur Benjamin Angel (individual) Minority 000 0000 000000 0
Cervin Venture Capital Minority 000 0000 000000 0
David Chie Angel (individual) Minority 000 0000 000000 0
You’re viewing 5 of 28 investors. Get the full list »

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