Fundraising Fox

Clientbook

Lehi, US · Delaware corporation · 3 known investors

clientbook.com ↗

Clientbook is a digital sales assistant platform designed for luxury retail teams to drive sales and customer retention through AI-powered client recommendations, personalized messaging, analytics, and automation tools.

AI & Machine LearningSaaS

Founders & leadership

BW
Brandon WrightExecutive Officer

Investors · 3

Florida FundersTampa · $50K
KickstartSalt Lake City
Kickstart FundSalt Lake City · $250K – $3M

Reported raises · per SEC filings

Form D private placements
▶$7.2MraisedJul 2023 · 11 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Jason CoxExecutive Officer, Director
  • Brandon WrightExecutive Officer, Director
  • Jason ReadingDirector
  • Owen FullerDirector
  • Kat KennedyDirector
Amount sold
$7.2M
First sale
Jun 2023
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.9MraisedMay 2023 · 4 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Brandon WrightExecutive Officer
Amount sold
$3.9M
First sale
Aug 2022
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news