Fundraising Fox

Clio

Vancouver, CA · 8 known investors

clio.com ↗

Clio provides cloud-based legal practice management software and client communication tools for law firms to streamline operations and improve client service. The platform helps legal professionals manage cases, collaborate remotely, and deliver client-centered legal services.

AI & Machine LearningCloud ComputingLegalTechSaaSin /385372@goclio

Founders & leadership

JN
Jack NewtonCEO and Founder
RG
Rian GauvreauCo-founder
JS
Julian SteinbergDirector
JB
John BushDirector
SK
Sergey KonchakovskiyDirector, Chief Executive Officer
AF
Alyssa FerenzDirector

Investors · 8

Acton CapitalMunich · $5.4M – $10.8M
Bessemer Venture PartnersRedwood City · $5M – $100M
CapitalGSan Francisco · $50M – $100M
Intrepid Growth PartnersToronto
JMI EquityLa Jolla · $25M – $250M
Sixth StreetSan Francisco · $50M – $2.5B
TidemarkSan Diego
Point NinereportedBerlin · $1M – $10M

Reported raises · per SEC filings

Form D private placements
▶$17.8MraisedSep 2022 · 13 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Julian SteinbergDirector
  • Rafael RodasExecutive Officer
  • John BushDirector
  • John ThompsonExecutive Officer
  • Alyssa FerenzDirector
  • John McGuckinExecutive Officer
  • Sergey KonchakovskiyExecutive Officer, Director, Promoter
Offering amount
$20M
Amount sold
$17.8M
Proceeds to insiders
$700K
First sale
Sep 2022
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5MraisedMay 2020 · 5 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Alyssa FerenzDirector
  • Julian SteinbergDirector
  • John BushDirector
  • Sergey KonchakovskiyExecutive Officer, Director
Offering amount
$8M
Amount sold
$5M
First sale
May 2020
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5MraisedApr 2019 · 8 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Julian SteinbergDirector
  • John BushDirector
  • Sergey KonchakovskiyExecutive Officer, Director
  • Alyssa FerenzDirector
Offering amount
$5M
Amount sold
$5M
Proceeds to insiders
$1M
First sale
Apr 2019
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5MraisedJul 2018 · 1 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Julian SteinbergDirector
  • John BushDirector
  • Sergey KonchakovskiyExecutive Officer, Director
  • Trevor NelsonDirector
Offering amount
$5M
Amount sold
$5M
First sale
Jun 2018
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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

Acquisitions · 1

Early investors' stakes continue via these deals
Lawyaw

Clio Draft is AI-powered legal drafting software that automates document creation for law firms, from client intake to final drafting, and provides access to up-to-date court forms. The product serves legal practitioners seeking to reduce time spent on routine document work.

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