Reptrics
Tampa, US · Founded 2019 · Florida LLC · 1 known investors
Reptrics offers a customer success platform for B2B SaaS companies, covering onboarding, customer health scoring, account management, playbook automation, and feedback surveys (NPS, CES, CSAT). It consolidates customer data and triggers recommended actions across CRM, ticketing, and messaging tools to help teams reduce churn and drive upsells.
Founders & leadership
KG
Kevin GoodwinChief Executive Officer
DS
David SimonVice President of Sales
Board
AC

Investors · 1
Reported raises · per SEC filings
Form D private placements$200K disclosed across 1 round · 2022
▶$200KraisedJun 2022 · 1 investors · Other TechnologyRule 506(b)
▶$200KraisedJun 2022 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Kevin GoodwinExecutive Officer, Director
- Andreas CalabreseDirector
- David SimonExecutive Officer, Director
- Offering amount
- $1M
- Amount sold
- $200K
- Minimum investment
- $50K
- Proceeds to insiders
- $130K
- First sale
- May 2022
- Incorporated
- Limited Liability Company, Florida, 2019
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 10
by search overlapVelaris30 shared keywordsVelaris is an AI-native Customer Success Platform that centralizes customer data, tracks account health, predicts churn and expansion, and automates post-sales workflows such as QBRs, reporting, and follow-ups. It is built for mid-market and enterprise B2B SaaS companies and other recurring-revenue businesses managing Customer Success at scale.
ChurnZero26 shared keywordsChurnZero provides customer success software with embedded AI agents that automate tasks such as onboarding, risk detection, and account growth for customer success teams. It targets B2B customer success and revenue retention use cases, helping teams protect revenue and increase customer lifetime value.
Corporatefinanceinstitute20 shared keywordsCorporate Finance Institute (CFI) is an online training platform offering certifications and courses in financial modeling, valuation, FP&A, financial analysis, business intelligence, and related finance and AI skills. It serves finance professionals seeking job-ready skills and industry-recognized credentials such as the FMVA.
Cube20 shared keywordsCube is an AI-powered financial intelligence platform for FP&A teams that integrates with Excel, Google Sheets, PowerPoint, Slack, and source systems to automate financial planning, analysis, and reporting. It serves finance teams across organizations seeking to reduce manual work and improve data accuracy.
HubiFi20 shared keywordsHubiFi provides revenue recognition and accounting automation software that reconciles subscription and usage-based revenue streams from payment processors like Stripe and posts audit-ready entries directly to ERPs. It handles complex billing models including pre-paid tokens, credit grants, and billed-in-arrears arrangements.
Chartmogul20 shared keywordsChartMogul is a subscription analytics and growth platform for SaaS companies, uniting revenue analytics, forecasting, and benchmarks into a real-time view of recurring revenue. It connects billing, usage, and marketing data and offers workflow automation across the subscriber lifecycle to help founders and operators track and grow MRR.
Stripe19 shared keywordsStripe provides financial infrastructure for businesses to accept payments, offer financial services, and implement custom revenue models across international markets in 135+ currencies.
Hibob dba bob19 shared keywordsHiBob operates Bob, an HR platform that consolidates HR processes and workflows into a single user-centric tool for organizations. The platform serves modern businesses seeking streamlined HR management across their entire employee base.
Drivetrain19 shared keywordsDrivetrain provides driver-based financial planning software that lets finance and revenue teams model revenue, run scenarios, and forecast without spreadsheets or consultants. It supports multi-dimensional modeling by product, segment, region, or customer, integrates actuals from CRM and billing systems via 800+ connectors, and uses AI to build and edit models.
Ordway19 shared keywordsOrdway is a billing and revenue automation platform that supports subscription, usage-based, and other recurring pricing and contract models for finance teams. It targets as-a-service and SaaS/cloud companies that need to handle complex billing permutations and ASC 606 revenue recognition.
Companies competing with Reptrics for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Reptrics do?
- Reptrics offers a customer success platform for B2B SaaS companies, covering onboarding, customer health scoring, account management, playbook automation, and feedback surveys (NPS, CES, CSAT). It consolidates customer data and triggers recommended actions across CRM, ticketing, and messaging tools to help teams reduce churn and drive upsells.
- Who are Reptrics's investors?
- Reptrics's investors include TampaBay.Ventures.
- How much funding has Reptrics raised?
- Reptrics has disclosed $200K raised across 1 round.
- Where is Reptrics headquartered?
- Reptrics is headquartered in Tampa, US.




