Fundraising FoxWorkrails
Huntington, US · Delaware corporation · 6 known investors
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WorkRails is a professional services selling platform that lets sales teams configure, price, and quote services and generate documents such as statements of work, MSAs, estimates, and proposals with predefined deliverables. It integrates with existing sales tools like Salesforce to automate the service sales process from discovery to approval.
Founders & leadership
JL
Jeffrey LeventhalCo-founder & CEO, Board Member2016–2020Jeffrey Leventhal founded WorkRails, a professional services selling platform acquired by Vista Equity/BT, and previously founded WorkMarket (sold to ADP), OnForce (sold to Adecco), and several other enterprise software and marketplace companies. He later served as a venture partner at Boldstart.vc and currently invests through S12F in enterprise service businesses.
MS
Michael SteinbergNamed on SEC filing
JP
James ProctorNamed on SEC filing
Investors · 6
Companyon Ventureslisted by Companyon VenturesBoston · $2M – $10M
How we know: Companyon Ventures's portfolio page · the VCSheet dataset · Not right? Tell us
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Lerer Hippeaulisted by Lerer HippeauNew York · $500K – $2M
How we know: lererhippeau.com · Not right? Tell us
Reciprocal Ventureslisted by Reciprocal VenturesNew York City · $250K – $3M
How we know: Reciprocal Ventures's portfolio page · Not right? Tell us
Western Technology Investmentlisted by Western Technology InvestmentPortola Valley
How we know: westerntech.com · Not right? Tell us
Lattice VenturesreportedNew York · $25K – $100K
How we know: the VCSheet dataset · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$2.4M disclosed across 2 rounds · 2015–2021
▶$1.6MraisedSep 2021 · 5 investors · OtherRule 506(b)
▶$1.6MraisedSep 2021 · 5 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Jeffrey LeventhalDirector
- Michael SteinbergDirector
- James ProctorExecutive Officer, Director
- Offering amount
- $2.5M
- Amount sold
- $1.6M
- First sale
- Sep 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$750KraisedJan 2016 · 1 investors · OtherRule 506(b)
▶$750KraisedJan 2016 · 1 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Jeffrey LeventhalExecutive Officer, Director
- Offering amount
- $2.1M
- Amount sold
- $750K
- First sale
- Dec 2015
- Incorporated
- Corporation, Delaware, 2015
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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DealHubDealHub provides a revenue platform that manages sales engagement touchpoints to improve buyer experience and sales team efficiency.
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BigtimesoftBigTime is a project and resource management platform that helps professional services firms track time and expenses, manage projects from quote to cash, and optimize margins and cash flow through a unified system.
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Companies working in the same space as Workrails.
Frequently asked questions
- What does Workrails do?
- WorkRails is a professional services selling platform that lets sales teams configure, price, and quote services and generate documents such as statements of work, MSAs, estimates, and proposals with predefined deliverables. It integrates with existing sales tools like Salesforce to automate the service sales process from discovery to approval.
- Who founded Workrails?
- Workrails was founded by Jeffrey Leventhal.
- Who are Workrails's investors?
- Workrails's investors include Companyon Ventures, Gaingels, Lerer Hippeau, Reciprocal Ventures, Western Technology Investment, Lattice Ventures.
- How much funding has Workrails raised?
- Workrails has disclosed $2.4M raised across 2 rounds.
- Where is Workrails headquartered?
- Workrails is headquartered in Huntington, US.