Workrails
Huntington, US · Delaware corporation · 2 known investors
Find your way into Workrails
112 people in our graph share verified history with the Workrails team — schools, employers, funds. One of them is your warm intro.
Shomik Ghoshunlockedknows Jeffrey Leventhal · together at boldstart ventures (overlapped)
×6knows the team · via boldstart ventures
knows the team · via Work Market
×2knows the team · via CA, Inc
knows the team · via Binghamton University School of Management
knows the team · via Spinback, Inc
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 LeventhalinCo-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 · 2
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.
Competitors · 5
by search overlap
Rails7 shared keywordsRails is a finance operating system for third-party logistics (3PL) providers that automates end-to-end billing, calculates charges with configurable pricing rules, and reconciles carrier spend by extracting unstructured billing data. It integrates with WMS, carrier, and accounting systems to reduce billing errors, prevent revenue leakage, and give brands billing transparency.
DealHub6 shared keywordsDealHub provides a revenue platform that manages sales engagement touchpoints to improve buyer experience and sales team efficiency.
Bigtimesoft6 shared keywordsBigTime 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.
Dock5 shared keywordsDock provides a white-label customer portal platform that enables companies to manage projects, share files, track engagement, and handle renewals in a single collaborative workspace. The platform serves sales teams, customer success managers, and enterprises across SMB to enterprise customer relationships.
Railway4 shared keywordsRailway builds a cloud computing platform designed to reduce deployment friction and simplify the software development lifecycle. The service targets developers and engineering teams who want to deploy applications with minimal configuration overhead.
Companies competing with Workrails for the same Google search keywords, organic and paid, via search-intersection analysis.
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, 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.