Clientbook, Inc.
Other Technology · Lehi, Utah
Clientbook, Inc. is a other technology company based in Lehi, Utah. It has reported $11.1 million raised across 2 Form D filings with the SEC, most recently in 2023.
Clientbook is the digital sales assistant for jewelers and other luxury retailers to make more money. We make your team clienteling rockstars by organizing customer data, automating follow-ups, and leveraging AI to create personalized and timely communications to bring customers back into your store.
| Date | Round | Amount | Raised to date | Lead investor | Source |
|---|---|---|---|---|---|
| 2023-07-28 | — | $7.2M | $11.1M | SEC Form D | |
| 2023-05-25 | — | $3.9M | $3.9M | SEC Form D |
SEC rows are Form D filings, where the amount is what was actually sold and amendments update a round rather than adding one. Press rows are split between company-issued releases or wires and editorial or third-party coverage. The total is therefore a floor: a round nobody reported is a round we cannot see. A buyout or control change appears in the timeline but is never added to the total: that money goes to shareholders, not into the company.
Form D is the notice a company files with the SEC when it sells securities without registering them. It reports the amount sold, not a valuation. Figures here are what the filing says. Where a filing is silent, the field is left blank rather than estimated. “Total raised” adds press-reported rounds that never appear in a filing, so it is a floor rather than an audited sum: press amounts are the figures the company announced, and a round nobody reported is a round we cannot see.