Home›Companies›Clientbook

Clientbook, Inc.

Updated Oct 29, 2026·Latest SEC filing Jul 28, 2023·Suggest an edit

About Clientbook

Clientbook is a private company based in Lehi, Utah. It has reported $11,135,974 raised in two offerings on Form D since May 2023.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Jun 30, 2023Jul 28, 2023$7,192,649target not set11$653KEquityRule 506(b)Form D ↗
Aug 22, 2022May 25, 2023$3,943,325target not set4$985KEquityRule 506(b)Form D ↗
Total, two offerings$11,135,974

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Clientbook's Form D filed Jul 28, 2023.

JC
Jason Cox
Executive officer and director
BW
Brandon Wright
Executive officer and director
JR
OF
Owen Fuller
Director
KK
Kat Kennedy
Director

Sources

  1. SECClientbook, Inc. filing history