Digital Clipboard
AI-powered client onboarding for enterprise
Business Model: SAAS
Revenue: $1.2M
Employees: 11-50
Rankings
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Detailed Digital Clipboard Information
Geographic Data
Address:
City: London
State: England
Zip:
Country: United Kingdom
Financial Info
Stage:
angel
Raised Last:
$600k
Raised Total:$850k
Social
Metrics
181,075Website Global Rank
409,354Website Monthly Traffic
Twitter Followers
Description
Digital Clipboard is an AI-powered client onboarding app for wealth, insurance and mortgage advisors. The app streamlines workflows and automates onboarding, reducing cost by 10x while allowing advisors to provide a smoother, more dependable service to clients, helping to improve conversion. Using smart technology, it adapts to the unique way in which advisors conduct their client meetings, simplifying the collection of client details into paperless records in real-time.
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| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 8/2016 | Angel Round | $600k | 10/2014 | Seed Round | 1 | $250k |
Symvan Capital Symvan Capital |
|---|
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Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
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