What amount sold does ClientSuccess, Inc. report in Form D filings?

The latest linked filings report $4.2M sold across 2 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was ClientSuccess, Inc.'s most recent SEC filing?

ClientSuccess, Inc.'s most recent Form D filing was on 2018-07-27.

How many investors does ClientSuccess, Inc. have?

The most recent Form D filing lists 2 investor(s).

What type of securities does ClientSuccess, Inc. offer?

ClientSuccess, Inc.'s SEC Form D filings indicate equity offerings.

ClientSuccess, Inc.

CIK: 0001653927·Other·AMERICAN FORK, UT·Corporation·Founded 2014

Reported Sold

$4,240,591

Total Filings

Identified Offerings

Last Filed

Jul 27, 2018

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Other industry

SEC EDGAR

Offering filing timeline

Jul 27, 2018Form D — New notice

Reported sold: $2,500,000 · Target: $2,500,000

Rule 506(b)·2 investors

Sep 29, 2015Form D — New notice

Reported sold: $1,740,591 · Target: $2,000,000

Rule 506(b)·10 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

Amendment Rate

Latest reported sold across 2 identified offerings

$4,240,591

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

David Blake

Related Person

Appears on 2 filings

Sid Krommenhoek

Related Person

Appears on 1 filing

Sid Krommenhoek

Related Person

Appears on 1 filing

Neeraj Gupta

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Jul 27, 2018	New	$2,500,000	$2,500,000	2
Sep 29, 2015	New	$2,000,000	$1,740,591	10

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Rose Peak Holdings, LLC

Other

Offering target: $2,000,000

Filed Jun 25, 2026