Companies · SaaS / Software

WorkbaseSummer 2020Acquired

San Francisco · CA, USA · SaaS / Software · founded 2020 · https://www.ycombinator.com/companies/workbase

Diligence memoA one-page analyst read on Workbase — recommendation, valuation, rhythm, risks.
Total raised · real
0
Rounds
Latest step-up
Top 15%
Sector rank · raised
Latest stage · inferred

Workbase: limited disclosed financing to assess.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Where it sits in SaaS / Software

Workbase is one of 381 SaaS / Software companies tracked from San Francisco, CA, USA, on record since 2020. By capital raised it ranks in the upper tier (ahead of 86% of sector peers), and in the upper tier by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%

operates a technology-led product inferred from public copy

Grounded in: “You are a venture analyst

Data & workflow platform for B2B account teams

We help B2B companies reduce churn and grow customer spending. Our product gives account managers access to data dashboards and priority checklists needed to proactively save customers and upsell them to more profitable products. Most companies have all the data they need to figure this out, but it’s often locked away in 20 different systems. There is no central place for an account manager to easily prioritize which customers to focus on and what actions to take to help them. Workbase is the solution, by one-click integrating the data sources and customizing the interface and actions for each company. When working on similar internal tools at companies like Segment, we saw first-hand that proactively managing the customer journey could increase net retained revenue by as much as 20 percent.

SaaSB2B
Find Workbase online

As reported in public records reported — not modeled.

US
Jurisdiction
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

No round amounts on record to chart.

Financing ladder & sequence gaps

No staged rounds to sequence.

Modeled valuation trajectory
Base estimate est.
Conservative case
Upside case
Modeled post-money

Round size and date are reported; the stage label is inferred from round size. Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Financing rhythm
Avg between rounds
Capital velocity
On record since
First round
0
Rounds on file
How it compares to the market

Benchmarked against 381 companies in SaaS / Software. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages)
This company
Sector median$7.7M
Modeled value — vs sector median (estimate, all stages)
This company
Sector median$86.5M

Raised more than 86% of sector peers (real $). Modeled value above 86% of peers (estimate).

Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
No rounds recorded.
Intelligence
Modeled next raise
Modeled next size est.
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Registry & provenance

Workbase is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
42SaaS / Softwaresame sector
500FriendsSaaS / Softwaresame sector
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ActiondeskSaaS / Softwaresame sector
Advantage ClubSaaS / Softwaresame sector
AerotimeSaaS / Softwaresame sector
AgendaProSaaS / Softwaresame sector
AirsharedSaaS / Softwaresame sector
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Segment
Software and APIs to collect, clean, and control customer data.
SaaS / Software79%
Worksphere
Manage your hybrid workplace
SaaS / Software77%
Ambition
Coaching and gamification software for sales teams.
SaaS / Software77%
Gather
Project management software for People Operations
SaaS / Software76%
Gigacatalyst
Let software users build new features with our in-app AI agents
AI / ML76%
Mesh
Performance management platform that fits the way you work
SaaS / Software76%
Dropbase
AI app builder for internal tools. Build back-office software faster…
Mobility / Logistics76%
BlueHill Payments
Client management, communication, and projects in one platform.
Fintech76%
Frequently asked
What does Workbase do and where is it based?
Workbase operates in the SaaS / Software sector, based in San Francisco, CA, USA. Data & workflow platform for B2B account teams
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