Digital Clipboard key facts
as of Oct 2026- Developer of a client onboarding and servicing platform designed for wealth, insurance, and mortgage advisors.
- Digital Clipboard is valued at approximately $9.6M as of Oct 2026 (last reported valuation).
- It has raised $5.0M; the latest was Later Stage VC ($3.0M) in Apr 2025.
- Notable investors include Turquoise International, John Kelly, Alan Hofmeyr, Anglia Ruskin University Endowment, Matt Penneycard — 7 tracked in total.
- Status: Privately Held (backing).
Digital Clipboard's last reported valuation, Apr 2025. Nothing priced has surfaced since.
- ·Watch Digital Clipboard: the Monday email on marks, rounds and moves
Digital Clipboard funding rounds
No funding rounds for Digital Clipboard are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
Digital Clipboard valuation
Digital Clipboard's last reported valuation was $9.6 million in Apr 2025. No priced round, secondary trade or fund mark has surfaced since.
Digital Clipboard investors
7 investors are on record for Digital Clipboard, including Turquoise International, John Kelly, Alan Hofmeyr and Anglia Ruskin University Endowment.
About Digital Clipboard
Developer of a client onboarding and servicing platform designed for wealth, insurance, and mortgage advisors. The company's platform simplifies workflows and automates onboarding to reduce costs while improving client conversion by combining fact finder, compliance, and annual reviews, among others, into a streamlined experience, enabling organizations to improve client interactions to derive efficiency, profitability, and regulatory compliance.
- Sector
- Information Technology
- HQ
- London, United Kingdom
- Founded
- 2013
- Employees
- 12
- Website
- digitalclipboard.com/
- Ownership
- Privately Held (backing)
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