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Company profile: Whiteboard

1.1 - Company Overview

Whiteboard Logo

Whiteboard

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of SaaS CRM for the mortgage sector, offering tools for lead conversion, automation, marketing, playbooks, referrals, and enterprise management. Designed for loan officers and branch managers to streamline lead flow, nurture prospects, improve client relationships, manage pipelines, and convert more leads into successful mortgage deals.

Products and services

  • Mortgage Automation: Engineers CRM workflows that streamline processes, improve client relationships, and enhance lead conversion rates through intelligent workflows and data-driven strategy tailored to mortgage professionals
  • Mortgage Lead Conversion: Architects conversion-focused software that streamlines lead flow, nurtures prospects effectively, and converts more leads into successful mortgage deals for mortgage professionals
  • Mortgage Playbooks: Produces compliant, automated marketing assemblies that create customized, compelling materials designed to resonate with audiences and generate high-quality mortgage leads for growth

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Whiteboard

NetSol Technologies Logo

NetSol Technologies

HQ: United States Website
  • Description: Provider of IT services and enterprise solutions for leasing and finance, health care technology, insurance, and e-Procurement. Offerings include agile cross-channel lease/loan originations, AI-enabled servicing, automated wholesale finance and floor planning operations, omni-channel digital retail, intermediary portals for unified purchasing, and asset finance marketplace components from originations to servicing.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full NetSol Technologies company profile →
MERSCORP Logo

MERSCORP

HQ: United States Website
  • Description: Provider of mortgage electronic registry and servicing solutions, owning and managing the MERS System and related products including: a national database tracking changes in mortgage servicing rights and loan ownership; the MERS eRegistry for authoritative eNotes; secure RON video storage; automated lien release with eSigning/eNotarization; and MERS ServicerID to connect borrowers with current servicers.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full MERSCORP company profile →
FNC Logo

FNC

HQ: United States Website
  • Description: Provider of solutions that simplify real estate collateral for loan origination, servicing, and secondary markets.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full FNC company profile →
Affinity Solutions Logo

Affinity Solutions

HQ: United States Website
  • Description: Provider of technology, analytics, data processing, and business services for customers, offering programs for financial institutions, insurance companies, and publishers, and helping financial institutions and retailers with marketing programs that drive customer acquisition.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Affinity Solutions company profile →
Akouba Credit Logo

Akouba Credit

HQ: United States Website
  • Description: Provider of an online, end-to-end small business lending SaaS platform for community and regional banks, enabling financial institutions to provide businesses with capital in a simple, quick, and cost-effective manner for both the bank and the customer.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Akouba Credit company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Whiteboard

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Whiteboard

2.2 - Growth funds investing in similar companies to Whiteboard

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4 - Top valuation comps for Whiteboard

4.2 - Public trading comparable groups for Whiteboard

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4.3 - M&A Transactions similar to Whiteboard

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Whiteboard

What does Whiteboard do?

Whiteboard is a provider of SaaS CRM for the mortgage sector, offering tools for lead conversion, automation, marketing, playbooks, referrals, and enterprise management. Designed for loan officers and branch managers to streamline lead flow, nurture prospects, improve client relationships, manage pipelines, and convert more leads into successful mortgage deals.

Who are Whiteboard's competitors?

Whiteboard's competitors and similar companies include NetSol Technologies, MERSCORP, FNC, Affinity Solutions, and Akouba Credit.

Where is Whiteboard headquartered?

Whiteboard is headquartered in United States.

How many employees does Whiteboard have?

Whiteboard has 1,000 employees 🔒.

When was Whiteboard founded?

Whiteboard was founded in 2010 🔒.

What sector and industry vertical is Whiteboard in?

Whiteboard is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Whiteboard

Who are the top strategic acquirers in Whiteboard's sector and industry

Top strategic M&A buyers and acquirers in Whiteboard's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Whiteboard?

Top strategic M&A buyers groups and sectors for Whiteboard include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Whiteboard's sector and industry vertical

Which are the top PE firms investing in Whiteboard's sector and industry vertical?

Top PE firms investing in Whiteboard's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Whiteboard's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Whiteboard's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Whiteboard's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Whiteboard include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Whiteboard's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Whiteboard?

The key public trading comparables and valuation benchmarks for Whiteboard include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Whiteboard for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Whiteboard with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Whiteboard's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Whiteboard with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Whiteboard's' sector and industry vertical?

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