Company profile: WorkBook
1.1 - Company Overview
Company description
- Provider of a SaaS web-based system for the professional services industry, offering CRM, project and resource management, and accounting. Packages include Full Suite (project management, CRM, finance), Projects + Finance, Projects + CRM, and Projects. Capabilities cover project planning, scheduling, task management, invoicing, and resource visibility, assignment, and utilization.
Products and services
- Full Suite: SaaS web-based package integrating project planning, scheduling, task management, invoicing, CRM, and accounting for Professional Services firms, delivering unified operations and finance across projects
- Project Management: Modular tools architected for planning, scheduling, task management, and invoicing, enabling structured timelines, coordinated tasks, and accurate invoicing across Professional Services projects
- Resource Management: SaaS web-based tools that deliver resource visibility, assignment, and utilization tracking, optimizing team capacity and allocations for Professional Services engagements
Key contacts
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Financial details
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1.2 - Competitors and similar companies to WorkBook
Rocket Enterprise Solutions
HQ: Germany
Website
- Description: Provider of SaaS software specializing in data collection, risk management, and reporting services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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- Acquisitions: ●●
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Digital Hotelier
HQ: United Kingdom
Website
- Description: Provider of a SaaS-based hotel booking engine enabling hoteliers to generate direct bookings from higher-margin guests, with full customization, speedy setup, and a cost-effective process. The platform distributes rooms, generates demand, provides unique guest insights, and supports the complete travel journey across dream, plan, book, experience, and share touchpoints.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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RenWeb
HQ: United States
Website
- Description: Provider of next-generation Internet-based school information systems and administration software, offering student information, tuition management, grant & aid assessment, application and enrollment, a family custom mobile app, and learning management solutions, with complete installation and data conversion services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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inspHire
HQ: United Kingdom
Website
- Description: Provider of hire and rental software for businesses of all sizes worldwide, offering inspHire Office for order processing, logistics planning, asset tracking and accounting integration; inspHire Corporate for multi-company, multi-currency and multi-lingual operations; OnRent cloud rental management; inspHire CRM; inspHire Mobile; and Vecta sales intelligence.
- 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 inspHire company profile →
Protech Associates
HQ: United States
Website
- Description: Provider of cloud association management software services, including Protech AMS built on Microsoft Dynamics 365 to integrate financial, e-commerce, analytics, and database tools for managing member life-cycles and operations; MX Solution for events, renewals, and certifications; LX 365 with Power BI; Protech Payments; Protech Mobile by Guidebook; and Protech Connect.
- 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 Protech Associates 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 WorkBook
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to WorkBook
2.2 - Growth funds investing in similar companies to WorkBook
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4 - Top valuation comps for WorkBook
4.2 - Public trading comparable groups for WorkBook
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