ClientSuccess

Deal Snapshot

Company: ClientSuccess, Inc.

Website: clientsuccess.com

Sector / Category: Customer Success Management (CSM) software / retention and expansion platform for B2B SaaS

Headquarters: Lehi 

Founded: 2014

Investor: Frazier VC

Investment Vehicle: Fund III

Deal Type: Primary + Secondary

Round Type: Seed

Company Overview

ClientSuccess is a customer success management platform built to help SaaS companies manage customer relationships, reduce churn, and grow revenue through post-sales execution. The product supports customer health visibility, workflows, and reporting that enable customer success teams to standardize how they onboard, retain, and expand accounts.

Public Funding / Capital Events

Feb 2014 — $1M Seed raised (announced)

ClientSuccess announced $1M in seed funding led by Peak Ventures, with additional participation from a group that included Techstars, Plus550, Bullet Time Ventures, and individual investors including Josh James, Scott Dorsey, Tim Kopp, and Robb Kunz.

Oct 28, 2015 — $2M funding raised (announced)

ClientSuccess announced it raised $2M to support continued growth and product direction.

Jan 14, 2025 — Acquisition

ClientSuccess acquired Product Signals to expand into product feedback and feature request workflows alongside customer success.

Investment Summary

Frazier VC Fund III invested in ClientSuccess in June 2021 through both a primary Seed investment and secondary purchases. This structure provided exposure to a customer success platform that is designed to become embedded in recurring revenue workflows and expand as customers mature their post-sales operations.

Why We Invested

Frazier VC invested in ClientSuccess because we believe customer success software can scale efficiently as SaaS companies prioritize retention and expansion as core growth levers. The platform is built to fit directly into ongoing post-sales workflows, which can drive strong adoption and durable switching costs over time. We also value differentiated, workflow-embedded software in large markets, supported by leadership teams with clear product focus and execution discipline.

Other Investors

Run Ventures

Cervin Ventures