Tech Company Financing Transactions
Zocks Funding Round
Zocks, based in San Francisco, raised $13.8 million in investment from Motive Venture, 14Peaks Capital and Entree Capital.
Transaction Overview
Company Name
Announced On
3/6/2025
Transaction Type
Venture Equity
Amount
$13,800,000
Round
Series A
Investors
Motive Venture (Lead Investor) (Harsh Govil)
Lightspeed Venture Partners (Arif Janmohamed)
Proceeds Purpose
The investment will accelerate Zocks' mission to empower advisory firms with data-driven insights while maintaining the personal touch essential to client relationships.
Company Information
Company Status
Private & Independent
Industry
Artificial Intelligence
Mailing Address
548 Market St.
San Francisco, CA 94104
USA
San Francisco, CA 94104
USA
Phone
Undisclosed
Website
Email Address
Overview
Zocks automates meeting prep, takes detailed notes from virtual, in-person, and phone conversations, captures action items, and drafts client follow ups -- all without recording client conversations. Plus seamless integration with your CRM keeps client records up to date, creates tasks, and initiates workflows.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Mark Gilbert
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Where The Data Comes From
We do our best to report on funding rounds that are announced publicly. All VC database entries reported here are sourced from a variety of public sources. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.
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