Clio stock
Private-market facts for current and former Clio employees researching their stock.
Overview
Clio provides cloud-based legal practice management software for law firms, offering case management, time tracking, billing, document management, and client intake tools.
Clio outlook
For employees evaluating Clio equity, a 1x base multiple suggests the stock may be close to fairly valued at current prices.
These estimates reflect modeled return scenarios, not guaranteed outcomes. Actual results depend on company performance, market conditions, share class, and timing.
Selling Clio shares
Why shareholders consider selling
Shareholders in Clio may explore liquidity for a number of reasons — diversifying a concentrated position, funding a personal financial goal, or simply reducing exposure to a single private holding. As a private company, Clio does not trade on a public exchange, meaning employees and early shareholders cannot simply sell through a brokerage. Extended private timelines can leave shareholders waiting years for an exit event, which is why some choose to explore secondary-market options.
Can you sell Clio stock?
Whether a shareholder can sell typically depends on what they hold and how it was acquired. Vested and exercised shares are generally more straightforward than unexercised options or unvested RSUs. Most private companies, including those in the Enterprise Software sector, impose transfer restrictions such as rights of first refusal or board approval requirements. The specific terms governing Clio shares would be outlined in the holder's equity agreement or the company's governing documents.
What affects the value of Clio shares?
The price a buyer is willing to pay for private shares is shaped by several factors: overall demand for the stock, the company's financial performance, broader Enterprise Software market conditions, and any recent private-market transaction activity. Data points such as the company's Series F round and its reported $5B valuation can help frame expectations, though they do not guarantee a transaction price.
What should holders check before selling
- The type of security held (common shares, preferred, options, RSUs)
- Whether the equity is fully vested and, for options, whether it has been exercised
- Any transfer restrictions, lock-up provisions, or company approval requirements
- Estimated net proceeds after applicable taxes and transaction fees
- Whether partial liquidity — selling a portion rather than the full position — may be a better fit
Tools for Clio shareholders
Exploring equity in Clio often raises questions about taxes, exercise timing, valuation, and exit outcomes. These tools can help you model different decisions using your own assumptions.
Latest funding round
Clio most recently raised a Series F round in June 2024. The company was valued at $5B. Total funding raised to date is approximately $500M.
Lead investors in this round include TCV and JMI Equity.
Founders & company background
Clio was founded in 2008 by Jack Newton, Rian Gauvreau and is headquartered in Burnaby, Canada.
Investors
Industry
Similar private companies
Latest Clio news
Frequently asked questions
- Is Clio still a private company?
- Yes, Clio is currently a private company.
- What is Clio's latest funding round?
- Clio's most recent known round is Series F, raised in June 2024.
- What is Clio's valuation?
- Clio's latest reported valuation is $5B.
- Who are the investors in Clio?
- Notable investors include TCV, JMI Equity, Goldman Sachs.
- Can I sell my Clio stock?
- Private company shares can sometimes be sold on secondary markets. Speaking with a specialist who understands Clio stock can help you evaluate your options.
Related pages
Last verified: 2026-04-13 · Clio data compiled from funding disclosures, investor announcements, corporate filings, and public records.
Information on this page is compiled from publicly available sources and may be outdated or incomplete. This is not investment advice. Consult a qualified advisor before making financial decisions.