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DebtBook
Discover modern treasury and accounting software for government and nonprofit organizations. Streamline processes for finance teams with Debtbook today.
DebtBook
Discover modern treasury and accounting software for government and nonprofit organizations. Streamline processes for finance teams with Debtbook today.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
1930 Camden Road, Suite 200, Charlotte, NC 28203, United States
Principals
Tyler Traudt
Listed on About page as leadership team member
Michael Juby
Listed on About page as leadership team member
Greg Person
Listed on About page as leadership team member
Kasey Harris
Listed on About page as leadership team member
Brendan Mannion
Listed on About page as leadership team member
Sector focus
Frequently asked questions
Who runs product and strategic decisions at DebtBook?
The firm's About page lists Tyler Traudt, Michael Juby, Greg Person, Kasey Harris, and Brendan Mannion as its leadership team. Titles are not specified on the site, but the group is described as former government and nonprofit finance practitioners whose domain expertise shapes the software roadmap.
How does DebtBook source its public-sector clients?
DebtBook sells directly to municipal and nonprofit finance teams, with a go-to-market motion that includes a publicly bookable 30-minute demo and published customer stories from cities such as Charlotte, Durham, and Philadelphia. The firm does not disclose a partnered reseller channel, and its website frames procurement as a straightforward direct engagement.
Is DebtBook a registered municipal advisor?
No. Its parent entity, Fifth Asset, Inc., explicitly states it is not a municipal advisor and does not provide any form of advice under Section 15B of the Securities Exchange Act of 1934. The firm operates solely as a data and technology provider.
What asset classes or financial instruments does DebtBook software cover?
The platform manages workflows around municipal debt portfolios, cash and liquidity positions, GASB 87 leases, GASB 96 subscription-based IT arrangements, ASC 842 leases, and post-signature contracts. Investment governance and compliance with GASB 31, 40, and 72 are also cited features.
What is DebtBook's customer concentration and geographic footprint?
The firm reports serving 2,100 customers nationwide. Client testimonials and case references span the Southeast (Charlotte, Durham, Concord, Wake Forest), Northeast (Philadelphia, Brighton), and Midwest (McHenry County), indicating broad geographic coverage across U.S. local governments, higher education, healthcare, and utility systems.
Does DebtBook disclose funding, ownership, or a parent entity?
The website identifies Fifth Asset, Inc. as the legal entity behind the DebtBook brand. Funding rounds, external investors, and equity ownership are not disclosed in publicly available sources.
How does DebtBook handle GASB 87 and GASB 96 compliance?
DebtBook provides dedicated modules for GASB 87 lease management and GASB 96 subscription management that automate journal entries, audit note exports, and reporting required for ACFR financial statements. The City of Philadelphia's assistant accounting director publicly credited the platform's 'white glove service' for a clean audit opinion related to GASB 87.
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