Coconut Software makes it effortless for customers to connect with their financial institution. Our enterprise appointment scheduling and lobby management solutions are used by leading banks and credit unions across North America, including RBC Royal Bank, Arvest Bank, Vancity and Rogue Credit Union. The result? A seamless customer experience that’s improved NPS scores, reduced wait times and increased conversion rates for the organizations who use it.
Location: Canada, Ontario, Toronto
Employees: 51-200
Phone: +1 888-257-1309
Total raised: $56.18M
Founded date: 2007
Investors 4
| Date | Name | Website |
| - | ScaleUP Ve... | suv.vc |
| - | StandUp Ve... | standupvc.... |
| - | CIBC Innov... | innovation... |
| - | Informatio... | informatio... |
Funding Rounds 5
| Date | Series | Amount | Investors |
| 07.10.2021 | Series B | $22.22M | Klass Capi... |
| 10.05.2021 | Series B | $23.11M | - |
| 27.11.2019 | Series A | $4.89M | - |
| 23.04.2019 | - | $1.75M | - |
| 07.11.2017 | Series A | $4.2M | - |
Mentions in press and media 18
| Date | Title | Description |
| 26.06.2023 | 5 Metrics Every Branch Operations Leader Needs To Track, According To An Industry Pro | Take a read through virtually any 2023 trend report, and you’ll spot operational efficiency as one of the top priorities for today’s financial institutions (FIs). Banks and credit unions that run like well-oiled machines are rewarded with n... |
| 23.11.2022 | Accounting Software Firm Coconut Raises £392,390 via Crowdcube | Coconut notes that starting a self-employed business is “easier than ever, but the finance tools available haven’t improved for decades.” New laws mean 4m+ UK taxpayers will “have to do 5x more tax returns.” Coconut’s accounting software is... |
| 07.10.2021 | Canadian tech firm Coconut Software secures $22m Series B funding | Canadian tech firm Coconut Software has raised $22 million (CAD 28 million) in Series B funding. Coconut CEO Katherine Regnier The round was led by Toronto-based growth equity firm Klass Capital, with participation from Coconut’s entire ros... |
| 05.10.2021 | Coconut Software Closes $28M CAD Series B Funding Round, Led by Klass Capital | SASKATOON, SK and TORONTO, ON, Oct. 05, 2021 (GLOBE NEWSWIRE) -- Coconut Software, the leading provider of appointment scheduling and lobby management solutions for financial institutions announced today it has raised $28 Million CAD in Ser... |
| 05.10.2021 | Coconut Software on growth trajectory with $28 million CAD Series B funding | With its newest round of $28 million CAD in Series B funding, Coconut Software has raised $39.4 million to date as the startup looks to centralize the appointment scheduling needs of banks and credit unions. Klass Capital led the latest rou... |
| 05.10.2021 | Coconut Software Closes $28M CAD Series B Funding Round, Led by Klass Capital | New funding will accelerate the growth of Coconut Software’s market-leading appointment scheduling and lobby management solutions for financial institutions. SASKATOON, SK and TORONTO, ON, Oct. 05, 2021 (GLOBE NEWSWIRE) -- Coconut Software,... |
| 19.02.2021 | Meet Dave Unsworth, general partner at Information Venture Partners | Information Venture Partners is a Canadian firm that invests exclusively in B2B FinTech Venture capital used to be a cottage industry, with very few investing in tomorrow's products and services. Oh, how times have changed! While there are ... |
| 27.01.2021 | Seven Prairie startups to watch in 2021 | Over the past couple of years, Sean O’Connor from Conexus Venture Capital has been putting together a list of Prairie tech companies to keep an eye on. We connected with Sean recently and he asked if the two of us could carry the torch goin... |
| 14.01.2021 | Review of 11 Canadian tech companies to watch in 2020 | For the past few years, thanks to the team at BetaKit, I’ve had the opportunity to share my thoughts on some of the companies I’m excited about in the Canadian tech landscape. I’ll be doing the same for the year ahead, but I first wanted to... |
| 07.01.2021 | Coconut Software Sees Significant Business Momentum As "Appointment Economy" Drives Change in Financial Services - Sales Increase 210% in the US Market |
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