NEWCaplight raises a $16M Series A, led by BlackRock and Fin Capital →
Skip to main content
Caplight Logo









Canopy

Canopy

Private
South Jordan, UtahEnterprise Softwarehttps://www.getcanopy.com/

Last Round

Series C

Apr 23, 2025

Total Funding Raised

$183M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Canopy is a business and productivity software company that provides an all-in-one practice management platform for accounting, tax, and bookkeeping firms.

Sector

Enterprise Software

Verticals

Accounting & Expense, Workflow Automation, Vertical SaaS, CRM, NLP & Conversational AI

Business Model

B2B

Customer Profile

Subscription SaaS, Payment Processing Fee

AI Layer

Application

Keywords

practice management softwareaccounting softwaretax resolution softwarepractice managementworkflow automationvertical SaaSCPA practice managementAI assistanttax techautonomous firmmeeting intelligenceaccounting CRMledger automationAI copilotvibe coding

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Canopy Comps

Public and private peers based on sector, stage, and business model.

Canopy comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

View Full Comps Set

Access detailed peer comparisons, multiples, and valuation benchmarks.

Canopy Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series CApr 23, 2025
Series B ExtensionMay 8, 2024
Series B ExtensionDec 8, 2021
Series A ExtensionJun 29, 2021
VC RoundDec 4, 2019
VC Round
Mar 27, 2018

Key People

Founding team and executive leadership

Gordon Roylance

Chief Technology Officer

Executive Team

Alison Fuller

Chief Financial Officer

Executive Team

Canopy Investors

Notable investors and investment history

Canopy investors
InvestorRounds
Wells Fargo Strategic CapitalVC Round
University Growth FundVC Round
Ten Coves CapitalSeries C, Series B Extension
Pelion Venture PartnersSeries B Extension, Series A Extension, VC Round, Series C, Series B
New Enterprise Associates (NEA)Series B, Seed, Series A
Epic Capital VenturesSeries B
Tenaya CapitalSeries B Extension, Series A Extension, VC Round, Series C

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 23, 2026

    Launched Canopy Notetaker, an addition to its practice management platform.

  • Feb 13, 2026

    Launched AI-powered bookkeeping solutions.

Canopy Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation

Canopy Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Canopy's valuation, stock price, and market status.

Firmographic Details

HeadquartersSouth Jordan, Utah
Employee Range312
Year Founded2014
Last FundingApr 23, 2025

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.