Canopy
PrivateLast Round
Series C
Apr 23, 2025
Total Funding Raised
$181M
Company Overview
Canopy (Business/Productivity Software) is a software company that provides a comprehensive practice management suite to enhance efficiency for accounting firms through client management, document management, workflow, and billing services.
Sector
FinTech
Verticals
Vertical SaaS, Accounting & Expense, Workflow Automation, CRM, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS, Payment Processing Fee, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Canopy Comps
Public and private peers based on sector, stage, and business model.
Canopy Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Apr 23, 2025 | ||||
| Series B Extension | May 8, 2024 | ||||
| Series B Extension | Dec 7, 2021 | ||||
| Series A Extension | Jun 29, 2021 | ||||
| VC Round | Dec 4, 2019 | ||||
Series B | Mar 13, 2017 |
Key People
Founding team and executive leadership
Canopy Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ten Coves Capital | Series C, Series B Extension |
| Pelion Venture Partners | Series B Extension, Series C |
| New Enterprise Associates (NEA) | Series B, Seed, Series A |
| Epic Capital Ventures | Series B |
| Tenaya Capital | Series B Extension, Series A Extension, Series C, VC Round |
| NewView Capital | Series B Extension, VC Round, Series A Extension |
| EPIC Ventures | Series B, Seed, Series A |
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.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Canopy's valuation, stock price, and market status.
