Canopy
PrivateLast Round
Series C
Apr 23, 2025
Total Funding Raised
$202M
Momentum Score
75 /100
Company Overview
Canopy (San Francisco) is a fintech company that provides a platform to simplify and manage co-investments through features like allocation management, deal creation, real-time data rooms, and comprehensive reporting.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, CRM, Legal Tech
Business Model
B2B
Customer Profile
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 8, 2021 | ||||
| VC Round | Jun 29, 2021 | ||||
| Series B Extension | Mar 27, 2018 | ||||
Series B | Mar 13, 2017 |
Canopy Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Wells Fargo Strategic Capital | Series B Extension |
| University Growth Fund | Series B Extension |
| Ten Coves Capital | Series C, Series B Extension |
| Pelion Venture Partners | Series C, VC Round, Series B Extension, Series B |
| New Enterprise Associates (NEA) | Series B, Series B Extension |
| Tenaya Capital | Series B Extension, Series C, VC Round |
| NewView Capital | Series B Extension, VC Round |
Canopy Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Canopy's valuation, stock price, and market status.
