Coconut Software
PrivateLast Round
Series B
Oct 5, 2021
Total Funding Raised
$34.91M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Coconut Software is a SaaS company that provides a customer engagement platform for financial institutions, offering appointment scheduling, queue management, and video banking solutions.
Sector
FinTech
Verticals
Vertical SaaS, Digital Banking, Customer Experience, Business Intelligence, Corporate Banking
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Coconut Software Comparables
Compare Coconut Software with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Engageware | 81% | |
| JRNI | 77% | |
| Valsoft | 76% | |
Coconut Software Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Oct 5, 2021 | ||||
| Accelerator | Sep 1, 2020 | ||||
| Series A Extension | Nov 26, 2019 | ||||
| Grant | Jul 24, 2019 | ||||
| Debt | Apr 23, 2019 | ||||
Series A | Nov 7, 2017 |
Key People
Founding team and executive leadership
Coconut Software Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Western Economic Diversification Canada | Grant |
| Google for Startups | Accelerator |
| PIC Investment Group | Series A Extension, Series A, Seed, Series B |
| CIBC Innovation Banking | Debt |
| Information Venture Partners | Series A Extension, Series B, Series A |
| ScaleUP Ventures | Series A Extension, Series A, Series B |
| Klass Capital | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 1, 2026
Company reports doubling revenue year over year.
- Apr 1, 2026
RBC, Arvest Bank, Vancity, and Rogue Credit Union are listed as clients.
Coconut Software 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 |
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 |
Frequently Asked Questions
Common questions about Coconut Software's valuation, stock price, and market status.