Coconut Software
PrivateLast Round
Series B
Oct 5, 2021
Total Funding Raised
$34.91M
Momentum
Top 25%
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
Enterprise Software
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.
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.
Recent news
Latest coverage and updates
- signs_new_clientSep 17, 2026
Coconut Software signed new client Logix Federal Credit Union on Sep 17th '26.
- hiresSep 4, 2026
Coconut Software hired Olya Morozova on May 1st '18.
- launchesAug 13, 2026
Coconut Software launched Advanced Matching on Aug 13th '26.
Coconut Software Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Coconut Software's valuation, stock price, and market status.
Is Coconut Software a public or private company?
Coconut Software is a private company.
What is the current stock price of Coconut Software?
Coconut Software is a private company with no public stock price. No recent secondary market data is available.
How much is Coconut Software worth (valuation)?
Valuation information for Coconut Software is not publicly available.
Can I buy Coconut Software stock?
Coconut Software shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Coconut Software's last funding round?
Coconut Software's most recent funding round was Series B on October 5, 2021.
Who are the main investors in Coconut Software?
Key investors in Coconut Software include CIBC Innovation Banking, Information Venture Partners, Klass Capital, Conexus Venture Capital.
Will Coconut Software IPO soon?
No public IPO plans have been announced for Coconut Software.
How can I track Coconut Software secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Coconut Software's secondary market activity and sign up for updates.