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§ Private Profile · Saskatoon, SK, Canada
Cloud-based appointment scheduling and lobby management software for financial institutions, focused on customer engagement.
Based in Saskatoon, Saskatchewan, with additional offices in Toronto, Coconut Software provides cloud-based appointment scheduling and lobby management solutions for financial institutions. The enterprise software-as-a-service platform manages customer engagement, reduces no-shows, and tracks conversion metrics across extensive retail banking networks. The company serves a client base of over 200 financial institutions, including major industry players such as Royal Bank of Canada, US Bank, and Capital One. Coconut Software has secured institutional capital to scale its operations, highlighted by a $28 million CAD Series B funding round in October 2021 led by Klass Capital, alongside participation from Information Venture Partners. Prior to this equity round, the enterprise secured $1.75 million in debt financing from CIBC Innovation Banking in 2019 to support its ongoing corporate expansion. Coconut Software was founded in 2011 by Katherine Regnier.
Coconut Software has raised $32.2M across 4 funding rounds.
Coconut Software has raised $32.2M in total across 4 funding rounds.
Coconut Software has raised $32.2M across 4 funding rounds. Most recently, it raised $22.3M Series B in October 2021.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Oct 6, 2021 | $22.3M Series B | Daniel Klass | BAY Partners, Conexus Venture Capital, Information Venture Partners, PIC Investment Group, ScaleUP Ventures | Announced |
| Nov 27, 2019 | $4.9M Series A | Conexus Venture Capital | BAY Partners, Information Venture Partners, PIC Investment Group, Saskworks, ScaleUP Ventures, StandUp Ventures | Announced |
| Apr 24, 2019 | $1.8M Debt Financing | Robert Rosen | — | Announced |
| Nov 8, 2017 | $3.3M Series A | Dave Unsworth | BAY Partners, PIC Investment Group, Kevin Kimsa, StandUp Ventures | Announced |
Coconut Software has raised $32.2M in total across 4 funding rounds.
Coconut Software's investors include Daniel Klass, Bay Partners, Conexus Venture Capital, Information Venture Partners, PIC Investment Group, ScaleUP Ventures, SaskWorks, StandUp Ventures, Robert Rosen, Dave Unsworth, Kevin Kimsa.