Canopy (Practice Management Software) Overview

  • Founded
  • 2014
Founded
  • Status
  • Private
  • Employees
  • 126
Employees
  • Latest Deal Type
  • Series BB
  • Latest Deal Amount
  • $35M
Latest Deal Amount
  • Investors
  • 11

Canopy (Practice Management Software) General Information

Description

Developer of a practice management software suite designed to streamline processes for accounting firms. The company's cloud-based platform offers client management, document management, workflow, and time and billing solutions, enabling firms to keep their teams organized, increase return on investment and create a connected client experience.

Contact Information

Website
www.getcanopy.com
Formerly Known As
Beanstalk Tax
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Business/Productivity Software
Primary Office
  • 380 Data Drive
  • Suite 310
  • Draper, UT 84020
  • United States
+1 (866) 000-0000

Canopy (Practice Management Software) Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth
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Canopy (Practice Management Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
9. Later Stage VC (Series BB) 07-Dec-2021 $35M 00000 00000 Completed Generating Revenue
8. Later Stage VC (Series AA) 05-Aug-2021 0000 00000 000.00 Completed Generating Revenue
7. Debt - PPP 12-Apr-2020 00.000 000.00 Completed Generating Revenue
6. Later Stage VC 04-Dec-2019 0000 000.00 Completed Generating Revenue
5. Secondary Transaction - Private 03-Dec-2018 000.00 Completed Generating Revenue
4. Early Stage VC (Series B1) 10-May-2018 000.00 000.00 00000 Completed Generating Revenue
3. Early Stage VC (Series B) 04-Apr-2017 000.00 000.00 000.00 Completed Generating Revenue
2. Early Stage VC (Series A) 06-Aug-2015 $8M $10M 0000 Completed Generating Revenue
1. Seed Round 11-Jul-2014 $2M $2M 0000 Completed Startup
To view Canopy (Practice Management Software)’s complete valuation and funding history, request access »

Canopy (Practice Management Software) Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series BB 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series AA 00,000,000 00.000000 00.00 00.00 00 00.00 00.000
To view Canopy (Practice Management Software)’s complete cap table history, request access »

Canopy (Practice Management Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a practice management software suite designed to streamline processes for accounting firms. The company's c
Financial Software
Draper, UT
126 As of 2021
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000000000 00000000
Bristol, United Kingdom
00 As of 0000
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New York, NY
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Canopy (Practice Management Software) Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Senta Private Equity-Backed Bristol, United Kingdom 00 00000 000000000000 00000
0000000 Corporation New York, NY
000000 Venture Capital-Backed San Francisco, CA 00 000.00 00000000000 000.00
00000000000 Private Equity-Backed Palmdale, CA 000000000000
0000000 000000 Corporation Alphen aan den Rijn, Netherlands 00000 000000000000
To view Canopy (Practice Management Software)’s complete competitors history, request access »

Canopy (Practice Management Software) Executive Team (12)

Name Title Board Seat Contact Info
Davis Bell Chief Executive Officer & Board Member
Jordan Ray Chief Revenue Officer & Board Member
Larry Furr Chief Product Officer
Alison Fuller Vice President of Finance
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Canopy (Practice Management Software) Board Members (10)

Name Representing Role Since
Ankit Sud NewView Capital Board Member 000 0000
Brian Crofts Self Board Member 000 0000
Chad Packard JD Pelion Venture Partners Board Member 000 0000
David Yoo NewView Capital Board Member 000 0000
Davis Bell Canopy (Practice Management Software) Chief Executive Officer & Board Member 000 0000
You’re viewing 5 of 10 board members. Get the full list »

Canopy (Practice Management Software) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Canopy (Practice Management Software) Investors (11)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Ten Coves Capital Growth/Expansion Minority 000 0000 000000 0
Ankona Capital Venture Capital Minority 000 0000 000000 0
NewView Capital Venture Capital Minority 000 0000 000000 0
Nyca Partners Venture Capital Minority 000 0000 000000 0
Tenaya Capital Venture Capital Minority 000 0000 000000 0
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