Tech Company Financing Transactions

Canopy Funding Round

Viking Global Investors, Ankona Capital and Pelion Venture Partners invested in a $70 million Series C funding round for Canopy. This venture round was announced by the company on 4/24/2025.

Transaction Overview

Company Name
Canopy
Announced On
4/24/2025
Transaction Type
Venture Equity
Amount
$70,000,000
Round
Series C
Investors

Viking Global Investors (Lead Investor)

Ankona Capital

Pelion Venture Partners (CHad Packard)

Ten Coves Capital (Ned May)

Tenaya Capital (Kurt Avarell)

Proceeds Purpose
Canopy plans to use the funding to enhance its platform. A key priority will be harnessing AI to boost efficiency and profitability for mid-sized and large accounting practices.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
380 Data Dr. 310
Draper, UT 84020
USA
Phone
(855) 934-2714
Website
www.getcanopy.com
Email Address
[email protected]
Overview
Canopy is the easiest way for tax practitioners to manage their tax workflow. Elegantly store all your client email discussions in one place. Nothing to download or install. Your client doesn't even need to log in. Email threads are stored automatically for later reference.
Profile
Canopy LinkedIn Company Profile
Social Media
Canopy Company Twitter Account
Company News
Canopy News
Facebook
Canopy on Facebook
YouTube
Canopy on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Davis Bell
  Davis Bell LinkedIn Profile  Davis Bell Twitter Account  Davis Bell News  Davis Bell on Facebook
VP - Customer Service
Jeffrey Kinsel
  Jeffrey Kinsel LinkedIn Profile  Jeffrey Kinsel Twitter Account  Jeffrey Kinsel News  Jeffrey Kinsel on Facebook
VP - Engineering
Gordon Roylance
  Gordon Roylance LinkedIn Profile  Gordon Roylance Twitter Account  Gordon Roylance News  Gordon Roylance on Facebook
VP - Finance
Alison Fuller
  Alison Fuller LinkedIn Profile  Alison Fuller Twitter Account  Alison Fuller News  Alison Fuller on Facebook
VP - Human Resources
Camille Lewis
  Camille Lewis LinkedIn Profile  Camille Lewis Twitter Account  Camille Lewis News  Camille Lewis on Facebook
VP - Product Management
Larry Furr
  Larry Furr LinkedIn Profile  Larry Furr Twitter Account  Larry Furr News  Larry Furr on Facebook
VP - Sales
Jordan Ray
  Jordan Ray LinkedIn Profile  Jordan Ray Twitter Account  Jordan Ray News  Jordan Ray on Facebook
VP - Sales
Nate Soffe
  Nate Soffe LinkedIn Profile  Nate Soffe Twitter Account  Nate Soffe News  Nate Soffe on Facebook

 

 

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