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CopperLeaf Technologies

Description

Provider of asset investment planning services. The company also provides analytics and reporting to support planning and budgeting of expenditures over multiple years given financial constraints, performance obligations and risk tolerances.

2000

Founded

PRIVATE

Status

51-200

Employees

Later Stage VC

Latest Deal Type

$7.82M

Latest Deal Amount

$7.82M

Total Amount Raised

Description

Provider of asset investment planning services. The company also provides analytics and reporting to support planning and budgeting of expenditures over multiple years given financial constraints, performance obligations and risk tolerances.

Website:

www.copperleaf.com

Ownership Status

Privately held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Asset Management

Other Industries

Other Financial Services
Consulting Services (B2B)

Primary Office

4170 Still Creek Drive Suite 450 Burnaby, British Columbia V5C 6C6Canada +1 (604) 639-9700
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CopperLeaf Technologies Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

CopperLeaf Technologies Investors (3)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Export Development CanadaOtherMinority000 0000000 0000
GrowthWorks CapitalVenture CapitalMinority000 0000000 0000
Individual InvestorAngel (individual)Minority000 0000000 0000
Export Development Canada Other
GrowthWorks Capital Venture Capital
Individual Investor Angel (individual)

CopperLeaf Technologies Executive Team (11)

NameTitleBoard
Seat
Contact
Info
Judi HessChief Executive Officer & Board Member
Stan ColemanChief Technology Officer
Boudewijn NeijensChief Marketing Officer
Ryan LauraDirector of Marketing Communications
Dave EdwardsCo-Founder
Judi Hess Chief Executive Officer & Board Member
Stan Coleman Chief Technology Officer
Boudewijn Neijens Chief Marketing Officer
Ryan Laura Director of Marketing Communications
Dave Edwards Co-Founder

CopperLeaf Technologies Board Members (7)

NameRepresentingRoleSinceContact
Info
Amos MichelsonSelfAngel (individual)000 0000
Eric MacDonaldSelfDirector000 0000
Judi HessCopperLeaf TechnologiesChief Executive Officer & Board Member000 0000
Manuel AlbaSelfBoard Member000 0000
Mark DanceSelfBoard Member000 0000
Amos Michelson Angel (individual) Self
Eric MacDonald Director Self
Judi Hess Chief Executive Officer & Board Member CopperLeaf Technologies
Manuel Alba Board Member Self
Mark Dance Board Member Self
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