Coconut Software Overview

  • Year Founded
  • 2007

Year Founded

  • Status
  • Private

  • Employees
  • 180

Employees

  • Latest Deal Type
  • 2ndary - Private

  • Investors
  • 10

Coconut Software General Information

Description

Developer of branch engagement and workforce management software designed to improve branch performance and advisor interactions. The company's platform integrates appointment scheduling, lobby management, workforce planning, branch analytics, video banking, and AI-based advisor matching, enabling banks and credit unions to optimize branch operations, improve advisor engagement, and enhance customer experiences.

Contact Information

Website
www.coconutsoftware.com
Formerly Known As
Coconut Calendar
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 102-121 Research Drive
  • Suite 201
  • Saskatoon, Saskatchewan S7N 3R2
  • Canada
+1 (306)
Primary Industry
Business/Productivity Software
Other Industries
Financial Software
Vertical(s)
SaaS, Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 102-121 Research Drive
  • Suite 201
  • Saskatoon, Saskatchewan S7N 3R2
  • Canada
+1 (306)

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Coconut Software Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
9. Secondary Transaction - Private 28-Apr-2026 Completed Generating Revenue
8. Later Stage VC (Series B) 24-Sep-2021 Completed Generating Revenue
7. Accelerator/Incubator 28-Sep-2020 Completed Generating Revenue
6. Later Stage VC (Series A2) 04-Oct-2019 Completed Generating Revenue
5. Grant 25-Jul-2019 Completed Generating Revenue
4. Debt - General 24-Apr-2019 Completed Generating Revenue
3. Later Stage VC (Series A) 07-Nov-2017 Completed Generating Revenue
2. Accelerator/Incubator 16-Oct-2017 $524K Completed Generating Revenue
1. Seed Round 01-Jan-2017 $524K $524K Completed Generating Revenue
To view Coconut Software’s complete valuation and funding history, request access »

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Coconut Software Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of branch engagement and workforce management software designed to improve branch performance and advisor inte
Business/Productivity Software
Saskatoon, Canada
180 As of 2026

Houston, TX
 

Mumbai, India
 
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Coconut Software Competitors (26)

One of Coconut Software’s 26 competitors is Jonas Fitness, a Corporate Backed or Acquired company based in Houston, TX.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Jonas Fitness Corporate Backed or Acquired Houston, TX
FitnessForce Private Equity-Backed Mumbai, India
Fellow (Business/Productivity Software) Venture Capital-Backed Ottawa, Canada
Q-nomy Private Equity-Backed Tel Aviv, Israel
Appointy Software Venture Capital-Backed Lewes, DE
You’re viewing 5 of 26 competitors. Get the full list »

Coconut Software Signals

Growth Rate

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Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Coconut Software Investors (10)

Investor Name Investor Type Holding Investor Since Participating Rounds
Klass Capital PE/Buyout Minority
Google Accelerator Accelerator/Incubator
Conexus Venture Capital Fund Corporate Venture Capital Minority
SaskWorks Hedge Fund Minority
Western Economic Diversification Canada Government
You’re viewing 5 of 10 investors. Get the full list »

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Coconut Software FAQs

  • When was Coconut Software founded?

    Coconut Software was founded in 2007.

  • Where is Coconut Software headquartered?

    Coconut Software is headquartered in Saskatoon, Canada.

  • What is the size of Coconut Software?

    Coconut Software has 180 total employees.

  • What industry is Coconut Software in?

    Coconut Software’s primary industry is Business/Productivity Software.

  • Is Coconut Software a private or public company?

    Coconut Software is a Private company.

  • What is Coconut Software’s current revenue?

    The current revenue for Coconut Software is .

  • How much funding has Coconut Software raised over time?

    Coconut Software has raised $32.6M.

  • Who are Coconut Software’s investors?

    Klass Capital, Google Accelerator, Conexus Venture Capital Fund, SaskWorks, and Western Economic Diversification Canada are 5 of 10 investors who have invested in Coconut Software.

  • Who are Coconut Software’s competitors?

    Jonas Fitness, FitnessForce, Fellow (Business/Productivity Software), Q-nomy, and Appointy Software are some of the 26 competitors of Coconut Software.

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