Product Reports Resources Pricing Login Book a demo
COMPANY PROFILE

Coconut Software

Explore full profile

Modernizing how banks and credit unions engage, creating a streamlined experience for both staff and customers

Toronto, CanadaFounded 2011Fintech
Valuation $100–250M Last recorded · 2021
Revenue $10–50M Latest reported FY
Headcount 100–500 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Coconut Software and the history behind them.

About Coconut Software

Coconut Software is a technology company that specializes in providing digital scheduling solutions tailored for financial institutions. Their primary goal is to enhance customer experiences by streamlining the process of scheduling appointments and managing customer interactions. This is particularly beneficial for banks, credit unions, and other financial organizations that aim to offer a seamless and efficient service to their clients.

Operating in the financial technology (fintech) market, Coconut Software serves a variety of clients including banks, credit unions, and other financial service providers. These institutions use Coconut's software to improve customer engagement, manage in-branch traffic, and gain insights into customer behavior and staff productivity.

Coconut Software's business model is based on a Software-as-a-Service (SaaS) approach. This means they offer their scheduling solutions through a subscription-based model, where clients pay a recurring fee to use the software. This model provides a steady stream of revenue for Coconut Software while allowing financial institutions to benefit from continuous updates and support without the need for significant upfront investment.

The company makes money by charging these subscription fees, which can vary based on the size of the institution and the specific features they require. Additionally, Coconut Software may offer premium features or additional services that clients can purchase to further enhance their scheduling and customer management capabilities.

In summary, Coconut Software provides a modern, digital scheduling solution that helps financial institutions improve customer engagement and operational efficiency. By offering their software through a subscription model, they ensure a consistent revenue stream while delivering ongoing value to their clients.

Source: Dealroom company data

At a glance

Founded
2011
Headquarters
Toronto, Canada
Sector
Fintech
Power Law
Colt$25–100M revenue

Investors

11 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series A8 investors entered at this stage

  • Information Venture Partners
  • Conexus Credit Union
  • StandUp Ventures
  • Bay Partners
  • ScaleUP Ventures
  • Klass Capital
  • PIC Investment
  • Conexus Venture Capital

Series B and later3 investors entered at this stage

  • PIC Investment
  • Klass Capital
  • Conexus Venture Capital
Employees mapped 183 incl. 3 AI specialists
Founders Hidden — book a demo/100 quality score
Key operators 8 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
5 countries with
team presence
🇨🇦 Canada95.6%
🇺🇸 United States1.8%
🇪🇸 Spain0.9%
🇵🇭 Philippines0.9%
🇮🇩 Indonesia0.9%
5 countries shown
Web traffic by country
17K monthly visits
across markets
🇨🇦 Canada47.1%
🇺🇸 United States45.3%
🇮🇳 India5.9%
🇬🇧 United Kingdom1.2%
Top 4 markets shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Coconut Software on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

See Coconut Software on the full Dealroom platform

Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.