Canopy is a cloud-based practice management and tax resolution software. The modern, easy-to-use software cuts out tax practice busywork, improves the client experience, and brings all the different tools a practitioner needs under one roof. Canopy is also known for its free 2-minute IRS Transcripts Tool. Canopy was founded by Kurt Avarell, who walked away from his career as a Wall Street tax attorney to launch Canopy from his basement in 2014.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 03/27/18 | $30,000,000 |
EPIC Ventures Pelion Venture Partners University Growth Fund | undisclosed | |
| 05/16/18 | $12,000,000 |
Nyca Partners Tenaya Capital | undisclosed | |
| 06/29/21 | $11,000,000 | Venture |
Ankona Capital NewView Capital Pelion Venture Partners Tenaya Capital | undisclosed |
| 12/07/21 | $35,000,000 | Series BB |
Ankona Capital NewView Capital Pelion Partners Ten Coves Capital  Tenaya Capital | undisclosed |
