Coconut Software
6 known investors
Find your way into Coconut Software
13 people in our graph share verified history with the Coconut Software team — schools, employers, funds. One of them is your warm intro.
Natasha Hnidyunlockedknows Katherine Regnier · together at Coconut Software (overlapped)
×3knows the team · via Coconut Software
×2knows the team · via Co.Labs
knows the team · via zu
×5knows the team · via College
Coconut Software provides a customer engagement platform designed for financial institutions including banks. The company serves over 200 banks, including major clients such as Royal Bank of Canada, US Bank, Capital One, Vancity, Navy Federal, and M&T Bank.
Founders & leadership
KR

Katherine RegnierinFounder and CEOKatherine Regnier founded Coconut Software, an AI-powered customer engagement platform serving financial institutions including major banks such as RBC, US Bank, and Capital One. As CEO, she leads the company's work in bridging banking operations with customer engagement through scheduling, queuing, and workforce optimization.
Investors · 6
Conexus Venture CapitalRegina
Klass CapitalToronto · $3.6M – $73M
Bay PartnersreportedMenlo Park
Information Venture PartnersreportedToronto
ScaleUP Venturesreported · 2 sourcesToronto
Also in the syndicate · 1
Conexus Venture Capital Fund
Funding
SEC filings, press & company announcements- Undisclosed amountSeries BOct 2021 · 3 sources
Klass Capital (lead), Bay Partners, Conexus Venture Capital Fund, Information Venture Partners, ScaleUp Ventures
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does Coconut Software do?
- Coconut Software provides a customer engagement platform designed for financial institutions including banks. The company serves over 200 banks, including major clients such as Royal Bank of Canada, US Bank, Capital One, Vancity, Navy Federal, and M&T Bank.
- Who founded Coconut Software?
- Coconut Software was founded by Katherine Regnier.
- Who are Coconut Software's investors?
- Coconut Software's investors include Conexus Venture Capital, Klass Capital, Bay Partners, Information Venture Partners, ScaleUP Ventures.

