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Coconut Software

Coconut Software sells appointment scheduling, lobby management and branch workforce software to banks and credit unions. Founded in Saskatoon in 2007 by Katherine Regnier and known as Coconut Calendar until it rebranded, it bootstrapped to enterprise deals before raising a $28M Series B in 2021. Customers include RBC, Vancity and Arvest Bank.

FintechSaskatoonFounded 2007coconutsoftware.com
6,200US locations where consumers could book a tax appointment after launching with Jackson HewittTechTO stage 2017-02-16
$4.2Mraised from Toronto firms, roughly $4M of it Canadian — Information Venture Partners, ScaleUp Ventures and StandUp VenturesTechTO stage 2018-03-05
5 → 35team growth in the year after the raise; 50% women, 38% of them on the product teamTechTO stage 2018-03-05
$28M CADSeries B led by Klass Capital in October 2021, bringing total raised to $39.4MBetaKit, 2021-10-05

The people

What they build

Appointment SchedulingBooking with calendar sync and reminders — the original product
Lobby ManagementBranch queue management to cut wait times and walk-away rates
Workforce ManagementDemand forecasting and branch staff scheduling
Branch InsightsAnalytics and branch performance reporting
Coconut ConnectVideo banking built into the appointment and lobby flow
Intelligent MatchingRoutes clients to advisors by expertise and availability

Open roles via the TechTO Job Board

Working at Coconut Software

Browse open roles across the community on the TechTO Job Board — Canada’s most connected tech network. Coconut Software’s roles show up here whenever they post.

Open roles on the TechTO Job Board ↗Or their own careers page: coconutsoftware.com/careers ↗

Jobs live on jobs.techto.org — the only structured source. We link to it rather than scraping career sites, so the board is always the source of truth.

On the TechTO stage

Every talk is searchable — ask the archive about Coconut Software

About

Coconut Software started in 2007 as Coconut Calendar, selling appointment booking to hairdressers and massage therapists while Regnier still had a full-time job. A cold call from Telus asking for scheduling across 400+ locations pushed it into enterprise, and it has since narrowed to banks and credit unions. Regnier bootstrapped it from Saskatoon for years — she told the 2017 TechTO audience she was 'completely against drinking the juice' on venture money — before raising a seed round in October 2016 and a $28M CAD Series B in 2021. The company kept the Coconut name through the rebrand from Coconut Calendar to Coconut Software.

Backers

Klass Capital (Series B lead), Information Venture Partners, ScaleUp Ventures, Conexus Venture Capital Fund, Bay Partners; StandUp Ventures in the earlier round · $39.4M raised as of Oct 2021

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Quick answers

What does Coconut Software do?

Appointment scheduling, lobby queue management, video banking and branch workforce software for banks and credit unions. It is based in Saskatoon and was founded in 2007.

Was Coconut Software always called that?

No — it launched as Coconut Calendar and rebranded to Coconut Software as it moved from small businesses to enterprise and financial institutions. Both TechTO talks were given under the Coconut Calendar name.

Who founded Coconut Software and how much has it raised?

Katherine Regnier, who is still CEO. She bootstrapped it until a seed round in October 2016, then raised $4.2M from Toronto investors and a $28M CAD Series B led by Klass Capital in 2021, for $39.4M total as of that round.

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Maintained by TechTO · facts sourced and dated · last reviewed Jul 15, 2026