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Canopy Stock

Canopy is the easiest way for tax practitioners to manage their tax workflow.

About Canopy Stock

Founded

2014

Headquarters

Lehi, UT, US

Total Funding

85.0M

Canopy is the easiest way for tax practitioners to manage their tax workflow. Elegantly store all your client email discussions in one place. Nothing to download or install. Your client doesn't even need to log in. Email threads are stored automatically for later reference. Easily track meeting times, events, and deadlines. Share these events with your team to keep everybody on task. Easily store private files and share files with your clients. Canopy will even discover, sort, and add your email attachments to the correct client matter, automatically. Never lose track of a file again. Keep your client notes nice and tidy. Post reminders, phone numbers, and other client materials for access at any time, from anywhere. In addition, Canopy has a suite of tax resolution tools that tracks client history, auto-fills complicated IRS forms like the Form 433-A and Form 433-B, and analyzes your client's personal or business circumstances for payment plans, offers in compromise, and currently non-collectible status.

Canopy Management

Leadership team at Canopy

VP of Engineering

Rodney Gilbert

Product Designer

Nick Bluth

Locked Features

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    • Cap tables, which include funding history by Share Class and Liquidity Preferences
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    • Business Model
    • Risk Factors
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How to invest in Canopy stock?

Accredited investors can buy pre-IPO stock in companies like Canopy through EquityZen funds. These investments are made available by existing Canopy shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.

How to sell Canopy stock?

Shareholders can sell their Canopy stock through EquityZen's private company marketplace. EquityZen's network includes over 310K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.

If I invest, how do I exit my investment?

There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.

Why choose EquityZen?

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 41K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."

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