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Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Companies / Canopy Tax, Inc.
Canopy Tax, Inc.
Stage unknownSouth Jordan, UTBusiness Services
Facts
- Year of incorporation
- unknown
- Revenue range (Form D)
- Decline to Disclosesec.gov
- Rounds on record
- 2
- Disclosed raised
- unknownsum of rounds with a disclosed amount only
- Named investors
- 0
Financing history
2 rounds
- Apr 10, 2025Form D equity offering · $36.5M (form d sold) · 10 investorsFact SEC EDGAR Form D data sets (quarterly) · “Canopy Tax, Inc. filed Form D: $36,477,141 sold of $36,477,141, Business Services”
- Apr 25, 2024Form D equity offering · $20.0M (form d sold) · 18 investorsFact SEC EDGAR Form D data sets (quarterly) · “Canopy Tax, Inc. filed Form D: $19,999,966 sold of $19,999,966, Business Services”
Investors on record
0 edges
No named investor yet.
People
1 officers, 8 directors
- Davis Bell Executive Officer/Director sec.gov
- Steve Lula Director Fact
- Chad Packard Director Fact
- Brian Crofts Director Fact
- Joshua Harmsen Director Fact
- NED May Director Fact
- Ankit Sud Director Fact
- Josh Harmsen Director Fact
- Brain Crofts Director Fact
Timeline
2
- Apr 24, 2025Canopy Tax, Inc. filed Form D: $36,477,141 sold of $36,477,141, Business ServicesForm D filed Fact SEC EDGAR Form D data sets (quarterly)
- May 9, 2024Canopy Tax, Inc. filed Form D: $19,999,966 sold of $19,999,966, Business ServicesForm D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
28 observations
Every observation on this company
- Entity type: Corporation Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Corporation May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Business Services Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Business Services May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: false Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: false May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: overFiveYears Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: overFiveYears May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $36.5M Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $20.0M May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Offering amount (Form D): $36.5M Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Offering amount (Form D): $20.0M May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2025-04-10 Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2024-04-25 May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 10 Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 18 May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: equity Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: equity May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 10355 S Jordan Gateway, Suite 500, South Jordan, UT, 84095 Apr 24, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 10355 S. Jordan Gateway, Suite 500, South Jordan, UT, 84095 May 9, 2024 Fact SEC EDGAR Form D data sets (quarterly)