Ankona Capital

Ankona Capital, established in 2019 and headquartered in Newport Beach, California, is a venture capital firm specializing in early-growth stage investments. The firm focuses on B2B software companies, with a preference for SaaS and software-enabled services. Ankona typically invests between $5 million to $10 million in equity per transaction, targeting companies with annual recurring revenues between $5 million to $15 million. The firm seeks minority stakes and aims to secure a Board seat in its portfolio companies. Ankona's investment strategy is to support these companies outside of Silicon Valley, leveraging its team's extensive software experience.

Jon Bauch

Co-Founder

Josh Harmsen

Managing Director

Jason Koch

Operating Partner

Newth Morris

Managing Director

Mike Murphy

Managing Partner

Gardner Smith

Associate

Jared Smith

Managing Director

Past deals in Accounting

Canopy

Series C in 2025
Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Canopy

Venture Round in 2024
Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Canopy

Venture Round in 2021
Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Canopy

Series A in 2021
Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Canopy

Series C in 2021
Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.
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