How much funding has Certinia raised?

Certinia has raised $5.0M across 8 funding rounds.

Certinia Analysis: $5M Raised

What is Certinia?

Certinia provides a Services-as-a-Business platform that integrates professional services automation, financial management, and customer success management for service-oriented organizations.

Employees

1K-5K

Founded

2009

Industry

B2b Saas

Parent Company

Haveli Investments

Latest Funding Round Size

Private Equity Round

Parent Company Website

haveliinvestments.com

Public Company Status

Private

Recent Venture Round Amount

$5,000,000

Use Clay

Product Features & Capabilities

Professional Services Cloud
Financial Management Cloud
Customer Success Cloud
Salesforce-native integration
AI-powered staffing for demand-focused resourcing
Real-time financial analytics and audit trails
Revenue and resource forecasting

Use Cases

Unify CRM, project data, and financials in one platform; Generate real-time financial analysis with audit trails; Automate revenue and resource forecasting; Identify at-risk customers with AI-enabled alerts; Enable demand-focused staffing using AI

How much Certinia raised

Equity Round - $5 million

July 18, 2023

Lead Investor: Roper Technologies, Inc.

Who are the founders of Certinia

Scott Brown

Chief Executive Officer

Todd Kisaberth

Chief Customer Officer

Raju Malhotra

Chief Product & Technology Officer

Other Considerations

Trusted by 1,400+ global organizations including Salesforce, PwC, Siemens, and HPE; Named Overall Leader in G2 Enterprise category; Winner of 2025 SaaS Awards; Winner of 2025 Stevie® International Business Awards; Recognized with Partner Innovation Award 2024; Recognized with Silver Merit Award 2024; Built natively on Salesforce platform with shared customer records and analytics