Certinia Analysis: $182K Raised
What is Certinia?
Salesforce-native PSA platform unifying services, finance, and customer success
Employees
501-1000
Founded
2009
Parent Company
Haveli Investments
Latest Funding Round Size
Private Equity Round
Parent Company Website
Public Company Status
Private
Recent Venture Round Amount
$5,000,000
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
Funding Round - Private Equity Round
RecentWho are the founders of Certinia
SB
Scott Brown
Chief Executive Officer
TK
Todd Kisaberth
Chief Customer Officer
RM
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
