Certinia Analysis: $5M Raised
What is Certinia?
Certinia is a Salesforce-native Professional Services Automation platform that unifies sales, services delivery, finance, and customer success. Its AI-powered solutions provide best-in-class estimating, demand-focused staffing, and real-time financial analytics. Trusted by 1,400+ global organizations including Salesforce, PwC, Siemens, and HPE, the platform delivers a single source of truth across operations.
Location
Austin, United States
Employees
501-1000
Founded
2009
Parent Company
Haveli Investments
Address
301 Congress Avenue, Suite 800, Austin, TX 78701, USA
Latest Funding Round Size
Private Equity Round
Public Company Status
Private
Recent Venture Round Amount
$5,000,000
State of Headquarters
Texas
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, 2023Lead Investor: Roper Technologies, Inc.
Who 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
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Financial Overview
$5MTotal Raised
Equity Round$5 million
July 18, 2023
Investors: Roper Technologies, Inc.
Private Equity Round
November 19, 2024
Investors: TA Associates
Venture Round
April 1, 2021
Private Equity Round
March 26, 2015
Investors: TCV
Private Equity Round
April 24, 2014
Investors: Advent International
Series B
October 10, 2012
Investors: Salesforce Ventures
Series B
December 10, 2010
Investors: Salesforce Ventures
Series A
October 1, 2009
Investors: Salesforce Ventures, UNIT4