Certinia

San Jose, United States Founded: 2009 • Age: 17 yrs Acquired By Haveli Investments
Developer of cloud software for professional services automation and financial management
Annual revenue - Latest available
Total funding $220.2M 8 rounds
Employees 402 Tracked headcount
Investors 6 Known backers
Products 4 Services tracked
Competitors 10 Brand Intelligence

About Certinia

Certinia is a company based in San Jose (United States) founded in 2009 by Deb Ashton was acquired by Haveli Investments in July 2023. Certinia has raised $220.24 million across 8 funding rounds from investors including Unit4, TA Associates and Advent International. The company has 402 employees as of November 30, 2023. Certinia has completed 2 acquisitions, including Moonnox and Vana Workforce. Certinia offers products and services including Professional Services Cloud, Financial Management Cloud, Services Automation, and Resource Management. Certinia operates in a competitive market with competitors including TeamSystem, Intapp, Unanet, Accelo and Changepoint, among others.

  • Headquarter San Jose, United States
  • Employees 402 as on 30 Nov, 2023
  • Founders Deb Ashton
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Technology → Enterprise Software & Productivity Solutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $220.24 M (USD)

    in 8 rounds

  • Latest Funding Round
    Not available
  • Investors
    Unit4

    & 5 more

  • Employee Count
    402

    as on Nov 30, 2023

  • Investments & Acquisitions
    Moonnox

    & 1 more

  • Acquired by
    Haveli Investments

    (Jul 26, 2023)

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Products & Services of Certinia

Certinia offers a comprehensive portfolio of products and services, including Professional Services Cloud, Financial Management Cloud, Services Automation, and Resource Management.

Product name locked
Category locked
Primary

Platform for managing projects and resources efficiently

Product name locked
Category locked
Locked

Tools for accounting, billing, and revenue tracking

Product name locked
Category locked
Locked

Software to improve project profitability and timelines

Product name locked
Category locked
Locked

System for optimizing employee utilization and skills

People of Certinia

Headcount 1000-5000
Employee Profiles 303
Employee Profiles
People
Steve Klein
Vice President, Global Pre Sales
People
Imanol Alfonso Prados Mantas
Manager Product Management
People
Jenna Koontz
Vice President, Global Technical Support
People
Ros Snowden
Manager Product Management

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Funding Insights of Certinia

Certinia has successfully raised a total of $220.24M across 8 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Certinia

Certinia has secured backing from 6 investors, including venture fund and institutional investors. Prominent investors backing the company include Unit4, TA Associates and Advent International.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Multiple sectors are invested in by private equity firm TA.
Locked Locked Locked
Private equity firm focused on multiple sectors
Locked Locked Locked
Early-stage tech startups are funded by corporate-backed Salesforce Ventures.
Locked Locked Locked
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Investor details for Certinia

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  • Investor domains
  • Investor locations
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  • Participation history

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Investments & Acquisitions by Certinia

Certinia has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Moonnox and Vana Workforce.

Investments
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Investment portfolio details for Certinia

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  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
AI platform integrates with firm data to orchestrate professional services and collaborations.
Locked Locked 2022 Locked
HR software for SMBs on Force.com
Locked Locked 2008 Locked
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Complete acquisition details for Certinia

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  • Transaction dates
  • Acquired stakes
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  • Domains and locations

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Financial Statements - Certinia

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Detailed financials for Certinia

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  • Profit trends
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Certinia Comparisons

Certinia Primary company
Description
Developer of cloud software for professional services automa...
Location
San Jose, United States
Founded Year
2009
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
402
As of 2023
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Peer comparison for Certinia

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  • Named peers
  • Headcount comparison
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Competitors of Certinia

Certinia operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as TeamSystem, Intapp, Unanet, Accelo and Changepoint, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Cloud-based ERP software is provided for professional services.
Locked Locked Locked
Cloud based business management software for professional and financial services firms
Locked Locked Locked
Cloud-based ERP software is offered for professional services organizations.
Locked Locked Locked
Professional services automation is delivered for service-oriented industries.
Locked Locked Locked
Professional services automation and project portfolio management software are provided.
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Detailed competitors of Certinia

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  • Domains and locations
  • Full company profiles
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Latest news on Certinia

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Complete news archive for Certinia

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Certinia

Certinia was founded in 2009.

Certinia is headquartered in San Jose, United States. It is registered at San Jose, California, United States.

DJ Paoni is the current CEO of Certinia.

Certinia is a funded company, having raised a total of $220.24M across 8 funding rounds to date.

As of Nov 30, 2023, the latest employee count at Certinia is 402.

Certinia was founded in 2009 in San Jose, United States, as a developer of cloud-based software focused on professional services automation and financial management. Tools are provided for services estimation, resource allocation, and revenue recognition, alongside solutions for accounting, subscription billing, and customer engagement. Operations are centered on streamlining cash flow and optimizing employee utilization within the technology sector.

Certinia's top competitors include TeamSystem, Intapp and Unanet.

Certinia offers Professional Services Cloud, Financial Management Cloud, Services Automation, and Resource Management.

Certinia has made 2 acquisitions, including Moonnox, and Vana Workforce.

Certinia has 6 investors. Key investors include Unit4, TA Associates, Advent International, Salesforce Ventures, and TCV.

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