About Certinia
Certinia is a Technology company based in San Jose (United States) founded in 2009 by Deb Ashton, and was acquired by Haveli Investments in July 2023. Developer of cloud software for professional services automation and financial management. Certinia has raised $220.24 million across 8 funding rounds from investors including Unit4, TA Associates and Advent International. The company has 402 employees. Certinia has completed 2 acquisitions, including Moonnox and Vana Workforce. Its chief executive, as recorded, is DJ Paoni. Its website certinia.com draws about 62 thousand monthly visits. Certinia offers products and services including Professional Services Cloud, Financial Management Cloud, Services Automation, and Resource Management. Its focus areas include Enterprise Applications, Enterprise Resource Planning and Professional Services. Its competitors include Intapp, Unanet and Accelo; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters San Jose, United States
- Employees 402
- Founders Deb Ashton
- Stage Acquired
- SectorsTechnology
- Phone•••• ••••
- Website certinia.com
- Social LinkedIn X Instagram
- Acquired by Haveli Investments (Jul 2023)
- Total Equity Funding$220.24M (USD)
in 8 rounds
- InvestorsUnit4
& 5 more
- Employee Count402
- Investments & AcquisitionsMoonnox
& 1 more
- Acquired byHaveli Investments
(Jul 2023)
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.
Platform for managing projects and resources efficiently
Tools for accounting, billing, and revenue tracking
Software to improve project profitability and timelines
System for optimizing employee utilization and skills
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.
- Total Funding $220.24M
- Total Rounds 8
- First Round $7.64M
(Sep 2009)
- Investors Count 5
All 8 funding rounds of Certinia with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2024 | Private Equity Round | – | TA | – | |
| Mar 2015 | $110M | Series D | – | TCV | |
| Apr 2014 | $50M | Series C | – | Advent International | |
| Oct 2012 | $14.5M | Series B | – | – | – |
| Sep 2012 | $14.5M | Series B | – | – | – |
| Oct 2011 | $11.8M | Series B | – | – | – |
| Nov 2010 | $11.8M | Series B | – | – | – |
| Sep 2009 | $7.64M | Series A | – | Unit4 |
6 investors in total: 6 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Multiple sectors are invested in by private equity firm TA. | ta.com | Boston, United States | ||
Private equity firm focused on multiple sectors | adventinternational.com | Sao Paulo, Brazil | ||
Early-stage tech startups are funded by corporate-backed Salesforce Ventures. | salesforceventures.com | San Francisco, United States | ||
Venture capital is invested in global technology companies by TCV. | tcv.com | Menlo Park, United States | ||
Haveli Investments is focused on technology sector private equity. | haveliinvestments.com | Austin, United States | ||
Cloud-based ERP software is offered for business resource planning. | 1980 | unit4.com | Sliedrecht, Netherlands |
Investor details for Certinia
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People of Certinia
303 people are tracked at Certinia (57 in leadership, 246 in team); the tracked headcount is 402.
| Name | Role | Group |
|---|---|---|
Deb Ashton | Founder | Leadership |
DJ Paoni | CEO | Leadership |
Steve Klein | Vice President, Global Pre Sales | Leadership |
William Spice | Vice President Of Product Management | Leadership |
Jenna Koontz | Vice President, Global Technical Support | Leadership |
Drew Chapin | CMO | Leadership |
Mary Johnston | Sr Director, Total Rewards And HR Operations | Leadership |
Jo-Anne Snowden | Sr Director Global Professional Services Delivery | Leadership |
Rose Orton | Director, Enterprise Customer Success | Leadership |
Veeranayagam Arumugam | Senior Director, Engineering & Site Leader | Leadership |
Michelle Gleason | Sr Director, Commercial Strategy | Leadership |
Sridhar Parameshwaran | Senior Director, Value Engineering (international) | Leadership |
Sarah Richardson-Clarke | Customer Insights Director (consultant) | Leadership |
Chloe Stephenson | Director Product Strategy | Leadership |
Molly Foley | Director Of Strategic Programs | Leadership |
Jerid Johnson | Director, Global Customer Support | Leadership |
Robert Cesafsky | COO | Leadership |
Todd Kisaberth | Chief Customer Officer | Leadership |
Michelle Mathis | VP of Strategic Planning | Leadership |
Erin Sawyer | CFO | Leadership |
283 more people are available in the full profile.
Complete people profiles for Certinia
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
AI platform integrates with firm data to orchestrate professional services and collaborations. | moonnox.com | Chicago, United States | 2022 | Jul 2026 | •••• | |
HR software for SMBs on Force.com | vanaworkforce.com | Toronto, Canada | 2008 | Nov 2013 | •••• |
Complete acquisition details for Certinia
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Timeline of Certinia
6 dated milestones of Certinia across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Certinia is founded.
- Funding First funding round of $7.6M.
- Acquisition Acquires Vana Workforce.
- Exit Acquired by Haveli Investments.
- Funding Latest funding round, Private Equity Round,.
- Acquisition Acquires Moonnox.
Competitors of Certinia
Certinia has 3 listed competitors in our database, 2 of them funded. They include Intapp, Unanet and Accelo.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| intapp.com | 2012 | Palo Alto, United States | $2.3M | 643 | Cloud based business management software for professional and financial services firms | |
| unanet.com | 1998 | Sterling, United States | Cloud-based ERP software is offered for professional services organizations. | |||
| accelo.com | 2009 | San Francisco, United States | $13M | 52 | Professional services automation is delivered for service-oriented industries. |
Detailed competitors of Certinia
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Web traffic of Certinia
The website of Certinia (certinia.com) receives about 62.4K visits a month.
- Monthly visits62.4K
▲ 3.6% vs previous month
Websites whose visitors overlap most with Certinia. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
top5projectmanagement.com | top5projectmanagement.com | 100% | #1,539,048 | – | |
| fellow.app | 98% | 159.9K | #291,902 | View details | |
| projectools.io | 98% | #5,999,298 | View details | ||
| logik.io | 98% | 11.9K | #1,990,351 | View details | |
| moovila.com | 97% | 19.1K | #1,504,510 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 38 similar websites and full traffic analytics for Certinia
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- 38 similar websites
- Audience overlap
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Top companies in Enterprise Resource Planning
3 companies that operate in the same segment as Certinia (Enterprise Resource Planning) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based HR and financial software is delivered to enterprises. | 2005 | Pleasanton, California, United States | USD 352.3 M | USD 9.53 B | 21,000 | |
Cloud-based software for K-12 education is provided. | 1997 | Folsom, California, United States | USD 32 M | USD 47.59 M | 1,308 | |
Cloud-based ERP software is provided for automotive and manufacturing sectors. | 1972 | Austin, Texas, United States | USD 229.28 M | 834 |
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Related news about Certinia
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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 CEO of Certinia, as recorded in our data.
Certinia is a funded company, having raised a total of $220.24M across 8 funding rounds to date. The company's 1st funding round was a Series A of $7.64M, raised on Sep 2009.
Certinia has 402 employees.
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 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.
Yes. Certinia was acquired by Haveli Investments in July 2023.