Certinia, previously known as FinancialForce, was founded in 2009 by Jeremy Roche and Debbie Ashton. According to Reuters in July 2023, Certinia was purchased by Haveli Investments for $1 billion.

Certinia is a cloud-based application company whose products are designed to support large businesses with growth, innovation, data analysis, and day-to-day operations. Per Forge data, Certinia has raised a total of $193.9 million in funding over 6 rounds, with their latest funding being raised on Apr 1, 2021. Key investors include Salesforce Ventures, Advent International, UNIT4, and TCV.

These comments should not be interpreted to mean that the company is formally pursuing or foregoing an IPO.

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Learn more about FinancialForce

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Can you invest in FinancialForce pre-IPO?

You can no longer invest in FinancialForce with Forge. But if you are an accredited investor interested in buying pre-IPO shares of a private company, you can learn more about how to invest in the private market or register today to get started.
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Can you sell shares of FinancialForce before it goes public?

You can no longer sell shares of FinancialForce on Forge as this company is no longer private. However, if you own shares of a private company, Forge may be able to help you sell them in a way that works for you and the company. Learn more or register with us today to get started.
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What is the pre-IPO value of my FinancialForce shares?

Forge can no longer determine the value of FinancialForce shares as this company is no longer private. However, if you own shares of a private company, Forge may help you value and sell them in a way that works for you and the company. Learn more or register with us today to get started.
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Is FinancialForce a publicly traded company?

FinancialForce became a public company following its M&A on 07/26/2023 and is now a publicly traded company.
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Will FinancialForce go IPO?

FinancialForce became a public company following its M&A on 07/26/2023.
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What is FinancialForce’s IPO price?

The IPO price of FinancialForce is not currently available.
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When was FinancialForce founded?

FinancialForce was founded in 2009.
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What is FinancialForce funding to date?

FinancialForce has raised $197.15MM to date.

Who are FinancialForce’s major investors?

TCV
Salesforce Ventures
Less Software
Vana Workforce
Advent International
TriplePoint Venture Growth

FinancialForce Funding Rounds and Valuation

Funding History Chart
Funding Round Details
Funding Date Share Class Amount Raised Price per Share Post-Money Valuation Key Investors
09/25/2017 Series C $37.15MM $xx.xx $718.39MM Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
7,781,728
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.5x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Undisclosed Investors
03/26/2015 Series B $110MM $xx.xx $549.35MM Salesforce Ventures, Technology Crossover Ventures, TriplePoint Venture Growth
Price per Share
$xx.xx
Shares Outstanding
28,624,961
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.5x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Salesforce Ventures, Technology Crossover Ventures, TriplePoint Venture Growth
04/24/2014 Series A $50MM $xx.xx $90.91MM Advent International, Salesforce Ventures, Enit4
Price per Share
$xx.xx
Shares Outstanding
50,000,000
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Advent International, Salesforce Ventures, Enit4
Updated on: Nov 4, 2024

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