Salesforce

Salesforce is a leading cloud-based software company, founded in 1999, specializing in customer relationship management (CRM) solutions. It offers a range of enterprise applications, including Sales Cloud for sales automation, Service Cloud for customer service, Marketing Cloud for digital marketing, and Commerce Cloud for e-commerce. Additionally, Salesforce provides a platform for building custom applications and MuleSoft for data integration. Salesforce.org, a division of the company, donates and discounts its technology to nonprofits and educational institutions, fostering a culture of giving back. Salesforce Ventures, the company's venture capital arm, invests in enterprise technology startups globally, providing funding, access to the Salesforce ecosystem, and guidance from its executives.

Samuel Ackah-yensu

Investor

Adrianna Alterman

Principal, Impact Fund

Marc Benioff

Co-Founder, Co-CEO and Chairman

Arundhati Bhattacharya

Chairperson and CEO

Craig Butters

Director, Customer Success

Kevin Chen

Investor

Robert DeSisto

SVP, GM B2B and B2C Commerce

Paul Drews

Managing Partner

Dan Farber

SVP Strategic Communications

Caroline Fiegel

Investor, Slack Fund

Kartikeya Gupta

Principal

Takuya Hosomura

Principal

Achyut Jajoo

SVP and GM, Manufacturing and Automotive

Robert Keith

Partner

David Kellenberger

Principal

Zak Kokosa

Investor

Rohit Mahna

SVP and General Manager

Fatima Paruk MD

Senior Vice President and Chief Health Officer

Bill Patterson

EVP and GM, CRM Applications

Lauryn Poyser

Investor, Impact Fund

Dom Pusateri

Investor

Alexandra Quie

Principal

Laura Rowson

Principal

Katie Schwartz

Principal, Salesforce Ventures

John Somorjai

President

Jason Spinell

Partner, Slack Fund

Jason Spinell

Partner, Slack Fund

Jim Steele

President, Global Strategic Customers

Kevin Wu

Investor

Emily Zhao

Principal

Past deals in ERP

Certinia

Private Equity Round in 2024
Certinia is a developer of a cloud-based business platform that focuses on enhancing operational efficiency through its Services-as-a-Business offerings. The company provides a range of integrated solutions, including cloud accounting software, billing applications, financial management, professional services automation, human capital management, and supply chain management. By leveraging intelligent analytics and comprehensive practices, Certinia enables clients to adapt their business models effectively, placing customers at the forefront of their operations. The platform aims to accelerate business value and streamline processes across various aspects of service delivery.

RightRev

Venture Round in 2024
RightRev provides an automated revenue recognition solution that helps businesses manage financial reporting in compliance with current accounting standards. The platform integrates seamlessly with sales operations and revenue accounting processes, facilitating accurate tracking of revenue across various models, including subscriptions, one-time sales, and services. By enhancing existing customer relationship management and configure, price, quote tools, RightRev's solution offers a comprehensive approach to revenue reporting, ensuring transparency and reducing the risk of financial misstatements. The platform is designed to support finance professionals in navigating complex revenue accounting requirements, such as those outlined in ASC 606 and IFRS 15.

RightRev

Series A in 2023
RightRev provides an automated revenue recognition solution that helps businesses manage financial reporting in compliance with current accounting standards. The platform integrates seamlessly with sales operations and revenue accounting processes, facilitating accurate tracking of revenue across various models, including subscriptions, one-time sales, and services. By enhancing existing customer relationship management and configure, price, quote tools, RightRev's solution offers a comprehensive approach to revenue reporting, ensuring transparency and reducing the risk of financial misstatements. The platform is designed to support finance professionals in navigating complex revenue accounting requirements, such as those outlined in ASC 606 and IFRS 15.

Traction on Demand

Acquisition in 2022
Traction on Demand is North America's largest dedicated Salesforce consulting and application development firm, recognized for delivering innovative cloud technology solutions across various sectors, including financial services, education, manufacturing, and healthcare. As a Salesforce Platinum Consulting Partner and Salesforce.org Premium Partner, the company has successfully completed over 6,000 projects, providing strategy, technology integration, and data analytics services. Traction on Demand caters to both prominent brands and non-profit organizations, helping them enhance their operations through technology. The firm has earned accolades for its rapid growth and effective management, becoming one of Canada’s first 100 certified B Corporations. Additionally, Traction on Demand has consistently ranked as a top workplace in Canada since 2014, achieving the number one spot in 2019.

RightRev

Seed Round in 2021
RightRev provides an automated revenue recognition solution that helps businesses manage financial reporting in compliance with current accounting standards. The platform integrates seamlessly with sales operations and revenue accounting processes, facilitating accurate tracking of revenue across various models, including subscriptions, one-time sales, and services. By enhancing existing customer relationship management and configure, price, quote tools, RightRev's solution offers a comprehensive approach to revenue reporting, ensuring transparency and reducing the risk of financial misstatements. The platform is designed to support finance professionals in navigating complex revenue accounting requirements, such as those outlined in ASC 606 and IFRS 15.

Acumen Solutions

Acquisition in 2020
Acumen Solutions is a global cloud consultancy that specializes in strategic consulting and innovative solutions aimed at enhancing business performance for its clients. The firm provides expertise in areas such as customer relationship management, business intelligence, enterprise resource planning, and enterprise transformation. With a focus on driving revenue growth and strengthening customer relationships, Acumen Solutions collaborates with Fortune 500 companies to develop tailored strategies that address complex challenges beyond technological fixes. Additionally, the company serves the public sector by streamlining operations and boosting productivity. Committed to social responsibility, Acumen Solutions also engages in initiatives that create sustainable impact within communities.

Traction on Demand

Private Equity Round in 2019
Traction on Demand is North America's largest dedicated Salesforce consulting and application development firm, recognized for delivering innovative cloud technology solutions across various sectors, including financial services, education, manufacturing, and healthcare. As a Salesforce Platinum Consulting Partner and Salesforce.org Premium Partner, the company has successfully completed over 6,000 projects, providing strategy, technology integration, and data analytics services. Traction on Demand caters to both prominent brands and non-profit organizations, helping them enhance their operations through technology. The firm has earned accolades for its rapid growth and effective management, becoming one of Canada’s first 100 certified B Corporations. Additionally, Traction on Demand has consistently ranked as a top workplace in Canada since 2014, achieving the number one spot in 2019.

Novidea

Venture Round in 2018
Novidea is the developer of a cloud-based, data-driven insurance platform designed to modernize the customer insurance journey for brokers, agents, and managing general agents (MGAs). The platform leverages Salesforce technology to provide a comprehensive ecosystem that encompasses all facets of an insurance business. It offers a unified view of customer and policy data, allowing for seamless integration between customer-facing transactions and back-office operations. This enables clients to gain actionable insights, enhancing decision-making and delivering tailored products and services. By providing real-time business intelligence and workflow management, Novidea helps improve productivity and profitability for its users. The company supports over 100 customers, including entities in the London market, across 22 countries.

Rootstock Software

Convertible Note in 2018
Rootstock Software is a developer of cloud-based enterprise resource planning (ERP) software that caters to manufacturers, distributors, and various organizations. Established in 2008 and headquartered in San Ramon, California, the company provides a comprehensive suite of solutions designed to enhance operational performance and manage costs for mid-market to large enterprises. Its offerings include sales order management, purchase order management, production engineering, inventory control, and material requirements planning, among other services. These tools enable clients to operate efficiently and support their growth in a competitive marketplace.

Rootstock Software

Series C in 2018
Rootstock Software is a developer of cloud-based enterprise resource planning (ERP) software that caters to manufacturers, distributors, and various organizations. Established in 2008 and headquartered in San Ramon, California, the company provides a comprehensive suite of solutions designed to enhance operational performance and manage costs for mid-market to large enterprises. Its offerings include sales order management, purchase order management, production engineering, inventory control, and material requirements planning, among other services. These tools enable clients to operate efficiently and support their growth in a competitive marketplace.

Anaplan

Series F in 2017
Anaplan, Inc. offers a cloud-based connected planning platform that enables organizations to unify disparate data structures across various business functions, including finance, sales, supply chain, marketing, human resources, and operations. Founded in 2008 and headquartered in San Francisco, Anaplan provides its services through a subscription model, allowing users to access its platform over the Internet. The company focuses on enhancing decision-making and collaboration within organizations by delivering business planning and performance management solutions from a single hub. In addition to its core platform, Anaplan offers professional services, including consulting, implementation, training, and planning transformation advisory services. With operations in multiple countries and a network of expert partners, Anaplan supports large and fast-growing organizations in streamlining their planning processes and making informed decisions.

Freee

Series D in 2016
Freee is a developer of cloud-based accounting software designed for small and medium-sized businesses in Japan. Launched in March 2013 and originally named CFO K.K., the company was founded by Daisuke Sasaki, who previously led SMB marketing for Google in the Asia Pacific region. Freee's automated online accounting software seamlessly syncs with bank accounts, allowing users to automatically categorize entries and generate financial reports. In addition to its core accounting product, Freee also offers cloud-based HR labor software and cloud ERP solutions for midsize companies. The company operates on a freemium model, with paid plans starting at approximately 980 JPY per month. Freee gained recognition by winning the Invinity Ventures Summit Launch Pad in 2013, a prestigious demo event in Japan.

Kenandy

Series B in 2016
Kenandy, Inc. is a provider of cloud-based enterprise resource planning (ERP) solutions, serving both domestic and international enterprises. Founded in 2010 and headquartered in Redwood City, California, with additional offices in Chicago, Boston, and Newport Beach, Kenandy offers a comprehensive ERP application that automates various business processes, including order-to-cash, procure-to-pay, and global financials. Built on the Salesforce platform, Kenandy's solution is designed to be flexible and scalable, allowing mid-sized companies to align the ERP system with their existing processes. The platform features 150 Business Ready Objects, simplifying the user experience compared to traditional ERP systems. In addition to its software solutions, Kenandy provides implementation and customer support services to ensure effective deployment and usage. As of January 2018, Kenandy operates as a subsidiary of The Danville Group, Inc.

Anaplan

Series E in 2016
Anaplan, Inc. offers a cloud-based connected planning platform that enables organizations to unify disparate data structures across various business functions, including finance, sales, supply chain, marketing, human resources, and operations. Founded in 2008 and headquartered in San Francisco, Anaplan provides its services through a subscription model, allowing users to access its platform over the Internet. The company focuses on enhancing decision-making and collaboration within organizations by delivering business planning and performance management solutions from a single hub. In addition to its core platform, Anaplan offers professional services, including consulting, implementation, training, and planning transformation advisory services. With operations in multiple countries and a network of expert partners, Anaplan supports large and fast-growing organizations in streamlining their planning processes and making informed decisions.

Certinia

Private Equity Round in 2015
Certinia is a developer of a cloud-based business platform that focuses on enhancing operational efficiency through its Services-as-a-Business offerings. The company provides a range of integrated solutions, including cloud accounting software, billing applications, financial management, professional services automation, human capital management, and supply chain management. By leveraging intelligent analytics and comprehensive practices, Certinia enables clients to adapt their business models effectively, placing customers at the forefront of their operations. The platform aims to accelerate business value and streamline processes across various aspects of service delivery.

TerraSky

Corporate Round in 2014
TerraSky Co Ltd is a Japanese company specializing in cloud solutions and products. They offer a range of services including cloud integration with platforms like Salesforce and Amazon Web Services, system planning, development tools, and data linkage foundations such as DataSpider Cloud and SkyOnDemand. Additionally, TerraSky provides salesforce screen/application development tools like SkyVisualEditor and SuPICE, along with Cloud ERP solutions including GLOVIA OM and ServiceMax. The company also offers social ware and insurance agency solutions.

Rootstock Software

Series B in 2014
Rootstock Software is a developer of cloud-based enterprise resource planning (ERP) software that caters to manufacturers, distributors, and various organizations. Established in 2008 and headquartered in San Ramon, California, the company provides a comprehensive suite of solutions designed to enhance operational performance and manage costs for mid-market to large enterprises. Its offerings include sales order management, purchase order management, production engineering, inventory control, and material requirements planning, among other services. These tools enable clients to operate efficiently and support their growth in a competitive marketplace.

Anaplan

Series D in 2014
Anaplan, Inc. offers a cloud-based connected planning platform that enables organizations to unify disparate data structures across various business functions, including finance, sales, supply chain, marketing, human resources, and operations. Founded in 2008 and headquartered in San Francisco, Anaplan provides its services through a subscription model, allowing users to access its platform over the Internet. The company focuses on enhancing decision-making and collaboration within organizations by delivering business planning and performance management solutions from a single hub. In addition to its core platform, Anaplan offers professional services, including consulting, implementation, training, and planning transformation advisory services. With operations in multiple countries and a network of expert partners, Anaplan supports large and fast-growing organizations in streamlining their planning processes and making informed decisions.

Kenandy

Series B in 2013
Kenandy, Inc. is a provider of cloud-based enterprise resource planning (ERP) solutions, serving both domestic and international enterprises. Founded in 2010 and headquartered in Redwood City, California, with additional offices in Chicago, Boston, and Newport Beach, Kenandy offers a comprehensive ERP application that automates various business processes, including order-to-cash, procure-to-pay, and global financials. Built on the Salesforce platform, Kenandy's solution is designed to be flexible and scalable, allowing mid-sized companies to align the ERP system with their existing processes. The platform features 150 Business Ready Objects, simplifying the user experience compared to traditional ERP systems. In addition to its software solutions, Kenandy provides implementation and customer support services to ensure effective deployment and usage. As of January 2018, Kenandy operates as a subsidiary of The Danville Group, Inc.

Workday Adaptive Planning

Series F in 2013
Workday Adaptive Planning provides software solutions for businesses. They also provide products including financial management, adaptive planning, and sourcing. They offer financial, workforce transaction, and legacy application data into a system.

Anaplan

Series C in 2013
Anaplan, Inc. offers a cloud-based connected planning platform that enables organizations to unify disparate data structures across various business functions, including finance, sales, supply chain, marketing, human resources, and operations. Founded in 2008 and headquartered in San Francisco, Anaplan provides its services through a subscription model, allowing users to access its platform over the Internet. The company focuses on enhancing decision-making and collaboration within organizations by delivering business planning and performance management solutions from a single hub. In addition to its core platform, Anaplan offers professional services, including consulting, implementation, training, and planning transformation advisory services. With operations in multiple countries and a network of expert partners, Anaplan supports large and fast-growing organizations in streamlining their planning processes and making informed decisions.

Certinia

Series B in 2012
Certinia is a developer of a cloud-based business platform that focuses on enhancing operational efficiency through its Services-as-a-Business offerings. The company provides a range of integrated solutions, including cloud accounting software, billing applications, financial management, professional services automation, human capital management, and supply chain management. By leveraging intelligent analytics and comprehensive practices, Certinia enables clients to adapt their business models effectively, placing customers at the forefront of their operations. The platform aims to accelerate business value and streamline processes across various aspects of service delivery.

BigMachines

Venture Round in 2012
BigMachines is a leading provider of cloud-based software solutions designed to enhance B2B sales processes. Its offerings include tools for product configuration, pricing, quoting, and proposal generation, which help companies streamline their sales from opportunity to order. By utilizing BigMachines' software, sales teams can efficiently configure products, manage complex pricing, generate quotes and legal contracts, and oversee order management. The platform integrates seamlessly with major CRM and ERP systems, enhancing its utility for users. BigMachines serves a diverse array of industries, including software, high technology, manufacturing, medical devices, and financial services. Its expanding customer base features notable global organizations such as Kodak, Siemens, and NTT Communications, alongside innovative growth companies like Acme Packet and Voltaire.

Kenandy

Series A in 2011
Kenandy, Inc. is a provider of cloud-based enterprise resource planning (ERP) solutions, serving both domestic and international enterprises. Founded in 2010 and headquartered in Redwood City, California, with additional offices in Chicago, Boston, and Newport Beach, Kenandy offers a comprehensive ERP application that automates various business processes, including order-to-cash, procure-to-pay, and global financials. Built on the Salesforce platform, Kenandy's solution is designed to be flexible and scalable, allowing mid-sized companies to align the ERP system with their existing processes. The platform features 150 Business Ready Objects, simplifying the user experience compared to traditional ERP systems. In addition to its software solutions, Kenandy provides implementation and customer support services to ensure effective deployment and usage. As of January 2018, Kenandy operates as a subsidiary of The Danville Group, Inc.

Infor

Series D in 2011
Infor, Inc. is a provider of enterprise software and services, specializing in cloud-based applications across various sectors, including healthcare, manufacturing, distribution, retail, and the public sector. The company offers a comprehensive suite of products designed to facilitate front and back office business processes, including enterprise resource planning, financial management, human capital management, and customer relationship management. Infor's industry-specific solutions, such as CloudSuite and Infor Nexus, enable organizations to effectively monitor and manage assets, optimize supply chain activities, and enhance operational efficiency through rich data analytics. Additionally, the company provides technical support, product upgrades, and consulting services to ensure clients maximize their software investments. Founded in 2009 and headquartered in New York, Infor serves both large enterprises and small to midsize companies, delivering tailored software solutions that address the unique needs of various industries.

Rootstock Software

Series B in 2011
Rootstock Software is a developer of cloud-based enterprise resource planning (ERP) software that caters to manufacturers, distributors, and various organizations. Established in 2008 and headquartered in San Ramon, California, the company provides a comprehensive suite of solutions designed to enhance operational performance and manage costs for mid-market to large enterprises. Its offerings include sales order management, purchase order management, production engineering, inventory control, and material requirements planning, among other services. These tools enable clients to operate efficiently and support their growth in a competitive marketplace.

ASTADIA

Debt Financing in 2011
Astadia provides cloud solutions consulting and systems integration for enterprises looking to accelerate business outcomes. Astadia transforms how its clients develop market opportunities, accelerate revenues and convert customers into advocates. Unlike integrators that concentrate only on implementing technology, Astadia focuses on truly understanding client needs. By building authentic client partnerships and using its unique, proven methodologies and frameworks, Astadia delivers meaningful solutions for its clients. Delivered by professionals with deep experience and pedigree, Astadia creates bulletproof cloud solutions with measurable business results.

Certinia

Series B in 2010
Certinia is a developer of a cloud-based business platform that focuses on enhancing operational efficiency through its Services-as-a-Business offerings. The company provides a range of integrated solutions, including cloud accounting software, billing applications, financial management, professional services automation, human capital management, and supply chain management. By leveraging intelligent analytics and comprehensive practices, Certinia enables clients to adapt their business models effectively, placing customers at the forefront of their operations. The platform aims to accelerate business value and streamline processes across various aspects of service delivery.

Certinia

Series A in 2009
Certinia is a developer of a cloud-based business platform that focuses on enhancing operational efficiency through its Services-as-a-Business offerings. The company provides a range of integrated solutions, including cloud accounting software, billing applications, financial management, professional services automation, human capital management, and supply chain management. By leveraging intelligent analytics and comprehensive practices, Certinia enables clients to adapt their business models effectively, placing customers at the forefront of their operations. The platform aims to accelerate business value and streamline processes across various aspects of service delivery.

ASTADIA

Series C in 2009
Astadia provides cloud solutions consulting and systems integration for enterprises looking to accelerate business outcomes. Astadia transforms how its clients develop market opportunities, accelerate revenues and convert customers into advocates. Unlike integrators that concentrate only on implementing technology, Astadia focuses on truly understanding client needs. By building authentic client partnerships and using its unique, proven methodologies and frameworks, Astadia delivers meaningful solutions for its clients. Delivered by professionals with deep experience and pedigree, Astadia creates bulletproof cloud solutions with measurable business results.

ASTADIA

Series A in 2008
Astadia provides cloud solutions consulting and systems integration for enterprises looking to accelerate business outcomes. Astadia transforms how its clients develop market opportunities, accelerate revenues and convert customers into advocates. Unlike integrators that concentrate only on implementing technology, Astadia focuses on truly understanding client needs. By building authentic client partnerships and using its unique, proven methodologies and frameworks, Astadia delivers meaningful solutions for its clients. Delivered by professionals with deep experience and pedigree, Astadia creates bulletproof cloud solutions with measurable business results.

RightRev

RightRev provides an automated revenue recognition solution that helps businesses manage financial reporting in compliance with current accounting standards. The platform integrates seamlessly with sales operations and revenue accounting processes, facilitating accurate tracking of revenue across various models, including subscriptions, one-time sales, and services. By enhancing existing customer relationship management and configure, price, quote tools, RightRev's solution offers a comprehensive approach to revenue reporting, ensuring transparency and reducing the risk of financial misstatements. The platform is designed to support finance professionals in navigating complex revenue accounting requirements, such as those outlined in ASC 606 and IFRS 15.
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