Una

Una Software Inc. is a high-growth technology company specializing in AI-native corporate performance management (CPM) and financial planning. Headquartered in Toronto, Canada, Una emerged with the mission to modernize the FP&A function by making it agile, revenue-connected, and performance-oriented. The company positions itself as a challenger to legacy software providers, arguing that the traditional 'growth-at-all-costs' era of SaaS has been replaced by a need for 'sustainable, predictable growth.' Una occupies a unique market position by blending financial planning with revenue intelligence, effectively serving both the Office of the CFO and the Go-To-Market (GTM) leadership. Their vision is to create a 'performance-first' business world where plans are not just static documents but living engines of execution. By focusing on mid-market and enterprise B2B SaaS companies initially, Una has built a reputation for high time-to-value and deep technical expertise in complex revenue modeling.

Una Software was founded in 2023 by a duo of industry heavyweights: Clayton Ramnarine and Don Mal. Don Mal is a legendary figure in the Canadian software ecosystem, having previously co-founded and served as the CEO of Vena Solutions, a unicorn-valued FP&A platform. Clayton Ramnarine, Una's CEO, brought over two decades of experience from leadership roles at Vena Solutions, Prophix, and PartnerStack. The founding story is rooted in the realization that even the best legacy tools were failing to help CFOs truly align with operational realities. Mal and Ramnarine saw that finance teams were still stuck in manual cycles and disconnected from the 'revenue truth' held by sales and marketing. They incorporated Una Software in September 2023 with the goal of building the first 'Applied Revenue Intelligence' platform. From its inception in a Toronto office, the company was built to be AI-first, leveraging the founders' deep experience to avoid the technical debt that plagues older competitors.

Una Software has demonstrated strong investor confidence, raising a total of $10.1 million USD in seed funding across four rounds. The company's initial capital came from a combination of the founders' own investments, friends and family, and early angel investors through SAFE agreements. In December 2024, Una closed a C$7.5 million round that enabled the formal launch of its Performance Planning platform. The most recent funding milestone occurred in May 2025, where the company raised an additional $4.4 million USD. This round was led by Toronto-based Staircase Ventures and New York-based Emerald Development Managers. Staircase Ventures, led by Janet Bannister, is known for its selective 'founder-first' investment philosophy for B2B startups. Emerald Development Managers brought a wealth of experience in scaling enterprise AI and cybersecurity companies. This capital is being deployed to expand the global go-to-market team and to further enhance Una's generative AI capabilities, including its conversational co-pilot and automated predictive modeling.

The Una product suite is centered around the 'Performance Planning' platform, which is offered in several integrated modules. The core offering is Agile FP&A, which provides powerful budgeting, planning, and forecasting capabilities on a modern tech stack. The second pillar is Connected Revenue, which acts as a revenue intelligence layer that integrates directly with CRMs to provide a single source of truth for GTM data. A standout feature is the Performance Driver, which tracks commitments and tasks in real-time to ensure accountability. For companies needing additional support, Una offers RevOps-as-a-Service, a hybrid model where Una's experts act as an extension of the customer’s team to analyze data and improve funnel conversion. All offerings are built on a secure, multi-tenant architecture that includes over 100 native connectors to systems like Salesforce, NetSuite, HubSpot, and QuickBooks. The platform also includes embedded business intelligence tools, meaning users can create complex visualizations without needing third-party tools like PowerBI or Tableau.

Since its official launch in 2024, Una Software has pursued an aggressive geographic and functional expansion strategy. While headquartered in Toronto, the company has leveraged its 2025 funding to expand its footprint into the United States and European markets. They have strategically targeted B2B SaaS hubs, positioning themselves as the go-to solution for high-growth tech firms. Expansion isn't just geographic; Una has also expanded its vertical reach from pure SaaS companies into a broader range of enterprise services and mid-market industrial firms. The company has also heavily invested in its partner ecosystem, forming charter partnerships with organizations like 'Winning by Design' to align its software with scientific revenue principles. Furthermore, Una's roadmap includes localized support for global markets, with plans to enhance multi-currency and multi-entity support to better serve international enterprises. The company has been recognized by Nucleus Research and BPM Partners as a 'Hot Company to Watch,' signaling its growing influence in the global performance management sector.

In the last 12-18 months, Una Software has undergone a rapid evolution of its feature set. In late 2024, the company launched its flagship 'Performance Planning' module, which added execution tracking and task accountability directly into the planning interface. In May 2025, to coincide with its latest funding round, Una unveiled a series of major AI innovations. This included the 'AI Co-pilot,' a natural language interface that allows finance and sales leaders to ask complex questions like 'Why is my Q3 forecast down?' and receive instant, data-backed insights. Another key release was 'Predictive Forecasting,' which uses machine learning to identify hidden trends and anomalies in revenue data that human analysts might miss. They also enhanced the 'Action Tracker,' adding conditional logic and automated approval workflows. Most recently, Una introduced 'GTM Funnel Diagnostics,' a tool that visualizes the entire customer journey to help leaders pinpoint exactly where friction is occurring in their sales pipeline, further bridging the gap between RevOps and Finance.

The culture at Una Software is defined by its leadership's veteran status and a commitment to 'intentional innovation.' The company fosters a high-performance environment where transparency and cross-departmental collaboration are not just software features but core workplace values. Being a relatively young company led by 'unicorn' founders, Una combines the agility of a startup with the operational maturity of an established enterprise. They emphasize a 'results-oriented' work model, mirroring the accountability tools they build for their clients. Diversity, Equity, and Inclusion (DEI) are integrated into their hiring practices, aiming to build a team that reflects their global customer base. The company supports a flexible, remote-friendly policy while maintaining a strong presence in the Toronto tech corridor. Employees are encouraged to take 'extreme ownership' of their projects, and the company heavily invests in professional development, particularly through the Staircase Ventures '5-pillar' founder and employee development platform, which focuses on wellness, leadership, and performance.

Una Software is actively building a robust community of finance and RevOps professionals. Their primary engagement hub is the 'Performance Planning Blog' and their regular webinar series, where they host discussions with CFOs and CROs about the shift from static to dynamic planning. They have a strong presence at major industry events, such as the Gartner CFO & Finance Executive Conference, where they lead sessions on AI-driven planning. Una is also a charter partner of 'Winning by Design,' an organization that provides a community for revenue leaders to learn scientific GTM principles. Through this partnership, Una users gain access to a network of like-minded professionals focused on sustainable growth. While still in the early stages of a formal user group program, Una facilitates peer-to-peer networking through its high-touch customer success model, often connecting clients to share best practices on complex revenue modeling. They also maintain a strong online presence via LinkedIn, where they share insights on the future of AI in corporate performance management.