Una Software Secures $13M in Total Funding to Redefine Financial Planning and Analysis and Appoints Michael Morrison as CEO

Why It Matters

The funding and leadership overhaul position Una to scale rapidly in the fast‑growing AI‑driven finance software market, challenging legacy FP&A vendors. Its enhanced AI capabilities promise to transform finance departments from reporting functions into strategic growth engines.

Key Takeaways

• Una raises $13M seed round led by Staircase Ventures.
• Michael Morrison appointed CEO, brings CFO‑tech scaling experience.
• AI‑driven FP&A platform adds predictive forecasting, finance assistant.
• Co‑founder Clayton Ramnarine moves to CRO to drive sales.

Pulse Analysis

Una Software’s $13 million seed raise underscores the accelerating capital flow into AI‑enhanced financial planning tools. Investors are betting that AI can shift FP&A from static reporting to dynamic, predictive decision‑making, a trend reflected in Una’s expanded feature set—predictive forecasting, an AI finance assistant, and a comprehensive CPM suite. By bolstering its AI agent framework and global template library, Una aims to reduce the time finance teams spend on manual data consolidation, thereby delivering faster, more accurate insights for mid‑market and enterprise customers.

The appointment of Michael Morrison as CEO adds a proven scaling pedigree to Una’s growth narrative. Morrison’s track record—steering Fluence Technologies to an Anaplan acquisition and leading Jirav—signals a strategic focus on rapid market penetration and product‑led expansion. His experience in the Office of the CFO ecosystem equips Una to navigate complex enterprise sales cycles, while co‑founder Clayton Ramnarine’s shift to CRO ensures continuity in revenue generation and customer success. Together, they form a leadership team designed to accelerate global go‑to‑market initiatives.

In a competitive landscape populated by legacy players like Oracle and SAP, Una’s AI‑native approach could redefine the FP&A value proposition. The company’s recognition in Nucleus Research’s 2026 CPM Technology Value Matrix highlights its usability and momentum against entrenched solutions. As CFOs increasingly demand real‑time, scenario‑driven insights, platforms that combine AI with adaptive planning are likely to capture market share. Una’s fresh capital and seasoned leadership position it to capitalize on this inflection point, potentially reshaping how finance functions drive corporate strategy.