Black Diamond Advisory Asset Profile

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Year established

2019

Location

Lakewood CO US

Primary Industry

Software

About

Based in Colorado, US, and founded in 2019, Black Diamond Advisory operates as a onestream software consultant that develops a firm that combines finance and operational data led by its CEO Randy Werder. In September 2022, Black Diamond Advisory raised USD 25 million in venture funding from Tercera. As of September 2022, the company has employees across the U.S., Canada, Europe, and Australia that has worked on more than 100 OneStream projects. Black Diamond Advisory services offerings include program management, process automation, financial transformation, data integration, data management, accordian rolling forecast, sales and operational planning, people planning, capital planning, task management, tax planning, project planning, reporting, and analytics for manufacturing and industrial, hospitality and retail, financial services, energy and utilities, private equity, healthcare industries. The company plans to use the venture funding to support the development of its platform and accelerate its growth.

Current Investors

Tercera

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Primary Industry

Software

Sub Industries

Consulting Services, Accounting Services, e-Financial, Accounting/Finance Software, Analytics & Performance Software, Application Integration Software, Operating Systems (OS)

Website

www.blackdiamondadvisory.com

Verticals

FinTech

Company Stage

Early Stage

Total Amount Raised

Subscriber access only

Key Contacts

Name	Position	Start Date	End Date	Vcard	Bio
	Board Member						BM

BM Board Member

Name	Firm	Deal Date	Number Of Deals	Vcard
						AI LP
						AI LP

AI Active Investor LP Lead Provider

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