Centersky
Centersky is a founder-owned US technology company operating a Salesforce and Agentforce AI consulting practice for alternative investment sponsors and, as of June 2026, Centersky Secure, a Microsoft 365 continuous compliance operating system targeting compliance-bound organizations including fund sponsors, FINRA/SEC firms, and family offices.
- Company typePrivate
- Founded2006
- HeadquartersLaguna Beach, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Centersky does
Centersky, Inc. is a privately held, founder-owned US technology company headquartered in Newport Beach, California, operating two divisions serving the capital markets and alternative investment ecosystem. The legacy division is a Salesforce and Agentforce AI consulting practice that provides CRM implementations, data harmonization, marketing automation (Salesforce Marketing Cloud, Pardot, Marketo), and ongoing managed services for alternative investment sponsors, distributors, and capital markets firms. Long-tenured clients include Sightbridge Capital Partners, Cantor Fitzgerald Asset Management, and Blue Vault. The company is founded and led by Gary Davi, a 20-year capital markets technology veteran who served as CTO at alternative investment sponsors from 2006 to 2018.
On June 17, 2026, Centersky launched its second division, Centersky Secure — a continuous compliance operating system built on Microsoft 365 that monitors SOC 2-aligned configurations, enforces security posture, and generates quarterly audit-ready evidence packs. The product is structured in three stages: LEARN (free baseline assessment against NIST, SOC 2, and ISO 27001), ENABLE ($9,000 one-time four-phase deployment), and KNOW (subscription from $6,250/month or $69,000/year per organization). Pricing is flat-fee per organization rather than per-user. The product targets compliance-bound organizations including fund sponsors, FINRA/SEC-registered firms, family offices, law firms, and healthcare practices.
The company operates with 1-10 employees, is bootstrapped with no disclosed external funding, and has no subsidiaries, parent company, M&A history, or institutional shareholders. Distribution is direct enterprise field sales supplemented by website content, podcasts, and video materials. Centersky holds the 2013 Alternative Investment Sponsor Innovation Award and reports 20+ years of capital markets technology experience as its primary credibility anchor.
Centersky firmographics
Firmographics- Name
- Centersky
- Legal name
- Centersky, Inc.
- Website
- https://centersky.net
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Centersky is a founder-owned US technology company operating a Salesforce and Agentforce AI consulting practice for alternative investment sponsors and, as of June 2026, Centersky Secure, a Microsoft 365 continuous compliance operating system targeting compliance-bound organizations including fund sponsors, FINRA/SEC firms, and family offices.
- Ownership category
- akta.pro rank
Where Centersky is headquartered
LocationHeadquarters
- HQ city
- Laguna Beach
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Centersky business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Centersky Secure - KNOW Subscription: Monthly or annual subscription for continuous compliance monitoring, real-time alerts, drift remediation, action assignment workflow, and quarterly audit-ready evidence packs. Flat rate per organization, not per-user. Annual option saves 8%.
- Centersky Secure - ENABLE Deployment: One-time professional services fee for four-phase deployment (Preflight, Deploy, Post-Launch Review, Decide) covering six M365 workloads and data protection layer. Deployed within one week.
- Salesforce & Agentforce AI Consulting: Technology consulting and managed services for alternative investment sponsors, including Salesforce implementations, integrations, and day-to-day support for CRM operations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | LEARN - Free Baseline Assessment |
| One time/ perpetual license | Pay-as-you-go | ENABLE - Four-Phase Deployment |
| Subscription | Monthly | KNOW - Continuous Compliance Operating System |
| Other | Multi-year contract | Custom Services - Advanced |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Centersky product offering
Product offeringCore offering
Centersky operates two divisions: (1) a Salesforce and Agentforce AI practice providing fully integrated, managed, and day-to-day supported CRM solutions for alternative investment sponsors, distributors, and capital markets firms; and (2) Centersky Secure, a continuous compliance operating system for Microsoft 365 environments that monitors, deploys, and enforces SOC 2-aligned configurations with real-time compliance scoring, alerts, and one-click remediation. The Secure product is structured in three stages: LEARN (free baseline assessment), ENABLE ($9,000 one-time deployment), and KNOW (subscription from $6,250/month).
Product overview
Centersky operates two distinct divisions: (1) a Salesforce and Agentforce AI practice serving alternative investment sponsors with integrated CRM solutions, and (2) Centersky Secure, a continuous compliance operating system for Microsoft 365 environments. The company leverages data operationalization, AI-driven segmentation, and workflow automation across the capital markets business value chain. Centersky Secure is structured as three stages: LEARN (free baseline assessment against NIST, SOC 2, and ISO 27001 standards), ENABLE ($9,000 one-time four-phase deployment hardening the M365 tenant), and KNOW (ongoing continuous monitoring with live compliance scoring, real-time alerts, drift remediation, and quarterly audit-ready evidence packs starting at $6,250/month).
Differentiator
Problem solved
Functional benefit
Brands
- Centersky Secure: A continuous compliance operating system built for the AI era, designed for organizations using Microsoft 365 environments to address data exposure risks associated with generative AI tools. Offers three stages: Learn (free baseline assessment), Enable (four-phase deployment), and Know (continuous monitoring with real-time compliance scoring).
- Centersky Secure Cybersecurity Division
Products and services
- Centersky Secure Continuous compliance operating system for Microsoft 365 environments that monitors, deploys, and enforces SOC 2-aligned configurations with real-time compliance scoring, alerts, and one-click remediation. Structured as three stages: LEARN (free baseline assessment), ENABLE (one-time deployment), and KNOW (ongoing continuous monitoring with live compliance scoring, real-time alerts, drift remediation, action assignment workflow, and quarterly audit-ready evidence packs). For fund sponsors, family offices, FINRA/SEC-registered firms, law firms, and healthcare practices running Microsoft 365 Business Premium, E3, or higher.
- Salesforce and Agentforce AI Practice Technology consulting and managed services practice providing fully integrated, managed, and day-to-day supported Salesforce solutions for alternative investment sponsors, distributors, and capital markets firms. Includes CRM data harmonization, marketing automation (Salesforce Marketing Cloud, Pardot, Marketo), Agentforce AI integration, and AI-driven focus based on automated real-time database segmentation.
Quantifiable outcome
- 90% less audit prep time
- +4 more outcomes
Companies that use Centersky
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles5 records
Centersky technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability6 records
Feature8 records
Centersky partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
Centersky competitors and assessment
Company assessmentDirect peers
- Drata: Drata is a leading automated compliance and security posture management SaaS platform (SOC 2, ISO 27001, HIPAA, etc.) with continuous control monitoring. It directly competes with Centersky Secure on the same compliance-automation buyer, with deeper integration breadth across non-M365 SaaS ecosystems.
- Laika: Laika is a compliance and GRC platform offering continuous compliance monitoring plus audit and security questionnaire workflows. It competes with Centersky Secure for compliance-led buyers in regulated industries.
- Vanta: Vanta is the largest venture-backed compliance automation platform, offering continuous monitoring for SOC 2, ISO 27001, HIPAA, and other frameworks. It is the most-funded direct competitor to Centersky Secure and targets the same CCO/CISO buyer persona.
- Sprinto: Sprinto is a compliance automation platform for SOC 2, ISO 27001, HIPAA, and GDPR with continuous control monitoring. It directly parallels Centersky Secure's value proposition for cloud-first regulated organizations.
- Secureframe: Secureframe provides automated compliance and security posture management (SOC 2, ISO 27001, HIPAA, PCI, NIST) with continuous control monitoring. It overlaps directly with Centersky Secure on mid-market regulated firms seeking compliance-as-a-service.
- Tugboat Logic (OneTrust): Tugboat Logic is a compliance automation platform (now part of OneTrust) offering continuous SOC 2, ISO 27001, and HIPAA monitoring. It is a direct competitor to Centersky Secure in the mid-market compliance automation segment.
- AdvizorPro: AdvizorPro is a capital-markets-focused data operations and CRM platform explicitly named as a Centersky partner (AdvizorPro & Centersky, 2025). It directly competes with Centersky's Salesforce/Agentforce AI practice for alt-investment sponsors and distributors.
Broad incumbents
- OneTrust: OneTrust is a broad GRC, privacy, and trust intelligence platform with compliance automation and audit capabilities. It competes with Centersky Secure at the high end of the enterprise GRC market and acquired Tugboat Logic (a compliance automation competitor).
- Microsoft Purview Compliance Manager: Microsoft's native compliance management offering for Microsoft 365 tenants includes compliance scoring, regulatory templates, and audit workflows. As a free/bundled tool inside every E3/Business Premium tenant that Centersky targets, it is the most threatening broad incumbent.
Others
- Simplus (an Infosys company): Simplus is a Salesforce consulting and managed services firm (now part of Infosys) with deep financial services and capital markets practice. It competes with Centersky's legacy Salesforce implementation business for similar fund sponsor and financial services buyers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Centersky social profiles
Digital presenceCentersky compliance and trust
Trust signalCompliance10 records
Centersky financial estimates
Financial estimateRevenue estimate
Valuation estimate
Centersky leadership team
Management profileNumber of profiles
Profiles1 record
Centersky funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Centersky M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Centersky
What does Centersky do?
Centersky operates two divisions: (1) a Salesforce and Agentforce AI practice providing fully integrated, managed, and day-to-day supported CRM solutions for alternative investment sponsors, distributors, and capital markets firms; and (2) Centersky Secure, a continuous compliance operating system for Microsoft 365 environments that monitors, deploys, and enforces SOC 2-aligned configurations with real-time compliance scoring, alerts, and one-click remediation. The Secure product is structured in three stages: LEARN (free baseline assessment), ENABLE ($9,000 one-time deployment), and KNOW (subscription from $6,250/month).
Is Centersky a public or private company?
Centersky is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Centersky founded?
Centersky was founded in 2006. It employs 1 to 10 people.
Where is Centersky based?
Centersky is headquartered in Laguna Beach, United States, in the North America region.
How does Centersky make money?
Three revenue lines are on record. Centersky Secure - KNOW Subscription is the primary driver. The others are centersky Secure - ENABLE Deployment and salesforce & Agentforce AI Consulting.
Who are Centersky's main competitors?
Direct peers on record are Drata, Laika, Vanta, Sprinto, Secureframe, Tugboat Logic (OneTrust) and AdvizorPro. Broad incumbents are OneTrust and Microsoft Purview Compliance Manager. Simplus (an Infosys company) is listed as an others.
Does Centersky have an API?
No public API is recorded for Centersky.