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Corporation
INTERNET | Internet Software & Services / Business Intelligence, Analytics & Performance Mgmt
adaptiveinsights.com

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Founded Year

2003

Stage

Acquired | Acquired

Total Raised

$164.5M

Valuation

$0000 

About Adaptive Insights

Adaptive Insights, formerly Adaptive Planning, is focused in cloud corporate performance management (CPM). Via its software as a service (SaaS) platform, the company offers capabilities for budgeting, forecasting, reporting, consolidation, dashboards, and business intelligence that empower finance, sales, and other business leaders with insight to drive true competitive advantage.

Adaptive Insights Headquarter Location

3350 W. Bayshore Road Suite 200

Palo Alto, California, 94303,

United States

650-528-7500

Latest Adaptive Insights News

Citizens advises Invisors on recapitalisation by WestView Capital Partners

Sep 1, 2021

PartnersSubmitted01/09/2021 - 10:12amCitizens M&A Advisory has served as the exclusive financial advisor to Invisors, a Workday consulting firm based in Atlanta, Georgia, on its recapitalisation by WestView Capital Partners, a Boston-based private equity firm focused on middle-market growth companies.WestView’s investment represents the first institutional capital raised by the company and will help fuel its continued rapid growth in the Workday ecosystem.Invisors provides initial implementation, optimisation and ongoing support services for Workday’s suite of products, including Human Capital Management, Financial Management, Adaptive Planning and Prism Analytics. The company’s founding team has an extensive track record in building IT consulting businesses and has completed over 200 Workday client engagements. "It's not easy to find the right private equity partner, but the Citizens team made the process feel seamless," says Keith Diego, Invisors co-founder and partner. "Their guidance, responsiveness and knowledge of the private equity community as it pertains to the Workday ecosystem made them a great partner for us. "Don Holbrook, managing director at Citizens, says: “Invisors marks our fifth transaction in the Workday ecosystem. The management team has built a high-quality, fast-growing Workday consulting firm that will see continued success from their new partnership. WestView’s track record of investing in technology services firms is impressive, especially within Workday, making them the ideal partner for Invisors.”Citizens M&A Advisory specialises in middle-market mergers and acquisitions. Citizens combines sector intelligence with a client-focused approach to realise our clients' true value. The Citizens team has closed more than 175 transactions in the last five years and has more than 60 M&A professionals specialising in a range of industries across the United States. Citizens M&A Advisory is part of Citizens Capital Markets, Inc, a subsidiary of Citizens Financial Group (NYSE: CFG).Like this article? Sign up to our free newsletterAuthor ProfileRelated TopicsDeals & TransactionsBusiness & ServicesInvestments -

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Research containing Adaptive Insights

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Adaptive Insights in 3 CB Insights research briefs, most recently on Jul 21, 2021.

Expert Collections containing Adaptive Insights

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Adaptive Insights is included in 2 Expert Collections, including Smart Money VCs (2017-2019).

S

Smart Money VCs (2017-2019)

6,297 items

We crunched the data to identify the 24 VC firms with the best combination of portfolio valuations and investment outcomes.

E

Enterprise SaaS

2,452 items

Software-as-a-service (SaaS) – internet based software offered as a subscription – continues to become the de facto standard for software distribution and consumption. Enterprise SaaS continues to show particular promise, emerging as one of the most well-funded categories. Startu

Adaptive Insights Patents

Adaptive Insights has filed 3 patents.

The 3 most popular patent topics include:

  • Data management
  • Cyrillic letters
  • Data modeling
patents chart

Application Date

Grant Date

Title

Related Topics

Status

3/5/2016

2/2/2021

Data management, Data modeling, Database management systems, Metadata, Graph databases

Grant

00/00/0000

00/00/0000

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00/00/0000

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Application Date

3/5/2016

00/00/0000

00/00/0000

Grant Date

2/2/2021

00/00/0000

00/00/0000

Title

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Related Topics

Data management, Data modeling, Database management systems, Metadata, Graph databases

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Status

Grant

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