Adaptive Insights
acquired by WorkdayPalo Alto, US · Delaware corporation · 4 known investors
Acquired by Workday June 2018 · terms undisclosed
Adaptive Insights developed cloud-based corporate performance management software for financial planning, budgeting, forecasting, and reporting. Acquired by Workday in 2018, it now operates as Workday Adaptive Planning.
AI & Machine LearningEnterprise SoftwareSaaS
Founders & leadership
RH
Robert HullFounder and Chairman2003–2018
TB
Thomas BoganChief Executive Officer and Board Member2015–2018
JH
John HerrNamed on SEC filing
Board
TO
Terry OpdendykBoard Member (ONSET Ventures)until 2018
BD
RA
Robert AntoniadesBoard Member (Information Venture Partners)until 2018
SM
JK
Jim KelliherIndependent Board Memberuntil 2018
Investors · 4
Reported raises · per SEC filings
Form D private placements$98.2M disclosed across 3 of 4 rounds · 2011–2017
▶$1.1MraisedJun 2017 · 1 investors · Other TechnologyRule 506(b)
▶$1.1MraisedJun 2017 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Byron DeeterDirector
- Mark TempletonDirector
- Sergio MonslaveDirector
- Jim KelliherDirector
- James JohnsonExecutive Officer
- Thomas BoganExecutive Officer, Director
- Terry OpdendykDirector
- Robert AntoniadesDirector
- Robert HullExecutive Officer, Director
- Offering amount
- $1.1M
- Amount sold
- $1.1M
- First sale
- Jun 2017
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$75MraisedJul 2015 · 16 investors · Other TechnologyRule 506(b)
▶$75MraisedJul 2015 · 16 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Thomas BoganExecutive Officer, Director
- Terry OpdendykDirector
- Robert HullExecutive Officer, Director
- Byron DeeterDirector
- Robert AntoniadesDirector
- Jim KelliherDirector
- Sergio MonsalveDirector
- Offering amount
- $75M
- Amount sold
- $75M
- First sale
- Jun 2015
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$665KofferedMar 2012 · 1 investors · Other TechnologyRule 506(b)
▶$665KofferedMar 2012 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Robert AntoniadesDirector
- John HerrExecutive Officer, Director
- Terry OpdendykDirector
- Sergio MonsalveDirector
- Robert HullExecutive Officer, Director
- Offering amount
- $665K
- First sale
- Oct 2011
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06
▶$22.1MraisedMar 2012 · 11 investors · Other TechnologyRule 506(b)
▶$22.1MraisedMar 2012 · 11 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Terry OpdendykDirector
- Robert HullExecutive Officer, Director
- John HerrExecutive Officer, Director
- Sergio MonsalveDirector
- Robert AntoniadesDirector
- Offering amount
- $22.1M
- Amount sold
- $22.1M
- First sale
- Mar 2012
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 3
by search overlap
Okta388 shared keywordsOkta provides identity and access management products designed to protect the identities of workforce and customer users. The company serves enterprises and organizations that need to manage identity authentication and authorization across digital environments.
Zendesk134 shared keywordsThis is Zendesk's internal belonging/diversity and inclusion program page, not a company profile page for an external company. It describes Zendesk's internal culture initiatives and leadership development programs.
Process Street98 shared keywordsProcess Street is a compliance operations platform that lets organizations centralize policies, automate business processes into AI-powered workflows, and produce audit-ready documentation for standards such as ISO 9001, SOC 2, SOX, and FDA. It includes an AI compliance agent (Cora) that monitors regulations and flags risks, serving teams operating in regulated environments across industries.
Companies competing with Adaptive Insights for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Adaptive Insights do?
- Adaptive Insights developed cloud-based corporate performance management software for financial planning, budgeting, forecasting, and reporting. Acquired by Workday in 2018, it now operates as Workday Adaptive Planning.
- Who founded Adaptive Insights?
- Adaptive Insights was founded by Robert Hull.
- Who are Adaptive Insights's investors?
- Adaptive Insights's investors include Bessemer Venture Partners, Founders Circle Capital, JMI Equity, Norwest Venture Partners.
- How much funding has Adaptive Insights raised?
- Adaptive Insights has disclosed $98.2M raised across 3 of its 4 known rounds.
- Who acquired Adaptive Insights?
- Adaptive Insights was acquired by Workday.
- Where is Adaptive Insights headquartered?
- Adaptive Insights is headquartered in Palo Alto, US.