Adaptive Insights
Delaware corporation · 4 known investors
Workday Adaptive Planning is an enterprise performance management (EPM) software platform that uses AI to automate financial planning, budgeting, forecasting, and workforce planning for large organizations. The platform serves enterprises of all sizes across diverse industries, enabling teams to consolidate data, model scenarios, and make strategic decisions faster.
Founders & leadership
TB
Thomas BoganExecutive Officer, Director
TO
Terry OpdendykDirector
RH
Robert HullExecutive Officer, Director
BD
Byron DeeterDirector
RA
Robert AntoniadesDirector
JK
Jim KelliherDirector
SM
Sergio MonsalveDirector
Investors · 4
Reported raises · per SEC filings
Form D private placements▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.