Upland was founded by S. Christopher Ney, John T. McDonald in 2010.

Who are Upland's investors?

Upland's investors include Activant Capital, Bantam Group, Eniac Ventures, HGGC, Progress Ventures, Raptor Group, SaaS Capital, Foundation Capital and 3 more.

How much funding has Upland raised?

Upland has disclosed $19.8M raised across 1 of its 5 known rounds.

Where is Upland headquartered?

Upland is headquartered in Austin, US.

Upland

NASDAQ: UPLD

Austin, US · Founded 2010 · 11 known investors

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Upland Software is an enterprise software company integrating artificial intelligence into its product portfolio and internal operations. The company develops AI-powered solutions including an AI enablement platform and partnerships with major cloud providers like Salesforce, Microsoft, and IBM.

AI & Machine Learning Cloud Computing Enterprise Software Marketing Tech SaaS

Founders & leadership

Upland was founded in 2010 by S. Christopher Ney and John T. McDonald.

S. Christopher NeyCo-founder

John T. McDonaldCo-founder

Michael HillExecutive

Sean NathanielChief Executive Officer and PresidentHe previously served as President and CEO of DryvIQ, where he focused on AI readiness solutions, and as Chief Operating Officer at CS Disco, which he helped scale through its IPO; he holds an Executive MBA from the University of Nebraska–Lincoln and a degree in Management Information Systems from Northwestern College.

Jennifer SimonChief Financial OfficerShe has worked in public accounting, audit, and startup controllership, with expertise in financial analytics and business operations.

Dan DomanChief Product Officer

Rick RinewaltChief Technology Officer

Austin WoodyChief Strategy Officer and General ManagerAustin Woody is Chief Strategy Officer and General Manager at Upland Software, where he oversees a portfolio of vertical software products and leads organizational strategy around decentralized product leadership.

Rochelle DelleyChief Security OfficerRochelle Delley is Chief Security Officer at Upland Software, where she oversees security and regulatory compliance for the company's enterprise work management platform and data systems. She manages the company's information security and compliance program and advises senior leadership on technical, legal, and regulatory developments affecting security and business continuity.

Shawn FrelighSVP and General ManagerShawn Freligh is Senior Vice President and General Manager at Upland Software, where he leads the company's content lifecycle automation initiatives. He holds undergraduate degrees in Computer Science and Sociology, plus a master's degree in Information Technology with studies in artificial intelligence, and brings over 25 years of experience in document intelligence and enterprise software development.

Jen VerzalSVP, Human ResourcesJen Verzal is SVP of Human Resources at Upland Software, an enterprise work management platform. She brings over 20 years of HR experience from roles at technology companies including Blackbaud, Convio, and BMC Software.

Shawna WeaverSVP and General ManagerShawna Weaver is Senior Vice President and General Manager at Upland Software, an enterprise software company developing AI-powered solutions in partnership with cloud providers including Salesforce, Microsoft, and IBM. She has held multiple executive leadership roles with experience in SaaS operations and team management.

Investors · 11

Activant Capitallisted by Activant CapitalNew York · $3M – $40M

How we know: Activant Capital's portfolio page · Not right? Tell us

Bantam Grouplisted by Bantam GroupWestwood

How we know: the VCSheet dataset · Not right? Tell us

Eniac Ventureslisted by Eniac VenturesNew York City · $1.2M

How we know: Eniac Ventures's portfolio page · the VCSheet dataset · Not right? Tell us

HGGClisted by HGGCPalo Alto

How we know: funding news · Not right? Tell us

Progress Ventureslisted by Progress VenturesBoston

Raptor Grouplisted by Raptor GroupMiami Beachvia James J. Pallotta · inferred

SaaS Capitallisted by SaaS CapitalSeattle

Foundation CapitalreportedPalo Alto · $250K – $15M

How we know: open dataset · 5k.vc investor directory · Not right? Tell us

LaconiareportedNew York · $250K – $1M

How we know: open dataset · 5k.vc investor directory · Not right? Tell us

Sapphire VenturesreportedAustin · $5M – $20M

How we know: open dataset · 5k.vc investor directory · Not right? Tell us

TechstarsreportedBoulder · $220K

How we know: open dataset · 5k.vc investor directory · Not right? Tell us

Funding

SEC filings, press & company announcements

$19.8M disclosed across 1 of 5 rounds · 1900–2023

Undisclosed amountSeries A Funding ExtensionOct 2023
Source ↗

▶$19.8MraisedJan 2014 · 29 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

S. Christopher NeyExecutive Officer, Promoter
John T. McDonaldExecutive Officer, Director, Promoter
John ThorntonDirector
Michael HillExecutive Officer
Steve SarracinoDirector

Offering amount: $19.8M
Amount sold: $19.8M
First sale: Dec 2013
Incorporated: Corporation, Delaware, 2010
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Valuation · disclosed

Disclosed events

$172Mvaluation at IPONov 2014 · $12.00/share · 424B4

filing ↗

Source: SEC prospectus filings, and round valuations the company or its investors disclosed — follow each entry's link for the claim.

Acquisitions · 1

Early investors' stakes continue via these deals

Localytics

Localytics is an AI implementation firm that builds, integrates, and operates marketing AI systems for enterprise consumer brands. The company combines AI-driven lifecycle marketing programs with embedded strategist and engineer teams to handle repetitive marketing work while maintaining human oversight and accountability.

In the news

Upland Software Receives $115M Strategic Equity Investment From HGGCfinsmes.com · Jul 2022

Upland Acquires Altify, Raises Guidance | Upland Softwareuplandsoftware.com · Oct 2019

Frequently asked questions

What does Upland do?: Upland Software is an enterprise software company integrating artificial intelligence into its product portfolio and internal operations. The company develops AI-powered solutions including an AI enablement platform and partnerships with major cloud providers like Salesforce, Microsoft, and IBM.
Who founded Upland?: Upland was founded by S. Christopher Ney, John T. McDonald in 2010.
Who are Upland's investors?: Upland's investors include Activant Capital, Bantam Group, Eniac Ventures, HGGC, Progress Ventures, Raptor Group, SaaS Capital, Foundation Capital and 3 more.
How much funding has Upland raised?: Upland has disclosed $19.8M raised across 1 of its 5 known rounds.
Where is Upland headquartered?: Upland is headquartered in Austin, US.