What Profit.co does

Profit.co is a private software company founded in 2018 that develops an AI-driven strategy execution platform unifying OKRs, Balanced Scorecard, Hoshin Kanri, Project Portfolio Management, Strategic Portfolio Management, and Performance Management in a single system. The product is organized into three solution areas - Strategy, Performance, and Projects - augmented by the Athena AI suite of 15 specialized agents that automate OKR authoring, alignment analysis, quality scoring, progress monitoring, feedback delivery, and performance reviews. The platform ships with 300+ prebuilt KPI templates, 100+ integrations with enterprise systems (Workday, SAP SuccessFactors, BambooHR, ADP, Slack, Microsoft Teams, Jira, Salesforce, Google Workspace), and SOC 2 Type II compliance. The customer base spans enterprise, mid-market, and small business segments across verticals including insurance, automotive technology, banking, medical technology, manufacturing, healthcare, retail, transportation and logistics, energy and utilities, government, and nonprofit, with named enterprise customers such as Allstate, Toyota Connected, Axis Bank, and Intuitive Surgical.

The company operates from a Plano, Texas headquarters with regional offices in Singapore, Chennai, Pune, and Dubai, reflecting a deliberate multi-region operating model. Founder and CEO Bastin Gerald leads the company alongside President and COO Senthil Rajagopalan. Go-to-market is hybrid: enterprise field sales teams run 30-minute discovery calls and deliver custom proposals within 48 hours, supported by dedicated Customer Success Managers included as standard rather than premium add-ons. A self-serve Start Free pathway and phased module adoption (most organizations begin with OKRs and Task Management) provides product-led growth for smaller teams.

Revenue mechanics are quote-based subscription SaaS with multi-year contracts, tiered by module selection (OKRs, Performance Management, PPM, Balanced Scorecard) and user count, plus add-on modules for roadmaps, meetings, rewards, and employee engagement. Enterprise tiers receive volume pricing, dedicated SLAs, and white-glove onboarding. The company was featured in the Gartner Market Guide for Employee Performance Management Systems and showcased AI-powered solutions at GITEX GLOBAL 2025.

Name

Profit.co

Legal name

Profit.co

Website

https://profit.co

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

101–250 employees

Short description

Profit.co is a private SaaS company developing an AI-driven strategy execution platform that integrates OKRs, Balanced Scorecard, Project Portfolio Management, and Performance Management. Its Athena AI suite of 15 agents serves 1,500+ enterprise and mid-market customers globally.

Ownership category

akta.pro rank

Product category

Strategy Execution Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Compensation, Benefits & Rewards Consulting (BPAHAGAF)

Keywords

• OKR software
• Strategy execution platform
• Performance management
• Project portfolio management
• Balanced scorecard

Headquarters

HQ city

Fremont

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription SaaS - Core Modules: Pricing based on modules selected (OKRs & Task Management, Performance Management, Project Portfolio Management, Balanced Scorecard) and user count. Custom proposals built for each organization. Add-on modules include Roadmaps, 1-on-1 & Team Meetings, Rewards, and Employee Engagement.
2. Enterprise Custom Pricing: Organizations with complex deployment requirements, multi-region rollouts, or 500+ users receive bespoke commercial proposals with volume pricing, dedicated SLAs, and white-glove onboarding support.
3. Add-on Modules: Additional modules including Roadmaps, 1-on-1 & Team Meetings, Rewards, and Employee Engagement available as add-ons, discussed and included in custom proposals.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Profit.co is an AI-driven strategy execution SaaS platform that combines OKRs, Balanced Scorecard, Hoshin Kanri, Project Portfolio Management (PPM), Strategic Portfolio Management (SPM), and Performance Management into a single integrated system. Its Athena AI Agents suite automates goal authoring, alignment, progress tracking, feedback, and performance reviews. The platform is sold to organizations via subscription pricing per user and per module, with dedicated Customer Success Managers, SOC 2 Type II compliance, and on-premises deployment options for enterprise buyers.

Product overview

Profit.co is an AI-driven strategy execution platform built on world-class OKR software with a modular architecture. The platform integrates three core solution areas: Strategy (OKRs, Balanced Scorecard, Hoshin Kanri, Strategy Roadmaps), Performance (Performance Review, Employee Recognition, Pulse Surveys), and Projects (PPM, SPM, Tasks, Meetings, Timesheets). Add-on modules include Roadmaps, 1-on-1 & Team Meetings, Rewards, and Employee Engagement. The platform features 15 AI Agents (Athena) for automated goal setting, progress tracking, feedback, and performance management. Enterprise customers can access dedicated Customer Success Managers, SSO, 300+ KPI templates, and 100+ integrations with tools like Workday, SAP SuccessFactors, Slack, Microsoft Teams, Jira, and Salesforce.

Differentiator

Problem solved

Functional benefit

Products and services

• OKRs & Task Management Core OKR management module enabling organizations to set objectives at every level, cascade them across teams, and track progress in real time with 300+ inbuilt KPIs, alignment features, and automated notifications.
• Balanced Scorecard Strategic measurement framework supporting perspective customization, strategy maps, KPI cockpits, presentation modes, and real-time KPI monitoring with localization support.
• Hoshin Kanri Strategic planning methodology module enabling organizations to align vision across the enterprise, focus on critical priorities, and execute with precision through catchball processes.
• Strategy Roadmaps Visual strategy planning tool for creating visual strategy roadmaps connected to quarterly goals, with roadmap planning, visualization, strategic initiatives management, and real-time dashboards.
• Performance Review Performance management module providing 360-degree performance evaluation, objective-based reviews, weighted score calculations, bell curve calibrations, and talent assessment grids for comprehensive employee development.
• Employee Recognition Social recognition and rewards module that automatically surfaces recognition opportunities from goal progress, tracks team engagement through leaderboards, and enables gift card redemption for employee motivation.
• Pulse Surveys Employee engagement survey tool with real-time feedback surveys, confidential feedback collection, multilingual survey support, and instant alerts for actionable insights.
• Project Portfolio Management (PPM) Portfolio and project management software enabling resource planning, budget governance, risk management, Earned Value Management, timesheets, and delivery tracking with industry-leading agentic capabilities.
• Strategic Portfolio Management (SPM) Strategic alignment module connecting project portfolios to business strategy, enabling organizations to align, execute, and deliver strategy through comprehensive initiative tracking.
• Tasks Intuitive task management with Kanban, Gantt, and Sprint views, email-to-task conversion, timely reminders, project workspaces, boards, and workflow stages for comprehensive work management.
• Meetings Meeting facilitation tool with smart scheduling, recurring agendas, availability checker, video conferencing integration, and integrated follow-up tracking for Google and Outlook calendars.
• Timesheets Time tracking module allowing employees to log, track, and optimize time spent on projects and tasks with integration into project portfolio management.
• AI Agents (Athena) AI-driven intelligent strategy assistant comprising 15 specialized agents for automated OKR authoring, alignment, progress monitoring, feedback delivery, and performance reviews that reduce manual effort and improve decision-making.

Quantifiable outcome

• 40% boost in OKR quality with Quality Agent
• +2 more outcomes

Named customers6 records

Segments12 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability7 records

Feature6 records

Partnerships

Nine partnerships are on record, tiered core.

• WorkdaycoreTechnology or IntegrationHRIS integration allowing automatic user provisioning and real-time data sync for KPIs
• SAP SuccessFactorscoreTechnology or IntegrationHRIS integration allowing automatic user provisioning and real-time data sync
• BambooHRcoreTechnology or IntegrationHRIS integration for automatic user provisioning and employee data sync
• ADPcoreTechnology or IntegrationHRIS integration for payroll and employee data synchronization
• SlackcoreTechnology or IntegrationIntegration allowing workflows and notifications within Slack, meeting and task workflows that live inside the tools teams already use
• Microsoft TeamscoreTechnology or IntegrationIntegration with video conferencing and calendar sync for meeting and task workflows
• JiracoreTechnology or IntegrationProject management integration for workflow synchronization
• SalesforcecoreTechnology or IntegrationCRM integration for customer data and sales performance alignment
• Google WorkspacecoreTechnology or IntegrationCalendar and productivity suite integration with sync capabilities

Scale indicators5 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• Asana: Asana is a broad incumbent in work and project management that has expanded into Goals/OKRs, posing bundled competition to Profit.co's Tasks and OKR modules from a much larger public company with deep enterprise reach.
• ClickUp: ClickUp is a broad incumbent offering goals, tasks, and project management in a single platform — directly overlapping with Profit.co's Tasks, OKRs, and lightweight PPM capabilities at aggressive price points.
• monday.com: monday.com is a broad incumbent in work management with growing goals and strategy execution capabilities — competing with Profit.co's PPM, Tasks, and OKR modules from a publicly funded, multi-product platform.
• Microsoft Viva Goals: Microsoft Viva Goals (formerly Ally.io) is a broad incumbent in OKR/goals software embedded within the Microsoft 365 ecosystem, leveraging the existing Teams/Outlook installed base as a major distribution advantage over standalone vendors like Profit.co.

Direct peers

• Workboard: Workboard is a direct competitor offering enterprise OKR and strategy execution software with AI-driven insights, targeting similar Fortune 500 buyers with a focus on outcome management and board-level reporting.
• Quantive (formerly Gtmhub): Quantive is a direct competitor offering OKR and strategy execution software with AI-powered insights, focused on aligning teams and measuring outcomes — comparable buyer profile and feature set to Profit.co.
• 15Five: 15Five is a direct competitor in performance management, continuous feedback, and employee engagement — overlapping substantially with Profit.co's Performance Review, Recognition, and Pulse Surveys modules.
• Lattice: Lattice is a direct competitor in performance management and OKRs, combining goal-setting, performance reviews, and engagement tools with strong HRIS integrations — directly overlapping with Profit.co's Performance and OKR modules.
• Perdoo: Perdoo is a direct peer in OKR and strategy execution software, combining OKRs with KPIs and project management in a single platform — closely analogous to Profit.co's OKR + Balanced Scorecard + PPM stack.

Emerging players

• Wrike: Wrike offers work management and project portfolio capabilities increasingly paired with goal tracking — adjacent to Profit.co's PPM and SPM modules and targeting similar enterprise buyers in marketing and PMO functions.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/profit_co
• Facebookfacebook.com/profit.the.metric
• LinkedInlinkedin.com/company/profit-the-metric

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Profit.co