CaptivateIQ
CaptivateIQ is an AI-first intelligent sales performance management platform that automates commission calculations, territory planning, and quota modeling for enterprise and mid-market organizations, serving 1,000+ companies including Arm, Boston Scientific, Netflix, and Expedia.
- Company typePrivate
- Founded2017
- HeadquartersSan Francisco, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What CaptivateIQ does
CaptivateIQ is an AI-first intelligent sales performance management (SPM) platform that automates commission calculations, territory planning, and quota modeling for enterprise and mid-market organizations. Founded in 2017 and headquartered in Menlo Park, California, the company serves 800-1,000+ customers globally across Financial Services (Stifel, Arm), Healthcare and Medical Devices (Boston Scientific, One Medical), Technology (Gong, 6sense, Deel, Showpad, Tipalti, Amplitude, Hopin), Media and Streaming (Netflix, Vimeo), Manufacturing (Teradyne), and Travel (Expedia). Primary buyers are Revenue Operations, Sales Operations, and Finance leaders, and the company sells through a consultative direct enterprise sales motion with 4-6 month implementations for complex deployments.
The platform is built on the proprietary SmartGrid™ ELT (Extract, Load, Transform) and Calculation Engine, which processes over 6.25 trillion calculations per month and serves as the single source of truth for incentive and planning data. The product surface comprises three core modules — CaptivateIQ Incentives (commission automation supporting tiers, accelerators, SPIFFs, and draw structures), CaptivateIQ Planning (territory, quota, and capacity planning with scenario modeling), and CaptivateIQ Catalyst (ML-powered predictive forecasting and anomaly detection) — supplemented by Assist AI, Enterprise Workflow Automation, and Guided Plan Builder. In May 2026, CaptivateIQ launched CaptivateIQ Agents, a portfolio of three autonomous AI agents (Compensation Builder, Compensation Operations, Revenue Planning) and the CaptivateIQ MCP Server enabling governed data exchange with external AI platforms including Claude and ChatGPT.
The business operates on a quote-based subscription SaaS model, with pricing structured by company size, compensation complexity, number of payees, and modules selected, typically under annual or multi-year contracts. CaptivateIQ has raised $164.6 million in cumulative funding across rounds since 2018, including a $100 million Series C in January 2022 led by ICONIQ Growth, Accel, and Sequoia Capital at a $1.25 billion post-money valuation. In 2025 the company was recognized simultaneously as a Leader by Forrester, included in the Gartner Market Guide with Customers' Choice designation, and named a Major Player by IDC, and has appeared on Forbes' Best Startup Employers list for four consecutive years through 2026.
CaptivateIQ firmographics
Firmographics- Name
- CaptivateIQ
- Legal name
- CaptivateIQ, Inc.
- Website
- https://captivateiq.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- CaptivateIQ is an AI-first intelligent sales performance management platform that automates commission calculations, territory planning, and quota modeling for enterprise and mid-market organizations, serving 1,000+ companies including Arm, Boston Scientific, Netflix, and Expedia.
- Ownership category
- akta.pro rank
CaptivateIQ industry classification
Industry- Product category
- Sales Performance Management Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Sales Enablement & Revenue Operations (RevOps) Tools & Services (BPAFAFAJ)
- akta.pro secondary industry
- End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)
Keywords
Where CaptivateIQ is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CaptivateIQ business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Software Licensing: CaptivateIQ operates on a subscription software model with pricing based on company size, compensation complexity, number of payees, and modules selected (Incentives, Planning, Catalyst). The platform is deployed as SaaS with implementations typically taking 4-6 months for complex enterprise deployments. Pricing is customized to each organization's requirements and typically structured as annual or multi-year contracts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based enterprise pricing tailored to organizational requirements |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels10 records
CaptivateIQ product offering
Product offeringCore offering
CaptivateIQ sells an AI-first, unified sales performance management platform that automates commission calculations, manages territory and quota planning, and applies predictive ML modeling for incentive compensation. Its core modules are CaptivateIQ Incentives (commission automation), CaptivateIQ Planning (territory and quota management), and CaptivateIQ Catalyst (predictive modeling). The platform is powered by the proprietary SmartGrid ELT calculation engine and is supplemented by AI agents and an MCP Server for integration with external AI platforms.
Product overview
CaptivateIQ is an AI-first intelligent sales performance management platform offering a unified architecture of three core modules — CaptivateIQ Incentives (commission automation), CaptivateIQ Planning (territory and quota management), and CaptivateIQ Catalyst (predictive ML modeling layer) — powered by the SmartGrid ELT and calculation engine. The platform is supplemented by a suite of AI agents (Compensation Builder Agent, Compensation Operations Agent, Revenue Planning Agent) introduced in 2026, plus Assist AI, Enterprise Workflow Automation, Guided Plan Builder, and the CaptivateIQ MCP Server for external AI integrations. The platform is designed to connect planning, performance tracking, and pay in a single, no-code workflow.
Differentiator
Problem solved
Functional benefit
Brands
- CaptivateIQ Incentives: Automated commissions and incentive compensation management solution that delivers ROI on incentives.
- CaptivateIQ Planning
- CaptivateIQ Catalyst
- CaptivateIQ Agents
- CaptivateIQ MCP Server
- SmartGrid
Products and services
- CaptivateIQ Incentives Core commission automation module that calculates commissions with precision and transparency, supports any commission plan structure (tiers, accelerators, SPIFFs, draw structures), and provides real-time earnings visibility to payees. Designed for sales compensation and RevOps teams at enterprise and mid-market companies.
- CaptivateIQ Planning Sales planning module for territory and quota management, capacity planning, and scenario modeling to optimize sales organization design. Allows RevOps and sales leaders to balance workloads, set achievable quotas, and adapt territories as the business evolves.
- CaptivateIQ Catalyst Advanced predictive modeling layer that uses machine learning on historical performance and live pipeline data to forecast commission spend, predict quota attainment, and identify payout anomalies. Sold as an add-on module on top of CaptivateIQ Incentives and Planning.
- CaptivateIQ Agents Portfolio of three AI agents for compensation and planning automation: Compensation Builder Agent builds comp plans from plain-language descriptions and debugs formulas; Compensation Operations Agent manages payout approvals, catches commission errors and anomalies, and answers rep questions in real time; Revenue Planning Agent builds, distributes, and explains territory and quota plans from natural language descriptions.
- CaptivateIQ MCP Server Enterprise integration server that provides AI platforms such as Claude and ChatGPT secure, governed access to live CaptivateIQ compensation and planning data, allowing customers to bring CaptivateIQ intelligence into external AI tools and multi-system workflows.
Quantifiable outcome
- 10% average increase in seller attainment
- +9 more outcomes
Companies that use CaptivateIQ
Customer profileNamed customers17 records
Segments8 records
Ideal customer profiles2 records
CaptivateIQ technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability10 records
Feature8 records
CaptivateIQ partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- SANDS PartnercoreService partner positioned to build additional integrations atop the CaptivateIQ platform. Specifically mentioned as building integrations for the CaptivateIQ MCP Server ecosystem.
- SalesforcecorePrimary CRM integration partner. CaptivateIQ integrates with Salesforce to automate data flow, pulling actual sales data from connected Salesforce orgs to apply custom compensation rules to each deal.
- HubSpotcoreCRM integration partner. CaptivateIQ integrates with HubSpot for automated data flow between CRM and commission calculations.
- NetSuitecoreERP integration partner for financial management data synchronization with CaptivateIQ's compensation and planning platform.
- WorkdaycoreHR and financial management integration partner. CaptivateIQ integrates with Workday for payroll and HR data to support accurate commission calculations and payout processing.
Scale indicators12 records
Recent moves6 records
Expansion highlights6 records
CaptivateIQ competitors and assessment
Company assessmentDirect peers
- Xactly: Xactly is the legacy leader in sales performance and incentive compensation management, directly competing with CaptivateIQ in enterprise commission automation and SPM. CaptivateIQ explicitly lists Xactly as a comparison competitor on its SEO pages.
- Spiff: Spiff is a direct competitor offering commission management software with transparent, real-time payout visibility. It is featured on CaptivateIQ's comparison pages and serves overlapping enterprise and mid-market RevOps buyers.
- Varicent: Varicent (spun out of IBM SPM) is an enterprise sales performance management platform that competes with CaptivateIQ in territory, quota, and incentive compensation management, and is named on CaptivateIQ's comparison and FeaturedCustomers lists.
- Performio: Performio provides enterprise sales commission and incentive compensation management software, serving complex compensation use cases that overlap directly with CaptivateIQ's core Incentives module.
- Everstage: Everstage is a sales commission management platform focused on mid-market and enterprise RevOps buyers, competing head-to-head with CaptivateIQ on transparency, real-time visibility, and no-code plan building.
- QuotaPath: QuotaPath offers commission tracking and management software aimed at sales teams; it is listed as a competitor on CaptivateIQ's comparison pages and overlaps on core incentive compensation use cases.
- Iconixx: Iconixx is a sales compensation software provider named alongside CaptivateIQ in the FeaturedCustomers Market Leader tier, serving enterprise compensation use cases that are directly comparable.
- Beqom: Beqom is a sales performance and total compensation management platform targeting large global enterprises, competing with CaptivateIQ in incentive compensation and adjacent pay planning workflows.
Broad incumbents
- Anaplan: Anaplan is an enterprise connected planning platform that addresses territory, quota, and capacity planning — overlapping with CaptivateIQ Planning — but as part of a much broader portfolio that is not specialized in incentive compensation.
- SAP SuccessFactors / Commissions (CallidusCloud): SAP commissions (originally CallidusCloud) is an enterprise incentive compensation offering within the broader SAP SuccessFactors HCM suite, competing with CaptivateIQ for large enterprise HR/finance buyers that prefer bundled HCM platforms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
CaptivateIQ social profiles
Digital presenceCaptivateIQ compliance and trust
Trust signalCompliance2 records
CaptivateIQ financial estimates
Financial estimateRevenue estimate
Valuation estimate
CaptivateIQ leadership team
Management profileNumber of profiles
Profiles8 records
CaptivateIQ funding detail
Funding detailFunding overview
Funding rounds5 records
Investors12 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CaptivateIQ M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CaptivateIQ
What does CaptivateIQ do?
CaptivateIQ sells an AI-first, unified sales performance management platform that automates commission calculations, manages territory and quota planning, and applies predictive ML modeling for incentive compensation. Its core modules are CaptivateIQ Incentives (commission automation), CaptivateIQ Planning (territory and quota management), and CaptivateIQ Catalyst (predictive modeling). The platform is powered by the proprietary SmartGrid ELT calculation engine and is supplemented by AI agents and an MCP Server for integration with external AI platforms.
Is CaptivateIQ a public or private company?
CaptivateIQ is a private company. It is classified as venture growth investor backed and is currently operating.
When was CaptivateIQ founded?
CaptivateIQ was founded in 2017. It employs 251 to 500 people.
Where is CaptivateIQ based?
CaptivateIQ is headquartered in San Francisco, United States, in the North America region.
How does CaptivateIQ make money?
One revenue line is on record: subscription Software Licensing.
Who are CaptivateIQ's main competitors?
Direct peers on record are Xactly, Spiff, Varicent, Performio, Everstage, QuotaPath, Iconixx and Beqom. Broad incumbents are Anaplan and SAP SuccessFactors / Commissions (CallidusCloud).
Does CaptivateIQ have an API?
Yes. CaptivateIQ offers APIs and data import options for integrations. The platform also offers CaptivateIQ MCP Server, enabling enterprise customers to connect live compensation and planning data to AI platforms like Claude and ChatGPT with secure, governed access. API availability is not explicitly scoped as public vs. partner-only; custom API integration options are mentioned as available alongside direct-connect integrations.
What industry is CaptivateIQ in?
CaptivateIQ's product category is Sales Performance Management Software. Its primary akta.pro industry code is BPAFAFAJ, Sales Enablement & Revenue Operations (RevOps) Tools & Services, with a secondary code of HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management). Its NAICS code is 5132 and its SIC code is 7372.