Upland Software

What Upland Software does

Upland Software (NASDAQ: UPLD) is a publicly traded, Austin-based enterprise software company founded in 2010 by Jack McDonald. It operates a portfolio of 20+ cloud software products organized across seven solution categories: Audience Engagement (Adestra, Second Street), Contact Center & Customer Service (InGenius, Panviva, RightAnswers), Content Lifecycle Automation (AccuRoute, BA Insight, FileBound, Intelligent Capture, InterFAX, Objectif Lune, Qvidian), IT and Supply Chain Management (Cimpl, ComSci, Ultriva), Knowledge Management (BA Insight, Panviva, RightAnswers), Project Management (Eclipse PPM, PowerSteering, PSA), and Sales Productivity (Kapost, Qvidian, RO Innovation). The portfolio was assembled primarily through acquisition beginning with its 2014 NASDAQ IPO and includes Panviva (2021), Objectif Lune (2022), and BA Insight (2022) among the more recent deals.

The company's underlying technology centers on AI-augmented knowledge management, document automation, contact center integration, and workflow optimization delivered through multi-tenant SaaS architecture. Differentiated technical capabilities include hybrid RAG + LLM conversational search (Panviva Sidekick), Knowledge Graphs with Agentic RAG (BA Insight), generative AI for RFP automation (Qvidian), computer-telephony integration bridging CRM and phone systems (InGenius), and AI-driven document capture with OCR (AccuRoute, Intelligent Capture). Upland serves approximately 1,100+ enterprise customers and 10,000+ total companies across healthcare, financial services, telecommunications, manufacturing, media/publishing, and utilities, with documented deployments at Nestlé, Dell, HP, BT, Telstra, Westpac, Mass General Brigham, GE HealthCare, Renault, and Penguin Random House.

Upland's revenue model is predominantly subscription-based recurring SaaS, supplemented by professional services for enterprise implementations. Pricing is custom quote-based with annual billing, targeting enterprise and mid-market segments through direct field sales and inside sales motions, with limited product-led growth via InterFAX self-serve trials and BA Insight distribution through AWS Marketplace. Q1 2026 revenue was $48.7M (down 24% YoY) following 2025 divestitures, with FY2026 guidance of $192.5M-$201.5M and adjusted EBITDA margins of 26-31%. Sean Nathaniel succeeded founder Jack McDonald as CEO effective May 1, 2026, the company refinanced $240M of debt with Sound Point Capital in July 2025, and executed a 1-for-10 reverse stock split in June 2026 to maintain Nasdaq listing compliance.

Name

Upland Software

Legal name

Upland Software, Inc.

Website

https://uplandsoftware.com

Company type

Public

Founded year

2010

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Upland Software is a publicly traded, Austin-based enterprise SaaS company offering 20+ cloud products spanning AI-powered knowledge management, contact center integration, content lifecycle automation, and project management, serving approximately 1,100 enterprise customers in regulated and media industries globally.

Ownership category

akta.pro rank

Product category

Enterprise Cloud Software

NAICS

Software Publishers (513210), Computer Systems Design and Related Services (5415)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Marketing Automation Platforms & Services (BPAFAFAC)

akta.pro secondary industries

Document Creation & Office Suites (BPAMAMAD), Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC), Industry/Vertical Cloud Platforms (e.g., Gov/Healthcare/Financial Cloud Regions) (HDABAAAL)

Keywords

• Enterprise cloud software
• Knowledge management software
• Contact center solutions
• Content lifecycle automation
• Document workflow software

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Subscription-based SaaS Revenue: Upland Software generates recurring subscription revenue from its portfolio of 20+ cloud software products. Customers pay recurring subscription fees for access to platforms including knowledge management (Panviva, RightAnswers, BA Insight), contact center solutions (InGenius), content automation (AccuRoute, FileBound, Objectif Lune), project management (Eclipse PPM, PowerSteering, PSA), sales productivity (Qvidian, Kapost, RO Innovation), and audience engagement (Adestra, Second Street). Revenue declined approximately 24% year-over-year due to divestitures completed in 2025.
2. Professional Services: Implementation, training, and consulting services supporting enterprise deployments of Upland's software products.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

Upland Software develops and sells a portfolio of 20+ cloud-based enterprise software products that help businesses manage knowledge, automate content workflows, and improve contact center operations. Core offerings span AI-powered knowledge management (Panviva, RightAnswers, BA Insight), computer telephony integration (InGenius), document capture and workflow automation (AccuRoute, FileBound, Objectif Lune, InterFAX), email and audience engagement (Adestra, Second Street), RFP/proposal automation (Qvidian, Kapost, RO Innovation), project portfolio management (Eclipse PPM, PowerSteering, PSA), and IT financial management (Cimpl, ComSci, Ultriva). Customers subscribe to these products primarily on annual or multi-year contracts.

Product overview

Upland Software is a cloud-based enterprise software provider offering a comprehensive portfolio of 20+ AI-powered products organized into seven solution categories: Audience Engagement (Adestra, Second Street), Contact Center & Customer Service (InGenius, Panviva, RightAnswers), Content Lifecycle Automation (AccuRoute, BA Insight, FileBound, Intelligent Capture, InterFAX, Objectif Lune, Qvidian), IT and Supply Chain Management (Cimpl, ComSci, Ultriva), Knowledge Management (BA Insight, Panviva, RightAnswers), Project Management (Eclipse PPM, PowerSteering, PSA), and Sales Productivity (Kapost, Qvidian, RO Innovation). The platform serves over 1,100 enterprise customers across diverse industries including healthcare, financial services, media/publishing, and manufacturing, with a focus on AI-powered knowledge management and content automation solutions.

Differentiator

Problem solved

Functional benefit

Brands

• Adestra: Email-centric customer engagement platform for media, publishing, and enterprise organizations
• Second Street
• InGenius
• Panviva
• RightAnswers
• AccuRoute
• BA Insight
• FileBound
• Intelligent Capture
• InterFAX
• Objectif Lune
• Qvidian
• Cimpl
• ComSci
• Ultriva
• Eclipse PPM
• PowerSteering
• PSA
• Kapost
• RO Innovation
• Panviva Sidekick
• Upland BA Insight Platform

Products and services

• Adestra

Quantifiable outcome

• 75% reduction in training time
• +13 more outcomes

Named customers28 records

Segments8 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration29 records

AI capability9 records

Feature8 records

Partnerships

Eight partnerships are on record, tiered core.

• Amazon Web Services (AWS)coreTechnology or Integration · 3 February 2026Upland BA Insight Platform was launched with native Amazon Q Business integration and made available in AWS Marketplace, enabling enterprise customers to deploy AI-powered search capabilities through their AWS infrastructure. The collaboration delivers intelligent, secure, and scalable AI-driven search solutions across enterprise content sources.
• AWS MarketplacecoreTechnology or IntegrationBA Insight Platform is available in AWS Marketplace, allowing customers to discover, purchase, and deploy the enterprise search solution directly through AWS.
• SalesforcecoreTechnology or IntegrationPanviva integrates with Salesforce for contextual guidance within the CRM. InGenius provides CTI integration with Salesforce Service Cloud, Sales Cloud, Financial Services Cloud, and Salesforce Service Cloud Voice with BYOT capabilities.
• MicrosoftcoreTechnology or IntegrationPanviva integrates with Microsoft Teams and Microsoft Power Platform. InGenius provides CTI integration with Microsoft Dynamics 365 CRM including Sales Hub, Customer Service Hub, and Connected Field Service.
• GenesyscoreTechnology or IntegrationInGenius provides CTI integration with Genesys Engage and Genesys Cloud (Voice and BYOC Cloud). InGenius is the only CTI solution that integrates Salesforce Service Cloud Voice with Genesys Engage.
• CiscocoreTechnology or IntegrationInGenius provides CTI integration with Cisco phone systems including UCCE, UCCX, PCCE, and UCM (Call Manager).
• AvayacoreTechnology or IntegrationInGenius provides CTI integration with Avaya Aura CM (Communications Manager) and Aura Call Center Elite.
• ServiceNowcoreTechnology or IntegrationInGenius provides CTI integration with ServiceNow Next Experience, Agent Workspace, HR Agent Workspace, and CSM Configurable Workspace.

Scale indicators9 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• eGain Corporation: Pure-play AI knowledge management platform for customer service and contact centers, with deep regulated-industry deployments. Closest direct competitor to Upland's Panviva and RightAnswers in compliance-driven knowledge management for healthcare, financial services, and utilities.
• Verint Systems: Workforce engagement and knowledge management vendor serving large enterprise contact centers. Comparable to Upland's contact center suite (InGenius, RightAnswers, Panviva) in target buyer (CCOps leaders) and emphasis on regulated-industry compliance.
• Genesys: Major contact center platform with cloud and on-premises offerings. Comparable to Upland's InGenius (CTI integration with Genesys Engage and Cloud) and competes with Upland's contact center knowledge management for the same enterprise buyers.
• Zendesk: Customer service and helpdesk SaaS with AI-powered knowledge base and agent assistance. Direct overlap with Upland's RightAnswers and Panviva for mid-market and enterprise customer service teams, though more horizontal and less regulated-industry focused.
• Five9: Cloud contact center as a service provider with deep CRM integrations. Comparable to Upland's InGenius in telephony-CRM connectivity and overlaps with Panviva in contact center knowledge delivery for regulated verticals.
• NICE: Enterprise contact center analytics, workforce engagement, and AI solutions. Comparable to Upland's contact center product family and competes for similar regulated-industry CX budgets.

Broad incumbents

• ServiceNow: Enterprise service management platform that Upland's InGenius integrates with (Next Experience, Agent Workspace). ServiceNow's broader IT service management and customer service offerings compete with Upland's contact center and IT expense management portfolio at the enterprise level.
• Salesforce: Dominant CRM platform that integrates deeply with Upland (InGenius, Panviva, Adestra). Salesforce's Service Cloud, Marketing Cloud, and Einstein AI compete with multiple Upland products for enterprise customer engagement budgets.
• HubSpot: Broad marketing automation and CRM platform. Comparable to Upland's Adestra (email marketing), Kapost (content operations), and Second Street (audience engagement) in targeting B2B and media marketing teams.

Emerging players

• Loopio: RFP response and proposal management platform. Direct competitor to Upland's Qvidian, focused on enterprise sales teams, with strong CRM integrations and a more modern product UX.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/upland-software
• Xx.com/uplandsoftware
• Facebookfacebook.com/UplandSoftware

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries21 records

Funding overview

Funding rounds7 records

Investors12 records

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

M&A30 records

Investments

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

Frequently asked questions about Upland Software