ConvergePoint
ConvergePoint, an Ideagen subsidiary, builds compliance management software (policy, contract, incident, COI, EHS) as apps on Microsoft 365 SharePoint, serving enterprise and mid-market customers in regulated verticals such as healthcare, financial services, government, and transportation.
- Company typePrivate
- Founded2002
- HeadquartersHouston, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ConvergePoint does
ConvergePoint, operating as Ideagen ConvergePoint since its acquisition by UK-based Ideagen, is a Houston-headquartered compliance management software company founded in 2002. It develops and sells a suite of compliance applications — Policy Management, Contract Management (CLM), Incident Management, Conflict of Interest Disclosures, and Health and Safety Management — built exclusively as apps on the Microsoft 365 SharePoint Online platform. The products leverage native SharePoint content services, Active Directory, and Office integrations (Word, Outlook, Teams, eSignature), positioning the firm as a Microsoft-stack-native compliance vendor rather than a standalone SaaS platform.
The company targets enterprise and mid-market customers in heavily regulated verticals including healthcare, financial services, transportation, government, energy, life sciences, insurance, manufacturing, and education. Named reference customers include Verizon, Samsung, Sanofi, Booz Allen Hamilton, KeyBank, Ameren, Dun & Bradstreet, Toshiba, and Textron. The go-to-market motion is enterprise field sales, with quote-based annual subscriptions, gated white papers, an ROI calculator, and a 'Request a Demo' conversion path as primary demand-gen tactics. Distribution is amplified by a Microsoft App Store listing, which provides direct access to the global Microsoft 365 installed base.
The business model is SaaS subscription (annual or multi-year) sold per organizational requirements rather than per-seat list pricing. Pricing is not publicly disclosed. As a subsidiary of Ideagen, ConvergePoint now operates within a larger compliance/quality software group with claimed operating geographies spanning the US, Canada, UK, Australia, Germany, France, India, and Singapore. The company is small (11-50 employees) and is no longer independently funded via venture capital, making it a sub-scale but strategically complementary asset within Ideagen's portfolio.
ConvergePoint firmographics
Firmographics- Name
- ConvergePoint
- Legal name
- ConvergePoint
- Website
- https://convergepoint.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ConvergePoint, an Ideagen subsidiary, builds compliance management software (policy, contract, incident, COI, EHS) as apps on Microsoft 365 SharePoint, serving enterprise and mid-market customers in regulated verticals such as healthcare, financial services, government, and transportation.
- Ownership category
- akta.pro rank
ConvergePoint industry classification
Industry- Product category
- Compliance Management Software
- NAICS
- Software Publishers (51321)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- IT Governance, Risk & Compliance (IT GRC) Platforms (HDAEALAK)
- akta.pro secondary industries
- Work Management & Collaboration Suites (BPAMAMAG), Enterprise Application Security, GRC & Compliance Services (BPAEAGAL)
Keywords
Where ConvergePoint is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Markets served
ConvergePoint business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- Software Subscription (SaaS): Annual or multi-year subscription-based pricing model for access to compliance management software solutions. Available as an app in the Microsoft App Store, installed on existing Microsoft SharePoint platform.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription model - pricing based on organizational requirements |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
ConvergePoint product offering
Product offeringCore offering
ConvergePoint builds and sells compliance management software applications delivered as apps on the Microsoft 365 SharePoint platform. Its product suite covers the full policy and procedure lifecycle, contract lifecycle management, incident reporting and investigations, conflict of interest disclosures, and EHS/health and safety management, with automated workflows, audit trails, employee attestations, AI tools, and integrations with Microsoft Word, Outlook, Teams, CRM, and eSignature platforms.
Product overview
ConvergePoint offers a portfolio of compliance management software products built on Microsoft 365 SharePoint. The core product suite includes Policy Management Software for policy and procedure lifecycle management (with sub-modules for drafting/review/approval, policy library, certification/attestation, and AI tools), Contract Management Software for contract lifecycle management (with CLM, repository, and AI modules), Incident Management Software for tracking and investigating incidents, and Conflict of Interest Disclosures Software for managing COI. Add-on features include Microsoft Teams and Word add-ins, eSignature integration, and integrations with CRM platforms and external eSignature tools. The company, now part of Ideagen, has operated since 2002 and serves customers across industries including healthcare, financial services, education, manufacturing, and government.
Differentiator
Problem solved
Functional benefit
Products and services
- Policy Management Software Enterprise solution for the full policy and procedure lifecycle on Microsoft 365 SharePoint, including policy creation, review, approval workflows, centralized policy library, employee attestation, audit trails, version control, real-time dashboards, AI-assisted multi-language policy tools, and eSignature integration, targeting compliance, legal, HR, finance, and procurement teams.
- Contract Management Software Enterprise contract lifecycle management (CLM) software on Microsoft 365 SharePoint for request, creation, approval, storage, obligation tracking, renewal management, and AI-assisted contract review, with a centralized contract repository, clause library, pre-approved templates, and integrations with CRM, eSignature, Microsoft Word, Outlook, and Teams, serving legal, procurement, and finance teams.
- Incident Management Software Software for tracking incidents, conducting investigations, performing root cause analysis, and managing corrective actions on Microsoft 365 SharePoint, with customizable case types, automated notifications, rules-based workflows, supporting documents, and real-time reporting for compliance and operational teams.
- Conflict of Interest Disclosures Software Software for managing conflict of interest disclosures on Microsoft 365 SharePoint with automated employee submissions, reviewer assignments, decision tracking, mitigation plans, gifts and entertainment disclosures, and audit-ready reporting for ethics and compliance teams.
- Health and Safety Management Software EHS (Environment, Health and Safety) software on Microsoft SharePoint for incident tracking, safety training, permit management, and regulatory compliance including OSHA requirements, targeting safety, operations, and compliance teams.
Companies that use ConvergePoint
Customer profileNamed customers14 records
Segments12 records
Ideal customer profiles4 records
ConvergePoint technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability4 records
Feature10 records
ConvergePoint partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- MicrosoftcoreConvergePoint is built exclusively on Microsoft 365 SharePoint platform. The software is available as an app in the Microsoft App Store and extends SharePoint's native capabilities with compliance management features. Deep integration with Microsoft Office suite including Word, Outlook, Teams, and Active Directory. Single sign-on with no additional login required since software sits tightly on top of SharePoint Online tenant.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
ConvergePoint competitors and assessment
Company assessmentDirect peers
- NAVEX Global: Large-scale provider of compliance, ethics, and risk management software including policy management, COI/disclosure, and incident management — the closest full-suite competitor to ConvergePoint's product portfolio across the same enterprise buyer.
- OneTrust: Enterprise platform for privacy, GRC, ethics, and compliance — competing for the same corporate compliance, legal, and risk buyers with broader scope (privacy, consent, third-party risk) than ConvergePoint.
- AuditBoard: Cloud-based audit, risk, and compliance management platform serving enterprise risk and compliance teams — direct overlap with ConvergePoint's compliance workflow use cases and enterprise GTM motion.
- LogicGate: GRC workflow automation platform for risk, compliance, and policy management — competing head-to-head for the same enterprise compliance and risk personas that ConvergePoint serves.
- Hyperproof: SaaS compliance operations platform covering policy, control, and evidence management — a newer entrant targeting the same enterprise compliance buyer as ConvergePoint.
- PowerDMS: Policy, training, and compliance management platform used heavily by public sector and regulated industries — closely comparable product scope to ConvergePoint's policy and accreditation workflows.
Broad incumbents
- Diligent: Enterprise governance, risk, and compliance suite with board, audit, and policy modules — broader portfolio targeting the same C-suite and compliance buyers, including via acquired GRC products.
- ServiceNow GRC: Integrated GRC, risk, and compliance modules within the ServiceNow platform — competes for the same enterprise compliance buyer and benefits from deep workflow integration across ITSM and HR.
- SAP GRC: Governance, risk, and compliance suite from SAP serving large enterprises, particularly those already running SAP ERP — overlapping with ConvergePoint's regulated-industry and contract compliance use cases.
Emerging players
- ProcessUnity: Third-party risk and GRC platform focused on vendor risk management — overlapping with ConvergePoint's contract and supplier compliance workflows but with narrower risk-centric scope.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
ConvergePoint social profiles
Digital presenceConvergePoint financial estimates
Financial estimateRevenue estimate
Valuation estimate
ConvergePoint leadership team
Management profileNumber of profiles
Profiles1 record
ConvergePoint funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ConvergePoint 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 ConvergePoint
What does ConvergePoint do?
ConvergePoint builds and sells compliance management software applications delivered as apps on the Microsoft 365 SharePoint platform. Its product suite covers the full policy and procedure lifecycle, contract lifecycle management, incident reporting and investigations, conflict of interest disclosures, and EHS/health and safety management, with automated workflows, audit trails, employee attestations, AI tools, and integrations with Microsoft Word, Outlook, Teams, CRM, and eSignature platforms.
Is ConvergePoint a public or private company?
ConvergePoint is a private company. It is classified as corporate owned and is currently operating.
When was ConvergePoint founded?
ConvergePoint was founded in 2002. It employs 11 to 50 people.
Where is ConvergePoint based?
ConvergePoint is headquartered in Houston, United States, in the North America region.
How does ConvergePoint make money?
One revenue line is on record: software Subscription (SaaS).
Who are ConvergePoint's main competitors?
Direct peers on record are NAVEX Global, OneTrust, AuditBoard, LogicGate, Hyperproof and PowerDMS. Broad incumbents are Diligent, ServiceNow GRC and SAP GRC. ProcessUnity is listed as an emerging player.
Does ConvergePoint have an API?
No public API is recorded for ConvergePoint.
What industry is ConvergePoint in?
ConvergePoint's product category is Compliance Management Software. Its primary akta.pro industry code is HDAEALAK, IT Governance, Risk & Compliance (IT GRC) Platforms, with a secondary code of BPAMAMAG, Work Management & Collaboration Suites. Its NAICS code is 51321 and its SIC code is 7372.