FACTS Management Company

What FACTS Management Company does

FACTS Management Company (FACTS) is a K-12 education technology SaaS provider serving independent, Catholic, faith-based, and other private schools primarily in the United States, with growing operations in Australia and New Zealand. The company, founded in 1989, has been a subsidiary of publicly-traded Nelnet (NYSE: NNI) since 2013 and is headquartered in Lincoln, Nebraska, with a headcount of 251-500 employees. Its platform serves more than 15,000 schools and 2 million families annually, processing roughly 490,000 admissions applications and 700,000 financial-aid applications each year.

The company's product is FACTS Intelligence, a unified cloud-based platform built around FACTS IQ as the core intelligence layer integrating a Student Information System (SIS), academic management, analytics dashboards (Power BI-based), and third-party integrations. Around FACTS IQ sit four intelligence hubs: Admissions Intelligence (application builder, enrollment management, website services, yield predictions), Engagement Intelligence (family app, alerts, onboarding workflows), Financial Intelligence (payment plans, financial aid, advanced accounting, E-Rate consulting, incidental billing, fundraising, and eligibility verification for SGOs), and Success Intelligence (professional development, instructional services, Title-funded tutoring, and the FACTS SPACE user community). The platform is PCI DSS Level 1 compliant and SSAE 18 audited; supporting mobile apps exist for iOS and Android.

FACTS generates revenue through subscription SaaS licensing (modules sold individually or as a suite), payment processing fees on tuition and incidental transactions, professional services including E-Rate consulting and Title-funded instructional services, and annual conference registration (Elevate). It runs an enterprise field-sales motion for diocese-wide multi-school deployments alongside an inside-sales motion for individual schools, with the Elevate conference, regional trainings, partner integrations, and an SGO channel as supplemental demand-generation and distribution routes.

Name

FACTS Management Company

Legal name

FACTS Management Company

Website

https://factsmgt.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

251–500 employees

Short description

FACTS Management Company is a K-12 SaaS provider offering a unified school management platform covering SIS, admissions, financial, family engagement, and educator outcomes, serving 15,000+ independent, Catholic, and faith-based schools in the U.S., Australia, and New Zealand as a subsidiary of Nelnet.

Ownership category

akta.pro rank

Product category

K-12 Education Software

NAICS

Information (51)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Student Information Systems (SIS) & School Administration Platforms (EDAJAMAB)

akta.pro secondary industries

Student Information Systems (SIS) & Master Data Management (EDAJAHAA), Finance, Budgeting, Procurement & AP/AR (School/District Ops) (EDAJAHAL), State/Federal Reporting, Accountability & Audit Readiness (EDAJAHAF), Funding, Finance & Grants Reporting (Allocations, Claims, Reconciliation) (EDADAIAG), Student Records, Transcripts & Cumulative File Management (EDAJAHAE)

Keywords

• Tuition payment plans
• Student information system
• School financial management
• Admissions management software
• K-12 education platform

Headquarters

HQ city

Lincoln

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, Infrastructure, Operations, Others

Revenue model

1. Subscription SaaS Licensing: Annual subscription licensing for the unified FACTS Intelligence platform. Schools subscribe to individual modules (SIS, Admissions, Financial, Engagement, Success) or the full suite. Pricing varies by school size and module selection. Payment is typically annual with multi-year contract options.
2. Payment Processing Fees: FACTS processes tuition payments, incidental billing, and donation transactions for schools, generating transaction fees on payment volumes. PCI DSS Level 1 compliant payment processing infrastructure.
3. Professional Services: Revenue from instructional services, professional development, coaching, and Title funding consultation. Includes tutor/interventionist placement, workshop delivery, and compliance documentation services.
4. E-Rate Consulting: Fee-based consulting services helping schools navigate E-Rate applications, compliance, and documentation to access federal telecommunications funding.
5. Elevate User Conference: Annual conference revenue from registration fees (individual tickets and group packages) plus exhibitor sponsorships.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels10 records

Core offering

FACTS Management Company provides a unified K-12 SaaS school management platform (FACTS Intelligence) along with tuition payment plan processing and professional services for private, independent, Catholic, and faith-based schools. The company bundles a Student Information System (SIS), admissions, family engagement, financial aid and accounting, professional development and coaching, and payment processing into integrated modules sold via annual subscription.

Product overview

FACTS is a K-12 SaaS platform delivering integrated school management solutions under the FACTS Intelligence framework. The platform centers on FACTS IQ as the core intelligence layer connecting a Student Information System (SIS), academic management, analytics, and integrations. Five intelligence modules wrap around FACTS IQ: Admissions Intelligence (application building, enrollment management, website services, and yield predictions), Engagement Intelligence (family app, alerts, and onboarding workflows), Financial Intelligence (payment plans, financial aid, advanced accounting, E-Rate consulting, incidental billing, fundraising, and eligibility verification), and Success Intelligence (professional development, coaching, instructional services, and user community). Additional products include FACTS Learning Platform for Catholic education content, the annual Elevate user conference, and regional customer trainings.

Differentiator

Problem solved

Functional benefit

Brands

• FACTS IQ: The core intelligence layer connecting SIS, analytics, AI models, and integrations into one school operating system.
• Admissions Intelligence
• Engagement Intelligence
• Financial Intelligence
• Success Intelligence
• FACTS Family App
• FACTS SPACE
• Elevate
• FACTS Learning Platform

Products and services

• FACTS IQ The core intelligence layer of the FACTS Intelligence platform that unifies the Student Information System, academic management, analytics, AI models, and third-party integrations into a single K-12 data platform serving as the system of record across admissions, academics, finance, and student outcomes.
• Admissions Intelligence Enrollment management hub that unifies inquiry, application, workflow automation, reporting, and financial commitment, providing real-time visibility into admissions pipeline, yield predictions, and enrollment revenue for K-12 schools.
• Engagement Intelligence Family engagement hub that centralizes school-to-home communication, simplifies enrollment workflows, and builds trust through a mobile-first family app with access to grades, calendars, billing, and announcements.
• Financial Intelligence Financial operations hub connecting tuition payment plans, financial aid management, incidental billing, fundraising, advanced accounting, and E-Rate consulting into a structured financial framework for private and faith-based school leaders.
• Success Intelligence Educator and student success platform providing professional development, instructional coaching, Title-funded academic services, and an online user community to convert data into improved teaching and learning outcomes.
• Student Information System (SIS) Comprehensive system of record centralizing student, family, staff, and operational data with role-based access controls, academic records, attendance, behavior, grading, and real-time data access across departments for K-12 schools.
• E-Rate Funding Consulting End-to-end E-Rate consulting service for K-12 schools providing eligibility guidance, application management, paperwork, compliance, and deadline management with average annual savings reported of $3,000 or more per school.
• Professional Learning & Coaching Customized professional development and certified instructional coaching for teachers, principals, and school leaders, including workshops, coaching cycles, and leadership development serving 350+ schools across 28 states.
• Student Instructional Services Title-funded academic support including high-impact tutoring, direct instruction, blended learning, summer programs, and academic counseling for at-risk students, serving 10,000+ students with documented pre/post assessment gains.
• Federal Programs & Equitable Services Full-service support for Title I, II, III, IV-A and IDEA programs including tutoring, professional development, English learner support, and IDEA compliance serving private schools entitled to equitable services in AY 2024-25.
• FACTS Learning Platform Learning platform combining catechetical formation, educator certification, and staff training with structured learning paths, progress tracking, and Catholic content from Loyola Press, Ignatius Press, and Dynamic Catholic for faith-based organizations and Catholic schools.
• Elevate User Conference Annual K-12 leadership conference bringing together 1,000+ educators across the United States for thought leadership, hands-on training, and collaboration with 100+ breakout sessions. Plans include Orlando (July 2026), New Zealand, and Australia.
• FACTS Family App School-branded mobile application providing families with access to grades, assignments, calendars, announcements, billing, and teacher communication in one unified experience delivered through the Engagement Intelligence hub.
• FACTS SPACE Online User Community Online community connecting educators and leaders across FACTS customer schools with 40+ role- and product-based communities for peer exchange, best-practice sharing, and real-time product updates.

Quantifiable outcome

• Schools cut admissions processing time in half
• +5 more outcomes

Named customers12 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

AI capability5 records

Feature10 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Sage IntacctcoreTechnology or IntegrationStrategic integration partnership providing native cloud-connected financial management for private, faith-based, and charter schools. Eliminates repetitive data entry between FACTS and Sage Intacct general ledger.
• PikmykidcoreTechnology or IntegrationAPI-based integration with leading school safety and dismissal platform serving 2,000+ schools. Enables secure, real-time data sharing between systems.
• RedefinEDcoreStrategic or Co-development PartnerPartnership to support K-12 schools in growing scholarship funding through tax-credit programs. Helps schools strengthen financial sustainability while expanding access to education.
• Education ModifiedminorStrategic or Co-development PartnerPartnership to close gaps in special education with the first classroom-facing platform built by teachers for teachers.
• ReachminorStrategic or Co-development PartnerPartnership to enhance student life management through seamless integration with FACTS platform for managing leave requests, attendance, and student wellbeing.
• Google ClassroomcoreTechnology or IntegrationIntegration with Google Classroom for seamless connection between FACTS SIS and Google's learning management platform used by schools.
• CanvascoreTechnology or IntegrationIntegration with Instructure's Canvas LMS enabling FACTS schools to connect student information with learning management.
• ClevercoreTechnology or IntegrationIntegration with Clever's education identity platform providing single sign-on and instant access to FACTS and other educational applications.
• NelnetcoreOthersFACTS is a Nelnet company, sharing mission, culture, and benefits. Nelnet is a diversified financial services company with expertise in customer service and financial technology.

Scale indicators27 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Gradelink: Gradelink offers cloud-based SIS, gradebook, admissions, and tuition management for small-to-mid-size private K-12 schools — a smaller but direct competitor in the same customer segment.
• Veracross: Veracross is a unified SIS platform purpose-built for private K-12 schools, combining student records, admissions, development, and family portals — competing head-to-head with FACTS Intelligence in the independent school segment.
• TADS: TADS provides tuition management, financial aid management, and SIS solutions specifically for private and Catholic schools — direct overlap with FACTS Financial Intelligence and FACTS SIS offerings.
• Finalsite: Finalsite provides school websites, communications, and enrollment/marketing tools for private and independent schools — overlapping with FACTS Admissions Intelligence's Website Services and Engagement Intelligence.
• Smart Tuition (FACTS competitor): SMART Tuition is a tuition management and payment plan provider for private and faith-based schools — direct overlap with FACTS Payment Plans and Financial Intelligence capabilities.

Broad incumbents

• Blackbaud: Blackbaud's K-12 division (formerly ON Products / Blackbaud K-12) provides SIS, admissions, and tuition management for private and independent schools — directly overlapping with FACTS' core customer base of independent and faith-based schools.
• PowerSchool: PowerSchool is the largest K-12 SIS provider in North America, dominant in public school districts but increasingly moving into private and Catholic school segments — the most significant competitive threat at scale.
• Infinite Campus: Infinite Campus is a major K-12 SIS provider serving primarily public school districts — a broader incumbent whose expansion into private/charter segments could pressure FACTS over time.

Emerging players

• SchoolAdmin: SchoolAdmin delivers enrollment and admissions management SaaS for private and independent schools — a focused point solution competing with FACTS' Admissions Intelligence module.
• Alma (Alma Technologies): Alma is a modern, API-first SIS built for K-12 schools with strong SIS + LMS integration story — an emerging direct competitor taking share with newer private and charter school customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/factsmgt
• YouTubeyoutube.com/@FACTSMGT
• Facebookfacebook.com/FACTSmgt
• LinkedInlinkedin.com/company/facts-management-company
• Instagraminstagram.com/factsmgt1

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about FACTS Management Company