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Tidemark

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uuid0009aqj

Namestring
Tidemark
Legal namestring
Tidemark
Websiteurl
tidemark.com
Company typeenum
Private
Founded yearint
2009
Descriptiontext

Tidemark is an enterprise financial and operational planning (EPM) software platform that operates as a product brand under insightsoftware, a private financial reporting and analytics software company. The platform enables continuous and extended planning through driver-based modeling, workflow and approvals with role-based security, and real-time data integration. It targets enterprise CFOs, finance directors, budget managers, and FP&A teams at large organizations, with anchor customers including Stanford University, Intuit, Orange Business Services, G6 Hospitality, and Veolia across education, technology, telecommunications, hospitality, and environmental services industries.

The product is built on a multi-tenant cloud architecture featuring a proprietary driver-based modeling engine designed for unconstrained scenario planning with high computational performance. Tidemark integrates with 140+ ERP and EPM systems — including SAP, Oracle, Microsoft, Workday, NetSuite, Sage, Infor, Epicor, Deltek, Yardi, MRI Software, Viewpoint, and Aptean — and connects to 200+ environments on the insightsoftware platform with pre-built content and logic. The go-to-market is direct enterprise field sales targeting CFOs and finance directors through demo requests and pricing consultations on the insightsoftware website, with quote-based subscription pricing typical of enterprise EPM software. Marketing is multi-channel, combining content marketing, webinars, case studies, white papers, and an AI Finance Hub at the parent level.

Tidemark is headquartered in Redwood City, California, with 101-250 employees, and was founded in 2009. The company historically raised venture capital from Andreessen Horowitz, Greylock, Redpoint, Tenaya Capital, Workday, and Silicon Valley Bank, culminating in a 2016 round involving Marlin Equity Partners, after which Tidemark became integrated into insightsoftware. In April 2025, Tidemark led Onfly's $40 million Series B, signaling an active corporate venture posture at the broader organization. The product is part of insightsoftware's CFO-office portfolio, which collectively serves more than 500,000 users globally.

Short descriptiontext

Tidemark is an enterprise financial and operational planning software platform serving large-organization CFOs and finance teams with driver-based modeling, workflow automation, and real-time integration across 140+ ERP and EPM systems, operating as a product brand under insightsoftware.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersRedwood City, United States
HQ citystring
Redwood City
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
enterprise performance management, financial planning software, driver-based modeling, cloud EPM platform, FP&A software
Industry1 code
1Enterprise Performance Management (EPM) & FP&A Platforms
CodeHDAEAEAKPrimaryYes
NAICS code1 code
  • Computer Systems Design and Related Services5415
SIC code1 code
  • Services-Prepackaged Software7372
Product category
Enterprise Performance Management (EPM) Software
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Enterprise Software Subscription
TypeSubscription Recurring
Description

Annual or multi-year subscription-based licensing model typical of enterprise EPM software, sold directly to enterprise customers through sales-assisted motion

insightsoftware.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
GTM typeB2B
B2B
Offering typeSoftware
Software
Core offering1 text field

Tidemark provides an enterprise financial and operational planning (FP&A) software platform that combines driver-based modeling, workflow and approvals, real-time data access, and pre-built integrations to more than 140 ERP and EPM systems. The multi-tenant cloud solution is sold to mid-market and enterprise finance organizations for budgeting, forecasting, consolidations, and scenario planning.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • Shorter planning and budgeting cycles through workflow and approval automation
+1 more record
Product overview1 text field

Tidemark is an enterprise financial and operational planning platform under insightsoftware. The single product offering provides continuous and extended planning capabilities through driver-based modeling, workflow management, and real-time data integration. Key capabilities include dynamic modeling for unconstrained scenario planning, workflow and approvals with role-based security, scalable multi-tenant architecture with elastic resource allocation, and connected planning that unifies cross-functional processes. Tidemark integrates with 140+ ERP and EPM systems to enable real-time data access and IT-free export features.

Product and service1 record
1Tidemark
CategoryEnterprise Performance Management (EPM) Software
Description

Tidemark is an enterprise financial and operational planning platform that provides driver-based modeling, what-if scenario planning, built-in workflow and approvals, real-time data, and pre-built connectors to 140+ ERP and EPM systems. It is sold in Standard, Advanced, and Premium editions and is designed for finance teams at mid-market and enterprise organizations.

Scale indicator3 records

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Anaplan is a leading cloud-based enterprise planning platform offering connected planning across finance, sales, supply chain, and HR—directly competing with Tidemark in the EPM/FP&A category for enterprise finance teams.

TypeDirect peer
Description

Pigment is an AI-native business planning platform serving finance and operations teams with scenario modeling and real-time collaboration—competing head-to-head with Tidemark for modern FP&A workloads.

TypeDirect peer
Description

Workday Adaptive Planning (formerly Adaptive Insights) is a cloud EPM solution tightly integrated with Workday Financials—a direct competitor and historically a strategic investor in Tidemark, creating both overlap and partnership dynamics.

TypeDirect peer
Description

OneStream is a unified corporate performance management platform replacing Oracle Hyperion and SAP BPC for large enterprises—directly competing in the same enterprise EPM category as Tidemark.

TypeBroad incumbent
Description

Oracle's EPM Cloud suite (formerly Hyperion) is a broad incumbent offering planning, consolidation, and reporting natively inside Oracle Cloud ERP—overlapping with Tidemark's core EPM use cases for large enterprises.

TypeBroad incumbent
Description

SAP Analytics Cloud and SAP BPC are native planning and analytics offerings embedded within the SAP ecosystem—competing directly with Tidemark's SAP integration story for SAP-centric enterprises.

TypeDirect peer
Description

Board is a unified decision-making platform combining BI, planning, and simulation—targeting enterprise finance and operations teams with similar driver-based modeling and scenario planning capabilities as Tidemark.

TypeDirect peer
Description

Jedox delivers enterprise performance management with integrated budgeting, planning, and forecasting on a unified Excel- and web-based platform—directly competing with Tidemark in mid-market and enterprise FP&A.

TypeDirect peer
Description

Prophix is a corporate performance management vendor offering budgeting, forecasting, and financial consolidation—targeting mid-market and enterprise finance teams in the same EPM category as Tidemark.

TypeDirect peer
Description

Vena delivers native Excel-integrated corporate performance management for budgeting, planning, and forecasting—competing with Tidemark for finance teams that require familiar spreadsheet-based workflows.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers5 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

Integration12 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Feature5 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds8 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors7 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Tidemark

Enterprise Performance Management (EPM) Softwaretidemark.com

Tidemark is an enterprise financial and operational planning software platform serving large-organization CFOs and finance teams with driver-based modeling, workflow automation, and real-time integration across 140+ ERP and EPM systems, operating as a product brand under insightsoftware.

What Tidemark does

Tidemark is an enterprise financial and operational planning (EPM) software platform that operates as a product brand under insightsoftware, a private financial reporting and analytics software company. The platform enables continuous and extended planning through driver-based modeling, workflow and approvals with role-based security, and real-time data integration. It targets enterprise CFOs, finance directors, budget managers, and FP&A teams at large organizations, with anchor customers including Stanford University, Intuit, Orange Business Services, G6 Hospitality, and Veolia across education, technology, telecommunications, hospitality, and environmental services industries.

The product is built on a multi-tenant cloud architecture featuring a proprietary driver-based modeling engine designed for unconstrained scenario planning with high computational performance. Tidemark integrates with 140+ ERP and EPM systems — including SAP, Oracle, Microsoft, Workday, NetSuite, Sage, Infor, Epicor, Deltek, Yardi, MRI Software, Viewpoint, and Aptean — and connects to 200+ environments on the insightsoftware platform with pre-built content and logic. The go-to-market is direct enterprise field sales targeting CFOs and finance directors through demo requests and pricing consultations on the insightsoftware website, with quote-based subscription pricing typical of enterprise EPM software. Marketing is multi-channel, combining content marketing, webinars, case studies, white papers, and an AI Finance Hub at the parent level.

Tidemark is headquartered in Redwood City, California, with 101-250 employees, and was founded in 2009. The company historically raised venture capital from Andreessen Horowitz, Greylock, Redpoint, Tenaya Capital, Workday, and Silicon Valley Bank, culminating in a 2016 round involving Marlin Equity Partners, after which Tidemark became integrated into insightsoftware. In April 2025, Tidemark led Onfly's $40 million Series B, signaling an active corporate venture posture at the broader organization. The product is part of insightsoftware's CFO-office portfolio, which collectively serves more than 500,000 users globally.

Tidemark firmographics

Firmographics
Name
Tidemark
Legal name
Tidemark
Website
https://tidemark.com
Company type
Private
Founded year
2009
Operating status
Operating
Headcount range
101–250 employees
Short description
Tidemark is an enterprise financial and operational planning software platform serving large-organization CFOs and finance teams with driver-based modeling, workflow automation, and real-time integration across 140+ ERP and EPM systems, operating as a product brand under insightsoftware.
Ownership category
akta.pro rank

Tidemark industry classification

Industry
Product category
Enterprise Performance Management (EPM) Software
NAICS
Computer Systems Design and Related Services (5415)
SIC
Services-Prepackaged Software (7372)
akta.pro primary industry
Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

Keywords

  • Enterprise performance management
  • Financial planning software
  • Driver-based modeling
  • Cloud EPM platform
  • FP&A software

Where Tidemark is headquartered

Location

Headquarters

HQ city
Redwood City
HQ country
United States
HQ region
North America

Markets served

Tidemark business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

  1. Enterprise Software Subscription: Annual or multi-year subscription-based licensing model typical of enterprise EPM software, sold directly to enterprise customers through sales-assisted motion

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Tidemark product offering

Product offering

Core offering

Tidemark provides an enterprise financial and operational planning (FP&A) software platform that combines driver-based modeling, workflow and approvals, real-time data access, and pre-built integrations to more than 140 ERP and EPM systems. The multi-tenant cloud solution is sold to mid-market and enterprise finance organizations for budgeting, forecasting, consolidations, and scenario planning.

Product overview

Tidemark is an enterprise financial and operational planning platform under insightsoftware. The single product offering provides continuous and extended planning capabilities through driver-based modeling, workflow management, and real-time data integration. Key capabilities include dynamic modeling for unconstrained scenario planning, workflow and approvals with role-based security, scalable multi-tenant architecture with elastic resource allocation, and connected planning that unifies cross-functional processes. Tidemark integrates with 140+ ERP and EPM systems to enable real-time data access and IT-free export features.

Differentiator

Problem solved

Functional benefit

Products and services

  • Tidemark Tidemark is an enterprise financial and operational planning platform that provides driver-based modeling, what-if scenario planning, built-in workflow and approvals, real-time data, and pre-built connectors to 140+ ERP and EPM systems. It is sold in Standard, Advanced, and Premium editions and is designed for finance teams at mid-market and enterprise organizations.

Quantifiable outcome

  • Shorter planning and budgeting cycles through workflow and approval automation
  • +1 more outcomes

Companies that use Tidemark

Customer profile

Named customers5 records

Segments1 record

Ideal customer profiles2 records

Tidemark technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration12 records

Feature5 records

Tidemark partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Tidemark competitors and assessment

Company assessment

Direct peers

  • Anaplan: Anaplan is a leading cloud-based enterprise planning platform offering connected planning across finance, sales, supply chain, and HR—directly competing with Tidemark in the EPM/FP&A category for enterprise finance teams.
  • Pigment: Pigment is an AI-native business planning platform serving finance and operations teams with scenario modeling and real-time collaboration—competing head-to-head with Tidemark for modern FP&A workloads.
  • Workday Adaptive Planning: Workday Adaptive Planning (formerly Adaptive Insights) is a cloud EPM solution tightly integrated with Workday Financials—a direct competitor and historically a strategic investor in Tidemark, creating both overlap and partnership dynamics.
  • OneStream: OneStream is a unified corporate performance management platform replacing Oracle Hyperion and SAP BPC for large enterprises—directly competing in the same enterprise EPM category as Tidemark.
  • Board: Board is a unified decision-making platform combining BI, planning, and simulation—targeting enterprise finance and operations teams with similar driver-based modeling and scenario planning capabilities as Tidemark.
  • Jedox: Jedox delivers enterprise performance management with integrated budgeting, planning, and forecasting on a unified Excel- and web-based platform—directly competing with Tidemark in mid-market and enterprise FP&A.
  • Prophix: Prophix is a corporate performance management vendor offering budgeting, forecasting, and financial consolidation—targeting mid-market and enterprise finance teams in the same EPM category as Tidemark.
  • Vena Solutions: Vena delivers native Excel-integrated corporate performance management for budgeting, planning, and forecasting—competing with Tidemark for finance teams that require familiar spreadsheet-based workflows.

Broad incumbents

  • Oracle EPM Cloud (Hyperion): Oracle's EPM Cloud suite (formerly Hyperion) is a broad incumbent offering planning, consolidation, and reporting natively inside Oracle Cloud ERP—overlapping with Tidemark's core EPM use cases for large enterprises.
  • SAP Analytics Cloud / SAP BPC: SAP Analytics Cloud and SAP BPC are native planning and analytics offerings embedded within the SAP ecosystem—competing directly with Tidemark's SAP integration story for SAP-centric enterprises.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Tidemark social profiles

Digital presence

Tidemark financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Tidemark leadership team

Management profile

Number of profiles

Profiles1 record

Tidemark funding detail

Funding detail

Funding overview

Funding rounds8 records

Investors7 records

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

Tidemark M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Tidemark

What does Tidemark do?

Tidemark provides an enterprise financial and operational planning (FP&A) software platform that combines driver-based modeling, workflow and approvals, real-time data access, and pre-built integrations to more than 140 ERP and EPM systems. The multi-tenant cloud solution is sold to mid-market and enterprise finance organizations for budgeting, forecasting, consolidations, and scenario planning.

Is Tidemark a public or private company?

Tidemark is a private company. It is classified as corporate owned and is currently operating.

When was Tidemark founded?

Tidemark was founded in 2009. It employs 101 to 250 people.

Where is Tidemark based?

Tidemark is headquartered in Redwood City, United States, in the North America region.

How does Tidemark make money?

One revenue line is on record: enterprise Software Subscription.

Who are Tidemark's main competitors?

Direct peers on record are Anaplan, Pigment, Workday Adaptive Planning, OneStream, Board, Jedox, Prophix and Vena Solutions. Broad incumbents are Oracle EPM Cloud (Hyperion) and SAP Analytics Cloud / SAP BPC.

Does Tidemark have an API?

No public API is recorded for Tidemark.

What industry is Tidemark in?

Tidemark's product category is Enterprise Performance Management (EPM) Software. Its primary akta.pro industry code is HDAEAEAK, Enterprise Performance Management (EPM) & FP&A Platforms. Its NAICS code is 5415 and its SIC code is 7372.

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Live signals
MostlymetricsOwning the Control PointThe article outlines three types of 'gravity'—data, workflow, and account—that define control points in Vertical Software As a Service (VSaaS) products, drawing on insights from Tidemark investor Dave Yuan. It argues that owning these control points enables vendors to expand into new workflows and drive multi-product growth within specific industries. The piece also includes promotional content for Brex's bill pay automation solution.TidemarkcapBuilding a Modern Go-To-Market Engine with Stephen DiorioStephen Diorio, managing director of the Revenue Enablement Institute, discusses the evolution of go-to-market strategies in an interview with Tidemark investor Blake Brown, highlighting a shift from brand-focused marketing to data-driven revenue operations. The conversation emphasizes the consolidation of fragmented sales and marketing technologies into unified platforms to improve efficiency and leverage customer data for growth.PR NewswireLongview anuncia la disponibilidad de su lanzamiento Otoño 2018Longview announced the general availability of its Longview Autumn 2018 software release, introducing significant updates to its Close, Plan, Tax, and Analytics product lines. Key features include integrated analytics powered by Tidemark, a new planning visualization canvas, and enhanced user interfaces designed to improve operational efficiency and strategic decision-making.PR NewswireLongview kündigt Verfügbarkeit des neuen Fall '18 Release anLongview Solutions announced the availability of its Fall '18 Release, a software update for its suite of business process optimization tools including Longview Close, Plan, Tax, and Analytics. The release introduces significant improvements in user experience, new visualization dashboards, and enhanced integration between Longview Analytics and Longview Plan powered by Tidemark. This update aims to support companies in maximizing performance and efficiency through better data analysis and operational transfer pricing capabilities.PR NewswireLongview annonce que sa version Fall '18 est maintenant disponibleLongview announced the general availability of its Fall '18 version across its entire product suite, including Close, Plan, Tax, and Analytics. The release introduces new features such as seamless integration between Analytics and Plan powered by Tidemark, enhanced visualization dashboards, process maps for Tax and Close modules, and a modernized user interface across the portfolio. The company stated that these improvements aim to accelerate closing, planning, tax, and analytics functions to help businesses maximize efficiency and performance.PR NewswireGartner positioniert Longview als Visionär im Gartner Magic Quadrant für Cloud Financial Planning & Analysis SolutionsLongview, a software provider specializing in Performance Management and tax reporting solutions, has been positioned as a Visionary in Gartner's 2018 Magic Quadrant for Cloud Financial Planning & Analysis Solutions based on the company's ability to execute and completeness of vision. The positioning is specifically tied to Longview Plan Powered by Tidemark, a cloud-based financial planning, forecasting, reporting, and analytics solution built on a born-in-the-cloud architecture. Gartner's Magic Quadrant positions vendors across four categories: Leaders, Challengers, Visionaries, and Niche Players.PR NewswireTidemark Named a Strong Performer in Enterprise Performance Management Report by Independent Research FirmTidemark announced it has been named a Strong Performer in the Forrester Research October 2016 report, The Forrester Wave: Enterprise Performance Management, Q4 2016, which evaluated 10 vendors across 36 criteria. The research firm recognized Tidemark for its differentiated technology stack leveraging Hadoop, SaaS, and in-memory analytics, as well as its strengths in visual and narrative reporting including storylines and Playbooks. The company cited working with brands such as Acxiom, Orange, Stanford University, and Veolia to transform finance and operations.FinSMEsTidemark Receives Investment from Marlin Equity PartnersTidemark, a Redwood City-based cloud business planning and enterprise analytics provider, received an undisclosed investment from Marlin Equity Partners. The capital will accelerate expansion into new geographies and markets. The company's EPM software is used by organizations including ENGIE, Valspar, and HubSpot.PR NewswireTidemark Accelerates Growth with New Investment from Marlin Equity PartnersTidemark, a cloud-based enterprise performance management software provider, announced the completion of a new investment from Marlin Equity Partners. The capital will be used to accelerate expansion into new geographies and markets, building on the company's reported growth of over 100% in annual recurring revenue and more than 30 new customer go-lives in the past year. Marlin Equity Partners, which manages over $3 billion in capital, cited Tidemark's technology and the broader transformation in enterprise decision-making as key factors driving the partnership.PR NewswireTidemark to Reveal the Formula For How Universities Can Forecast the True Cost of Educating Each Student at NACUBO 2016Tidemark announced its third consecutive appearance at the NACUBO 2016 annual meeting (July 16-19) in Montréal, Canada, where it will showcase its higher-education analytics and planning application at booth #303 and host a special dinner event for higher-education leaders. Research cited in the article indicates that more than half of colleges and universities find manual spreadsheets too time-consuming, with 73% seeking alternative planning and budgeting systems. The company, whose customers include institutions such as Brown, George Washington, Stanford, and the University of Miami, positions its cloud platform as a solution for universities seeking to improve budget cycles and gain operational visibility.