InVizion

What InVizion does

InVizion is a privately-held U.S. software company that builds a capital planning platform for water utilities, federal agencies, and other asset-intensive organizations managing large, multi-year capital programs. Founded in 2013 and headquartered in Knoxville, Tennessee, the company operates as a division of Pro2Serve Inc. and employs between 11 and 50 people. Its product replaces spreadsheet-based capital planning workflows with a unified platform that consolidates capital priorities, costs, revenue, and funding, supports what-if scenario analysis, and applies scored prioritization criteria to produce defensible, board-ready decisions. Documented outcomes include a 40% reduction in annual planning cycle time, 20X faster scenario analysis versus traditional methods, and $2 billion in documented cost avoidance on a single federal agency portfolio.

The platform integrates with major enterprise systems including SAP, Oracle Hyperion, PowerPlan, and legacy environments, allowing it to serve as the system of record for capital programs at large enterprises. Notable deployments include an 8+ year engagement with a Top 5 Investor-Owned Utility managing a $17 billion, 6-year rolling capital plan with $3 billion in annual capex, and a U.S. Federal Agency managing a $15 billion portfolio across 660+ projects in a 34-year program. In aggregate, $20 billion in capital program budgets are reportedly managed on the platform.

InVizion sells via a direct enterprise field sales motion targeting capital program leaders, supported by case-study-driven content marketing and a LinkedIn presence. Revenue is generated through subscription-based SaaS contracts with custom quote-based pricing and annual billing cadence. Pricing is not publicly disclosed, consistent with an enterprise sales motion for complex, high-value deployments that include implementation services and deep system integration.

Name

InVizion

Legal name

Invizion LLC

Website

https://invizionllc.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

InVizion provides a subscription-based capital planning platform that replaces spreadsheet workflows for water utilities, federal agencies, and asset-intensive organizations managing multi-year capital programs. It offers unified financial planning, what-if scenario analysis, and scored prioritization with ERP system integration.

Ownership category

akta.pro rank

Product category

Enterprise Capital Planning Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Capital Planning, Portfolio Prioritization & Funding (EUANALAB)

Keywords

• Capital planning software
• Scenario analysis platform
• Utility capital planning
• Infrastructure investment planning
• Capital program management

Headquarters

HQ city

Bala Cynwyd

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, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Enterprise Software Platform Subscription: Subscription-based SaaS platform for capital planning. The platform serves as a system of record for capital programs with annual planning cycles, suggesting recurring subscription revenue from enterprise customers.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Invizion sells a SaaS capital planning platform that replaces fragile, manual spreadsheet processes with scenario-based optimization. The platform unifies capital priorities, costs, revenue, and funding in a single system of record and delivers what-if scenario analysis, scored project prioritization, and integrations with enterprise financial and asset systems. It is targeted at water utilities, federal agencies, and other asset-intensive organizations running large, multi-year capital programs.

Product overview

Invizion is a single, unified capital planning platform that replaces fragmented spreadsheet-based processes. The core product is the Invizion Capital Planning Platform, which provides scenario-based optimization, unified capital and financial planning, what-if scenario analysis, and scored prioritization capabilities. The platform integrates with enterprise systems including SAP, Oracle Hyperion, PowerPlan, and legacy systems to serve as the system of record for capital programs.

Differentiator

Problem solved

Functional benefit

Products and services

• Invizion Capital Planning Platform

Quantifiable outcome

• 40% reduction in annual planning cycle time
• +3 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• SAPcoreTechnology or IntegrationEnterprise system integration partner. The InVizion platform integrates with SAP as part of enterprise deployments at major utility customers, serving as the capital planning backbone alongside other enterprise systems.
• Oracle HyperioncoreTechnology or IntegrationEnterprise financial planning system integration. InVizion integrates with Oracle Hyperion for financial planning and budgeting capabilities in enterprise capital planning deployments.
• PowerPlancoreTechnology or IntegrationEnterprise asset investment planning integration. InVizion integrates with PowerPlan as part of the capital planning platform ecosystem for enterprise utility customers.

Scale indicators8 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Copperleaf (Hexagon): Asset investment planning and capital planning software purpose-built for utilities and infrastructure operators. Closest direct competitor to InVizion, offering scenario analysis, prioritization, and capital program optimization for the same electric, water, and gas utility buyer.
• PowerPlan: Asset and tax accounting, capital planning, and regulatory solutions for utilities. PowerPlan is integrated into InVizion deployments but is itself a competing capital planning platform serving the same investor-owned and municipal utility market.

Broad incumbents

• Oracle Primavera Unifier: Project portfolio management and capital program planning within Oracle's broader utilities and EPM suite. Overlaps with InVizion on scenario planning and capital project governance, but is part of a much wider Oracle portfolio rather than a specialized capital planning tool.
• SAP Project Systems (SAP PS): Native project and capital project management module inside SAP S/4HANA used by large utilities. Competes indirectly with InVizion by offering capital planning within the existing SAP backbone that InVizion integrates with, particularly for enterprises seeking to consolidate vendors.
• IBM Maximo Application Suite: Enterprise asset management platform widely deployed at utilities and federal agencies for infrastructure and capital asset lifecycle management. Overlaps with InVizion at the asset investment planning and capital program governance layers.
• Honeywell Forge (Connected Plant / EAM): Enterprise asset management and capital planning suite within Honeywell's utilities and industrial software portfolio. Competes with InVizion on capital program prioritization and scenario modeling for large utilities, embedded within a broader industrial software stack.

Emerging players

• Brightly Software (Asset Essentials): Asset management and capital planning software for utilities, municipalities, and asset-intensive organizations. Competes at the intersection of asset lifecycle and capital planning, with overlapping use cases in long-horizon capital program management.
• Cassini: Decision analytics and scenario planning platform for capital projects, focused on helping owners evaluate trade-offs across portfolios. Comparable to InVizion's what-if scenario analysis capabilities but with a lighter footprint and broader cross-industry positioning.
• Mainsaver: CMMS and asset management software with capital planning capabilities, primarily serving municipal water and wastewater utilities. Comparable buyer (municipal/IOU utilities) and overlapping capital planning use cases, though typically at smaller scale than InVizion deployments.
• Accruent (LT Capital Planning): Real estate and asset-centric capital planning software with utilities and infrastructure exposure. Provides comparable multi-year capital program forecasting and prioritization capabilities, though positioned more toward facility and real estate asset classes.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/invizion-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about InVizion