Counterpart

What Counterpart does

Counterpart (legal entity: Counterpart Software Inc.) is a privately held Canadian-headquartered software company that develops and sells Counterpart Insight, a cloud-based intelligent project portfolio management (PPM) platform targeted at Project Management Offices (PMOs) and portfolio leaders in mid-market and enterprise organizations. The platform unifies project scoring and prioritization (against ROI, risk, and strategic fit), resource and capacity planning with a drag-and-drop Resource & Capacity Planner, a Portfolio Hub that replaces spreadsheet-based portfolio tracking, smart workflow automation, and dynamic executive reporting, alongside Resource Scheduling and Dynamic Timesheets modules. The product is delivered as a single integrated PPM application rather than a suite of standalone tools.

Counterpart operates a SaaS business model with three annual subscription tiers — Starter (up to 10 users), Pro, and Elite — sold at undisclosed quote-based prices that scale with PMO maturity from initial setup to enterprise-level complexity. The go-to-market combines a direct enterprise field sales motion anchored on 30-minute discovery calls and tailored product demos, inside sales phone support in the US and UK, and a content-led funnel built on a blog, whitepapers, the "PMO in 90 Days" guide, and customer case studies; no channel partners or marketplace listings are used. The named customer base is small and cross-vertical — property consultancy (JTC), healthcare (NHS Trust), IT infrastructure (Cymbalstream), business process consulting (Convedo), an unnamed large energy supplier, and an unnamed mid-market software firm (Peachy) — plus local government.

Operationally, the company is remote-first with 11-50 employees, dual offices in Surrey, British Columbia (Canadian headquarters) and London (European headquarters), and active operations across Canada, the US, and the UK as of 2025-2026. The company is GDPR- and CCPA-compliant, has committed to Net-Zero emissions by 2050 via the Government of Canada's Net-Zero Challenge, and has not disclosed any external funding, M&A activity, or institutional ownership.

Name

Counterpart

Legal name

Counterpart Software Inc.

Website

https://counterpart.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Counterpart is a privately held Canadian SaaS company that provides Counterpart Insight, a cloud-based project portfolio management platform enabling PMOs and project teams to prioritize initiatives, allocate resources, and produce executive reporting for mid-market and enterprise organizations.

Ownership category

akta.pro rank

Product category

Project Portfolio Management Software

NAICS

Computer Systems Design and Related Services (5415), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Prepackaged Software (7372), Services-Management Consulting Services (8742)

akta.pro primary industry

Program & Portfolio Management (PPM) (EDABAHAB)

akta.pro secondary industries

Program & Project Management (PMO) Consulting (BPAHACAL), Data & Metrics for PM/PPM (Analytics, KPIs, Experimentation) (EDABAHAL)

Keywords

• Project portfolio management
• PMO software
• Resource capacity planning
• Project prioritization software
• Portfolio visibility dashboards

Headquarters

HQ city

Surrey

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription (Starter, Pro, Elite tiers): Cloud-based PPM software sold as subscription with tiered pricing based on users and feature sets. Starter edition includes up to 10 users with core resource and project management. Pro adds dynamic reporting, strategic planning, and advanced resource calendar. Elite includes timecards, threshold management, decision matrix, and multi-currency support.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Counterpart sells Counterpart Insight, a cloud-based intelligent Project Portfolio Management (PPM) SaaS platform that helps PMOs and project teams prioritize initiatives by ROI, risk, and strategic fit, allocate resources with real-time capacity visibility, and produce executive-ready reporting. The platform is delivered as an annual subscription across three tiers — Starter (up to 10 users, core project/resource/reporting), Pro (adds dynamic reporting, strategic planning, advanced resource calendar), and Elite (adds timecards, threshold management, decision matrix, multi-currency support).

Product overview

Counterpart is a single, unified cloud-based intelligent project portfolio management (PPM) platform designed to help PMOs and project teams prioritize the right projects, align resources, and drive measurable results. The platform is delivered through three tiered subscription plans (Starter, Pro, Elite) that build upon each other, with the core Counterpart Insight module providing resource scheduling, dynamic timesheets, KPI tracking, and real-time portfolio visibility. Key integrated capabilities include capacity planning, resource allocation, project scoring based on ROI/risk/strategic value, smart workflows, and customizable reporting dashboards. The Resource & Capacity Planner is a core feature module offering drag-and-drop workload visualization and rebalancing.

Differentiator

Problem solved

Functional benefit

Brands

• Counterpart Insight: Project Portfolio Management (PPM) platform providing project management, resource planning, and portfolio visibility solutions.

Products and services

• Counterpart Insight Cloud-based intelligent Project Portfolio Management (PPM) platform for PMOs and project teams, providing project scoring based on ROI/risk/strategic fit, real-time resource scheduling with calendar availability checks, dynamic timesheets, smart workflows, and customizable KPI dashboards. Delivered as a SaaS subscription in three tiers (Starter, Pro, Elite).

Quantifiable outcome

• 28% reduction in wasted spending on non-strategic projects

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Asana: Asana is a work and project management platform with portfolio and resource features added in recent years; it competes with Counterpart for PMO and project team buyers, particularly at the mid-market tier.
• Wrike: Wrike is a work management and project portfolio platform with portfolio planning, resource management, and reporting features that overlap directly with Counterpart Insight. Both target PMO-style buyers and mid-market through enterprise customers with similar SaaS pricing structures.
• Monday.com: Monday.com is a broadly adopted work management platform with project tracking, resource planning, and dashboards — competing with Counterpart for the same PMO and project team use cases, though at substantially larger scale.
• Smartsheet: Smartsheet is a SaaS platform for project management, resource management, and portfolio reporting, with PMO-specific capabilities and tiered enterprise offerings that closely mirror Counterpart's positioning.
• Celoxis: Celoxis is a project portfolio management platform offering resource scheduling, timesheets, project tracking, and executive dashboards — directly comparable to Counterpart's Starter/Pro/Elite feature stack.
• Sciforma: Sciforma provides PPM software for portfolio prioritization, resource management, and demand planning, targeting PMOs in mid-market and enterprise — overlapping materially with Counterpart's buyer profile.
• Planview: Planview is a dedicated PPM/portfolio management suite focused on strategic planning, resource capacity, and project prioritization — one of the closest direct competitors to Counterpart Insight's PMO-centric feature set.

Emerging players

• Hive: Hive is an emerging collaborative project management platform with resource planning, timesheets, and project tracking features that partially overlap with Counterpart Insight, though generally targeting smaller and more creative-leaning teams.

Broad incumbents

• Adobe Workfront: Adobe Workfront is an enterprise work management and PPM platform within Adobe's broader experience cloud, competing with Counterpart for large enterprise PMO buyers, particularly in marketing operations.
• Microsoft Project / Planner: Microsoft Project and the Planner/Project Online suite are broadly deployed enterprise PPM tools within the Microsoft 365 ecosystem, often serving as the default incumbent that buyers evaluate Counterpart against.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/Counterpartppm
• Facebookfacebook.com/counterpartppm
• LinkedInlinkedin.com/company/counterpartsolutions

Compliance2 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&A

Investments

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

Frequently asked questions about Counterpart