ClearPoint Strategy
ClearPoint Strategy provides cloud-based strategy execution software that replaces spreadsheet-based strategic planning with real-time KPI tracking, automated reporting, dashboards, and an AI-powered planning assistant. The platform serves 15,000+ users across government, healthcare, financial services, education, manufacturing, utilities, and enterprise organizations via annual subscriptions.
- Company typePrivate
- Founded2008
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ClearPoint Strategy does
ClearPoint Strategy, founded in 2008 and headquartered in Arlington, Virginia, is a privately held SaaS provider of strategy execution and management reporting software. The platform replaces spreadsheet-driven strategic planning by giving organizations a unified workspace to translate strategic plans into monthly and quarterly objectives, measures, and initiatives, with real-time KPI tracking, automated reporting, and project management with dependencies and deadlines. The product is organized around four solution modules — Strategic Planning, Business Reporting, Dashboards & Visualization, and Project Management — augmented by the AI Strategy Assistant (natural-language query, KPI benchmarking, and custom plan generation) and a ClearPoint Data Loader for spreadsheet migration.
The underlying technology is a cloud-based platform with built-in workflow automation (scheduled workflows, status evaluations, automated alerts, briefing book exports), real-time auto-refreshing dashboards, and integrations with enterprise data and operations tooling including Power BI, Tableau, Snowflake, SQL Server, Oracle, HubSpot, Jira, Monday.com, QuickBooks Online, Google Analytics, and Excel. Security is anchored by SOC2 Type 2 certification. ClearPoint has also productized a proprietary data asset: analysis of 20,582+ strategic plans across 8 years and 31M+ records, which powers peer benchmarking within the AI assistant and underpins the externally published 2026 Strategic Planning Report.
ClearPoint's revenue model is annual SaaS subscription with quote-based enterprise pricing, non-profit discounts available, and no public price points. Go-to-market combines enterprise direct sales (tailored demos with live report builds using prospect data) with a product-led self-serve tour for mid-market evaluation. The customer base of 15,000+ users spans seven named verticals: local and state government, hospital systems and healthcare networks, regional banks and credit unions, school districts, global manufacturers, utilities and energy providers, and multinational enterprises. Named customers include Banco de la Provincia de Cordoba, the Choctaw Nation, Carilion Clinic, and UNFCU. The company remains privately held with no disclosed external funding and is led by co-founders Dylan Miyake and Ted Jackson.
ClearPoint Strategy firmographics
Firmographics- Name
- ClearPoint Strategy
- Legal name
- ClearPoint Strategy
- Website
- https://ClearPointStrategy.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ClearPoint Strategy provides cloud-based strategy execution software that replaces spreadsheet-based strategic planning with real-time KPI tracking, automated reporting, dashboards, and an AI-powered planning assistant. The platform serves 15,000+ users across government, healthcare, financial services, education, manufacturing, utilities, and enterprise organizations via annual subscriptions.
- Ownership category
- akta.pro rank
ClearPoint Strategy industry classification
Industry- Product category
- Strategy Execution Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Data Monetization & Data Products Services (BPAEAHAL)
Keywords
Where ClearPoint Strategy is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ClearPoint Strategy business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription: SaaS subscription model with per-user pricing. Enterprise tiers require custom quotes. Subscription covers access to all core features including dashboards, reporting, automation, and AI assistant.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise tier with custom pricing |
| Subscription | Annual | Quote-based pricing tailored to organization |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
ClearPoint Strategy product offering
Product offeringCore offering
ClearPoint Strategy is a cloud-based SaaS strategy execution platform that helps organizations replace spreadsheet-based strategic planning with structured monthly/quarterly objectives, measures, and initiatives. The platform delivers automated reporting, real-time KPI dashboards, project management, AI-powered strategy assistance, and guided migration from Excel. It is sold as a per-user subscription to enterprise and public-sector organizations across government, healthcare, financial services, education, manufacturing, utilities, and other sectors.
Product overview
ClearPoint Strategy is a single, unified strategy execution software platform that transforms strategic plans into actionable work through monthly/quarterly objectives, measures, and initiatives. The core ClearPoint Strategy platform integrates four key modules: Strategic Planning (for breaking down plans into actionable work), Business Reporting (for automated report generation and distribution), Dashboards & Visualization (for scorecards and real-time data views), and Project Management (for managing initiatives aligned to strategy). The platform also includes built-in AI capabilities through the ClearPoint AI Strategy Assistant for natural language querying, the ClearPoint Data Loader for spreadsheet migration, and automated workflow features including scheduled workflows, status evaluations, automated alerts, and briefing book exports. The platform serves industries including local government, healthcare, financial services, education, manufacturing, and enterprise organizations.
Differentiator
Problem solved
Functional benefit
Products and services
- ClearPoint Strategy Platform Cloud-based SaaS strategy execution platform that transforms strategic plans into actionable monthly/quarterly objectives, measures, and initiatives with real-time tracking, automated reporting, KPI dashboards, project management, and an AI Strategy Assistant. Sold on a per-user subscription basis to enterprise and public-sector organizations.
- Guided Data Migration Assisted service that helps organizations migrate existing strategy and KPI data from spreadsheets into the ClearPoint platform while preserving structure, reducing onboarding friction and switching costs.
Quantifiable outcome
- Users save an average of 89 hours per report by eliminating manual work through automations
- +3 more outcomes
Companies that use ClearPoint Strategy
Customer profileNamed customers5 records
Segments7 records
Ideal customer profiles7 records
ClearPoint Strategy technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability4 records
Feature6 records
ClearPoint Strategy partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- Power BIcoreSeamless integration with Microsoft Power BI for enhanced data visualization and BI capabilities within ClearPoint strategy execution platform.
- SnowflakecoreIntegration with Snowflake cloud data platform enabling data warehousing and analytics capabilities for strategy reporting.
- SQL ServercoreMicrosoft SQL Server integration for database connectivity and data management within the ClearPoint platform.
- TableaucoreTableau integration for advanced data visualization and analytics within ClearPoint dashboards.
- Microsoft ExcelcoreExcel integration for data import/export and spreadsheet-based workflow migration to ClearPoint.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
ClearPoint Strategy competitors and assessment
Company assessmentBroad incumbents
- insightsoftware: insightsoftware offers a broad portfolio of EPM, FP&A, and reporting solutions (including strategic reporting) for the Office of the CFO. It overlaps with ClearPoint's financial reporting and KPI tracking capabilities across enterprise finance teams.
- Anaplan: Anaplan is a large connected-planning platform used for strategic and operational planning. It competes with ClearPoint on enterprise planning, KPI tracking, and scenario modeling inside large organizations.
- Atlassian (Jira Align): Atlassian's Jira Align extends its developer/work-management suite into enterprise agile and strategy execution. It overlaps with ClearPoint's project-management and strategic-alignment modules and benefits from a massive installed base.
- SAP Analytics Cloud / SAP BPC: SAP's analytics and EPM offerings provide enterprise planning, reporting, and KPI tracking integrated with the SAP ecosystem. They compete for large enterprises that may otherwise adopt a best-of-breed tool like ClearPoint.
- Workiva: Workiva is a larger, publicly-traded reporting and compliance platform serving enterprise GRC, financial reporting, and ESG. It overlaps with ClearPoint's reporting and stakeholder-disclosure use cases and competes for similar regulated buyers.
- monday.com: monday.com is a broad work management platform increasingly expanding into strategy execution, OKRs, and portfolio dashboards. It competes for the same mid-market and enterprise buyers and bundles into a much larger product suite.
Direct peers
- AchieveIt: AchieveIt provides strategy execution and reporting software for healthcare, banking, and government — overlapping directly with ClearPoint's core verticals and use cases (plan management, automated reporting, dashboards).
- WorkBoard: WorkBoard is a direct competitor offering OKR and strategy execution software for enterprises. It targets the same buyer (strategy/PMO leaders) with overlapping functionality in goal tracking, dashboards, and AI-assisted recommendations.
- Quantive (formerly Gtmhub): Quantive (formerly Gtmhub) is a SaaS OKR/strategy execution platform with AI-driven insights and benchmark recommendations. It is a direct competitor on goals, KPIs, dashboards, and AI-powered strategy assistance.
- Prophix: Prophix delivers CPM/FP&A and performance management software with planning, budgeting, reporting, and dashboards — directly overlapping ClearPoint's strategy-to-execution reporting stack, particularly in financial services and mid-market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
ClearPoint Strategy social profiles
Digital presenceClearPoint Strategy compliance and trust
Trust signalCompliance1 record
ClearPoint Strategy financial estimates
Financial estimateRevenue estimate
Valuation estimate
ClearPoint Strategy leadership team
Management profileNumber of profiles
Profiles4 records
ClearPoint Strategy funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ClearPoint Strategy 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 ClearPoint Strategy
What does ClearPoint Strategy do?
ClearPoint Strategy is a cloud-based SaaS strategy execution platform that helps organizations replace spreadsheet-based strategic planning with structured monthly/quarterly objectives, measures, and initiatives. The platform delivers automated reporting, real-time KPI dashboards, project management, AI-powered strategy assistance, and guided migration from Excel. It is sold as a per-user subscription to enterprise and public-sector organizations across government, healthcare, financial services, education, manufacturing, utilities, and other sectors.
Is ClearPoint Strategy a public or private company?
ClearPoint Strategy is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ClearPoint Strategy founded?
ClearPoint Strategy was founded in 2008. It employs 11 to 50 people.
Where is ClearPoint Strategy based?
ClearPoint Strategy is headquartered in Boston, United States, in the North America region.
How does ClearPoint Strategy make money?
One revenue line is on record: software Subscription.
Who are ClearPoint Strategy's main competitors?
Broad incumbents on record are insightsoftware, Anaplan, Atlassian (Jira Align), SAP Analytics Cloud / SAP BPC, Workiva and monday.com. Direct peers are AchieveIt, WorkBoard, Quantive (formerly Gtmhub) and Prophix.
Does ClearPoint Strategy have an API?
No public API is recorded for ClearPoint Strategy.
What industry is ClearPoint Strategy in?
ClearPoint Strategy's product category is Strategy Execution Software. Its primary akta.pro industry code is BPAEAHAL, Data Monetization & Data Products Services. Its NAICS code is 513210 and its SIC code is 7372.