Excel Formação

What Excel Formação does

Excel Formação is a Portuguese B2B corporate training and consultancy firm headquartered in Taguspark, Oeiras, that designs and delivers fully customized training programs in sales, negotiation, leadership and people management, communication and influence, personal performance, gamification, and on-the-job (Treino On-Job) coaching. The company was founded in 1998 and reports 27+ years of continuous operation, with cumulative outputs of 170,000+ professionals trained and 35,000+ training days delivered across multiple sectors.

Its core offering combines diagnostic-led program design with proprietary methodologies, including the '10 Principles of Influence' framework, an adaptive gamification engine with algorithm-driven question sequencing, and field-based coaching embedded in client operations. Programs are delivered in-person, online, or hybrid. The product portfolio spans six training categories plus Excel Digital (an online learning platform), Digital Power (social-media and digital communications training delivered with Yellow Pages), and Formação em Teletrabalho (remote-work training). Notable proprietary assets include the DGERT government certification as an authorized Portuguese training entity.

Excel Formação generates revenue through quote-based professional-services contracts sold via a consultative, direct enterprise sales motion. Its customer base is concentrated in Portugal with international delivery in Brazil, Angola, Spain, the United Kingdom, and Italy, and includes enterprise logos such as Nestlé, PepsiCo, Pingo Doce/Jerónimo Martins, Worten, Mondelēz, Vodafone, Domino's Pizza, Chupa-Chups, and GrandVision. Strategic partnerships with Universidade Católica Portuguesa, Business Retreats, Banco Alimentar Contra a Fome, and neuromarketing specialist Fernando Rodrigues extend its content credibility and social-impact positioning.

Name

Excel Formação

Legal name

Excel Formação

Website

https://excelformacao.pt

Company type

Private

Founded year

1998

Operating status

Operating

Short description

Excel Formação is a Portuguese B2B corporate training consultancy that designs and delivers customized programs in sales, leadership, communication, and management for enterprise clients across Portugal, Brazil, Angola, Spain, the UK, and Italy.

Ownership category

akta.pro rank

Headquarters

HQ city

Oeiras

HQ country

Portugal

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Corporate Training Programs: Customized business training programs delivered to corporate clients in areas such as sales, negotiation, leadership, communication, and performance. Programs are tailored to each company's specific needs and delivered in-person, online, or hybrid formats.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Excel Formação designs and delivers customized corporate training programs in sales, negotiation, leadership, people management, communication, influence, personal performance, and gamification. Programs combine classroom learning, gamified digital experiences, and on-the-job coaching delivered in the client's own operating environment, available in in-person, online, and hybrid formats. Each engagement begins with a tailored needs diagnosis and produces a customized curriculum priced per project.

Product overview

Excel Formação is a corporate training company offering customized training programs across six core areas: Sales & Negotiation, Leadership & People Management, Personal Performance, Gamification, On-the-Job Training, and Communication & Influence. The company also provides digital services through Excel Digital (an online learning platform) and specialized offerings including Digital Power for digital communication and engagement, and Teleworking Training. Programs are delivered in-person, online, or hybrid formats, with a strong emphasis on practical, on-the-job application and tailored content for each client's needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Vendas e Negociação (Sales and Negotiation) Customized training programs focused on increasing sales results, improving customer relationships, and boosting conversion rates for commercial teams. Targets enterprise sales forces and customer service functions seeking to improve negotiation, closing, and account management capabilities.
• Liderança e Gestão de Pessoas (Leadership and People Management) Customized leadership development programs that train leaders to lead more effectively, communicate better, and generate greater sense of mission and team productivity. Designed for managers, team leaders, and executives responsible for organizational alignment and people management outcomes.
• Performance Pessoal (Personal Performance) Individual performance programs that develop focus, productivity, and resilience to improve personal and professional performance. Targets individual contributors and managers seeking better time management, concentration, and personal effectiveness.
• Gamification Custom gamification solutions applied to training that increase engagement and retention through game-based learning mechanics. Includes adaptive algorithm-driven question sequences personalized to each trainee's evolution, with customized imagery and content tailored to each client.
• Treino On-Job (On-the-Job Training) Practical on-the-job training programs conducted directly in the field, working alongside collaborators to reinforce behaviors, sales techniques, and alignment with excellence standards. Includes feedback loops and coaching to ensure knowledge transfer to daily operations.
• Influência e Comunicação (Communication and Influence) Customized communication and influence programs that develop persuasion skills, communication effectiveness, and professional impact within organizations. Based on the proprietary 10 Principles of Influence framework incorporating behavioral science and loss aversion.
• Excel Digital Digital tools platform providing online training courses and digital resources for professional development. Supports blended and self-paced learning as a complement to instructor-led programs.
• Digital Power Digital communication and engagement service combining social media strategy, training content delivery, and internal/external communication dynamics for organizations. Delivered in partnership with Yellow Pages (digital marketing agency) as the digital execution arm.
• Formação em Teletrabalho (Teleworking Training) Telecommuting training program including synchronous webinars, individual coaching sessions, and gamification components designed to improve productivity and engagement in remote work contexts.

Quantifiable outcome

• 170,000+ professionals developed across different sectors
• +4 more outcomes

Named customers15 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Universidade Católica Portuguesa (UCP)coreStrategic or Co-development PartnerPartnership with UCP combines scientific rigor from the Catholic University with Excel Formação's practical training approach. Programs integrate academic methodology with hands-on commercial applications.
• Business RetreatscoreStrategic or Co-development PartnerPartnership for creating training retreats featuring international speakers and experts in management, innovation, marketing, and leadership. Examples include Ken Schmidt (former Harley-Davidson) and Jake Knapp (former Google).
• Banco Alimentar Contra a FomecoreStrategic or Co-development PartnerSocial partnership through 'Liderança de Ação' (Action Leadership) program. Part of client investment is converted to donations to Banco Alimentar. Isabel Jonet, President of the Federation of Portuguese Food Banks, participates in the program's Advisory Council.
• Fernando Rodrigues (Neuromarketing Specialist)minorStrategic or Co-development PartnerCollaboration with neuromarketing specialist Fernando Rodrigues, author of 'The Influence of Neuromarketing on Decision-Making Processes'. Adds scientific content to sales, negotiation, and leadership training programs.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Cegos: Global corporate training and consultancy headquartered in France, operating across Europe, Latin America, Africa, and Asia. Direct competitor in customized enterprise training for sales, leadership, and management — comparable business model and multinational delivery footprint to Excel Formação.
• BTS: Global consultancy specializing in sales force effectiveness, leadership development, and strategy simulation-based learning. Directly comparable in offering customized experiential training programs to enterprise clients across multiple industries.
• Dale Carnegie Training: Long-established global provider of sales, leadership, and communication training delivered through a franchise network. Closely comparable in curriculum focus on sales training, communication, and people management for corporate clients.
• Mercuri International: European-headquartered sales training and performance consultancy with operations across EMEA. Directly comparable as a customized B2B sales training provider with a similar consultative delivery model and geographic concentration in Europe.
• GP Strategies: Global performance improvement company providing customized corporate training, sales enablement, and learning outsourcing. Directly comparable in delivering tailored B2B training programs to multinational enterprises with measurable performance outcomes.
• DDI (Development Dimensions International): Global leadership development firm offering customized leadership training, assessment, and selection solutions. Closely comparable in leadership and people management training delivered to enterprise clients across multiple sectors.
• Wilson Learning: Global provider of sales, leadership, and employee effectiveness training with a research-based methodology. Comparable in delivering customizable enterprise training programs with a strong sales and leadership development focus.
• Sandler Training: Global sales, management, and leadership training franchise network. Comparable in B2B sales training methodology and customized coaching-based delivery, with a similar consultative engagement model.

Broad incumbents

• Korn Ferry: Global organizational consulting firm with a significant leadership and professional development training division. Comparable as a broader incumbent offering overlapping leadership and sales capability programs alongside talent management services.

Others

• Keller Williams (MAPS Coaching / Training Division): Large real estate franchise with an in-house leadership, sales, and coaching training infrastructure for its global agent network. Adjacent comparable as a large-scale example of internal sales/leadership training systems and methodologies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/excelformacao

Compliance1 record

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 Excel Formação