- CEO
- Sean Nathaniel
- Full Time Employees
- 760
- Sector
- Technology
- Industry
- Software - Application
- Address
- 900 South Capital of Texas Highway Austin TX United States of America 78701-3788
- IPO Date
- Nov 6, 2014
- Business
- Upland Software, Inc. is a cloud-based enterprise work management software company headquartered in Austin, Texas, founded in 2006. The company offers a broad portfolio of over 25 integrated cloud software products designed to increase revenue, reduce costs, and deliver immediate enterprise value. Key product categories include project and portfolio management; professional services automation; AI-powered knowledge management; content lifecycle automation; document capture and workflow automation; digital engagement; customer experience management; and sales productivity tools. Notable products and brands include Upland Kapost for content operations management; Upland FileBound for document and workflow automation; Qvidian for AI-driven RFP response and sales proposal automation; Panviva for AI-powered knowledge management in regulated industries; PowerSteering for project and portfolio oversight; and InterFAX for secure cloud fax services.
In the last two years, Upland Software has executed strategic growth through both organic initiatives and acquisitions with a focus on expanding AI capabilities and digital transformation solutions. Major recent changes include successful refinancing of debt extending maturity to 2031, securing enhanced liquidity, and adding a $30 million revolving credit facility to support growth. The company welcomed 100 new customers and expanded engagements with 263 existing customers in 2025. Additionally, Upland launched integrations such as Upland Ingenious with ServiceNow and introduced AI enhancements in its product lines, notably in sales proposal automation and customer service knowledge management. Upland also maintains an active acquisition strategy, having acquired specialized firms like BA Insight, Objectif Lune, Panviva, Localytics (mobile app personalization), and BlueVenn (customer data platform), which together augment its AI-powered enterprise offerings.
Upland primarily serves enterprise customers across various industries including professional services, government, and highly regulated sectors, operating globally with over 10,000 customers. The company’s solutions target digital workflow optimization, customer engagement, knowledge management, and automation to help businesses align goals, optimize collaboration, and accelerate digital transformation. Upland’s emphasis on AI-driven innovation and cloud software integration positions it as a key player in enterprise work management software markets. Its partnership with private equity firm HGGC since 2022 provides strategic and operational support for continued expansion through both organic growth and acquisitions.
Overall, Upland Software is a comprehensive enterprise cloud software provider with a robust product suite in project management, workflow automation, AI-enabled customer service, and sales productivity, underpinned by recent financial strengthening and AI technology enhancements designed to drive customer value and market expansion.