Upland Software, Inc.

Upland Software, Inc.

Upland Software, Inc.

Date Founded



Frost Tower,401 Congress Avenue,Suite 1850,Austin, TX 78701-3788

Type of Company


Employees (Worldwide)



Computer Software
Other Business & Consulting Services
IT Consulting & Services
Holding Companies
Internet Software & Services

Company Description

Upland Software, Inc. engages in the provision of cloud-based enterprise work management software applications for the information technology, marketing, finance, professional services, and process functions within organizations. Its applications address enterprise work challenges in the following categories: Project & Information Technology Management, Workflow Automation, and Digital Engagement. The company was founded by John T. McDonald in July 2010 and is headquartered in Austin, TX.

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Executives & Employees

Chairman & Chief Executive Officer

Chief Operating Officer & President

Chief Technology Officer & Senior Vice President

Chief Customer Officer & Senior Vice President

Chief Financial Officer, Principal Accounting Officer, Treasurer & Corporate Secretary

Senior Vice President & General Counsel

General Manager

Senior Director, Product & Customer Success


Director of Product Marketing

Board of Directors

Co-Founder at LKCM Funds

Former Chief Executive Officer, Lombardi at International Business Machines Corporation

Professional at Cadiz, Inc.

Co-Founder at CSIdentity Corp.

Paths to Upland Software, Inc.
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Upland Software, Inc.
Owners & Shareholders
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Kore Private Wealth LLC, part of Kore Holdings LLC, is a company headquartered in New York, NY. The firm provides investment advice. It was founded in 2018.

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Kleinheinz Capital Partners (KCP) manages a global macro hedge fund. Assets are primarily equity issues (both long and short) but also include emerging and developed market debt issues. The firm invests globally primarily in the stocks of large-cap companies in the electronic technology, finance and energy minerals sectors. KCP maintains a high turnover rate

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PCM applies fundamental analysis to evaluate investment opportunities for their clients and generally seeks to identify undervalued companies with improving fundamentals. They place heavy emphasis on analyzing the long-term future earnings power of a company relative to its current valuation in the market. The elements that the firm seeks in investment opportunities include value, quality businesses, distressed, contrarian, management, improving businesses, growth companies, special situations, leaders and simple businesses. PCM uses internally developed research, including primary contact with companies' senior management.

Recent Transactions
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Upland Software, Inc. issued USD Common Stock

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Upland Software, Inc. purchases Postup /Texas from Transition Capital Partners Ltd.

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Upland Software, Inc., Powerstreeing Software Ltd. purchase Adestra Ltd. from Business Growth Fund Ltd

Insider Transactions
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Transaction Advisors
Legal Advisor

Advised onUpland Software, Inc. purchases Upland Software VI LLC

Legal Advisor

Advised onUpland Software, Inc. issued USD Common Stock


Advised onUpland Software, Inc. issued USD Common Stock

Legal Advisor

Advised onUpland Software, Inc. purchases Interfax Communications Ltd.

Managing Director

Advised onUpland Software, Inc. issued USD Common Stock

Managing Director, Head of New York Investment Banking

Advised onUpland Software, Inc. issued USD Common Stock

Advisors & Consultants
Legal Advisor

Former Partner at Wilson Sonsini Goodrich & Rosati PC


Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. The firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Key Stats and Financials As of 2018
Market Capitalization
Total Enterprise Value
Earnings Per Share
Enterprise Value Sales
Net Profit
Total Equity
Total Debt
Debt TEV
TEVNet Income
Enterprise Value EBITDAOperating
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Kensington Capital Ventures LLC (Kensington Capital) invests in direct investments ranging from early to later stage growth deals, fund managers and fund types ranging from seed to buyout and prefer to focus our efforts on funds under $1B. The firm focuses on investments in consumer, technology and healthcare located in the USA, Europe, Asia and South America.

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General Partner at Commonwealth Capital Ventures

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Austin Ventures focuses on investments in seed and rapid growth technology companies in several sectors including: (1) Business Services & Supply Chain (2) Financial Services (3) New Media, Internet, & Information Services (4) Software and (5) Texas Special Situations.The firm typically becomes involved with companies at the early-stage prior to product availability. Investments range from $100,000 for proof-of-concept projects to $20 million for expansion capital rounds. The firm also works with a specialized affiliate fund that focuses on early-stage medical technology, healthcare services and healthcare information technology companies to explore further opportunities. Austin Ventures growth equity practice invests in privately-held companies with proven business models, demonstrated revenue and earnings growth and exceptional management teams. Austin Ventures takes minority and controlling positions. The firm is flexible in structuring transactions to meet the needs of company founders and executives while balancing long-term growth, financial stability and shareholder value. The firm takes a board seat in most of their investments. Austin Ventures invests mainly in companies located in Texas, although they may consider other exceptional opportunities in their sectors in other locations.

Amazon.com, Inc. Management Consulting | Seattle, Washington

Amazon.com, Inc. engages in the provision of online retail shopping services. It operates through the following business segments: North America, International, and Amazon Web Services (AWS). The North America segment includes retail sales of consumer products and subscriptions through North America-focused websites such as www.amazon.com and www.amazon.ca. The International segment offers retail sales of consumer products and subscriptions through internationally-focused websites. The Amazon Web Services segment involves in the global sales of compute, storage, database, and AWS service offerings for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Oracle Corp. Computer Software - Redwood Shores, CA

Oracle Corporation is an American multinational computer technology corporation headquartered in Redwood Shores, California. The company specializes primarily in developing and marketing database software and technology, cloud engineered systems, and enterprise software products — particularly its own brands of database management systems. In 2018, Oracle was the third-largest software maker by revenue, after Microsoft and Alphabet. The company also develops and builds tools for database development and systems of middle-tier software, enterprise resource planning (ERP) software, customer relationship management (CRM) software, and supply chain management (SCM) software.

Salesforce.com, Inc. Computer Software - SAN FRANCISCO, CA

Salesforce.com, Inc. provides enterprise cloud computing applications. It provides a comprehensive customer and collaboration relationship management service to businesses of all sizes and industries and also provides a technology platform for customers and developers to build and run applications. The company has designed and developed its applications to be easy-to-use and intuitive solutions that can be deployed rapidly, customized easily and integrated with other software applications. Salesforce.com offers its services on a subscription basis, primarily through its direct sales efforts and indirectly through partners. The company operates in one segment. It was founded by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez in February 1999 and is headquartered in San Francisco, CA.

ServiceNow, Inc. IT Consulting & Services - Santa Clara, CA

ServiceNow is a leading provider of cloud-based services that automate enterprise IT operations. Our service includes a suite of applications built on our proprietary platform that automates workflow and provides integration between related business processes. We focus on transforming enterprise IT by automating and standardizing business processes and consolidating IT across the global enterprise. Organizations deploy our service to create a single system of record for enterprise IT, lower operational costs and enhance efficiency. Additionally, our customers use our extensible platform to build custom applications for automating activities unique to their business requirements. We help transform IT organizations from reactive, manual and task-oriented, to pro-active, automated and service-oriented organizations. Our on-demand service enables organizations to define their IT strategy, design the systems and infrastructure that will support that strategy, and implement, manage and automate that infrastructure throughout its lifecycle, while leveraging our self-service capability. We provide a broad set of integrated functionality that is highly configurable and extensible and can be efficiently implemented and upgraded. Further, our multi-instance architecture has proven scalability for global enterprises, and advantages in security, reliability and deployment location. We offer our service under a Software-as-a-Service (SaaS) business model. Customers can rapidly deploy our service in a modular fashion, allowing them to solve immediate business needs and access, configure and build new applications as their requirements evolve. Our service, which is accessed through an intuitive web-based interface, can be easily configured to adapt to customer workflow and processes. Upgrades to our service are designed to be efficient and compatible with configuration changes and applied with minimal disruption to ongoing operations.

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