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, which enables organizations to plan, manage and execute projects and work. It offers customer experience management, cloud, enterprise Sales and marketing cloud, project and IT management cloud, and document workflow cloud. 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

Co-President & Chief Operating Officer

President & Chief Commercial Officer

Chief Financial Officer & Treasurer

Chief Marketing Officer & Executive Vice President

Chief Information Officer

Executive Vice President & General Manager

Senior Vice President, General Counsel & Secretary

Chief Customer Officer & Executive Vice President

Executive Vice President & General Manager

Paths to Upland Software, Inc.
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Upland Software, Inc.
Owners & Shareholders
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CDAM is an active, opportunistic investor that employs a fundamental, value-oriented approach to investment which aims to maximize long-term total returns in variable market and economic conditions, while emphasizing preservation of capital. Investments generally are made with a long-term time horizon and are generally unlevered and long-biased. The firm has acquired and liquidated investments across a wide spectrum of asset types, investment strategies, market sectors, market cycles and industries. This spectrum includes, but is not limited to domestic and foreign equity and debt securities, futures options and other derivative securities. CDAM evaluates investment opportunities in the following asset categories: undervalued equity securities, sovereigns, securities issued by companies in connection with reorganization or restructuring, high-yield securities, and securities issued by non-US companies.

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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.

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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

Recent Transactions
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Upland Software, Inc. purchases Char Software, Inc. from GreatPoint Ventures, Inc., Launchpad Venture Group LLC, New York Angels, Inc., DataPoint Ventures, TechStars Central LLC, ENIAC Ventures Management LLC/NY, Top Tier Capital Partners LLC, MI Ventures LLC, Laconia Ventures LLC, Progress Ventures, Inc.

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Upland Software, Inc. purchases Cimpl, Inc.

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Upland Software, Inc. purchases Daily Inches, Inc. from Highway 12 Ventures, Inc., High Country Venture LLC, TechStars Central LLC, Zelkova Ventures LLC, Brainchild Holdings LLC, BoxGroup (Venture Capital), AME Ventures Srl

Insider Transactions
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Transaction Advisors
Legal Advisor

Advised onUpland Software, Inc. issued USD Common Stock

Legal Advisor

Advised onUpland Software, Inc. purchases Upland Software VI LLC


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.

Morgan Stanley operates as a global financial services company. The firm 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.

Comcast Corporation (Nasdaq: CMCSA, CMCSK) is a global media and technology company with two primary businesses, Comcast Cable and NBCUniversal. Comcast Cable is the nation’s largest video, high-speed Internet and phone provider to residential customers under the XFINITY brand as well as to businesses. NBCUniversal operates 30 news and entertainment cable networks, the NBC and Telemundo broadcast networks, television production operations, television station groups, Universal Pictures and Universal Parks & Resorts.

Key Stats and Financials As of 2019
Market Capitalization
Total Enterprise Value
Earnings Per Share
Net Profit
Total Debt
Total Equity
Enterprise Value Sales
Enterprise Value EBITDAOperating
TEVNet Income
Debt TEV
Three Year Compounded Annual Growth Rate Of Revenue
Five Year Compounded Annual Growth Rate Of Revenue
Non-Profit Donations & Grants
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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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Investor at ezCater, Inc.

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General Partner at Commonwealth Capital Ventures

Amazon.com, Inc. IT Consulting & Services | 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.

Adobe, Inc. Computer Software - San Jose, CA

Adobe, Inc. engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing. The Digital Media segment offers creative cloud services, which allow members to download and install the latest versions of products, such as Adobe Photoshop, Adobe Illustrator, Adobe Premiere Pro, Adobe Photoshop Light room and Adobe InDesign, as well as utilize other tools, such as Adobe Acrobat. The Digital Experience segment provides solutions, including analytics, social marketing, targeting, media optimization, digital experience management, and cross-channel campaign management, as well as premium video delivery and monetization. The Publishing segment includes legacy products and services for eLearning solutions, technical document publishing, web application development, and high-end printing. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

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