About Upland Software Inc.

Upland Software Inc. is a leader in AI-powered knowledge and content management software, providing cloud-based enterprise work management applications that help customers increase revenue, reduce costs, and deliver immediate value.

Investment Focus

• Revenue Range: $5M - $25M+ ARR
• Target: Cloud-based enterprise work management applications
• Structure: Cash acquisitions typically at 5-8x pro forma Adjusted EBITDA
• AI Focus: Emphasis on AI-powered solutions

Product Categories

Upland Software focuses on multiple enterprise categories:

Knowledge Management:

• Content workflow automation
• Enterprise search solutions
• Document management systems

Customer Experience:

• Contact center productivity
• Digital marketing platforms
• Sales enablement tools

Operations Management:

• Project and IT management
• RFP response automation
• Workflow optimization

Portfolio Scale

With 31 acquisitions completed to date, Upland Software serves:

• 1,100+ enterprise customers
• Global presence across United States, Canada, and EMEA
• Focus on cloud-based applications

Acquisition Strategy

Upland’s roll-up strategy includes:

• Valuation Model: Typically 5-8x pro forma Adjusted EBITDA
• Payment: Cash acquisitions
• Integration: AI-powered enhancement of acquired solutions
• Market: Enterprise work management applications

Geographic Reach

Operating across:

• United States: Primary market
• Canada: Secondary market
• EMEA: Europe, Middle East, Africa expansion

Value Creation

Upland Software’s approach focuses on:

• AI-powered enhancement of acquired solutions
• Enterprise work management consolidation
• Cloud-based application portfolio
• Revenue optimization and cost reduction for customers