Upland Software Inc.
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 Requirements
Company Overview
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
Founder Testimonials
"Exciting news today at RightAnswers as we were acquired by Upland Software. As President and CEO of RightAnswers for the past 15 years, I could not be more proud of the team, solution and customer relationships we have built. We're excited to join Upland both because of the great product fit, and because of our shared vision of 100% customer success."
"We founded Panviva with a mission to unlock productivity and improve compliance for our customers through knowledge-guided solutions they actually need. As we join the Upland product library, our mission will be amplified through their multi-solution knowledge management vision, driving quick time to value and meeting the customer where they are today, to help them get to where they need to be tomorrow."
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Last updated: October 6, 2025
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