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Overview
WorkBoard offers a Strategy Execution Platform that helps organizations align and execute their strategic goals using OKRs. The platform lets teams set, track, and measure progress, with AI-powered insights that highlight what matters for growth. It differentiates itself by serving high-profile clients and by combining software with learning resources and events (conferences, guides, eBooks) to support implementation. Its goal is to turn strategic plans into coordinated action that delivers measurable results across the organization.
About WorkBoard
Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Education
Company Size
51-200
Company Stage
Series D
Total Funding
$141.6M
Headquarters
Redwood City, California
Founded
2014
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Simplify's Take
What believers are saying
- September 15, 2025 sales rose 30% year over year and 50% quarter over quarter.
- Twenty-nine new enterprise customers bought WorkBoardAI in 1H 2025, including Europe-heavy demand.
- June 2026 AI agents and Gen3 release expand upsell into higher-margin modules.
What critics are saying
- WorkBoard still depends on Microsoft and Workday distribution for growth and credibility.
- June 2026 SPM launch targets entrenched Anaplan, Planview, and Jira Align buyers immediately.
- Employee counts fell from 197 in 2023 to about 109 in 2026, signaling contraction.
What makes WorkBoard unique
- WorkBoardAI unifies OKRs, strategy, and SPM through a common Enterprise Knowledge Graph.
- June 29, 2026 Portfolio Analyst Agents deliver chat-first planning across Workday, Jira, and Teams.
- May 28, 2025 Quantive acquisition made WorkBoard the combined enterprise OKR category leader.
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Funding
Total Funding
$141.6M
Below
Industry Average
Funded Over
6 Rounds
Andreessen Horowitz
SoftBankIndustry standards
Benefits
Remote Work Options
Equity is mentioned as part of 'Equity' in Job Posting 1: 'Equity: Standard equity package for the position' and 'Remote role' impliesRemote Work Options
Growth & Insights and Company News
6 month growth
↑ 2%1 year growth
↑ 0%2 year growth
↑ 0%WorkBoard has launched an AI-native Strategic Portfolio Management solution and Portfolio Analyst Agent, extending its enterprise strategy execution platform. The system enables users to manage strategic portfolios through conversational AI, eliminating traditional learning curves. The solution addresses limitations of legacy SPM systems built in the early 2000s for project tracking, which struggle with continuous change and delivering strategic outcomes. WorkBoard's offering integrates with its OKR solution and connects with Workday, Jira, Azure DevOps, Slack and Teams. The Portfolio Analyst Agent enables onboarding in one day rather than weeks or months. The platform uses an Enterprise Knowledge Graph and agentic foundation to ensure reliable measurements whilst following appropriate permissions and restrictions. The SPM solution will be available in July. WorkBoard's clients include 3M, Boeing, Capital One, Ford and Mercedes Benz.
WorkBoard acquires Quantive to strengthen its strategy execution and OKR software advantage and accelerate innovation.
WorkBoard unveiled its OKR Co-Author with embedded GenAI in May 2023 to help teams define and align measurable outcomes quickly using intelligence from company strategy, prior objectives and results, and team retro discussions.
Market Leaders – 15Five, Betterworks, Lattice, Quantive, Synergita, and WorkBoard were given the highest “Market Leader” award.
WorkBoard is Hiring for 1 Jobs on Simplify!
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About WorkBoard
Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Education
Company Size
51-200
Company Stage
Series D
Total Funding
$141.6M
Headquarters
Redwood City, California
Founded
2014
WorkBoard is Hiring for 1 Jobs on Simplify!
Find jobs on Simplify and start your career today