WorkBoard

WorkBoard

AI-powered platform for OKR execution

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

Simplify's Rating
Why WorkBoard is rated
C+
Rated B on Competitive Edge
Rated C on Growth Potential
Rated C on Differentiation

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 record first-half growth rose 30% year over year.
  • June 29, 2026 WorkBoard said 29 new enterprise customers bought WorkBoardAI.
  • Forty percent of Q2 2026 new business came from Europe.

What critics are saying

  • Revelio Labs shows headcount fell from 475 in 2023 to 151 in March 2026.
  • Tability, G2, and Mooncamp market cheaper OKR tools against WorkBoard's enterprise complexity.
  • Workday and Microsoft can commoditize WorkBoard agents, erasing differentiation within twelve months.

What makes WorkBoard unique

  • 2025 Quantive acquisition consolidated the enterprise OKR category's top two vendors.
  • June 29, 2026 AI-native SPM adds Portfolio Analyst agents and one-day onboarding.
  • Workday and Microsoft integrations embed WorkBoard agents inside daily enterprise workflows.

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Funding

Total Funding

$141.6M

Below

Industry Average

Funded Over

6 Rounds

Notable Investors:
Series D funding is typically for companies that are already well-established but need more funding to continue their growth. This round is often used to stabilize the company or prepare for an IPO.
Series D Funding Comparison
Meet Average

Industry standards

$77M
$70M
Twilio
$75M
WorkBoard
$80M
Handshake
$100M
Affirm

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

Headcount

6 month growth

↑ 2%

1 year growth

↑ 3%

2 year growth

↑ 2%
Business Wire
Jun 29th, 2026
WorkBoard launches AI-native strategic portfolio management solution with Portfolio Analyst agents

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.

Citybiz
May 29th, 2025
WorkBoard Acquires Quantive

WorkBoard acquires Quantive.

Quantive
May 29th, 2025
WorkBoard Acquires Quantive

WorkBoard acquires Quantive to strengthen its strategy execution and OKR software advantage and accelerate innovation.

Yahoo Finance
Sep 27th, 2023
WorkBoard Selected by Workday as an Inaugural Partner for Launch of its Trustworthy AI Marketplace

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.

EIN News
May 23rd, 2023
The Top OKR Management Software Vendors According to the FeaturedCustomers Spring 2023 Customer Success Report Rankings

Market Leaders – 15Five, Betterworks, Lattice, Quantive, Synergita, and WorkBoard were given the highest “Market Leader” award.

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