insightsoftware

Raleigh, United States Founded: 2001 • Age: 25 yrs Acquired By TA
Financial reporting and performance management solutions are provided for businesses.

About insightsoftware

insightsoftware is a Technology company based in Raleigh (United States) founded in 2001, and was acquired by TA in June 2018. Financial reporting and performance management solutions are provided for businesses. insightsoftware has raised $801.07 million across 3 funding rounds from investors including Hg, Genstar Capital and TA Associates. The company has 517 employees. insightsoftware has completed 25 acquisitions, including Antivia, BizNet Software and Bizview Systems. Its chief executive, as recorded, is Tomi Lod. Its website insightsoftware.com draws about 320 thousand monthly visits. Its Indian entity Insightsoftware International Private Limited reported revenue of ₹244 Cr. insightsoftware offers products and services including Financial Reporting, Business Intelligence, and Budgeting and Planning. Its focus areas include FinTech, Finance & Accounting Tech, Financial Planning & Analysis and Financial Analytics. Its competitors include Incorta, OneStream Software and Compass; 3 of its 3 listed competitors have raised funding.

Company details

Insightsoftware was founded in 2001 and is based in Raleigh, United States. Financial reporting and performance management solutions are delivered across various sectors. Tools for budgeting, planning, financial close, consolidation, taxation, transfer pricing, business intelligence, and report distribution are included. Industries served encompass construction, education, financial services, government, healthcare, manufacturing, non-profits, and others. Equity management options are also available.

Key Metrics
  • Indian entity revenue
    ₹244 Cr

    FY 2025 · +34% YoY

  • Indian entity net profit
    ₹24.09 Cr

    FY 2025 · 10% margin

  • Indian entity EBITDA
    ₹36.34 Cr

    FY 2025 · 15% margin

  • Total Equity Funding
    $801.07M (USD)

    in 3 rounds

  • Latest Funding Round
    $800M (USD), Private Equity Round

    Jul 2021

  • Investors
    Hg

    & 2 more

  • Employee Count
    517
  • Investments & Acquisitions
    Antivia

    & 24 more

  • Acquired by
    TA

    (Jun 2018)

Products & Services of insightsoftware

insightsoftware offers a comprehensive portfolio of products and services, including Financial Reporting, Business Intelligence, and Budgeting and Planning.

Financial Reporting
Finance Tools

Software for automating and streamlining financial reporting processes.

Business Intelligence
Data Analytics

Platform for data integration and actionable insights generation.

Budgeting and Planning
Operational Software

Tools for forecasting and financial planning in enterprises.

Apps and channels of insightsoftware

its YouTube channel insightsoftware has 1.16K subscribers and 30 videos.

insightsoftware
YouTube 1.16K subscribers 30 videos Science & Technology
Open channel

Videos from insightsoftware

The most watched videos on insightsoftware's YouTube channel, insightsoftware (1.16K subscribers). Click a video to play it here.

Easy Workflow Quick Start Training
167 views
How to Install and Use the Simba Trino Connector for Power BI
133 views
How Power ON Helped 3M Save $150M and Streamline Global Reporting
93 views
insightsoftware Data & Analytics | Reporting, Dashboards, AI Insights
89 views

More on insightsoftware.

Funding Insights of insightsoftware

insightsoftware has successfully raised a total of $801.07M across 3 strategic funding rounds. The most recent funding activity was a Private Equity Round of $800 million completed in July 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $801.07M
  • Total Rounds 3
  • Last Round Private Equity Round — $800M
  • First Round $1.07M

    (Mar 2013)

  • Investors Count 2

All 3 funding rounds of insightsoftware with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jul 2021$800MPrivate Equity Round–Hg
–
Aug 2019Private Equity Round–Genstar Capital
–
Mar 2013$1.07MSeed––
–
Valuation history

3 investors in total: 3 institutional.

Investors in insightsoftware

insightsoftware has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Hg, Genstar Capital and TA Associates.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
Private equity investments in Europe are managed by Hg.
1990hgcapital.comLondon, United Kingdom
gencap.com
Multiple sectors are invested in by private equity firm TA.
ta.comBoston, United States
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Investor details for insightsoftware

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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Board of directors of Insightsoftware International Private Limited (insightsoftware)

Insightsoftware International Private Limited is the primary company behind insightsoftware. The board of Insightsoftware International Private Limited currently have 3 directors; the longest-serving is Vinod Noronha Patrick, appointed in 2022. 12 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Vinod Noronha Patrick
DIN 07791664
Director18 Aug 20224 yrs 2 moInsightsoftware International Private Limited
David Michael Woodworth
DIN 06965024
Director08 Dec 20223 yrs 11 moInsightsoftware International Private Limited
Vasanta Rao Palakodety
DIN 07511510
Director14 Jul 20233 yrs 3 moInsightsoftware International Private Limited

People of insightsoftware

208 people are tracked at insightsoftware (76 in leadership, 132 in team); the tracked headcount is 517.

NameRoleGroup
Tomi Lod
CEOLeadership
Gerry Floyd
Director, Tax & TreasuryLeadership
Rozario Arun Prakash A
Director Of Talent Acquisition, HR (apac - India, Australia And Singapore)Leadership
Mrudula Rathkanthiwar
Director Of AccountingLeadership
Sean Lembree
Vice President - Certent Equity ManagementLeadership
Corwin Schroeder
Global Head Of TA - Vp, Talent AcquisitionLeadership
Vc Cheemalakonda
Vice President, EngineeringLeadership
Ramachandra Vellanki
Senior Director, EngineeringLeadership
Dustin J. Richardson
Director Of Business OperationsLeadership
Michael Teal
Director Of Software EngineeringLeadership
Jim Louys
Vice President, Architecture ServicesLeadership
Nicole Ferros
Director, Growth Marketing - Enterprise [north America]Leadership
Manoj Kumar
Director Of EngineeringLeadership
Erik Poppelreiter
Senior Director Of Software EngineeringLeadership
Joe Healey
COOLeadership
Kyrie S.
Senior Director, Growth MarketingLeadership
Monica Green Boydston
General Manager (gm), Controllership & EPM Business UnitsLeadership
Jamie Eagan
Vice President Product Management, ControllershipLeadership
Lori Cheshire
Director, Marketing AutomationLeadership
Michelle Ahn
Director, Demand GenerationLeadership

188 more people are available in the full profile.

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Financials of insightsoftware

Figures of Insightsoftware International Private Limited, the primary company behind insightsoftware, for FY 2025. Revenue was ₹244 Cr (+34% year on year). Net profit was ₹24.09 Cr (10% margin). EBITDA was ₹36.34 Cr (15% margin). Revenue has grown at a compounded annual rate of +55% over three years and +39% over five years.

  • ₹244 CrRevenue · FY 2025 · +34% YoY
  • ₹24.09 CrNet profit · 10% margin
  • ₹36.34 CrEBITDA · 15% margin
  • ₹5 LakhPaid-up capital
  • 517Employees (provident fund records)
  • +55%Revenue CAGR, 3 years
  • +39%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Insightsoftware International Private Limited are on its company page.

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Detailed financial statements for insightsoftware

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

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Verified entity values are shown only after access is granted.

Investments & Acquisitions by insightsoftware

insightsoftware has strategically engaged in corporate development activities, having acquired 25 companies. Notable acquisitions include Antivia, BizNet Software and Bizview Systems.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Financial analytics solutions are provided for business profitability and forecasting.
justperform.comSingapore2017Jan 2025••••
Managed PHP cloud hosting and deployment services are offered.
fiplana.com0Jul 2024••••
Cloud-based lease accounting and management solutions are provided for businesses.
leaseaccelerator.comReston, United States2003Jul 2024••••
Currency exchange rates are automated into ERP systems by FXLoader.
fxloader.comUnited Kingdom2011Jun 2024••••
Cloud-based team collaboration management software provider
vizlib.comLondon, United Kingdom2016Aug 2023••••
Tools for extending PowerBI and PowerPivot
poweronbi.comDenver, United States2011Feb 2023••••
Data Visualization and Dashboard Solutions
dundas.comToronto, Canada1992Aug 2022••••
Software platforms for financial reporting and analytics are provided.
legerityfinancials.comLondon, United Kingdom2014Apr 2022••••
BI products for CPM, MDM, and data integration are offered.
magnitude.comAustin, United States2014Oct 2021••••
Cloud-based reporting and dashboarding solutions are provided for SaaS applications.
exagobi.comShelton, United States2006Oct 2021••••
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Complete acquisition details for insightsoftware

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

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  • Exports

Verified entity values are shown only after access is granted.

Timeline of insightsoftware

14 dated milestones of insightsoftware across 24 years, from founding to its latest funding, stage changes and deals.

  1. Founded insightsoftware is founded.
  2. Funding First funding round of $1.1M.
  3. Exit Acquired by TA.
  4. Funding Latest funding round, Private Equity Round, of $800.0M.
  5. Acquisition Acquires Exagobi.
  6. Acquisition Acquires Magnitude.
  7. Acquisition Acquires Legerity Financials.
  8. Acquisition Acquires Dundas.
  9. Acquisition Acquires Power ON BI.
  10. Acquisition Acquires Vizlib.
  11. Acquisition Acquires FXLoader.
  12. Acquisition Acquires LeaseAccelerator.
  13. Acquisition Acquires Fiplana.
  14. Acquisition Acquires JustPerform.

Competitors of insightsoftware

insightsoftware has 3 listed competitors in our database, 3 of them funded. They include Incorta, OneStream Software and Compass.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
incorta.com2013San Mateo, United States$202.12M120
AI-based business intelligence platform is provided for real-time data analytics.
onestreamsoftware.com2010Rochester, United States$200M688
Enterprise finance management solutions are provided by OneStream Software.
compass.co2011San Francisco, United States$7.7M4,420
Realtime benchmarks on e-commerce performance data are delivered via dashboard.
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Detailed competitors of insightsoftware

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

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Verified entity values are shown only after access is granted.

Web traffic of insightsoftware

The website of insightsoftware (insightsoftware.com) receives about 319.8K visits a month and ranks #156,266 among all websites worldwide, #3,521 in Programming and Developer Software.

  • Monthly visits
    319.8K

    ▲ 14.7% vs previous month

  • Unique visitors
    137.5K

    per month

  • Global rank
    #156,266

    among all websites

  • Category rank
    #3,521

    Computers Electronics and Technology · Programming and Developer Software

Similar websites

Websites whose visitors overlap most with insightsoftware. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
wintools.com
wintools.com
100%
#8,738,949–
salon-software.com
salon-software.com
87%
#2,947,433–
oracle.com
87%
18.1M#2,347View details
excel4apps.com
83%
View details
qlik.com
81%
1.3M#51,510View details
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
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All 40 similar websites and full traffic analytics for insightsoftware

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  • 40 similar websites
  • Audience overlap
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Verified entity values are shown only after access is granted.

Top companies in Finance & Accounting Applications

3 companies that operate in the same segment as insightsoftware (Finance & Accounting Applications) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based accounts payable and receivable software for businesses
2006Palo Alto, California, United StatesUSD 325.6 MUSD 1.65 B3,108
Corporate travel and expense management are facilitated through SaaS platform.
2015Palo Alto, California, United StatesUSD 1.58 BUSD 3.52 M847
Financial and accounting software is developed for businesses and individuals.
1983Mountain View, California, United StatesUSD 49.62 MUSD 21.45 B18,200
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Related news about Insightsoftware

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Frequently Asked Questions about insightsoftware

insightsoftware was founded in 2001 and raised its 1st funding round 12 years after it was founded.

insightsoftware is headquartered in Raleigh, United States. It is registered at Raleigh, North Carolina, United States.

Tomi Lod is the CEO of insightsoftware, as recorded in our data.

insightsoftware is a funded company, having raised a total of $801.07M across 3 funding rounds to date. The company's 1st funding round was a Seed of $1.07M, raised on Mar 2013.

insightsoftware has 517 employees.

The primary company behind insightsoftware, Insightsoftware International Private Limited, reported revenue of ₹244 Cr for FY 2025, up 34% year on year.

Insightsoftware was founded in 2001 and is based in Raleigh, United States. Financial reporting and performance management solutions are delivered across various sectors. Tools for budgeting, planning, financial close, consolidation, taxation, transfer pricing, business intelligence, and report distribution are included. Industries served encompass construction, education, financial services, government, healthcare, manufacturing, non-profits, and others. Equity management options are also available.

insightsoftware's top competitors include Incorta, OneStream Software and Compass.

insightsoftware offers Financial Reporting, Business Intelligence, and Budgeting and Planning.

insightsoftware has made 25 acquisitions, including Antivia, BizNet Software, and Bizview Systems.

insightsoftware has 3 investors. Key investors include Hg, Genstar Capital, and TA Associates.

insightsoftware operates through Insightsoftware International Private Limited.

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