Workday Adaptive Planning

Palo Alto, United States Founded: 2003 • Age: 23 yrs Acquired By Workday
Cloud-based financial planning and analytics are delivered via SaaS.

About Workday Adaptive Planning

Workday Adaptive Planning is a Technology company based in Palo Alto (United States) founded in 2003, and was acquired by Workday in June 2018. Cloud-based financial planning and analytics are delivered via SaaS. It operates on a SaaS (Software-as-a-Service) and Subscription Services model. Workday Adaptive Planning has raised $150.35 million across 4 funding rounds from investors including Workday, Bessemer Venture Partners and Royal Bank of Canada. Its website adaptiveinsights.com draws about 509 thousand monthly visits. Its Indian entity Idld Learning & Development (India) Private Limited reported revenue of ₹5.44 Cr. Workday Adaptive Planning offers products and services including Adaptive Planning, Financial Planning, and Workforce Planning. Its focus areas include Software and Enterprise Software. Its competitors include BetterWorks, 15Five and Lattice; 3 of its 3 listed competitors have raised funding.

Company details

Workday Adaptive Planning is focused on delivering enterprise performance management software. Solutions for financial planning, workforce planning, and operational planning are offered. The software integrates with various ERP systems and data sources. Industries such as banking, healthcare, and higher education are served. AI-driven insights and advanced data visualization are utilized to enhance decision-making. Budgeting, forecasting, and reporting processes are streamlined for efficiency. Agility and performance in business planning are prioritized across diverse organizational needs.

  • Headquarters Palo Alto, United States
  • Stage Acquired
  • Sectors
    Technology
  • Website category Business and Consumer Services · Business Services
  • Phone
    •••• ••••
  • Website adaptiveinsights.com
  • Social LinkedIn Facebook Instagram YouTube
  • Acquired by Workday (Jun 2018)
  • Legal Name Workday, Inc.
  • Date of Incorporation 21 Mar, 2018
  • Jurisdiction Mumbai, Maharashtra, India
Key Metrics
  • Indian entity revenue
    ₹5.44 Cr

    FY 2025 · +28% YoY

  • Indian entity net loss
    -₹54.7 Lakh

    FY 2025 · -10% margin

  • Indian entity EBITDA
    -₹54.7 Lakh

    FY 2025 · -10% margin

  • Total Equity Funding
    $150.35M (USD)

    in 4 rounds

  • Latest Funding Round
    $75M (USD), Series G

    Jun 2015

  • Investors
    Workday

    & 11 more

  • Acquired by
    Workday

    (Jun 2018)

Products & Services of Workday Adaptive Planning

Workday Adaptive Planning offers a comprehensive portfolio of products and services, including Adaptive Planning, Financial Planning, and Workforce Planning.

Adaptive Planning
Enterprise Performance Management Software

Software for budgeting, forecasting, and planning is provided.

Financial Planning
Financial Software

Tools for financial budgeting and reporting are offered.

Workforce Planning
HR Software

Solutions for workforce skills planning are made available.

Apps and channels of Workday Adaptive Planning

its YouTube channel Workday has 33.7K subscribers and 30 videos.

Workday
YouTube 33.7K subscribers 30 videos Science & Technology
Open channel

Videos from Workday Adaptive Planning

The most watched videos on Workday Adaptive Planning's YouTube channel, Workday (33.7K subscribers). Click a video to play it here.

Workday Peakon Employee Voice: Quick Demo
343 views
How to Manage the Job Application Business Process | Workday Recruiting
327 views
How to Navigate the Job Application Business Process | Workday Recruiting
310 views
Sana's CEO on the New Era of Enterprise AI - Future of Work
255 views

More on Workday.

Funding Insights of Workday Adaptive Planning

Workday Adaptive Planning has successfully raised a total of $150.35M across 4 strategic funding rounds. The most recent funding activity was a Series G round of $75 million completed in June 2015. 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 $150.35M
  • Total Rounds 4
  • Last Round Series G — $75M
  • First Round $7.5M

    (Mar 2007)

  • Investors Count 11

All 4 funding rounds of Workday Adaptive Planning with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jun 2015$75MSeries G–JMI Management
Aug 2013$45.75MSeries F–Bessemer Venture Partners
Mar 2012$22.1MSeries E–Norwest Venture Partners
Mar 2007$7.5MSeries A––
Valuation history

12 investors in total: 12 institutional.

Investors in Workday Adaptive Planning

Workday Adaptive Planning has secured backing from 12 investors, including venture fund and institutional investors. Prominent investors backing the company include Workday, Bessemer Venture Partners and Royal Bank of Canada.

All
Venture Fund
Institutional
InvestorDescriptionFounded YearDomainLocation
Monitor Ventures is involved in unspecified business activities.
monitorventures.comLos Altos, United States
Venture capital firm focused on fintech & enterprise SaaS sectors
informationvp.comToronto, Canada
US focused VC firm
cardinalvc.comMenlo Park, United States
Venture capital investments and support for entrepreneurs in technology and innovation sectors.
1911bvp.comRedwood City, United States
Early stage VC firm investing in the US
onset.comMenlo Park, United States
Venture capital and growth equity firm providing investments and resources to entrepreneurs in various sectors.
1961nvp.comMenlo Park, United States
Private equity firm investing in software companies
jmi.comBaltimore, United States
Early-stage venture capital investments are provided by Relay Ventures.
relayventures.comToronto, Canada
Comprehensive banking and financial services are provided globally.
1864rbc.comToronto, Canada
salesforce.com/company/ventures
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Investor details for Workday Adaptive Planning

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Board of directors of Idld Learning & Development (India) Private Limited (Workday Adaptive Planning)

Idld Learning & Development (India) Private Limited is the primary company behind Workday Adaptive Planning. The board of Idld Learning & Development (India) Private Limited currently have 2 directors; the longest-serving is Fiona Helen Logan, appointed in 2018. 3 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Fiona Helen Logan
DIN 08091816
Whole-time director21 Mar 20188 yrs 7 moIdld Learning & Development (India) Private Limited
Amrutbhai Gopaldas Patel
DIN 06672898
Director21 Mar 20188 yrs 7 moIdld Learning & Development (India) Private Limited

People of Workday Adaptive Planning

1220 people are tracked at Workday Adaptive Planning (456 in leadership, 12 in board & advisors, 752 in team).

NameRoleGroup
Aashna Kircher
Group General Manager, Chro ProductsLeadership
Monique Schafer
Director Of Product ManagementLeadership
Jaclynn Becker
Director Of Product ManagementLeadership
Jakob Heise
Director of AnalyticsLeadership
Garyan Wong
Principal, Partner GTM Planning & ExecutionLeadership
Kelly McCarthy
Legal Director, Assistant General CounselLeadership
Diksha Khanna
Talent PartnerLeadership
Ana Mislitchi
Head Of EMEA Value ManagementLeadership
Kristian Bønnelykke
Senior Art DirectorLeadership
Kristine Law
Director, Enablement, Procurement ServicesLeadership
Ben Bozsik
Director, Global Industry GTM & Digital Value ManagementLeadership
Mike Booth
Vp, Experiential Product MarketingLeadership
Betsy Brown
Global Sales Partner Enablement Program Manager, PrincipalLeadership
Eileen Long
DirectorLeadership
Chris Hansot
Sales Director Evisort AI Contract IntelligenceLeadership
Kristin Garish
DirectorLeadership
Joshua Secrest
Head Of Frontline Marketing, ParadoxLeadership
Shelly Mix
Director Of Strategic Initiatives - Workday VndlyLeadership
Mohammad Nazmuz Salehin
Senior Director, Software DevelopmentLeadership
Michelle A.
Sr. Director Digital Employee ExperienceLeadership

1200 more people are available in the full profile.

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Complete people profiles for Workday Adaptive Planning

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Financials of Workday Adaptive Planning

Figures of Idld Learning & Development (India) Private Limited, the primary company behind Workday Adaptive Planning, for FY 2025. Revenue was ₹5.44 Cr (+28% year on year). Net loss was -₹54.7 Lakh (-10% margin). EBITDA was -₹54.7 Lakh (-10% margin). Revenue has grown at a compounded annual rate of +5% over three years and +18% over five years.

  • ₹5.44 CrRevenue · FY 2025 · +28% YoY
  • -₹54.7 LakhNet loss · -10% margin
  • -₹54.7 LakhEBITDA · -10% margin
  • ₹4.76 CrPaid-up capital
  • +5%Revenue CAGR, 3 years
  • +18%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Idld Learning & Development (India) Private Limited are on its company page.

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Detailed financial statements for Workday Adaptive Planning

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

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  • Downloads

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Timeline of Workday Adaptive Planning

4 dated milestones of Workday Adaptive Planning across 15 years, from founding to its latest funding, stage changes and deals.

  1. Founded Workday Adaptive Planning is founded.
  2. Funding First funding round of $7.5M.
  3. Funding Latest funding round, Series G, of $75.0M.
  4. Exit Acquired by Workday.

Competitors of Workday Adaptive Planning

Workday Adaptive Planning has 3 listed competitors in our database, 3 of them funded. They include BetterWorks, 15Five and Lattice.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
betterworks.com2010Palo Alto, United States$131.93M141
Online goal setting, tracking and management
15five.com2011San Francisco, United States$98.09M168
Employee feedback and reports are managed via a SaaS platform.
lattice.com2015San Francisco, United States$332.17M
Cloud-based performance management solutions are offered for employees.
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Detailed competitors of Workday Adaptive Planning

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

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Web traffic of Workday Adaptive Planning

The website of Workday Adaptive Planning (adaptiveinsights.com) receives about 509.2K visits a month and ranks #150,716 among all websites worldwide, #4,021 in Business Services.

  • Monthly visits
    509.2K

    ▲ 25% vs previous month

  • Unique visitors
    85.5K

    per month

  • Global rank
    #150,716

    among all websites

  • Category rank
    #4,021

    Business and Consumer Services · Business Services

Similar websites

Websites whose visitors overlap most with Workday Adaptive Planning. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
adaptiveplanning.com
100%
442.9K#86,364View details
ecosys.net
93%
2.1K#7,540,065View details
mncconsultinggroup.com
mncconsultinggroup.com
92%
–
hitachiconsulting.com
91%
View details
zillow.com
72%
321.9M#68View details
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
Premium access

All 12 similar websites and full traffic analytics for Workday Adaptive Planning

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  • Audience overlap
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  • Traffic by brand

Verified entity values are shown only after access is granted.

Top companies in HR & Workforce Technology

3 companies that operate in the same segment as Workday Adaptive Planning (HR & Workforce Technology) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Anonymous employee reviews and job search platform are operated.
2007San Francisco, California, United StatesUSD 201.5 M1,695
Cloud-based LMS platform for IT industry
2004Farmington, Utah, United StatesUSD 235.41 MUSD 4.95 M1,774
Employee health benefits are facilitated via a cloud-based platform.
2007Plymouth Meeting, Pennsylvania, United StatesUSD 228.3 M
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Related news about Workday Adaptive Planning

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Frequently Asked Questions about Workday Adaptive Planning

Workday Adaptive Planning was founded in 2003 and raised its 1st funding round 4 years after it was founded.

Workday Adaptive Planning is headquartered in Palo Alto, United States. It is registered at Palo Alto, California, United States.

Workday Adaptive Planning is a funded company, having raised a total of $150.35M across 4 funding rounds to date. The company's 1st funding round was a Series A of $7.5M, raised on Mar 2007.

The primary company behind Workday Adaptive Planning, Idld Learning & Development (India) Private Limited, reported revenue of ₹5.44 Cr for FY 2025, up 28% year on year.

Workday Adaptive Planning is focused on delivering enterprise performance management software. Solutions for financial planning, workforce planning, and operational planning are offered. The software integrates with various ERP systems and data sources. Industries such as banking, healthcare, and higher education are served. AI-driven insights and advanced data visualization are utilized to enhance decision-making. Budgeting, forecasting, and reporting processes are streamlined for efficiency. Agility and performance in business planning are prioritized across diverse organizational needs.

Workday Adaptive Planning's top competitors include Lattice, 15Five and BetterWorks.

Workday Adaptive Planning offers Adaptive Planning, Financial Planning, and Workforce Planning.

Workday Adaptive Planning has 12 investors. Key investors include Workday, Bessemer Venture Partners, Royal Bank of Canada, RBC Royal Bank, and Norwest Venture Partners.

Workday Adaptive Planning operates through Idld Learning & Development (India) Private Limited.

Yes. Workday Adaptive Planning was acquired by Workday in June 2018.

The legal entities of Workday Adaptive Planning currently have 2 directors, including Fiona Helen Logan, Amrutbhai Gopaldas Patel.

The website of Workday Adaptive Planning receives about 509 thousand visits a month and ranks #150,716 among all websites worldwide.

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