Where is WorkBoard headquartered?

WorkBoard is headquartered in Redwood City, USA. The company has a team of 101-500 people.

When was WorkBoard founded?

WorkBoard was founded in 2013. It is based in Redwood City, USA.

Who is the CEO of WorkBoard?

Deidre Paknad is the CEO of WorkBoard. The company was founded in 2013.

Where is WorkBoard located?

WorkBoard is headquartered in Redwood City, USA.

What funding stage is WorkBoard at?

WorkBoard is currently at the Growth Stage stage.

How many employees does WorkBoard have?

WorkBoard has approximately 101-500 employees.

WorkBoard

Category: AI Agents

WorkBoard is an enterprise-grade AI-powered strategy execution platform that helps organizations align on objectives and key results (OKRs), automate business reviews, and accelerate strategy execution. WorkBoard was founded in 2013. The company is led by Deidre Paknad. Based in Redwood City, USA. Team size: 101-500. Total funding raised: $140M. Latest round: Series D. Key investors include SoftBank Vision Fund 2, Andreessen Horowitz, Notable Capital (formerly GGV Capital), Workday Ventures, M12 (Microsoft's venture fund).

Founded: 2013
Headquarters: Redwood City, USA
Team size: 101-500
Total funding: $140M

Value proposition

To power the digital operating rhythm of companies, enabling them to better align, measure, and execute on strategy faster and more effectively.

Products and solutions

WorkBoardAI Strategy Execution Platform, OKR Software, AI-Native Strategic Portfolio Management (SPM), Portfolio Analyst Agents, Digital Chief of Staff and Leadership Coach AI Agents, Microsoft 365 Copilot Agent, Business Review Automation, Analytics and Dashboards, Coaching and Certification Services

Unique value

WorkBoard's uniqueness lies in its comprehensive approach to strategy execution, combining its AI-powered platform with expert coaching and services. This 'platform and people' approach helps embed an outcome-oriented mindset within organizations, moving beyond simple goal tracking to create a digital operating rhythm.

Target customer

Large enterprises seeking to improve alignment, measurement, and execution of their strategic priorities.

Industries served

Technology, Automotive, Retail, Financial Services, Healthcare, Manufacturing

Technology advantage

WorkBoard's key advantage is its unified platform that integrates OKRs, strategic planning, business reviews, and analytics, all enhanced with AI. The recent introduction of AI agents to automate workflows and provide insights gives them a significant technological edge. Their acquisition of Quantive, a major competitor, has further solidified their market leadership.

How they differentiate

WorkBoard differentiates itself by focusing on being a comprehensive Strategy Execution Platform specifically for large enterprises. Its key differentiator is the integration of AI, branded as WorkBoardAI, to help draft OKRs, automate status reports, and provide executive insights. Unlike competitors that may focus more broadly on task management (Asana) or HR performance management (Lattice), WorkBoard is specialized in aligning and managing strategic priorities and outcomes (OKRs) at scale, supported by deep integrations with enterprise systems like Microsoft Teams and Azure DevOps.

Main competitors

Betterworks, Lattice, Asana

Key partnerships

Microsoft (Microsoft 365 Copilot Agent; featured Build partner), Workday (AI Marketplace / HCM integration; Agent System of Record compatibility), Technology integrations with Slack, Jira, Azure DevOps, and Microsoft Teams, Consulting and advisory firms through partner program

Notable customers

3M, AstraZeneca, Boeing, Ford, Capital One, Workday, Cisco, Mercedes-Benz, Elevance, Unilever, State Street, UnitedHealthcare

Major milestones

Raised ~$140M total funding including $75M Series D led by SoftBank Vision Fund 2 (2021)., Acquired Quantive (May 28, 2025), combining two leading enterprise OKR/strategy execution platforms., GA of Digital Chief of Staff and Leadership Coach AI agents; Microsoft 365 Copilot Agent (May 2025)., Launched AI-native Strategic Portfolio Management solution and Portfolio Analyst Agents (June 29, 2026)., Record 1H 2025 growth accelerated by AI agents and Workday/Microsoft partnerships.

Growth metrics

Private company; disclosed record 1H 2025 growth: YoY sales +30%, QoQ sales +50% in Q2; 40% of new business from Europe; 29 new enterprise customers in 1H; 45% of sales from existing-customer expansions; 75% of customers adopted AI agents at launch; Workday/Microsoft partnerships accelerated ~50% of sales.

Market positioning

WorkBoard is positioned as a leader in the enterprise segment of the OKR (Objectives and Key Results) and strategy execution software market. It targets large, complex organizations, and its client roster with names like Walmart and Intel solidifies its position as a premium, enterprise-grade solution.

Geographic focus

Global, with a strong presence in North America where many of its large enterprise clients are headquartered.

Patents and IP

CEO Deidre Paknad holds over a dozen patents (granted/pending) and has twice been inducted into the Smithsonian Institution for innovation; CTO/co-founder Daryoush Paknad also holds patents. USPTO listings under Paknad include legal-hold and data-obligation systems from prior ventures.

About Deidre Paknad

Deidre Paknad is a seasoned entrepreneur who has founded and led three technology startups. She has experience on both sides of acquisitions and held an executive role at IBM, where she led a high-growth business. She is a recognized thought leader on strategy, OKRs, and outcome management, holds over a dozen patents, and has been inducted into the Smithsonian Institution for innovation.

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Official website: https://www.workboard.com