July 30, 2014 10:53 PM ET

Internet Software and Services

Company Overview of Adaptive Insights, Inc.

Company Overview

Adaptive Planning, Inc. provides on-demand business performance management solutions for companies and nonprofits. It offers budgeting and forecasting, model building and administration, reporting and analysis, dashboards and scorecards, currencies and languages, and multiple instances. The company also provides data integration solutions, including annual budgeting, rolling forecasts, variance analysis, and what-if scenarios; general ledger, customer relationship management, and human resource systems; elements of the enterprise resource planning system; and Adaptive Consolidation, an integrated cloud-based solution for close-and-disclose financial consolidations and analysis. In addition, ...

3350 West Bayshore Road

Suite 200

Palo Alto, CA 94303

United States

Founded in 2003





Key Executives for Adaptive Insights, Inc.

President and Chief Revenue Officer
Age: 42
Co-Founder and Vice President of Product Development
Chief Financial Officer
Chief Community Officer
Compensation as of Fiscal Year 2014.

Adaptive Insights, Inc. Key Developments

Adaptive Insights Announces Management Changes

Adaptive Insights announced new leadership appointments including Founder Rob Hull to the role of Chairman and the transition of CEO John Herr to senior advisor for the company. Keith Nealon, Former President and GM of ShoreTel, joins the company as its new President and Chief Revenue Officer and Jim Kelliher joins as the new Audit Committee Chair and member of the board of directors. Nealon and Kelliher both bring extensive experience leading high-growth companies. Nealon most recently served as the President and General Manager of ShoreTel's cloud division (via its acquisition of M5 Networks) where he was responsible for growing revenue more than 100% in three years. Prior to ShoreTel, Nealon held several senior executive positions at companies including Conductor, Navisite and Eloqua. Kelliher currently serves as CFO of LogMeIn and the Audit Chair for Fleetmatics, both of which are Adaptive customers. He has also previously held financial leadership positions at IMlogic and Parametric Technology.

Adaptive Insights, Inc. Presents at Credit Suisse Disruptive Technology Conference, May-15-2014 08:10 AM

Adaptive Insights, Inc. Presents at Credit Suisse Disruptive Technology Conference, May-15-2014 08:10 AM. Venue: Ritz Carlton, San Francisco, California, United States. Speakers: David Pefley, Chief Financial Officer.

Adaptive Insights Announces Ron Codd as New Investor and Senior Advisor

Adaptive Insights announced that Ron Codd, former CFO of PeopleSoft, has joined the company as a new investor and Senior Advisor. Ron currently serves on the board of directors of FireEye and Rocket Fuel as well as Veeva Systems and ServiceNow. He previously served on the boards of DROBO, SeaMicro, DemandTec, Interwoven, and Agile Software.

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