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Trusted by 1,500+ Organizations worldwide

Trusted by 2,000+ companies worldwide
  • G2 Leader badge for OKR software, Enterprise segment, Summer 2026

The capital alignment problem

Capital gets allocated. Strategy gets forgotten.

When budgeting tools and strategy plans live in separate systems, capital flows to last year’s priorities, not this year’s goals.

Investment cycles don’t match strategic cycles

Annual budget processes lock capital into last year’s plan before quarterly priorities have a chance to shift.

Spend data never maps to strategic outcomes

Finance tracks spend against budget codes, not outcomes — making it impossible to tell which investments actually drove results.

Capital requests never reach the OKR filter

Capital requests without an OKR skip the strategic portfolio management filter — approvals default to negotiation, not impact.

How it works

How strategic capital management works

Four connected stages turn isolated investment decisions into measurable strategic outcomes.

Strategic Alignment

Connect every capital request to a strategic objective before approval.

Portfolio Prioritization

Score investments by capital allocation impact before committing budget.

Resource Allocation

Deploy approved capital with live visibility into spend and progress.

Performance Tracking

Track returns against strategic outcomes across every active initiative.

How Profit.co solves this

How Profit.co connects capital to outcomes

Profit.co’s SPM module links every portfolio decision to live OKR management data — so strategy teams approve investments on strategic impact, not last quarter’s budget forecast.

SPM Module Manages the Project Demand Pipeline

Profit.co’s SPM module captures every incoming project request through a demand management process — so only strategic initiatives move forward.

Projects Connect to the OKRs They Serve

Profit.co’s OKR Module links each project to its key result — so portfolio reviews show strategic impact, not delivery status.

PPM Progress Agent Sharpens Capital Reporting

Give the PPM Progress Agent your project inputs and it generates a structured capital progress update for each active initiative.

Strategic Capital Management Resource Library

Deep dives on Strategic Capital Management

Review capital allocation frameworks, KPI guides, process templates, and governance models — one article per question.

Quick Implementation

Get Started in 3 Simple Steps

Our proven implementation process gets your team up and running in weeks, not months.

Discovery & Setup

We understand your goals, configure your workspace, and set up the platform to match how your team works.

Guided Onboarding

Hands-on training for admins and team leads with dedicated customer success support.

Go Live

Launch to your full team with 24/7 support and run your first strategic capital planning cycle.

Customer stories

The results speak for themselves

View all customer stories →
“We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year. And these objectives are our direct lead indicators to the success of the business.”
90% of objectives achieved
Mark Hudoba, Executive VP at REHAU Building Solutions

Mark Hudoba

Executive VP · REHAU Building Solutions

“Just in the last year, we saved over $300,000. That made it easy to pitch to the owners to implement OKRs throughout the company.”
Over $300K saved in one year
Deena Giordano Ullom, VP of People Operations at United Technical Support Services

Deena Giordano Ullom

VP of People Operations · United Technical Support Services

“After implementing Profit.co, our employee participation in goal setting jumped from 60% to 80%, and review cycles became 40% faster. Leaders now have clear, real-time visibility into progress.”
75% less time on reviews
Suganya R., Senior HR at Toyota Connected India

Suganya R.

Senior HR · Toyota Connected India

“One of the significant benefits we found was reduced time spent on reviews - 75% reduction of time spent in reviews and 84% reduction in time spent in PPTs for Executives.”
80% goal participation
Gerardo Haro, CI Manager at Intuitive Surgical

Gerardo Haro

CI Manager · Intuitive Surgical

Integrations ecosystem

Connects to the tools your teams already use

100+ native integrations with bi-directional sync. Progress in Jira automatically moves OKRs. Slack bots enable check-ins without leaving your workflow.

Browse all 100+ integrations →

Enterprise Grade Security

Keep your company’s data secure and compliant with industry-leading security standards and certifications.

SOC 2 TYPE II

ISO 27001

GDPR

HIPAA

FAQ

Have questions? We have answers

What is strategic capital management?

Strategic capital management is the process of allocating financial resources to initiatives based on strategic value, not just cost. It connects investment decisions to measurable outcomes, replacing budget-driven allocation with strategy-first prioritization.

Strategic planning sets organizational priorities. Strategic capital management funds them. The two stay connected when capital requests map to active OKRs — most organizations conflate capital planning and capital budgeting without realizing the distinction.

Profit.co is the platform strategy and finance teams use to connect capital allocation to active OKRs, prioritize investments by impact, and track returns in real time — with 100+ integrations included.

Profit.co is live in weeks, not months. Discovery and setup take one week. Guided onboarding for your finance and strategy teams runs in week two. Your first capital planning cycle begins in week three.

Yes. Profit.co connects to 100+ tools including Excel Online, Google Sheets, Jira, Salesforce, Power BI, and Snowflake. Your capital data updates automatically — no manual exports or spreadsheet consolidation required.

Yes. Profit.co offers a 30-day free trial with no credit card required. You can set up your full strategic capital management cycle, collect feedback, and explore all features before committing to a plan.

Yes. Profit.co is SOC2 compliant and ISO certified with 99.9% uptime and 24/7 live support. Data is encrypted in transit and at rest, with role-based access controls throughout the platform.

Still have questions?

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See every capital decision tied
to your strategy

Connect your investment decisions to the strategic outcomes your organization is actively building this quarter.

Profit.co OKR dashboard on desktop and mobile
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