Investment Pipeline
See every dollar at every budget stage
Track your full portfolio from Total Budget through Budgeted, Funded, Spent, and Remaining with live Capex vs. Opex splits. Filter by fiscal year to see multi-year flows.
Value Realization Office
Prove every investment delivers real returns
Track every dollar from budget to spend and see whether your projects deliver the benefits they promised.
Rated 4.7/5 by 500+ Leaders
Trusted by 1,500+ Organizations worldwide
Without vs With Profit.co
What changes when benefits
are tracked
Most portfolios track spend but never confirm whether investments paid off. Here is what that looks like, and what it looks like with Profit.co.
Without Profit.co
- Budget approvals live in email threads with no audit trail
- Finance and delivery teams work from different numbers
- Benefits get promised at kickoff and never measured again
- No way to show which investments tied to strategic results
With Profit.co
- Every budget request follows a clear approval chain with full history
- Finance and delivery always see the same real-time numbers
- Benefits get tracked with regular check-ins and automatic health flags
- Every benefit links to the OKR, project, and budget that funded it
Core capabilities
Full control from investment to outcome
See where every dollar goes and whether every project delivers what it promised.
Budget Approvals
Approve every request in one place
View all budget and funding requests filtered by Draft, Pending, Approved, or Rejected. Configure multi-level approval chains and route funding requests separately from budget requests.
Benefits Tracking
See whether promised benefits actually arrive
Create benefits linked to projects and cost centers. Track them with regular check-ins and let automatic health flags surface anything falling behind — no manual reviews needed.
More tools, built right in
More ways to control, report, and defend every investment decision your portfolio makes.
Milestone-Based Benefits
Track benefits by completion date, not just periodic check-ins.
Automatic Health Flags
Benefits falling behind actual vs. planned get flagged without manual input.
Fiscal Year Filtering
Filter any view by fiscal year to compare multi-year investment performance.
Cost Center Mapping
Assign each benefit to a specific cost center for finance-ready reporting.
Request Audit Trail
Every budget and funding request keeps a full history of approvals and changes.
Balanced Scorecard Linkage
Connect benefits to Balanced Scorecard Objectives alongside OKRs and Strategic Themes.
The Profit.co Platform
Everything your teams need in one product
Profit.co connects strategy, projects, people, and performance so every part of your organisation moves together.
OKR Linked Projects
Projects tied to strategic goals
Financial Management
Track project budgets and spend
Tollgate Management
Stage-gate reviews and approvals
Scenario Planning
Model delivery options before committing
Project Health and Dashboards
Live health across all projects
Cost Benefit Analysis
Compare costs against expected benefits
Workstreams
Organize work across multiple streams
My Work Items
Personal task and deadline view
Sprint Creation
Build and manage sprint cycles
Demand Management
Capture and prioritise project requests
EVM Dashboard
Cost, schedule, and scope in one view
Task Analytics
Analyze task completion patterns
Sprint Cycles
Run iterative cycles with velocity tracking
Workspace
Central hub for teams and projects
Task Comments & Collaboration
Discuss and collaborate in context
Task Dependencies
Link tasks and sequence work
Releases
Plan, schedule, and ship releases
Master Layout (Custom Fields)
Configure custom fields and layouts
Projects Execution Suite
Connect every project to the strategy behind it
Profit.co brings project portfolios, sprint execution, financial tracking, and OKR alignment together so every team delivers work that moves the business forward.
Strategy Roadmaps
See Where Every Portfolio Investment Is Tied to Strategy
Visualize strategic themes alongside the portfolio investments backing them. Leadership always sees which initiatives tie to which priorities.
Strategy Execution
Prove Every Funded Project Is Delivering on the Strategy
Link every project to corporate objectives and track delivery against them. Full traceability from capital committed to outcome achieved.
AI Agents
Less Time on Setup, More Time on Governance
AI Agents accelerate project creation and structuring so your team spends less time on setup and more on governance.
See Profit.co Value Realization Office in action
Book a 30-minute demo and walk away knowing exactly how Profit.co tracks budget, spend, and benefits from day one.
Integrations ecosystem
Connects to the tools
your teams already use
100+ native integrations that keep your data in sync - so teams check in, update progress, and stay aligned without switching apps.
Browse all 100+ integrations →Customer stories
The results speak for themselves
“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.”
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.”
Deena Giordano Ullom
VP of People Operations, United Technical Support Services
“For us, the key factor was achieving full alignment between OKRs, projects, and tasks, supported by automation and KPI-driven governance. Profit.co provided a centralized portfolio management system — a single source of truth for all projects.”
David Serra
Head of Transformation & CMO, CELO Industry
“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.”
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.”
Gerardo Haro
CI Manager, Intuitive Surgical
“With Profit.co, we can assign tasks, track progress, and see how everything contributes to our overall goals and mission. Watching everything come together, from the bottom-up tasks to the overarching strategy, is incredible.”
Catherine Pelton
Communications Manager, RUNX1 Research Program
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
FAQs
Questions about Value Realization Office
Everything you need to know before getting started.
Value Realization Office in Profit.co tracks every investment from budget request through to delivered benefits. It gives portfolio leaders one system to approve spend, monitor cash flows, and confirm whether projects return the value they promised.
Yes. Any owner can be assigned to a benefit and track progress through regular check-ins. Benefits can be personal, team-level, or portfolio-wide, each with its own owner, target period, and check-in cadence.
Yes. Budget, funding, and spend figures update in real time as requests are approved and costs are recorded. Health status flags on benefits also update automatically based on actual vs. planned progress.
You can submit new budget requests or amend funding at any time within an open authoring window. Each change follows the configured approval chain and is recorded in the full audit trail so nothing gets lost.
Yes. Profit.co offers a free trial with no credit card required. You can sign up and start building your investment pipeline right away.
Most teams configure their first investment portfolio and approval chains within a day. Profit.co’s onboarding team can guide your finance and PMO teams through the full setup if needed.
Yes. Role-based access controls let you decide which teams see which portfolios, budgets, and benefit records. Finance teams can have full visibility while project teams see only what is relevant to their work.
Yes. Profit.co connects with Jira, Slack, Microsoft Teams, Azure DevOps, Salesforce, and more. Your investment and project data stays in sync across the tools your teams already work in every day.
Ready to transform execution?
Show the returns, every fiscal year
When investments are tracked from request to realized benefit, finance and delivery teams finally speak the same language
