Strategic Portfolio Management Software

The Portfolio Platform That Connects Investment to Outcome

Connect portfolio funding, strategy execution progress, and project delivery in one live view – so PMOs stop chasing status updates and start proving which investments drive strategy.

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Rated 4.7/5 by 500+ Strategy Leaders on

Trusted by 1500+ customers including

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Enterprise-Grade Security, Built In

Profit.co meets the security and compliance requirements of enterprise procurement – SOC 2 Type II audited, ISO 27001 certified, with a 99.9% uptime SLA and 24/7 live support included on every plan.

Built for Execution

One Platform for PMOs, CFOs, and Strategy Teams – From Investment Decision to Proven Outcome.

Profit.co connects portfolio investments, strategy execution, and project delivery in a single real-time view – so what’s funded, what’s delivering, and what’s driving results is always visible.

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Investment Modeling With Complete Financial Control

Model scenarios, balance CapEx and OpEx, and forecast ROI before funding is committed – directing capital toward the highest-value initiatives from business case through benefits realization.

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Value Realization Beyond Project Closure

Track benefits realization against plan and monitor earned value post-closure – holding every strategic investment accountable to its promised outcome, not just its delivery date.

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Portfolio Risk Management Across Every Initiative

Identify, track, and escalate risks at the portfolio level – seeing which threats affect strategic investments and making governance decisions before they impact delivery or outcomes.

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Strategic Alignment That Drives Business Outcomes

Link every funded initiative to corporate objectives via strategy execution frameworks – with full traceability from investment to measurable strategic progress.

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Resource Pooling for Maximum Portfolio Value

Match the right skills to the right initiatives at the right time. Centralized capacity and demand visibility prevents overcommitment while maximizing strategic utilization across the portfolio.

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Highly Rated by Our Users

A comprehensive solution with advanced features to manage your projects from start to finish, ensuring team alignment and goal achievement.

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Additional Capabilities

Key Features of Profit.co Strategic Portfolio Management (SPM) Software

Interproject Dependencies

Define cross-project dependencies so downstream work only moves forward when upstream conditions are met.

Project Funding Request

Submit, evaluate, and approve project funding through structured workflows – replacing email chains with an auditable process.

Benefits Tracking

Track projected vs. realized benefits for every approved initiative – closing the loop between approval and delivery.

Earned Value Management

Monitor project performance using EVM metrics – tracking delivery against budget and schedule in real time.

What-If Analysis

Simulate portfolio scenarios to identify the best path toward business goals – before a single dollar is committed.

Demand Management

Prioritize incoming demand aligned to strategy – so your portfolio funds what matters most, not what arrived first.

See Profit.co SPM in Action

Book a 30-minute session with an SPM expert. Walk away with a clear plan for your portfolio’s first strategic alignment cycle.

Rated 4.7/5 by 500+ Strategy Leaders on

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Strategy Execution Suite

Connect Strategic Portfolio Management to Every Corner of Your Business

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Strategy Roadmaps
See Where the Organization Is Going – and What’s Funding It.

Visualize strategic themes alongside the portfolio investments backing them – so leadership always sees which initiatives tie to which priorities.

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Strategy Execution
Prove Every Investment Is Delivering on the Strategy.

Link every funded initiative to corporate objectives through strategy execution frameworks – full traceability from capital committed to outcome achieved.

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AI Agents
Make Faster Portfolio Decisions With AI-Powered Intelligence.

Profit.co’s AI Agents accelerate project creation and structuring – so PMOs spend less time on setup and more on portfolio governance.

Integrations

Connect the Tools Your Teams Already Use

Profit.co pulls live data from 100+ integrations – so your metrics and progress stay automatically updated without manual effort.

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Our Customers Are Saying

Verified ratings across G2, Capterra, and Gartner Peer Insights

Rated 4.7/5 by 500+ Strategy Leaders on

Bernat García

Bernat García

Engineering Manager, CELO
Profit.co transformed how CELO’s leadership managed projects
Enabled seamless project prioritization and reduced resource wastage through strategic alignment and structured approval processes.
David Serra

David Serra

Head of Transformation & CMO, CELO
Profit.co gave CELO the governance layer leadership needed to execute on strategy
Achieved full alignment between OKRs, projects, and tasks – backed by automation and KPI-driven governance across the organization.
Catherine Pelton

Catherine Pelton

Communications Manager, RUNX1 Research Program
Profit.co made it possible to see how every task connects to our mission
From assigning bottom-up tasks to tracking progress against overarching goals, the RUNX1 team finally has end-to-end visibility in one place.
David M

David M

Operations Manager
Springboard Your OKR Tracking to the Next Level
Profit.co takes the time to understand your business needs and then offer solutions on how to best leverage the product to drive your OKRs.
Nellie P

Nellie P

VP, Asia Product Development & Commercialization
Great tool to facilitate achievement
Using Profit.co conveniently provides visibility for our organization to have essential alignment on key objectives.
Ruben R

Ruben R

Director, Carrier Performance
A complete and adaptable OKR software with fantastic support and speedy development cycle
The most impactful feature is the completeness of the suite of interconnecting modules for OKRs, tasks, employee engagement and performance management.
Hana H

Hana H

Digital Health Solutions Territory Manager – Northeast Region
A positive experience with Profit.co
It’s an excellent way to view a variety of my goals and progress in any given quarter.
FAQs

Have questions?

We got answers.

Is there a free trial for Profit.co’s SPM software?

Profit.co offers a free 30-day trial – no credit card required. Your trial includes full access to the SPM module, including Strategic Alignment Dashboard, Investment Planning, Scenario Planning, and Resource Capacity Intelligence. You can configure your portfolios and run your first portfolio review before your trial ends. For enterprise pricing and volume plans, visit profit.co/pricing or book a 30-minute demo.

How long does it take to get our PMO up and running on Profit.co?

Most Profit.co customers run their first live portfolio review within three weeks of kickoff. Profit.co’s 16 AI Agents – including the PPM Authoring Agent and Project Status Agent – handle project structuring, progress configuration, and initial data setup, so your team focuses on strategy and governance, not manual configuration. Enterprise rollouts typically complete full configuration within 30 to 45 days.

Does Profit.co integrate with Jira, Microsoft Project, and our existing tools?

Profit.co integrates with 100+ tools including Jira, Microsoft Project, Azure DevOps, Microsoft Teams, Slack, Salesforce, Google Workspace, Power BI, Tableau, and Okta. Progress updates from Jira and Azure DevOps flow directly into Profit.co’s portfolio dashboards – so engineering and delivery teams keep working in their existing tools while PMO leaders see real-time status without chasing updates.

How does Profit.co keep our portfolio data secure?

Profit.co is SOC 2 Type II audited, ISO 27001 certified, GDPR compliant, and HIPAA compliant. The platform runs on a 99.9% uptime SLA with 24/7 live support on every plan. All data is encrypted in transit and at rest. Profit.co supports SSO via Okta, Azure Active Directory, and SAML 2.0 – so your IT team maintains full control over access provisioning and deprovisioning.

How do I use Profit.co to show portfolio ROI to the CFO and board?

Profit.co’s Investment Planning module tracks CapEx vs. OpEx allocation, NPV, and IRR across every project and portfolio in real time. Benefits Tracking connects each project to its projected and realized financial return. Persona-Based Reporting generates a CFO-specific dashboard that surfaces portfolio financial performance at a glance, with one-click export for board presentations – pulling from live data, not a spreadsheet assembled the night before.

Can Profit.co manage multiple portfolios and sub-portfolios across business units?

Profit.co supports unlimited portfolios and sub-portfolios – each with its own governance model, budget, and reporting view. Business units can manage their own portfolios independently while the enterprise PMO maintains a consolidated view across all portfolios in a single Strategic Alignment Dashboard. Interproject dependency mapping works across portfolios, so the PMO sees cross-business-unit risks and resource conflicts before they affect delivery.

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