Nobody knows which projects are driving the strategy
Funded work piles up with no clear line to the goals it was supposed to advance.
Strategic Portfolio Management
Every Investment, Every Goal, One Clear Strategy
See every funded initiative connected to a strategic goal so leadership always knows what is on strategy, what is drifting, and where to act.
Rated 4.7/5 by 500+ Leaders
Trusted by 1,500+ Organizations worldwide
Problems we solve
Your strategy is set but your
portfolio is not aligned to it
Most portfolios fund what feels familiar rather than what the strategy requires.
Every funding decision still runs through a spreadsheet
Budgets get argued over in static files that are out of date the moment they are shared.
Projects close but promised returns never get measured
Teams celebrate delivery, then nobody checks whether the expected value actually arrived.
Strategy and portfolio management handled in separate tools
Most tools keep portfolio and strategy apart, so investment decisions lose sight of the plan.
Core capabilities
The SPM Platform That Connects Strategy to Investment
One platform where every funded initiative connects to the strategy it serves.
Strategic Alignment
Connect every project to the strategy it delivers
Link project portfolios directly to company OKRs and track progress automatically. See which initiatives are advancing strategic goals without manual reporting.
- No dollar approved without an objective
- OKR and Balanced Scorecard always linked
- Complete fund-to-goal traceability
Strategy Roadmaps
See Your Entire Strategy on a Single Timeline
Long-term goals become visual timelines across strategic themes. See which initiatives are running each quarter and whether they match the strategic priorities.
- Portfolio health, always in view
- Multi-year commitments always mapped
- Rebalance priorities on the fly
Scenario Planning
Model Your Portfolio Options Before Committing Any Budget
Run multiple portfolio scenarios with different budgets and priorities. Profit.co recommends the best allocation automatically.
- Run what-ifs on budget, resources, strategy
- Scenarios ranked by actual outcomes
- ROI calculated per scenario
Investment Tracking
Track Every Dollar From Budget Plan to ROI
Time-phased cost plans and baseline variance show exactly where money flows. IRR, NPV, and Payback Period update automatically as projects progress.
- CapEx and OpEx tracked across years
- Budget broken out monthly
- Multi-currency portfolios supported
Value Realization Offices
Prove Every Funded Project Delivers Promised Value
Control portfolio budgets and track investment value. See exactly where every dollar goes and whether projects deliver their promised benefits.
- Actual benefits compared against plan
- Earned value translated into ROI
- Value tracked past project close
AI Agents
Portfolio Agents That Work
While Your Team Executes
AI agents build project plans, surface portfolio risks, and deliver live status reports without manual effort.
PPM Authoring Agent
Build Your Full Project Plan in Seconds
Describe a business situation and the agent builds your complete project structure in seconds.
PPM Progress Agent
PPM Progress Agent
Spot Portfolio Issues Before They Become Delays
Monitors project health across your portfolio and surfaces issues before they turn into delivery problems.
Project Status Agent
Pull Live Status Reports Across Every Project
Pulls the latest data from every project and delivers a clear status update automatically.
Complete feature set
What the Profit.co SPM Delivers
From strategy alignment to portfolio investment – every funded initiative tracked in one place.
EVM Dashboard
Track earned value metrics across every project in the portfolio
Financial Management
Monitor budgets, costs, and variance in one financial dashboard
Tollgate Management
Review and approve project advancement through each stage gate
Project Health & Dashboards
See overall project health and status across your full portfolio
Scenario Planning
Compare portfolio scenarios and pick the best allocation of resources
OKR Linked Projects
Connect every project to a company OKR or strategic objective
Value Realization Office
Compare planned benefits to actual outcomes across every funded project
Investment Tracking
See time-phased cost plans, ROI metrics, and budget variance in one view
Demand Management
Capture, score, and prioritize incoming project requests before they start
SPM Execution Suite
Connect Your Strategy to Every Corner of Your Business
Strategy Execution (BSC & OKRs)
Connect Strategic Plans to OKRs and Scorecard Targets
Cascade your strategy into OKRs and Balanced Scorecard measures across teams. Track how plans turn into owned, measurable execution.
Tasks
Carry Strategy Down to the Tasks That Deliver It
Break strategic goals into the everyday tasks teams own and complete. Close the gap between the plan and the work.
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
See Profit.co SPM in action
Book a 30-minute demo and see how Profit.co connects every portfolio investment to strategy, from funding to delivered value.
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
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 does Profit.co SPM actually do?
Profit.co SPM connects every portfolio investment to a company OKR or strategic goal so leadership always knows which initiatives are on strategy. Track budgets, model scenarios, and prove benefit realization in one place.
How is Profit.co different from other SPM tools?
Most SPM tools track project financials separately from strategy. Profit.co brings OKR management, scenario planning, benefits tracking, and portfolio dashboards together in one product. It also includes 16 AI Agents and 100+ integrations with no separate tools needed.
How quickly can we get started with Profit.co?
Most teams are up and running within 30 days. A dedicated customer success manager sets up your portfolio structure, workflows, and integrations during onboarding. Your team does not need to pause execution while setup happens.
Does Profit.co work with the tools we already use?
Yes. Profit.co connects to 100+ tools including Jira, Salesforce, Microsoft Teams, Azure DevOps, and Google Sheets. Portfolio data flows in automatically so your team never has to enter updates in two places.
How secure is Profit.co for our organization?
Profit.co is SOC 2 Type II certified and ISO compliant with 99.9% uptime and 24/7 live support. All portfolio and strategy data is encrypted in transit and at rest, meeting enterprise and government procurement requirements.
Is there a free trial available?
Yes. Profit.co offers a 30-day free trial with no credit card required. Your team can build portfolio structures, connect integrations, and run live projects during the trial before committing to a plan.
Still have questions?
Ask Questions →Ready to transform execution?
Turn strategy into
execution
Join 1,500+ customers using Profit.co to bridge the gap between strategy and results. Start your free trial – no credit card required.
