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Page 1: FEB PowerSteering Program & Portfolio Management We’re ... · Project Portfolio Management NOV 2013 ComSci IT Financial Management NOV 2014 ... Customer Experience Management DEC

Acquisitions Portfolio

Project & IT Management

FEB2012

PowerSteeringProgram & Portfolio Management

FEB2012

TenroxProfessional Service Automation

NOV2013

EPM LiveProject Portfolio Management

NOV2013

ComSciIT Financial Management

NOV2014

Eclipse PPMProject Portfolio Management

APR2017

RightAnswersEnterprise Knowledge Management

Workflow Automation

MAY2013

FileBoundDocument & Workflow Automation

NOV2015

UltrivaSupply Chain Management

MAY2016

Advanced Processing and ImagingDocument & Workflow Automation

JAN2017

OmtoolDocument Capture & Imaging

NOV2017

QvidianRFP and Sales Proposal Automation

MAR2018

InterFAXEnterprise Cloud Based Fax

JUN2018

RO InnovationCustomer Reference & Sales Enablement

Customer Experience Management

DEC2013

ClickabilityWeb Content Management

DEC2014

Mobile CommonsMobile Engagement Management

JAN2016

LeadLanderWebsite Visitor Analytics

MAR2017

HipcricketMobile Engagement Management

JUL2017

WaterfallMobile Engagement Management

OCT2018

Rant & RaveCloud-Based Customer Engagement

DEC2018

AdestraEmail and Marketing Automation

We’re building on our market leadership by acquiring built-for-purpose products that extend our depth, breadth and scale.

Proven Leadership with Buying PowerUpland’s proven team offers a reliable and disciplined M&A process with a combined 41 successful acquisitions over the past 16 years. With access to a $400 million credit facility and the public equity markets, Upland has the buying power necessary to execute our acquisition plan and expand on the 20 successful acquisitions we’ve closed to date.

Enterprise Work Management M&A Sector Focus

About Upland SoftwareUpland Software (Nasdaq: UPLD) is a leading provider of cloud-based Enterprise Work Management software. Our family of applications enables users to manage their projects, professional workforce and IT investments; automate document-intensive business processes; and effectively engage with their customers, prospects and community via the web and mobile technologies. With more than 4,000 customers and over 450,000 users around the world, Upland Software solutions help customers run their operations smoothly, adapt to change quickly, and achieve better results every day.

Contact

Austin Woody Vice President of M&A and Corporate Development 512.960.1013 | [email protected]

Project and IT Management

Workflow Automation

Customer Experience Management

Recurring Revenue Base Renewal Rates > 90%

Enterprise ApplicationsBuilt-for-purpose Enterprise Work Management

Financial ProfileRevenues in the $5-$25 Million Range

GeographyU.S., Canada and E.U.$

What We Look For

uplandsoftware.com

Enterprise Work Management M&A Strategy