CASCADE FOR STRATEGIC PORTFOLIO MANAGEMENT

Where Every Investment
‍Earns Its Place

Cascade is the AI-native, strategy-first SPM platform for leaders that want every initiative tied to corporate priorities, with live data and AI insight behind every decision.
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TRUSTED BY LEADING ORGANIZATIONS WORLDWIDE

Why Portfolio Leaders
Choose Cascade

What if every initiative in your portfolio could prove it was delivering the strategy? Cascade is the platform built for portfolio leaders that operate at the strategic level.
Strategy-First
SPM
Every initiative tied to strategy, with AI scoring how much each one is influencing the business. The portfolio shows which work moves the strategy forward.
Live Data,
Real Decisions
KPIs, budgets, and operational data flow live from your business systems, so investment decisions reflect the real state of the business.
Cross-Portfolio Visibility
Run multiple portfolios in one platform, with dependencies and overlapping initiatives visible across the system. Leadership sees how the whole work connects.
Decisions
Powered by AI
AI captures context from meetings and emails, flags emerging risks and duplicated work across portfolios, and answers your investment questions in plain language.

Portfolio Foundation

Build the portfolio your way

Structure portfolios at any level from portfolios down to programs, initiatives, milestones, and tasks, with strategic themes connecting the work.
Use any framework including custom models, value streams, PMO terminology, OKRs, or hybrid approaches that match how your business runs
Track budgets, RAG status, and resources with custom fields configured to fit your portfolio governance, so the data lives alongside the strategy.
Set up milestones, stage gates, and checklists to track progress through every initiative, with status rolling up automatically across the portfolio.
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Connected Execution

Connect portfolios to strategy

Score every initiative against strategic priorities with AI-calculated alignment showing how each piece of work is moving the strategy forward.
Pull KPIs directly from your business systems including BI tools, ERPs, CRMs, and finance systems, so the portfolio tracks real business outcomes.
Map cross-portfolio dependencies between initiatives in different portfolios, and see how strategic work connects across the business.
Surface drift with AI that flags initiatives drifting from priorities, duplicated work across portfolios, and effort that's lost its strategic purpose.

Reports & Decisions

Turn the portfolio into decisions

Capture context with AI ingesting meeting transcripts, emails, and files, matching them to the right initiatives and drafting updates for your teams.
Automate executive portfolio reports with drag-and-drop builder, custom charts, and AI widgets generating executive summaries, risk views, and strategic narratives.
Request updates on your portfolio review cadence prompting initiative owners before every review, and bringing their updates into the report.
Ask AI anything about your portfolio, drawing on every initiative, KPI, and conversation across the business in real time.
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Cascade Advanced Integrations

Connect the portfolio
to your stack

Cascade pulls live data from your BI tools, ERPs, CRMs, and finance systems, and integrates with delivery tools like Jira, Asana, and MS Project so the strategic view connects to where work actually happens.
Explore Cascade Integrations

Cascade is where every investment earns its place, scored against the strategy and the work delivering it.

Every portfolio. One strategy. One source of truth.
CASCADE FOR STRATEGIC PORTFOLIO MANAGEMENT

Full Feature Breakdown

Feature
Support
Details
Portfolio Hierarchy
Build full structure from portfolios to programs, initiatives, milestones, and tasks
Multiple Portfolios
Run transformation, technology, product, and innovation portfolios in one platform
Flexible Strategy Model
Configure to match how your portfolios run, including custom hierarchies, types, and rules
Multiple Frameworks
Support for custom corporate models, value streams, OKRs, BSC, PMO terminology, or hybrid approaches
Strategic Themes
Cluster initiatives by shared business priority, focus area, or transformation theme
Custom Fields and Types
Track budgets, RAG status, headcount, budget codes, or any other portfolio data
Milestones, Stage Gates, and Checklists
Track progress through the lifecycle of every initiative with status rolling up
Nested Initiatives and Sub-Initiatives
Break complex initiatives into layered sub-initiatives with progress rollups
AI Assisted Planning
Import existing portfolios from planning files, spreadsheets, or slide decks
Ownership and Collaborators
Assign owners and collaborators at every level of the portfolio
Feature
Support
Details
AI Alignment Scoring
AI scores how much each initiative is influencing strategic priorities
Strategic Roll-Up
Every initiative connected to a corporate priority, with executive visibility across portfolios
KPIs Linked to Live Data
Wire KPIs to BI tools, data warehouses, ERPs, CRMs, and finance systems
Benefits Realization
Track leading and lagging benefits indicators with financial and non-financial outcomes
Cross-Portfolio Dependencies
Map dependencies between initiatives across portfolios, with AI flagging hidden ones
Metric Trees
Roll smaller measures into high-level KPIs with sum, average, or weighted logic
Risk and Dependency Tracking
Track risks and dependencies on every initiative with severity and likelihood
AI Drift Detection
Flag initiatives drifting from priorities, duplicated work, and effort losing strategic purpose
Multi-Year Time Horizons
Annual, quarterly, and monthly views across multi-year strategic portfolios
Feature
Support
Details
Drag-and-Drop Report Builder
Build executive portfolio reports in minutes with custom flow and structure
Portfolio Review Templates
Pre-built templates for portfolio reviews, steering committees, and board reports
Custom Chart Builder
Visualize portfolio data with flexible chart widgets and pre-built templates
AI Widgets
Auto-generate executive summaries, risk views, and strategic narratives from live data
Live Dashboards
Real-time view of portfolio performance across every initiative and KPI
Strategy Cadences with Update Requests
Automatically prompt initiative owners for updates before every review
Scenario Views
Compare portfolio scenarios to model the impact of prioritization decisions
Export to PDF, PowerPoint, and Excel
Share portfolio reports in the format your audience expects
Historical Reporting and Snapshots
Track portfolio performance over time with full historical data
Feature
Support
Details
AI Capture from Meetings and Email
AI ingests transcripts, emails, and files, matching them to the right initiatives
AI Draft Updates
Drafts qualitative initiative updates for owners to review and approve
AI Alignment Scoring
Continuous scoring of how much each initiative is influencing strategic priorities
AI Drift and Duplication Detection
Flag initiatives losing strategic purpose and duplicated work across portfolios
AI Risk and Dependency Detection
Surface emerging risks, slipping confidence, and cross-portfolio dependencies
Natural Language Querying
Ask questions about portfolio performance and get synthesized answers
AI Executive Briefings
Curated portfolio insights delivered directly to leadership inboxes
Smart Meeting Prep
AI-generated agendas, summaries, and materials for portfolio reviews
Feature
Support
Details
Delivery Tools
Jira, Asana, Smartsheet, Monday, MS Project, and other project management platforms
BI Tools and Data Warehouses
Power BI, Tableau, Snowflake, SQL Server, and data warehouse connections
ERP and Finance Systems
SAP, Oracle, Workday, NetSuite, and other financial systems
CRM and Customer Systems
Salesforce, HubSpot, Microsoft Dynamics for customer and revenue data
Microsoft Teams and Slack
Native integration for updates, check-ins, and notifications
Microsoft 365
Outlook for email-based capture, SharePoint for document context
Custom Integrations
API, Power Automate, and Zapier for bespoke connections
SOC 2 Type II and ISO 27001
Independently audited compliance certifications
GDPR Compliance
Full GDPR adherence with data subject rights and processing controls
SSO and Role-Based Access
Single sign-on via Microsoft, Okta, and other major identity providers
AES-256 Encryption
Encryption at rest and in transit, data isolated from public AI models
Data Residency
Hosting in US, EU, and AU

Connect portfolio to strategy

See how Cascade scores every initiative against strategy, pulls KPIs from your systems, and surfaces the AI insight behind every investment decision.
FAQs

Questions? We have answers.

How does Cascade compare to traditional SPM software?
Cascade covers the SPM fundamentals: portfolio hierarchy, prioritization, KPI tracking, benefits realization, risk and dependency management, and executive dashboards. What's different is that Cascade is AI-native and strategy-first. Every initiative is scored against corporate priorities by AI, live data flows from your business systems, and cross-portfolio dependencies are visible across the whole strategic system. Traditional SPM tools were built around managing project portfolios. Cascade was built around strategy execution.
Can Cascade work alongside our existing PMO or delivery tools?
Yes. Many organizations use Cascade as the strategic layer above their existing PMO tools and delivery platforms. Cascade integrates with Jira, Asana, Smartsheet, MS Project, and other tools, so project data flows into Cascade for the executive and strategic view. PMO tools handle deep execution mechanics; Cascade handles strategic portfolio visibility, alignment to strategy, and AI-powered insight. The two work together.
How quickly can we have our portfolio running in Cascade?
Most portfolio teams have their strategic portfolio live in Cascade within 2 to 4 weeks. Larger rollouts with multiple portfolios, integrations, and reporting cadences typically take 4 to 8 weeks with implementation support. Cascade's AI Assisted Planning imports existing portfolios from planning documents, spreadsheets, or slide decks, so you start with your current structure instead of building from scratch.
Is our portfolio data secure?
Yes. Cascade is SOC 2 Type II and ISO 27001 certified, GDPR compliant, with AES-256 encryption at rest and in transit. SSO, role-based access, and full audit logs come standard. Your strategic data is isolated and never used to train public AI models. Data residency is available in US, EU, and AU.