What Iasset does

iasset.com (legal entity: iasset.com Pty Ltd) is a privately held B2B SaaS company founded in 2008 and headquartered in Sydney, Australia, with additional offices in Denver (US) and London (UK). The company operates a cloud-based, multi-tenant revenue automation platform purpose-built for the IT channel ecosystem, serving technology vendors, distributors, resellers, and managed service providers (MSPs) across IT, IIoT, and MedTech sectors. The platform consolidates Configure Price Quote (CPQ), renewals automation, installed-base intelligence, quote-to-cash, and expansion campaign management into a single API-first solution hosted on Microsoft Azure and integrated with Salesforce, SAP, Oracle, NetSuite, Microsoft Dynamics, ServiceNow, DocuSign, and other enterprise systems.

Core products include the iasset.com Platform, InGRID (an AI-powered installed-base intelligence engine with agentic AI capabilities delivered via a partnership with Atlastix), Channel Gateway (a free vendor portal using the proprietary Quote Reference Token Framework), Solano (a cloud billing engine for direct Microsoft CSPs), iasset.com Lite (an entry-level tier for SMB resellers and service providers), and the LIPS™ (Land, Invest, Protect, Surrender) lifecycle methodology. The platform manages over $20 billion in customer assets globally and represents 1,000+ vendors and 26,000+ channel partners.

iasset generates revenue primarily through subscription-based SaaS fees, with quote-based pricing tailored to enterprise scale (vendors, distributors, large organizations) and a lower-priced Lite tier for SMB resellers. The go-to-market combines direct enterprise field sales with local technical account managers across North America, Europe, and Asia Pacific, augmented by a formal partner program and the free Channel Gateway portal. Named customers include Fortune 500 enterprises such as Fujitsu, Arrow, Trellix, Glencore, and Spark NZ alongside mid-market and SMB logos including Distribution Central, Wavelink, Murdoch Webster Technology Group, Citrus Solutions, and Venn IT Solutions. The company is founder-led by CEO Scott Frew and CTO Michael Carlile, with no disclosed external funding, M&A activity, or revenue figures, and holds ISO/IEC 27001:2022 certification.

Name

Iasset

Legal name

iasset.com Pty Ltd

Website

https://iasset.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

51–100 employees

Short description

iasset.com is a B2B SaaS company that provides a cloud-based revenue automation platform purpose-built for the IT channel ecosystem, serving technology vendors, distributors, resellers, and MSPs with CPQ, renewals automation, installed-base intelligence, and quote-to-cash capabilities.

Ownership category

akta.pro rank

Product category

Channel Revenue Automation Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

akta.pro secondary industry

Billing, Subscription & Entitlement Management (IAP orchestration) (MPAFAJAC)

Keywords

• Channel revenue automation
• Configure price quote
• Renewals management
• Installed base intelligence
• Quote-to-cash software

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: iasset operates as a multi-tenant SaaS platform on a subscription basis. Customers (vendors, distributors, MSPs) pay recurring fees to access the platform. Pricing is quote-based and tailored to the customer's scale, number of users, and module usage. The platform manages over $20 billion in assets for customers globally.
2. Enterprise Platform Fees: Enterprise customers pay platform fees based on the scope of deployment including number of vendors, partners, and transaction volumes managed through the platform.
3. iasset Lite (Entry-level Tier): An entry-level version called iasset.com Lite is offered for small-to-medium resellers and service providers, providing automated lifecycle management and quoting at a lower price point than the full enterprise platform.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

iasset.com is a multi-tenant SaaS platform that automates Configure Price Quote (CPQ), renewals, expansion-revenue campaigns, and quote-to-cash processes for the IT channel ecosystem. It consolidates installed-base data from CRM, ERP, and ITSM systems and applies AI-powered analytics to identify revenue risks, upsell opportunities, and churn across multi-tier channel environments. The platform serves technology vendors, distributors, resellers, and managed service providers (MSPs) globally and manages over $20 billion in assets.

Product overview

iasset.com is a unified revenue automation platform consisting of the core iasset.com Platform (which bundles CPQ, renewals automation, expansion revenue management, and quote-to-cash capabilities), augmented by specialized modules and add-ons. Key products include InGRID (AI-powered installed base intelligence), Channel Gateway (free vendor-partner data exchange tool), LIPS™ (a proprietary lifecycle sales methodology), Solano® (cloud billing engine for Microsoft CSPs), and iasset.com Lite (entry-level tier for SMBs). These products work together as an integrated system: the platform centralizes installed base data from connected ERP/CRM systems, applies LIPS methodology to identify lifecycle opportunities, and uses InGRID AI to surface actionable intelligence for proactive revenue protection and expansion.

Differentiator

Problem solved

Functional benefit

Products and services

• iasset.com Platform Multi-award-winning, data-driven revenue automation SaaS platform that automates and streamlines critical sales and revenue processes including Configure Price Quote (CPQ), renewals automation, expansion revenue campaigns, and quote-to-cash for technology vendors, distributors, resellers, and MSPs across IT, IIoT, and MedTech sectors.
• Channel Gateway Free centralized vendor portal that allows vendors to share product, pricing, EOx, and partner-program data with channel partners, and includes the QRT (Quote Reference Token) Framework for tracking quote progress across the channel ecosystem without revealing commercial data.
• InGRID AI-powered installed-base intelligence and reporting engine that uses agentic AI (via Atlastix partnership) to enable natural-language querying of installed-base data; identifies revenue risk, uncovers expansion opportunities, reduces churn, and delivers executive-ready intelligence across customers, countries, regions, vendors, partners, and SKUs.
• Solano Dedicated cloud billing engine for direct Microsoft Cloud Solution Providers (CSPs) that converts customer cloud consumption data into billing information ready for ERP invoicing; offers a 30-day free trial.
• iasset.com Lite Entry-level version of the iasset.com platform designed for small-to-medium resellers and service providers, delivering automated, easy management and quoting of net-new, renewal, and extension opportunities at a lower price point than the full enterprise platform.
• LIPS (Land, Invest, Protect, Surrender) iasset's proprietary lifecycle sales methodology (Land, Invest, Protect, Surrender) that provides a structured framework for identifying opportunities at every stage of the customer lifecycle, from new sales through renewals and end-of-life management, used by vendors and channel partners to extend customer value.

Quantifiable outcome

• 90%+ renewal rates achieved by iasset customers
• +11 more outcomes

Named customers13 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability7 records

Feature10 records

Partnerships

Seven partnerships are on record, tiered minor and core.

• Channel Collective (with Vortex 6 and Channel Mechanics)minorStrategic or Co-development Partner · 13 February 2019The Channel Collective was formed in February 2019 between iasset, Vortex 6, and Channel Mechanics — three channel-focused companies with a shared mission to provide collaborative solutions for the channel ecosystem.
• AtlastixcoreTechnology or Integrationiasset partnered with Atlastix, specialists in AI agents and digital workforce technology, to embed advanced AI agents into InGRID — iasset's installed-base intelligence engine. This collaboration enables natural-language querying of installed base data, surfacing revenue risk, expansion opportunities, and churn indicators. Atlastix's AI agents analyze lifecycle, contract, and asset data to deliver executive-ready intelligence.
• RejoosecoreStrategic or Co-development Partneriasset partnered with Rejoose to transform corporate sustainability through automated carbon tracking. The partnership embeds carbon emission data into every quote, enabling customers to stay compliant with ESG requirements and proactively manage obsolescence opportunities. Rejoose provides the sustainability expertise while iasset integrates carbon data into the sales process.
• WavelinkcoreChannel Partner/ Reseller/ DistributorWavelink, an IT distributor, built 5thWave — a solution for automated renewal and asset lifecycle management — on the iasset platform. Within 6 months, Wavelink generated AU$5.6M in revenue using the platform, with 60% of renewal quotes validated automatically. The solution is integrated into Wavelink's NetSuite ERP and Fortinet API.
• TesediminorChannel Partner/ Reseller/ DistributorLeading European service-only distributor Tesedi selected the iasset platform to streamline the management of its renewal operations. This partnership extends iasset's presence in the European market.
• Microsoft Azure (Cloud Infrastructure)coreTechnology or Integrationiasset's solutions are hosted on Microsoft Azure, enabling deployment into global data centers and ensuring minimal downtime and business continuity. Azure provides the cloud infrastructure underpinning the entire iasset SaaS platform.
• Microsoft (CSP Program)coreTechnology or Integrationiasset supports direct Microsoft Cloud Solution Provider (CSP) partners through its Solano cloud billing engine, which converts customer cloud consumption data into billing information ready for ERP invoicing. This integration addresses the specific needs of MSPs operating as Microsoft CSPs.

Scale indicators12 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Salesforce (Revenue Cloud / CPQ): Salesforce Revenue Cloud (formerly Salesforce CPQ) is the most direct competitor for quote configuration and quote-to-cash in B2B tech sales. Both target the same IT channel revenue cycle; Salesforce bundles CPQ with the broader CRM platform while iasset specializes in channel-specific installed-base and renewal workflows.
• Oracle CPQ (BigMachines): Oracle CPQ (originally BigMachines) is a leading enterprise CPQ suite that competes head-on with iasset for complex multi-vendor quoting and configure-price-quote workflows. Both serve enterprise B2B sales motions; Oracle bundles CPQ with its broader CX and ERP portfolio, while iasset's differentiation is channel-specific lifecycle automation.
• SAP CPQ (CallidusCloud): SAP CPQ, originally CallidusCloud, is a direct competitor for CPQ and configure-price-quote functionality in B2B technology sales. SAP extends CPQ with subscription billing and broader ERP integration; iasset competes by specializing in the multi-tier IT channel installed base that SAP's general CPQ does not natively address.
• Conga (formerly Apttus): Conga provides CPQ, contract lifecycle management, and revenue automation that overlap directly with iasset's quote-to-cash and renewal automation capabilities. Both target mid-market and enterprise B2B technology vendors and distributors; Conga is broader in contract management while iasset is deeper in channel-specific installed-base intelligence.
• Zuora: Zuora is a subscription management and billing platform with renewal automation that overlaps with iasset's renewals and quote-to-cash modules. Both serve recurring-revenue B2B technology businesses; Zuora is broader in subscription commerce while iasset is more channel-specific in its installed-base intelligence.
• PROS: PROS provides AI-driven pricing, CPQ, and revenue management software that competes with iasset's CPQ and quote-to-cash capabilities. Both target B2B sellers with complex pricing; PROS emphasizes AI-driven price optimization while iasset emphasizes channel-specific installed-base and renewal automation.

Broad incumbents

• CloudBlue (Ingram Micro): CloudBlue is Ingram Micro's platform for cloud and XaaS channel commerce, providing provisioning, billing, and marketplace capabilities that overlap with iasset's channel and renewal automation. CloudBlue is a larger incumbent focused on cloud services distribution while iasset is more focused on traditional IT channel lifecycle management.
• ArrowSphere (Arrow Electronics): ArrowSphere is Arrow Electronics' platform for channel quoting, procurement, and lifecycle management, and Arrow is iasset's historical parent distribution lineage. ArrowSphere provides similar channel enablement capabilities but as part of Arrow's broader distribution platform rather than a standalone channel-agnostic SaaS.

Emerging players

• Pax8: Pax8 is a cloud distributor providing a partner platform for MSPs to procure, provision, and manage cloud services, partially overlapping with iasset's Solano cloud billing engine for Microsoft CSPs. Pax8 focuses on cloud marketplace and provisioning while iasset provides broader channel quoting, renewals, and installed-base automation.
• LogiSense (Flexera): LogiSense, acquired by Flexera, provides subscription billing and usage-based commerce for technology channel partners, overlapping with iasset's Solano billing engine and recurring revenue management capabilities. LogiSense specializes in usage-based billing while iasset provides broader lifecycle sales automation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/iasset-com
• Xx.com/iasset_com

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Iasset