What Cloud Taskforce does

Cloud Taskforce (legal entity: Original Ventures, LLC, D/B/A Cloud Taskforce, LLC) is a privately held, vendor-agnostic technology advisory firm founded in 2012 and headquartered in Washington, D.C., with a secondary office in Rockland, Massachusetts. The company operates exclusively on the buy-side, representing business clients in technology sourcing decisions across IT, cloud, and telecom categories including UCaaS, CCaaS, SD-WAN, IaaS, data center, security, DRaaS, data networks, mobility, and work-from-home enablement. Its core competency lies in consulting methodology, vendor assessment frameworks, and lifecycle management rather than in proprietary software; the firm conducts discovery, RFP management, vendor shortlisting, negotiation, implementation oversight, and ongoing managed services through technical consultants and account engineers.

Cloud Taskforce employs 51-100 people and serves a horizontal mix of SMBs and enterprises across the United States, with Canada also listed among served markets. The firm is affiliated with what it describes as the largest tech distributor in the United States, granting it curated access to 300+ service providers and privileged pricing and business terms on behalf of clients. All advisory services are provided at no cost to the client; Cloud Taskforce is compensated exclusively by service providers upon successful sourcing, implementation, or migration outcomes, creating a contingent, affiliate-referral revenue model that aligns its economics with client success.

The company is founder/owner-operated with no disclosed institutional funding, no acquisitions, and no public listing. Its primary defensible advantages are the distribution relationship with the parent tech distributor, the curated 300+ provider network, and the deep IT and telecom experience of its founding team. Customer evidence is concentrated in small healthcare, nonprofit, and SMB case studies, with no named large enterprise anchor logos disclosed in available materials.

Name

Cloud Taskforce

Legal name

Original Ventures, LLC, D/B/A Cloud Taskforce, LLC

Website

https://cloudtaskforce.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

51–100 employees

Short description

Cloud Taskforce is a vendor-agnostic technology advisory firm that helps SMBs and enterprises source, negotiate, implement, and manage IT, cloud, and telecom services across 300+ providers, compensated by vendors on successful outcomes.

Ownership category

akta.pro rank

Product category

IT Advisory Services

NAICS

Computer Systems Design and Related Services (54151), Computer Facilities Management Services (541513)

SIC

Services-Computer Integrated Systems Design (7373), Services-Management Services (8741)

akta.pro primary industry

Cloud Strategy, Assessment & Roadmap (BPAEACAA)

akta.pro secondary industries

Cloud Operations Outsourcing (Cloud Managed Operations) (BPAEAMAC), Cloud FinOps & SaaS Spend Management (BPAEAOAH), Cloud & Infrastructure Support (Servers, Storage, Virtualization) (BPAAACAE)

Keywords

• IT advisory services
• Cloud consulting
• Telecom sourcing
• Technology broker
• Vendor management

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory and Sourcing Fees (Contingency/Success-Based): Cloud Taskforce is compensated exclusively by service providers when clients successfully source, implement, or migrate to technology services. Clients pay nothing for advisory, discovery, assessment, RFP management, negotiation, or implementation support. The company's financial success is directly tied to client outcomes, creating aligned incentives. This is effectively a referral/affiliate commission model where the company acts as an exclusive buyer representative.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Cloud Taskforce is a vendor-agnostic technology advisory firm that helps businesses design, source, and manage IT, cloud, and telecom services at no cost to the client. The firm operates as an exclusive buyer's representative, drawing on 300+ service provider relationships through its affiliation with the largest tech distributor in the United States, and is compensated by service providers only when clients successfully implement solutions. Services span the full lifecycle from discovery and assessment through RFP management, negotiation, implementation, and ongoing managed services.

Product overview

Cloud Taskforce is a technology advisory and consulting company, not a software product vendor. It operates as a vendor-agnostic advisor helping businesses design, source, and manage IT, cloud, and telecom services. The company offers advisory services across multiple technology categories including Cloud Enablement & Digitalization, UCaaS (Unified Communications), CCaaS (Contact Center), SD-WAN, IaaS (Infrastructure), Data Center & Colocation, Security, DRaaS (Disaster Recovery), Data Networks, Mobility & Wireless, and Work from Home solutions. These are consulting and advisory service offerings, not software products. The company represents clients exclusively and provides full lifecycle support from discovery through implementation and ongoing management.

Differentiator

Problem solved

Functional benefit

Products and services

• Cloud Enablement & Digitalization Advisory Digital transformation advisory service that helps businesses navigate cloud adoption and ongoing evolution, including digital transformation maps, discovery, definition and design, risk assessments, SWOT analysis, business process and application stack analysis, infrastructure and continuity analysis, and customer premise equipment analysis.
• UCaaS (Unified Communications as a Service) Advisory Unified communications advisory covering hosted VoIP, managed voice, unified messaging, chat/IM/presence, voice/video/web conferencing, legacy and integrations (SIP trunks, PBX), pooling and bursting, SDN, collaboration tools, CCaaS, national/global footprint, SaaS integrations, and UCaaS AI.
• CCaaS (Contact Center as a Service) Advisory Contact center advisory service with capabilities for forklift installations, integration and hybridization, tracking and analytics, gamification, contact center AI, advanced IVR, CRM and vertical software integration, and compliance.
• SD-WAN (Software-Defined WAN) Advisory Software-defined WAN advisory including network efficiency and security analysis, connectivity and internet engineering, national/international private backbone and public IP, OTT solutions, DIA and MPLS hybrids, cloud-management and provisioning, aggregators/bonding, adaptive and application-aware VPNs, cloud optimization and CDN, dynamic QoS and prioritization, and managed network services.
• IaaS (Infrastructure as a Service) Advisory Cloud infrastructure advisory covering cloud-based infrastructures, cost reduction, speed-to-market, agility, scalability, continuity and security, future-proofing, and TCO analysis. Includes Helpdesk as a Service (HDaaS), Remote Monitoring and Management (RMM), and compliance (HIPAA, PCI).
• Data Center & Colocation Advisory Data center and colocation advisory including standard, managed, and HD colocation, hybrids (on-prem/collo/cloud), virtual data center (VDC), hybrid cloud (public/private/semi), proximity hosting, managed services and hosting, hardware as a service (HaaS), and data center continuity of operations.
• Security Advisory Security advisory covering risk assessments, vulnerability scans and audits, IDS/IPS, data protection, DRaaS, firewalls and UTM, endpoint security, email security and anti-spam, web and content filtering, incident response, secure mobility, zero trust networks, SIEM, IoT security, and big data/AI/ML integrations.
• DRaaS (Disaster Recovery as a Service) Advisory Disaster recovery advisory including risk assessment and right-sizing, backups and backup integrity, warm and hot spares, continuity of operations (COOP), disaster prevention and recovery, load-balancing and load distribution, geo-replication and redundancy, distributed architectures, server and network fail-over, wireless fail-over, and standard operating procedures (SOPs).
• Data Networks Advisory Data network advisory covering fiber, DIA, MPLS, hybrid (SD-WAN/legacy), managed WAN and Wi-Fi, managed network security, and hyper-scale data centers.
• Mobility & Wireless Advisory Mobility and wireless advisory covering telecom expense management, IoT, asset tracking, fleet management/telematics, sensors/hardware, hard and soft devices, device/policy management apps, connectivity, wireless failover, and F&A, voice, data and SaaS integrations.
• WFH (Work from Home) Advisory Work from home advisory covering UCaaS, mobile connectivity, IaaS, CCaaS, collaboration toolkits, workforce management, end-user training, and user monitoring, tracking and analytics.

Quantifiable outcome

• Average telecom invoice savings of 20-30% (referenced in company commitments)
• +2 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Avant Communications: Avant is a leading technology services distributor that acts as a buyer's representative for IT, cloud, and telecom solutions with a commission-based model and national agency network — directly comparable to Cloud Taskforce's sourcing and lifecycle services.
• Intelisys (a ScanSource company): Intelisys is a major technology services distributor/master agent now owned by ScanSource, connecting partners and clients to UCaaS, CCaaS, cloud, and connectivity providers — same distribution-channel and advisory economics as Cloud Taskforce.
• MicroCorp: MicroCorp is a master agent/distributor for cloud communications, networking, and SaaS solutions, serving SMB and enterprise via a partner-and-advisor channel with provider commissions — analogous GTM mechanics.
• Jenne: Jenne is a value-added technology distributor and master agent for UCaaS, CCaaS, networking, and cloud services, supporting advisors and resellers with provider relationships and back-office enablement — overlapping channel economics with Cloud Taskforce.
• Bridgepointe Technologies: Bridgepointe is a technology advisory firm that provides vendor-neutral consulting on cloud, networking, security, and unified communications for mid-market and enterprise clients, aligning incentives through carrier/provider compensation — a near-direct analogue.
• Sandler Partners: Sandler Partners is a master agency/distributor helping agents and advisors source IT, UCaaS, CCaaS, and SD-WAN solutions from 200+ providers — the same vendor-agnostic, success-based agency model that defines Cloud Taskforce.
• Telarus: Telarus is one of the largest US technology services distributors/master agents, connecting businesses with cloud, UCaaS, CCaaS, SD-WAN, and security providers through a buyer-rep/agency model — closely aligned with Cloud Taskforce's vendor-agnostic, commission-based advisory motion.
• TCG (The Telecom Group): TCG is a technology advisory and sourcing firm that helps enterprises and SMBs select and manage IT, telecom, and cloud services on a vendor-neutral basis — directly comparable on advisor motion and client profile.

Emerging players

• Convey (Convey Technology Solutions): Convey is a technology services distributor focused on UCaaS, CCaaS, SD-WAN, and cloud for SMB and mid-market — a more focused/emerging participant with overlap to Cloud Taskforce's SMB-led segment.

Broad incumbents

• Pax8: Pax8 is a cloud distributor serving MSPs and SMBs with managed cloud services procurement (and increasingly advisory tooling) — adjacent channel-level comparable, but broader scope and a software-enabled marketplace rather than pure advisory.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/cloudtaskforce
• LinkedInlinkedin.com/company/cloud-taskforce

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Cloud Taskforce