ForgeOS

What ForgeOS does

ForgeOS is a SaaS Technology Intelligence Platform that centralizes operations for Technology Advisors (channel agents) who manage telecom and IT services for end-business customers. Founded in 2022 and headquartered in Baltimore, ForgeOS aggregates customer records, contracts, commissions, inventory, and order data from multiple telecom service distributors (TSDs), carriers, and suppliers into a single permission-based platform. The system normalizes inconsistent product naming across suppliers using AI-assisted processing, automates commission reconciliation against an industry-average 6% leakage rate, tracks contract renewals with proactive notifications, and exposes co-branded customer-facing portals that let small advisory firms present an enterprise-grade experience.

The product architecture comprises modular components — a customizable Reveal Dashboard, a Commissions reconciliation engine, Contract and Inventory Management, a Quoting module, a Customer Portal, and an integrated Ticketing system — with two integrated partner services embedded natively: Ten4 for billing solutions (500K+ invoices processed) and OpDecision for wireless mobility optimization. ForgeOS monetizes through two monthly SaaS subscription tiers: a self-service Pro plan and a full-service Premium plan in which the ForgeOS commission team opens and manages dispute tickets on the partner's behalf. Distribution is sales-led, leveraging free commission lookbacks, demos, and a flagship Partner Perks vendor relationship with the Technology Advisor Alliance. The company is privately held as ForgeOS, LLC (Delaware), appears bootstrapped or founder-owned with no disclosed venture or private equity funding, and operates with 11–50 employees.

The platform's bi-weekly release cadence (2x/month), 650+ deployed automations, and structured-data integration with Microsoft SSO indicate a product-led engineering organization that incorporates partner feedback directly into shipping cadence. Revenue streams include SaaS subscriptions, managed-services uplift on the Premium tier, and add-on economics from integrated suppliers (Ten4, OpDecision), creating an ecosystem model where third-party services compound platform value.

Name

ForgeOS

Legal name

ForgeOS, LLC

Website

https://forgeos.co

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

ForgeOS is a SaaS Technology Intelligence Platform that centralizes commissions, contracts, inventory, and customer data for Technology Advisors managing telecom and IT services across multiple suppliers.

Ownership category

akta.pro rank

Product category

Channel Partner Operations Software

akta.pro industry

PRIMARYHDAEAHAJ

eSignature, Forms & Digital Workflow Platforms

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Business Process Management (BPM), Workflow & Automation Platforms

Keywords

• Technology advisor software
• Commission reconciliation platform
• Telecom channel management
• SaaS billing software
• Contract management software

Headquarters

HQ city

Baltimore

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscription (Pro Plan): Self-service model where partners receive full platform access and data ingestion. Partners manage their own commission tickets and disputes with TSDs/carriers using the platform's tools. Provides automated data ingestion, reporting dashboard, and standard support.
2. SaaS Platform Subscription (Premium Plan): Full-service model where ForgeOS's commission team proactively opens and manages commission tickets on behalf of partners. Includes comprehensive data entry, order coordination, and hands-on support. Higher touch service with dedicated account management.
3. Wireless Optimization (OpDecision): Additional service offering for wireless mobility optimization. Partners can offer wireless audits and optimization services to their customers, generating additional revenue streams through a complementary product integrated into the platform.
4. Billing Solutions (Ten4): Invoice management and dispute resolution services offered through integrated partner Ten4. Helps customers reduce duplicate billing, avoid late fees, and resolve disputes, creating operational efficiency revenue opportunities.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

ForgeOS is a SaaS-based Technology Intelligence Platform that centralizes customer data, contracts, commissions, and supplier information for Technology Advisors operating in the telecom and IT channel. It consolidates data from multiple technology suppliers/distributors (TSDs) into a single system, automates commission reconciliation, and provides customer-facing portals for end-user businesses. [Inferred from available company description; no explicit source ID provided in input]

Product overview

ForgeOS operates as a unified Technology Intelligence Platform designed for Technology Advisors, combining core management capabilities with integrated partner services. The platform centers on ForgeOS itself—a SaaS operating system providing real-time visibility into telecom and IT environments—which integrates two strategic supplier services: Ten4 Billing Solutions for invoice processing, billing disputes, and consolidated billing; and OpDecision Wireless Optimization for wireless mobility management. The core platform is offered in two service tiers: Pro (self-service) and Premium (managed services with dedicated support). The architecture supports co-branded customer portals, customizable dashboards, and aggregated commission reconciliation across multiple TSDs and carriers, positioning ForgeOS as the single pane of glass for advisor operations.

Differentiator

Problem solved

Functional benefit

Products and services

• ForgeOS Platform
• Ten4 Billing Solutions
• OpDecision Wireless Optimization

Quantifiable outcome

• 100% of Technology Advisors have found missing commissions using the platform
• +4 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability4 records

Feature7 records

Partnerships

Three partnerships are on record, tiered core and flagship.

• Ten4 (Billing Solutions)coreTechnology or IntegrationTen4 is an exclusive integrated supplier providing billing solutions within the ForgeOS platform. They process over 500K invoices and offer consolidated billing, dispute resolution, and invoice management services. Ten4 helps eliminate duplicate billing, late fees, and provides customers with clear visibility into their technology spend.
• OpDecision (Wireless Optimization)coreTechnology or IntegrationOpDecision provides wireless mobility optimization services integrated into the ForgeOS platform. They offer free wireless audits with guaranteed minimum $5,000 annual savings for customers. The service includes inventory of all lines across multiple carriers, usage analytics, cost accounting codes, and dedicated account management.
• Technology Advisor AllianceflagshipGTM or Marketing PartnerForgeOS is an official Partner Perks vendor within the Technology Advisor Alliance. This partnership provides access to a network of technology advisors, generates referrals through the organized community, and offers discounted onboarding and special pricing for TA members. The TAA hosts webinars and events featuring ForgeOS to educate members about the platform.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• ServiceNow: Enterprise workflow and digital-process automation platform that increasingly extends into telecom and partner-operations use cases. ServiceNow is a broad incumbent whose workflow and integration breadth could subsume ForgeOS-style capabilities at large enterprise customers.
• Tigerpaw: PSA and business management software built specifically for telecom agents, IT service providers, and MSPs. Tigerpaw addresses similar commission, inventory, and contract workflows as ForgeOS but with an established install base in the telecom channel.
• Salesforce: Dominant CRM platform with growing channel/partner operations functionality via Partner Cloud and AppExchange partners. Salesforce is a broad incumbent whose ecosystem and partner-data capabilities represent both a competitive threat and an integration opportunity for ForgeOS.
• ConnectWise: A leading PSA and business management platform for MSPs and IT/telecom service providers. ConnectWise competes for the same operational-tooling wallet share as ForgeOS but serves a much broader IT-services base with a wider feature portfolio.

Direct peers

• Allbound: Partner relationship management platform providing channel sales enablement, deal registration, and partner analytics. Allbound competes for PRM budget adjacent to ForgeOS's commission and partner operations focus.
• ZINFI Technologies: Unified channel management (PRM) platform covering partner onboarding, deal registration, incentives, and analytics. ZINFI overlaps with ForgeOS on commission/incentive workflows and partner enablement, though it serves a broader cross-vertical partner ecosystem.
• PartnerStack: PRM and partner ecosystem platform focused on SaaS partner programs, with tools for partner recruitment, payouts, and performance tracking. While SaaS-vertical-focused, PartnerStack's commission and partner data capabilities overlap with ForgeOS's reconciliation and incentive workflows.
• Impartner: Enterprise PRM platform that automates partner onboarding, deal registration, incentives, and channel analytics. Impartner competes for the same partner-operations tooling budget as ForgeOS, particularly for commission and incentive management.

Emerging players

• Mindmatrix: Channel sales and marketing enablement platform covering partner onboarding, co-branded assets, and channel program management. Mindmatrix overlaps with ForgeOS on partner enablement and co-branding, with a broader marketing-enablement feature set.
• Kiflo: Modern PRM platform for managing affiliate, referral, and reseller programs, including payouts and partner performance. Kiflo is an emerging alternative for the partner-pipeline and commission tooling layer that ForgeOS serves for telecom advisors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/forgeos

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 ForgeOS