The company profile is the single most impactful setting in Forge. Without it, every agent guesses your company name, capabilities, rates, and experience. With a complete profile, every run uses your real data automatically — no need to repeat it in every brief.
Why it matters
When a Financial Model agent calculates day rates, it uses your actual rates. When a Bid Response agent describes your capabilities, it uses your real service lines. When a Compliance agent lists your certifications, it cites the ones you actually hold. The profile turns generic outputs into outputs that look like they came from your organisation.
Step 1: Open the profile
Go to Settings → Profile → Company Profile in the dashboard.
Step 2: Fill in each field
Company name
Your legal or trading name. Used in document headers, introductions, and sign-offs.
Tagline
One sentence describing what you do. Appears in executive summaries and investor pitches.
Core capabilities
A bullet list of what your company actually delivers — the services you sell. Be specific. "Cloud infrastructure design and implementation" is better than "IT services".
Certifications
ISO 27001, Cyber Essentials, SOC 2, PCI DSS, GDPR compliance programmes. These are cited in compliance, security, and bid response runs.
Typical day rates
Your standard billing rates by role or seniority. Used in cost estimates and financial models.
Team summary
Size, structure, key disciplines. Gives context for capacity and capability assessments.
Reference projects
Two or three past projects with client name (if shareable), scope, and outcome. Used in bid responses and investor materials.
Step 3: Save and verify
Click Save. To verify it's working, run a simple Market Analysis or Business Plan. Check whether the outputs reference your company name, capabilities, and rates. If they still look generic, add more detail to the capability and reference project fields.