Company Profile
Your company profile provides the structured context that AI agents use to write accurate, tailored proposals. The more complete your profile, the better your proposals.
Your company profile is organized into 8 sections, each feeding into different stages of the AI pipeline. Navigate to Settings → Company Profile to edit these fields. Below is a guide to each section and how it impacts your proposals.
Profile Sections
Company Information
Covers the basics: company name, description, founded year, employee count, and headquarters location. This information appears in executive summaries and capability statements throughout your proposals.
Capabilities & Expertise
List your service areas with proficiency ratings (1-5 stars). The capability matcher agent uses these ratings to map your strengths to RFP requirements and prioritize the capabilities that best align with each opportunity.
Geographic Coverage & Certifications
Define the regions you serve and list certifications like ISO 9001, SOC 2, or FedRAMP. Critical for compliance checking — proposals automatically reference relevant certifications when responding to compliance requirements.
Constraints & Limitations
Set minimum and maximum contract sizes, excluded industries, and current capacity limits. Helps the qualification agent make accurate go/no-go recommendations before you invest time in a proposal.
Past Performance
Document your strongest projects: project name, client, contract value, outcome, and detailed description. The strategy agent uses past wins as evidence to support your claims. Include your strongest 5-10 projects — quality over quantity.
Key Personnel
Add team members with their name, role, qualifications, and years of experience. The content agent weaves key personnel into staffing and team sections, matching the right people to the right roles based on RFP requirements.
Differentiators
Your unique selling points as bullet points. The strategy agent builds win themes around these. Be specific — "proprietary monitoring platform with 99.99% uptime" beats "great technology".
IT Services
Specialized fields for IT/MSP companies: service lines with capacity percentages, rate card tiers (hourly rates by role), SLA history, and technology stack. Rate cards feed directly into pricing sections, and SLA history provides evidence for compliance responses.
Tips for a Strong Profile
Be specific over generic. Instead of "cloud expertise", write "AWS Advanced Consulting Partner with 50+ cloud migrations completed".
Quantify achievements. Use numbers in past performance: "Reduced incident response time by 40%" is more compelling than "Improved incident response".
Update regularly. New certifications, completed projects, and team changes should be reflected in your profile within 30 days.
Use industry terms. Mirror the language your buyers use. If RFPs ask for "ITSM tools", list ServiceNow, not "ticketing system".
Rate honestly. A 3-star capability you can back up with case studies beats a 5-star claim you can't support.
Setting up your profile for the first time? See the Getting Started guide for step-by-step instructions.
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