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Forge Company Profiles are now live: Institutional-quality insights for private company evaluation

Private market investors often need to evaluate companies with less readily available information than they would expect in the public markets. Understanding what a company does, how it is positioned, how its market is developing and how it compares to relevant peers can require pulling together information from multiple sources before an investment conversation even begins.

Forge Company Profiles are designed to make that process more streamlined.

Now available for select private companies in the Forge marketplace, Company Profiles provide a structured, data-rich view of private companies directly within the logged-in experience. They bring together third-party sources, Forge proprietary data and Forge insights to help investors and advisors move from discovery to deeper evaluation with greater context.

What are Forge Company Profiles?

Forge Company Profiles are downloadable reports available on select company pages in the Forge marketplace.

Each profile is designed to give investors and advisors a consolidated view of key company and market information, including company fundamentals, market context, recent developments, pricing signals and comparable company analysis.

Company Profiles are currently available for select companies, including companies such as Perplexity, Rippling, Glean, Databricks and OpenAI.

To explore available Company Profiles, create a Forge account today.

What information is included?

Company Profiles are built to help investors quickly understand a private company and decide whether to explore it further.

Profiles may include:

  • Business model, product overview and recent company developments
  • Revenue estimates, TAM and market opportunity
  • Funding history, valuation context and Forge Price™
  • Market positioning and comparable company analysis

The goal is to provide a more consistent starting point for private company evaluation, especially in a market where information can be fragmented across company announcements, third-party data providers, market commentary and secondary market activity.

Why Company Profiles matter

Private market investing is often highly company-specific. Two companies may operate in the same sector but differ meaningfully based on their business model, growth profile, competitive positioning, market size, financing history, investor base and current market dynamics.

Company Profiles help bring that context together in one place.

For investors, that can mean a faster way to understand company fundamentals, evaluate market opportunity and compare private companies across a more consistent set of information.

For advisors and institutional users, Company Profiles can serve as a client-ready resource to support conversations, diligence workflows and opportunity evaluation.

For marketplace users, Company Profiles can help bridge the gap between discovering a company and deciding whether to take the next step.

How investors and advisors can use Company Profiles

Company Profiles are designed to support several common evaluation workflows.

Investors can use them to quickly understand what a private company does, how it generates revenue, what market it serves and how it compares to other companies in its ecosystem.

Advisors can use them to support client conversations with a more structured overview of a company’s business, market opportunity and recent developments.

Institutional users can use them to help standardize diligence across companies and more efficiently compare opportunities.

Because Company Profiles are integrated into the Forge marketplace experience, they are designed to support a smoother path from company discovery to informed action.

Keeping private market context current

Private companies evolve quickly. New funding rounds, business updates, market developments and changes in investor demand can all affect how a company is evaluated.

Forge expects to update Company Profiles on a recurring basis, with additional profiles created as market interest and company-specific developments warrant. Profiles may also highlight whether content is new or recently updated, helping users better understand when fresh information is available.

Institutional-quality insights, directly in the Forge marketplace

Forge’s mission is to bring greater transparency, access and efficiency to the private market. Company Profiles are one more way Forge is helping investors and advisors evaluate private companies with more context.

By combining structured company information, third-party sources, Forge proprietary data and insights, Company Profiles help private market participants better understand select companies and take the next step with greater confidence.

To explore available Company Profiles, create a Forge account today.

Important information

Company Profiles are provided for informational purposes only and do not constitute a recommendation, solicitation or offer to buy or sell securities. Private company investments are highly speculative, involve a high degree of risk and are not suitable for all investors. Investors should conduct their own due diligence, including obtaining independent professional advice, before making any investment decision.

Forge Price™ is designed to reflect the up-to-date price performance of venture-backed, late-stage private companies and may rely on a limited number of data points. Forge makes no assurance as to the accuracy, completeness or reliability of information included in Company Profiles.

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Please Read These Important Legal Notices & Disclosures

The information and material presented in this article is provided for your informational purposes only and does not constitute an offer by Forge Global, Inc., Forge Securities LLC or any of its affiliates (collectively, "Forge") to sell, or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement and will be subject to the terms and conditions and risks delivered in such documents.

To the extent information about or defining specific terms is provided herein, Forge makes no representations as to its accuracy and has no duty to update such information. Such information is based on Forge’s experience and the meanings and connotations of terms as Forge typically uses and interprets them. Others may construe such terms differently, and you should do your own research and consult with financial, legal and tax professionals regarding any such concepts included herein.

This article does not constitute an offer to provide investment advice or service. Registered representatives of Forge Securities LLC do not (1) advise any member on the merits or prudence of a particular investment or transaction, or (2) assist in the determination of fair value of any security or investment, or (3) provide legal, tax, or transactional advisory services. Securities referenced in this article may be offered by Forge Securities LLC, member FINRA/SIPC.

Forge Securities LLC is a wholly owned subsidiary of Forge Global, Inc. Certain affiliates may act as principals in such transactions. Forge Data LLC is an affiliate of Forge Global, Inc. and Forge Securities LLC.

Investing in private company securities is not suitable for all investors. An investment in private company securities is highly speculative, involving a high degree of risk, and investors should be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid and there is no guarantee that a market will develop for such securities. Each investment also carries its own specific risks and investors should conduct their own, independent due diligence regarding the investment, including obtaining additional information about the company, opinions, financial projections and legal or investment advice. Accordingly, investing in private company securities is appropriate only for those investors who can tolerate a high degree of risk and do not require a liquid investment. Past performance Is not indicative of future results.

Forge Price™ is calculated and disseminated by Forge Data LLC (“Forge Data”). All rights reserved. Forge Price is designed to reflect the up-to-date price performance of venture-backed, late-stage companies. Forge Price is determined based on a proprietary model incorporating the pricing inputs from primary founding round information and secondary market transactions, including indications of interest (IOIs). Secondary market transactions are sourced from Forge Securities LLC (an affiliate of Forge Data), a leading market platform, and data collected from other private market trading platforms. The Forge Price is a mark of Forge Data. The Forge Price is solely for informational purposes and is based upon information from sources believed to be reliable, however Forge Data makes no assurance as to the accuracy or reliability of this data. Forge Data is not an investment adviser and makes no representation regarding the advisability of investing in any asset or asset class. Private company securities are highly illiquid, and the Forge Price may rely on a very limited number of trade and/or IOI inputs in its calculation. Brokerage products and services are offered by Forge Securities LLC, a registered broker-dealer and member FINRA/SIPC. Neither reference to company names, nor calculation of Forge Price for a particular company(ies) implies any affiliation between Forge or its affiliates and any company, any endorsement or sponsorship of Forge or its affiliates by any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge or its affiliates and any company. Rights with respect to any company marks referred to herein are, as between Forge and its affiliates and such company, owned by the company.