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About MiloOS

Milo is a “business operating system” for product-led, B2B companies. Think of it like a control plane for modern service providers, built on top of a comprehensive system of record that ties together key parts of your business.

Why We’re Building Milo#

Over the last two decades scaling infrastructure clouds (Voxel, Packet, SoftLayer, StackPath), we’ve spent a lot of time building or stitching together the pieces required to run a company at some decent scale: understanding our contacts, users, accounts, usage, quotes, contracts, agreements, billing, etc.

While a number of awesome vertical tools have emerged to solve particular pain points (like authorization, metering, or SOC2 compliance), fast-growing companies have a large “back office” surface area to maintain and very little go-to-market (GTM) tooling suitable for complex motions. Inevitably, each tool needs foundational, trusted data upon which to act, creating a competing “system of record” environment. The recent emergence of AI agents makes this even more clear.

As we set out to build Datum Cloud ↗ (an infrastructure cloud optimized for network and data sensitive workloads), we were driven to help a new class of service providers gain hyperscaler advantages. We decided that instead of simply using the lessons we’d learned over the years to build our own kick-butt back office, we should make it available to others. Et voila!

What We Prefer Not to Build#

Projects with such a wide surface area can engender a “build everything” mindset. While our vision calls for a pretty comprehensive approach, there are a number of capabilities that are either commoditized or serviced by existing scaled vendors. Here are some examples:

  • Email sending can be provided by Twilio, Resend, etc.
  • Authentication can be provided by Zitadel, Clerk, Auth0, Descope, etc.
  • General automation can be provided by Zapier, Workato, Make, etc
  • Product analytics and visualization can be provided by PostHog, Grafana, etc.
  • User enrichment can be provided by Clay, Apollo, Clearbit, etc.
  • Payments can be provided by Stripe, Adyen, etc.
  • Tax and financial compliance can be provided by Avalara, NetSuite, etc.

What We’re Starting With#

There are a few big “System of Record” buckets to which we think folks should have programmatic access, namely: contacts, accounts, products, vendors, and assets.

  • Operator Portal: Hosted admin panel for a “single pane of glass” business view.
  • Contacts: Marketing contacts management with dynamic lists and opt-in.
  • Customers: User, Account, Parent Account management w/ standard workflows.
  • Staff Management: A source of truth for RBAC and related workflows.
  • Vendor Profiles: Supplier profiles with related documents.
  • Fraud & Abuse: Basic risk and fraud scoring for user sign ups
  • Agreements: Online and offline management of AuP, ToS, MSA, NDA, etc.
  • Audit Logs: Unified cross platform event and audit logs.
  • Product Catalog: Programmable foundation for billing, quoting, feature access.
  • Pricing: Transparent pricing models tailored for scalability and flexibility.
  • Entitlements: Management of feature access, quotas and tiering.

Future Capabilities#

We see integrated commercial functionality as the big unlock for scale. Here are some areas we’re planning to work on:

  • Privacy: GDPR policy management with sub-processor and change notifications
  • Deal Rooms: Hosted trust centers for quotes, policies, & agreements
  • Quoting: Generate and manage quotes for streamlined sales engagements.
  • Order Management: A workflow for contract and order lifecycle management.
  • Purchase Orders: An API to support end user procurement tracking
  • Billing: A centralized hub for account statements, two sided ledger, & invoice status