Services
How can we help you?
Project Management
Need help managing a complex operations change, product launch, or information systems implementation? We can help. We have experience in managing everything from small business software transitions to national program launches.
Business Planning
With experience in guiding strategic planning and developing formal business plans, we can make sure your project or organization is primed to attract interest and investment.
Fundraising & Grants
We have 20+ years of experience raising millions of dollars with nonprofits of all sizes and missions. We’ve helped organizations increase their impact through cultivating major gifts, government contracting, social purpose lending, and foundation grants.
Examples of Completed Projects
- FUNDRAISING & GRANTS: Recruited to lead a national fund development program. Stabilized and expanded funding streams, secured over $3M annually in major gifts, and launched initiatives for ultra-high net worth donors.
- PROJECT MANAGEMENT: Managed the transition of an outdated donor management system to a cloud-based CRM. Consolidated and deduplicated multiple data sources prior to import into the new system, setup all required reports, and developed a custom Grants Management Dashboard tool.
- BUSINESS PLANNING: Developed five-year financial model for a rapidly growing healthcare hospitality facility.
- PROJECT MANAGEMENT: Project manager for an operations team responsible for completing 50 discrete projects in advance of the opening of a new $10 million state of the art hospitality facility.
- BUSINESS PLANNING: Developed a five-year business plan for a start-up social-purpose lending enterprise providing affordable loans and financial coaching to economically vulnerable families.
- FUNDRAISING & GRANTS: Drafted a successful grant proposal ($250,000) for a nonprofit through a multi-state grant competition run by a large consumer bank.
- BUSINESS PLANNING: Developed an Excel-based business planning tool for a national association to allow member agencies to better forecast the financial impact of new product introductions.
- FUNDRAISING & GRANTS: Analyzed client’s donor database and identified past donors with high-potential for gifts during a capital campaign.
- PROJECT MANAGEMENT: Implemented Microsoft Office 365 across multiple small businesses and migrated all corporate data from on-premise servers to cloud storage. The projects lowered IT infrastructure costs and provided 24/7 secure remote access to corporate data for all team members.
Clients We Worked With
Have a Project in mind?
We can help you bring your ideas to life. Let’s talk about what we can build together.
