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Improve your business, operations and people strategies
Assessment [Lite]
Assessment + Implementation Partner
Assessment [Lite]
For micro-businesses and early-stage founders who need a starting point
Know your gaps. Start smart.
You don’t have to wait until a loan officer or investor asks tough questions to find out your business isn’t fully ready. The Lite assessment gives you a quick, SBA-aligned snapshot of your operations, finance, compliance, and HR. Walk away with a concise action plan of the top 5 fixes to immediately strengthen your foundation—so you can grow with confidence.
Assessment [Full]
Assessment + Implementation Partner
Assessment [Lite]
Our core offer—small businesses & startups who need the full picture
Be capital-ready. Be investor-ready.
Your business deserves more than guesswork. The Full assessment dives deep into every corner of your operations with an SBA-aligned lens, producing a comprehensive readiness scorecard and a custom 90-day roadmap. You’ll know exactly where you’re strong, where you’re exposed, and what to fix first. (2) follow-up coaching calls ensure your roadmap turns into real progress.
Assessment + Implementation Partner
Assessment + Implementation Partner
Assessment + Implementation Partner
For growth-stage founders or funded startups who want handholding
Fix it. Execute it. Scale it.
For those who are ready to move fast, we don’t just identify gaps—we help you close them. Beyond the Full assessment, you get hands-on support for priority fixes, access to our business development and operational toolkits, accountability check-ins, and investor/lender pitch prep. Walk away with a fully executable plan, systems in place, and confidence to raise capital and/or scale efficiently.
Why Choose Our Partnered Services
Business Development as a Service
Strategic Partnerships as a Service
Strategic Partnerships as a Service
BDaaS is your outsourced growth engine. We handle the strategy and execution of business development so you can stay focused on your core mission. A plug-in growth engine for organizations that need traction but don’t have the bandwidth, systems, or relationships to get there on their own. From partnerships to pipelines, BDaaS is about creating predictable revenue opportunities without hiring a full in-house team.
Strategy Alignment
- Define growth goals, ideal partners/clients, and success metrics
- Positioning and messaging tuned for new markets
Pipeline Building
- Research and target list creation (prospects, investors, funders, partners)
- CRM setup/optimization to keep opportunities alive
Outreach + Engagement
- Email, LinkedIn, and warm-intro campaigns
- Messaging that sparks interest and opens doors
Partnership & Deal Flow Management
- First-touch to follow-through relationship building
- Negotiation support, proposals, and deal structuring
Reporting & ROI Tracking
- Monthly dashboards on pipeline health and wins
- Adjustments based on traction, timing, and market shifts
Strategic Partnerships as a Service
Strategic Partnerships as a Service
Strategic Partnerships as a Service
Partnerships aren’t just about money—they’re about momentum. With SPaaS, we take on the heavy lifting of building, managing, and sustaining your corporate, philanthropic, and community relationships so you can focus on delivering impact. Think of us as your outsourced partnerships team: strategic, nimble, and relationship-obsessed.
Mapping + Strategy
- Partner landscape scan.
- Prioritized target list.
- Draft partnership tiers + sample benefits.
- Deliverables include: Partner Strategy Brief + Activation Calendar.
Activation
- Develop pitch materials (1-pagers, decks).
- Conduct outreach (on behalf of client & training).
- Begin initial partner meetings.
- Deliverables include: Outreach Tracker + Pipeline Dashboard.
Stewardship & Reporting
- Manage partner communications.
- Track deliverables (logos placed, recognition, in-kind fulfillment).
- Prepare impact update or stewardship report.
- Deliverables include: Quarterly Partnership Report.