Cases, Testimonials
& FAQ-s
Founder Success: From Stalled to Funded in 38 Days
“After three months of hearing ‘interesting, but we’re watching from the sidelines,’ we implemented the Close Engine. Within 38 days, we had $750K committed and $500K wired. The difference was being able to show real-time progress metrics that created urgency.” — Alex M., Founder, SaaS PlatformWe create custom web design for small businesses, this will help you capture new audiences and increase your sales. Contact us by calling, emailing or filling out our form. You will receive a free quote by email within 24 hours.


Program Success: Renewed and Expanded
“Our renewal was at risk with a new program officer who wanted concrete metrics. The Capital Reporting System gave us exactly what we needed—clear dashboards showing not just activities but outcomes. We secured our $400K renewal plus an additional $150K for expansion.” — Jamie L., Program Director, Regional Accelerator
Funder Success: Better Decisions, Less Time
“We were spending 15+ hours per applicant trying to determine funding readiness. The Portfolio Intelligence System cut that to 4 hours while giving us much clearer comparison metrics. We’ve increased our successful funding rate from 60% to 87% since implementation.” — Chris D., Foundation Program Officer

Testimonials
Hear it from our clients!
Frequently Asked Questions
Most clients see their first system live within 2-3 weeks, with full implementation in 30-45 days. For urgent capital situations, we offer accelerated implementation.
No. We build in the tools you already use—Notion, Airtable, Google Sheets, or your existing CRM. Implementation requires no technical expertise from your team.
We don’t just advise—we build and implement. You receive working systems, not recommendations. Our approach is focused on capital outcomes, not process improvements.
The best time to build capital-ready systems is before you need them. Clients who implement 3-6 months before fundraising report 30% faster closes and 40% higher success rates.
Next Steps
Our 30-minute assessment identifies exactly where your capital systems are breaking down and what to fix first.
You’ll receive:
- A complete Capital Readiness Score
- The top 3 fixes to implement immediately
- A tailored recommendation for your specific situation
Limited to 5 assessments per week — current availability: 3 spots