Turn an organization’s facts into a fundable next-step plan.
Review the verified capital-progression research, complete the organization-specific gaps, and export a partner packet without sending sensitive information to a server.
Partner brief
Before you begin
This workspace helps your organization assemble the facts, evidence, readiness status, and funding priorities an authorized funding advisor needs to recommend a practical next step. It is a preparation and review tool—not a grant application or promise of funding.
About 20–30 minutesYou can stop and return on this same browser and device.
Have these ready
Legal status, EIN, fiscal-sponsor details, and annual budget
Mission, core programs, population served, and geography
Recent outcomes, supporting evidence, and document links
Registration, financial, policy, technology, and cash-flow status
Top funding need, target amount, timing, current funders, and relationships
What happens to your entries
Your answers are saved only in this browser. They are not uploaded or submitted. Export a JSON backup if you need to continue elsewhere, and export the partner packet when you are ready for review.
Important: local progress is specific to this browser and device and may be lost if browser storage is cleared.
What the five stages produce
1
Organization recordIdentity, legal posture, budget, geography, and mission.
2
Evidence profilePrograms, people served, outcomes, and proof references.
3
Readiness analysisConfirmed gates, open gaps, and items requiring human review.
4
Matching inputsFunding need, amount, timing, capital layer, and relationships.
5
Review packetValidation results, next actions, and portable exports.
What is automated now
Local saving, completeness checks, readiness-gap detection, and rule-based next-action guidance.
Review the final page, export the partner packet and JSON backup, then send the packet to the authorized program lead or funding advisor who invited you. If no reviewer was named, keep the exports and request handoff instructions before sharing sensitive information.
Need help? Contact the program lead who shared this workspace. Do not enter passwords, banking credentials, donor lists, or other unnecessary sensitive data.