Nonprofit systems and technology

Grow your members, donors, and funding.

We fix the technology behind the work, your CRM and your data, so growing doesn't mean piling more onto everyone's plate.
Trusted by 20+ mission-driven organizations
Strategy Session
complete
Workshop
In Progress
Map & Build
upcoming
Hi Alex, Great progress on the CRM migration.
Next step: data audit and field mapping session..
Answer

Where we can help.

The systems behind your goals. Whether it's members, donors, grants, or your team's time, the work comes back to the same thing: systems that grow with you.

Grow and Retain Members

When member data is split across your CRM, spreadsheets, and inboxes, renewals slip and your team fills the gap by hand. We bring it together and automate the busywork, so fewer members fall through.

Scale Donor and Fundraising Operations

When donor records are out of date and follow-up runs on memory, gifts slip and your team plays catch-up. We build the system underneath, so records stay current and the right emails go out on time.

Manage Grants and Funder Data

When applicant and grantee information is scattered across forms, files, and spreadsheets, every reporting cycle turns into a scramble. We bring it into one place and make reporting straightforward.

Save Your Team Time

When every report, meeting summary, and status update is built by hand, your staff spends its week on busywork instead of the mission. We automate the routine operations underneath, so the time goes back where it matters

Get AI-Ready

Before AI can help, your data and systems need to be in good shape for it to work. We take a clear-eyed look at whether you're there.
You don't have an AI gap. You have an operations gap.
AI doesn't create new problems. It exposes the ones already in your data and your workflows. Before you buy another tool, the real question is whether your operations can carry it.

We tell you the honest answer, then we build the systems that make AI actually work.

Three ways to start.

Start with a single workshop or hand us the whole system. Most clients begin with one problem and grow from there.
Workshop
A focused session with your team to pinpoint your biggest systems problem and the smartest first move. It's the lowest-commitment way to start.
Map & Build
We start by mapping what's actually slowing you down, then build straight from there. The diagnosis isn't a separate report you're handed and left to act on, it's the front of the work, and we stay in the seat until the systems are running the way they should. Most run three to six months.
Partnership
Ongoing operations and technology leadership, for when you need the role but not a full-time hire. These engagements run yearly and renew.

We don't just advise. We build.

Too many technology vendors hand over a roadmap, or a half-configured CRM, and move on. We build the system and stay to make sure it actually runs.
Fixed pricing, no surprises.
Every Map and Build engagement is scoped and priced up front. You always know what it costs, and you only move to the next step when you're ready.
WHO IT'S FOR

For the leaders responsible for getting it done.

Operations &
Technology Leaders

You've been told the CRM is the problem but don't know where to start.

Foundations & Funders

You're funding capacity building and want senior people on it, not junior staff.

Who we serve.

The work looks a little different depending on who you are. A few of the kinds of organizations we work with:
  • Foundations
  • National Membership Associations
  • Women's Leadership & Equity Organizations
  • Mission-Aligned Enterprises
Trusted by mission-driven organizations
Case studies

Some of what we've built.

A look at what we've built, and what it made possible.
No items found.
Ops & Outcomes

Ideas on operations and systems for mission-driven leaders.

Our newsletter and podcast on the systems, data, and leadership work that powers mission-driven impact. Free, and a good way to see how we think.

You Can't Delegate Chaos

If you've ever thought "we don't have time for systems work," this episode is specifically for you.
Listen to podcast

Where AI Actually Helps a Nonprofit (and Where It Doesn't)

Cut through the hype with a grounded look at the nonprofit tasks AI is genuinely good at.
Read the article

Real questions, straight answers

What kinds of organizations do you work with?

Mission-driven organizations that have outgrown their systems. Nonprofits, foundations, scientific and professional associations, and mission-aligned enterprises, most often in the $2M to $15M range. If your team is doing by hand what a system should be doing, you're the kind of organization we work with.

How long does a typical engagement last?

It depends on where you start. A workshop is a single session. An assessment runs 4 to 8 weeks. An implementation runs 3 to 6 months. A fractional partnership is ongoing, usually 12 months and renewable.

We have a limited budget. Is there a minimum engagement size?

Start with a workshop or an assessment. They're the lowest-commitment way in, and they give you a clear, prioritized plan you can act on at your own pace, with us or on your own.

We're not sure which service we need. Where do we start?

Most people start with a conversation, then a workshop or an assessment. You don't need to have the answer going in. Figuring out the right first step is part of the process.

Do you work with our existing staff, or come in as an outside team?

Both, depending on what you need. We embed with your team for an implementation, and we can sit in as fractional operations and technology leadership when you need the role but don't want a full-time hire.

Question we didn't answer?
Book a free mapping call
Work With Us

Wondering if you're AI-ready? Start here.

Book a free 20-minute mapping call. A real conversation about where your operations stand and where AI fits.
Engagements typically start at $2K. Most projects range $5K-$20K.