Get the insights you need to navigate uncertainty, build sustainability, and scale impact
Our services
Strategic Advisory
We provide ongoing strategic advisory services to nonprofit, philanthropic, and social sector leaders navigating complex decisions, market shifts, and organizational growth. Whether you’re reevaluating your mission alignment, exploring new initiatives, or scaling impact, our advisory support combines sector expertise with proprietary data to guide thoughtful, forward-looking action.
Social Sector Benchmarking
We enable nonprofits and foundations to benchmark their finances, operations, and outcomes against peer organizations using the most relevant data available. Our benchmarking solutions uncover insights into how your organization compares—and where you can grow—by providing sector-specific, apples-to-apples comparisons.
Funder and Donor Due Diligence
Our due diligence research helps funders and major donors assess potential grantees and partners with confidence. We deliver in-depth analysis of an organization’s financial health, leadership, operations, and impact—supporting responsible funding decisions and long-term philanthropic alignment.
M&A and Partnership Strategies
We help nonprofits and foundations uncover strategic opportunities for collaboration, consolidation, or integration. Leveraging our proprietary data platform, we identify mission-aligned organizations with complementary strengths, geographic footprints, or service models—whether you're looking to merge, acquire, or partner. From early-stage exploration to due diligence, we guide social sector leaders through a data-informed process that supports long-term sustainability, operational efficiency, and scaled impact.
Targeted Grantmaking
We work with foundations to develop more targeted grantmaking programs. We do this by helping identify mission- and giving priority-aligned nonprofits that foundations can include in their giving and grantmaking programs, particularly those that may have been historically overlooked.
Targeted Grantwriting
We support nonprofits in designing and executing high-impact grant strategies—whether pursuing foundation funding, launching a new program, or aligning with funder priorities. Our services include funder research, proposal development, and strategic planning to help you increase competitiveness and increases odds of winning more grants.