How we work

Four steps.
No surprises.

Every engagement follows the same rhythm: an honest readiness check, a conversation, the work itself, and a record you keep. Here's what to expect at each step and what you'll walk away with.

01
Step 01

An honest readiness check

Readiness Review

Start by knowing where you stand.

We review the things funders actually look at: governance, financials, evaluation, fiscal sponsor status, board makeup, IRS status, and any existing funder relationships. You get a plain-English memo with what's strong, what's weak, and what to fix first.

If a grant isn't the right move yet, we say so — before you invest weeks writing one. This is the fastest way to stop guessing and start planning.

Written memo · 1–2 weeks · reviewed with your board treasurer
02
Step 02

A first conversation

Vision Conversation

We start by listening.

Once you know your readiness, we sit down (in person or by video) to hear what your organization does, who it serves, and what you're trying to change. No slides, no forms — just a real conversation shaped by what the readiness check already surfaced.

You leave with a short written summary in your own words. It becomes the reference point for every decision after this.

90 minutes · free · no prep required
03
Step 03

The work

Weaving Ritual

Research, writing, and review — with you in the loop.

We find the right funders, write the proposal, run it through reviewer-language edits, and get board sign-off. You have a private workspace where you can see the current draft, comments, and decisions at any hour.

AI-assisted drafts are always labeled as such until a human editor signs off. Nothing gets sent without your explicit approval.

Weekly check-ins · versioned drafts · every decision logged
04
Step 04

A record you keep

Legacy Ledger

Institutional memory that outlives staff turnover.

Every decision, every funder note, every reviewer comment, and every reason a pursuit was taken or declined stays in your workspace — permanently, in your name.

When someone new joins your team, they don't start from scratch. When you begin the next grant, you start miles ahead of the last one.

Yours to keep · exportable · outlives the engagement

Ready to start with a readiness check?

Check your grant readiness