Technology counsel for advancement
We work with fundraising teams on platform decisions, data architecture, and the technical strategy that connects them.
What we do
Technology Strategy
Where your systems are today, where they need to go, and how to get there without breaking what's working.
Platform Advisory
CRM evaluation and selection counsel for teams going through the process, from people who've done it before.
Data Strategy
Data model design, migration planning, and the governance that keeps it trustworthy after go-live.
AI & Emerging Technology
CDPs, predictive models, and analytics tools evaluated against what your team actually has in place.
Organizational Design
Team structures, role definitions, and processes for the people who run advancement technology.
Interim Leadership
Contract technical leadership for transitions, or fractional arrangements when a full-time hire doesn't fit.
A small firm where clients work directly with the people doing the technical work, on engagements scoped to the decision at hand.
How we work
We start with your systems
Before recommending anything, we learn what you're running, who runs it, and what you've already tried.
We work alongside your team
Our people join your meetings, sit in your tools, and build with your staff.
We leave you independent
Everything we build or recommend comes with the documentation and training for your team to operate it without us.