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Expertise: Purpose driven relationship building

Charities, Funds and Foundations

Start ups, small to mid size companies

Start ups, small to mid size companies

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 A La Cart

  • Business Plans and updates
  • Initial 501c3 structure


 Relationship Building: Short and long term contracts 

  • Provide current comprehensive snapshot
  •  Create donor level specific communication narratives 
  • Recognize new donor engagement opportunities
  • Problem solve donor related questions quickly and consistently
  • Accessible to staff, Boards and Donors
  • Create tailored donor communication SOPs for staff, volunteers, Boards
  • Deliver clear concise tracking transaction summaries and reporting


Recognition of your tax exempt organization is paramount.  Understanding donor behavior with the ability to strategically optimize donor support will make a tangible difference to your bottom line.

 

 

Start ups, small to mid size companies

Start ups, small to mid size companies

Start ups, small to mid size companies

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A La Cart

  • Business Plans and updates
  • Investor Deck analysis 
  • Investor Deck summaries


Relationship Building: Short and long term contracts

  • Analysis of current conditions and competition
  • Create and facilitate communication narrative
  • Problem solve investor questions and concerns
  • Create investor communication SOPs for internal and external silos
  • Recognize new investor engagement opportunities 
  • Deliver clear, concise tracking and transaction summaries
  • Accessible to all levels of the corporate chart
  • Compliance


Helping companies understand the investor dynamic, optimizing the approach to capital raising and making strategic introductions will make that tangible difference to your bottom line! 


Individuals

Start ups, small to mid size companies

Individuals

 

A La Cart, short and long term contracts available.

As Your Speaker: upon request


“Konni, you are the Tony Robbins of the financial industry!” Craig Bradshaw Sr. Robbins Research International, Senior Coaching Consultant

As a protective, accessible advocate, I provide solution options if you have a problem as well as objectively provide vetting and accountability of your financial team. 



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