🏚 For BDOs · SBDCs · Incubators · CDCUs

Your clients.
Better prepared.

Groundwork. gives business development organizations a complete loan readiness curriculum, real-time client pipeline, and funder-ready impact reports — all in one platform.

Access your dashboard → See how it works
8
Guided modules
AI
Coaching built in
1-click
Impact reports
Free
For your clients
What Groundwork. does for your organization

A curriculum tool.
A pipeline tracker.
An impact reporting engine.

Everything your counseling team needs to move clients from first conversation to lender-ready — in one place.

📊
Real-time client pipeline
See every client's progress at a glance — health score, DSCR, module completion, and pipeline stage. Know who needs a nudge and who's ready for a lender referral without picking up the phone.
🏫
Built-in loan readiness curriculum
Eight guided modules walk your clients through health check, business model, DSCR calculation, loan story, and business plan — with AI coaching at every step. No curriculum to build. No workbooks to print.
📋
Lender-ready referral packages
When a client completes Groundwork., they have a verified health score, calculated DSCR, complete document checklist, and a full business plan. Your referral to a lender arrives with a complete file.
👥
MWBE demographics tracking
Groundwork. automatically tracks Women-Owned, Minority-Owned, and Veteran-Owned status across your entire client cohort — formatted for grant applications and funder reports without any extra data entry.
📈
Funder-ready impact reports
Generate your quarterly impact report, CDFI Fund report, and board presentation with one click. Clients served, dollars facilitated, MWBE breakdown, and module completion rates — all formatted and ready.
✉
Invite and track clients
Send a branded invitation to any client with one click. They get a personal login and start working through modules immediately. You see their progress in real time from your dashboard — no check-ins needed.
The workflow

From first meeting
to lender referral.

Four steps. Your counselors spend their time coaching — not chasing paperwork.

1
Invite your client
One click from your dashboard sends a branded invitation. Your client creates a free account and starts immediately.
2
They work through modules
Eight guided modules with AI coaching. Health check, business model, DSCR, loan story, business plan. At their own pace.
3
You track their progress
Watch their readiness score grow in real time. Flag gaps. Nudge when needed. Refer when ready — with a complete file.
4
Generate impact reports
One-click quarterly reports for your funders, board, and grant applications. MWBE data, dollars facilitated, outcomes.
Impact reporting

Reports your
funders actually want.

Every grant application asks for the same data. Groundwork. tracks it automatically and formats it for submission.

📋
Quarterly Impact Report
Full program summary including client outcomes, MWBE breakdown, dollars facilitated, and module completion rates. Ready for your board and funders.
PDF · Excel
🏛
CDFI Fund Report
Compliance report formatted for CDFI Fund reporting requirements — LMI borrower percentages, census tract eligibility, and mission lending metrics.
PDF
📊
Board Presentation
Executive summary slide deck showing program health, client pipeline, MWBE demographics, and impact metrics. Ready to present.
PowerPoint · PDF
📈
Grant Application Data
Pre-formatted data tables for SBA, CDFI Fund, state economic development, and foundation grants. The numbers are already tracked — just export.
Excel · PDF
“

“You took something complicated and made it easy.
I don't think it gets better than that.”

Eric Krohn · Director of Business Incubation Programming · Koffman Southern Tier Incubator · Binghamton University
See it yourself

Live demo includes
the full BDO dashboard.

Five active clients, pipeline kanban view, MWBE demographics, analytics, and one-click impact report export.

Access the BDO Dashboard

Enter the demo password to see the full organization dashboard — client pipeline, impact reporting, MWBE tracking, and the invite workflow.

BDO Demo Password
bdo2026
Full Platform Demo
groundwork2026
Enter Demo →
Ready to bring Groundwork.
to your clients?

Groundwork. is free for your clients to use. Contact Jerome Emanuel to set up your organization dashboard and get your team onboarded.

Get your org set up →

groundworkbiz.com · jerome@groundworkbiz.com · Free for clients · Org dashboard available for BDOs and SBDCs