Partnerships

Access built around your mission.
Start with a conversation.

Groundwork. works with approved organizations to define program fit, responsibilities, enabled workflows, implementation, and authorized access before participants are invited.

Partnership Pathways

One operating model, shaped around the organization.

These pathways describe organizational relationships rather than predefined commercial offerings. Each begins with a conversation and is defined through approved scope, responsibilities, implementation, and written terms.

Business support organizations

Readiness relationships

For BDOs, incubators, and community organizations that support entrepreneurs through structured preparation and counseling relationships.

  • Organization-led participant invitations
  • Consent-aware, relationship-scoped visibility
  • Readiness progress and counseling support within enabled workflows
Financial institutions

Stronger preparation conversations

For credit unions, CDFIs, loan funds, and lenders exploring organization-led readiness programs for the entrepreneurs they serve.

  • Approved staff access and program scope
  • Participant-provided readiness information where permitted
  • Lender retains verification, underwriting, compliance, and credit decisions
Invited participants

Participation through a trusted organization

Entrepreneurs participate through authorized invitations from partner staff within an approved program and relationship.

  • Authenticated invitation review
  • Affirmative relationship consent and business selection
  • Participant ownership of submitted content
Partnership Scope

Access follows agreement and implementation.

Commercial terms and platform access are established around the intended program, audience, staff roles, participant volume, enabled workflows, information boundaries, implementation needs, and support responsibilities.

01
Conversation
We learn about the organization, programs, team, participants, goals, and readiness challenges.
02
Fit and scope
Together we define audience, responsibilities, permissions, enabled workflows, information visibility, and support.
03
Agreement
The parties establish written terms, approved use, commercial terms, and implementation expectations.
04
Implementation
Groundwork. prepares the agreed experience and works with the organization to orient its team.
05
Authorized access
Approved staff receive role-appropriate access within their organization and program scope.
06
Participant invitations
Authorized staff invite entrepreneurs through the applicable relationship, permission, and consent flow.
Terms are partnership-specific. Participant access is issued only through authorized organizational invitations. Final scope, fees, term, implementation, and support expectations are documented in the applicable agreement.
Capability Status

Current, enabled, and future concepts are different.

A partnership conversation identifies what is presently available, what may be enabled for the approved program, and what remains a future concept.

Current capabilities

Readiness and relationships

  • Guided participant readiness modules and participant-entered information
  • AI-assisted suggestions that require participant review and may require correction
  • Draft business-plan narrative generated from participant entries
  • A completion record that does not verify creditworthiness, financial information, readiness, or approval
  • Organization invitations, consent status, permitted progress visibility, and relationship-scoped notes
Enabled workflows

Configured by approved scope

  • Requested document upload and application-related workflows where enabled
  • Access governed by organization membership, staff roles, accepted relationships, permissions, and participant consent
  • Authorized service providers used according to applicable disclosures and approved purpose
  • Institutions remain responsible for review, verification, underwriting, notices, and regulatory obligations
Roadmap concepts

Not current commitments

  • Expanded reporting, analytics, cohort, referral, and impact-measurement concepts
  • Document intelligence and financial-data extraction concepts
  • Collections, CDFI qualification, examination-support, annual-review, adverse-action, and credit-presentation concepts
  • Availability, controls, timing, and responsibilities require future scope and agreement
Institutional Due Diligence

Qualified information, not a readiness certification.

Groundwork. can discuss its implemented controls, privacy practices, provider infrastructure, roadmap, and applicable contractual materials during due diligence. Groundwork. does not represent that it is certified or approved by NCUA or that it satisfies every institution's third-party requirements. Each organization remains responsible for its own review.

Review Security & Institutional Trust →
Frequently asked questions
How are partnership terms established?▾
We begin with a conversation about your organization, program, team, participants, and goals. Fit, approved scope, responsibilities, workflows, implementation, commercial terms, and support expectations are documented before access is issued.
Who receives access?▾
Approved staff receive role-appropriate access after agreement and implementation. Entrepreneurs participate through authorized invitations connected to the organization supporting them and the applicable consent flow.
How does Groundwork. use AI?▾
Current AI-assisted coaching provides concise suggestions based on participant entries, and the business-plan feature can create draft narrative from module information. Participants should review, correct, and refine all output. Document intelligence and expanded extraction remain roadmap concepts unless expressly implemented and enabled under a future approved scope.
Can our team preview the platform?▾
Yes. The illustrative preview uses fictional profiles and includes concepts that may not be available in production. It does not create an account or provide immediate platform access.
Is Groundwork. certified or approved by NCUA?▾
No. Groundwork. does not claim NCUA certification or approval. We can discuss implemented controls and provide applicable due-diligence information, while each institution remains responsible for evaluating Groundwork. against its own requirements.

Ready to discuss a partnership?

Tell us about your organization, the people you serve, and the readiness program you are working to strengthen.

Discuss a Partnership → Illustrative Platform Preview Participant Sign In Partner Sign In