HOW IT WORKS
How Our Technical Assistance Model Works
At Synergy Works Better, we don’t take a one-size-fits-all approach. Our work is structured around a proven model that helps small businesses and community-based organizations move from early-stage ideas to funding readiness and long-term sustainability.
Our technical assistance model is designed to provide both hands-on guidance and real outcomes at every stage.
Structured Support to Prepare for and Access Capital
Synergy Works Better provides technical assistance designed to help small businesses and community-based organizations build strong foundations, prepare for funding, and successfully access capital.
Our approach goes beyond advising—we provide hands-on, structured support that moves clients from early-stage ideas to funding readiness and long-term sustainability.
We deliver comprehensive technical assistance that supports clients at every stage of growth—from startup and early development to funding access and post-award management.
Our services are designed to help clients:
Strengthen business and organizational infrastructure
Prepare for grants, loans, and contract opportunities
Develop clear financial and funding strategies
Build systems to manage and sustain funding
Our Technical Assistance Model
Our work is guided by a structured, multi-phase approach that ensures clients are prepared before pursuing funding and supported after funding is secured.
PHASE 1: ASSESSMENT & READINESS
We begin by evaluating your current structure, goals, and readiness for funding. This ensures that you are not applying for funding prematurely and helps identify the key areas that need to be strengthened first.
In this phase, we:
Conduct a funding readiness assessment
Identify gaps in operations, structure, and financials
Clarify your business or program model
Outline key priorities for growth and funding
Outcome:
A clear understanding of your current position and a roadmap for becoming funding-ready.
PHASE 2: STRATEGY & SYSTEMS DEVELOPMENT
In this phase, we work with you to develop the systems, plans, and infrastructure needed to support funding and long-term success.
In this phase, we:
Develop business or program plans
Build budgets and financial projections/preparation
Create funding and capital strategies
Strengthen internal systems and processes
Prepare core documents needed for funding
Outcome:
A strong, organized foundation that positions you to pursue and manage funding successfully.
PHASE 3: FUNDING & CAPITAL ACCESS
Once you are ready, we support you in identifying and pursuing funding opportunities aligned with your goals.
In this phase, we:
Identify aligned grants, loans, and contract opportunities
Support application development and submission
Assist with fundraising and capital strategy execution
Guide you through the funding process
Outcome:
Submitted funding applications and active pursuit of capital opportunities.
PHASE 4: IMPLEMENTATION, COMPLIANCE & GROWTH
After funding is secured, we help you manage, track, and report on your work while continuing to strengthen your organization or business.
In this phase, we:
Support grants management and reporting
Implement data tracking and evaluation systems
Provide compliance guidance
Strengthen sustainability and growth strategies
Outcome:
Improved program performance, strong reporting, and readiness for future funding.
SERVICES INCLUDE:
Our technical assistance offerings include, but are not limited to:
Capital readiness and funding strategy development
Small business and nonprofit startup support
Financial planning and budget development
Grant writing and funding application support
Fundraising strategy and donor development
Organizational capacity building and systems development
Program evaluation and impact measurement
Grants management and compliance support
HOW WE DELIVER
Our technical assistance is delivered through a combination of:
One-on-one advisory and coaching
Cohort-based programs and training (Synergy Lab & Bootcamps)
Hands-on implementation support
Ongoing accountability and check-ins
This blended approach ensures that clients not only learn—but take action and see results.
INTEGRATED EXPERT SUPPORT & STRATEGIC PARTNERSHIPS
To ensure our clients receive well-rounded, high-quality support, Synergy Works Better collaborates with trusted professionals across key areas of business and organizational development.
We partner with experienced providers in:
Legal services
Accounting and bookkeeping
Financial advisory and capital readiness
Compliance and regulatory support
These partnerships allow us to connect clients with the specialized expertise needed to strengthen their operations, meet funding requirements, and make informed financial decisions.
While Synergy Works Better leads the overall strategy, technical assistance, and funding preparation process, our partners help ensure that each client’s legal, financial, and operational foundation is sound and sustainable.
Outcome:
Clients receive coordinated, comprehensive support that prepares them not only to access funding—but to manage and grow it responsibly.
WHO IS THIS DESIGNED FOR
Our model is designed to support:
Early-stage and growing small businesses
Nonprofits and community-based organizations
Socially and economically disadvantaged entrepreneurs and leaders
BIPOC-led and community-rooted initiatives
We prioritize working with those who are often under-resourced but positioned to create meaningful impact in their communities.
Synergy Works Better is committed to expanding access to funding and resources for under-resourced communities. Our work is rooted in equity, cultural competence, and community-centered solutions.
We intentionally design our programs to reduce barriers and create pathways for individuals and organizations to build, sustain, and scale their impact.