§ For Advisors & Programs

Run every client's BD desk, from one workspace.

PTACs, APEX Accelerators, SBDCs, and consulting practices run the same problem at different scales: more clients weighing bids than hours to read solicitations. Every client's profile, pursuits, and compliance sit in one workspace, each counselor's caseload separated from everyone else's, and the day‑long compliance read becomes a step that mostly comes back inside ten minutes.

Seats and caseloads, not shared logins

Your hub gets one shareable team link. Every counselor who follows it claims their own seat; the link is capped, expires, and can be revoked and reminted the moment it leaks, without disturbing anyone who already joined.

Clients are assigned to counselors. A counselor sees exactly their caseload; the program admin sees everything. That boundary is enforced in the product, not by convention, and it holds on every surface: projects, ledgers, audits, uploads.

Counselor onboarding
One shareable link, one seat per counselor, revocable at any time.
Caseloads
A counselor sees their assigned clients; the admin sees the program.
Reassignment
Moving a client between counselors is one action, with an audit trail.

Onboard a cohort with one code

Reusable join codes bring clients in at mass‑email scale: publish one code to a cohort and everyone who signs up with it lands in your workspace, already routed to the right counselor. Claiming is race‑safe, so a hundred signups in one afternoon never oversubscribe a code.

The code
You choose it, eight characters or more; it is the only credential needed to join.
The bounds
Cap its uses, set an expiry, revoke it the moment the cohort closes.
The routing
Everyone who joins by a code is assigned to the counselor it carries.

The hub pays. The client never does.

Sponsorship is the model, not a discount: everything a counselor runs for a client is covered by the hub's pool, free to that client. The payer is fixed when work starts, so nobody discovers a charge later, and a client's first question is about their bid, never about a bill.

Client cost
Zero. Work in a sponsored workspace is covered by the hub, whether the counselor or the client starts the run.
Predictability
The payer is fixed at the start of the work, never mid-flight.

A dossier per client, a report per program

Client ledgers
Bid readiness, on file
Each client's company profile, extracted from their own documents into a bid‑readiness dossier with a scored verdict, ready before the next solicitation lands.
Program impact
Numbers you can hand to a funder
Clients served, counselor hours returned against a baseline you control, and go / no‑go decisions counted as the wins they are. Export the program summary when reporting season arrives.
Red Team
A second set of eyes
Counselors can run an independent red‑team review on any tracked bid in their caseload before it goes out the door.

Put your program on it.

Tell us how your hub runs, and we'll walk you through seats, sponsorship, and onboarding on a real solicitation from your caseload.