Streamline your program management, client data collection, and reporting tech stack.
With Startup Space, managing client data is seamless and efficient. Our intake and CRM capabilities ensure all your information is organized in one central location.
Our courses tool and learning management system make it easier than ever to get your clients lending-ready.
From client intake to activity tracking to impact reporting, Startup Space removes the friction and inefficiency of over-bloated tech stacks.
Track business advising sessions, hours, and outcomes in order to show clear evidence of your CDFI’s activity and impact. No more jumping between spreadsheets, survey software, email, and data visualization tools. Startup Space takes care of it all.
Startup Space provides a “Single Source of Truth” for nonprofits who run programs of all sizes and complexity, which means that your clients don’t have to fill out dozens of intake forms—and you don’t have to spend hours gathering it all into data visualization software for your funders.
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When you need to show clear evidence of activity and impact to your funders, you won’t have to lift a finger. That’s the power of collecting all your intake, program, user, and survey data in one place. That’s the power of Startup Space.
Find answers to common questions about Startup Space and how it supports CDFI operations.
Yes, our platform allows for the same data points to be collected from business owners as they progress. By collecting metrics such as FTE and gross revenue over time, you will be able to track the growth—and local economic impact—of the businesses you are working with.
Of course! Our Business Advising tool allows you to track session dates, duration, notes, and more. This allows you to see the progress your clients are making towards their business goals. The tool also creates aggregate reporting for you so that you can see total hours of service, number of clients served, and other crucial metrics.
Yes! Our data intake tools allow for document uploads, signatures, and a variety of other data entry options.
Learn more about all our security practices and protocols in our Trust Center.
