Portfolio Capacity Brief
Capacity across your portfolio, in one view.
Select 10 organizations you already work with. They complete the BoardPulse diagnostic through your invite link, and Consept turns the de-identified results into a Brief. No cost to you or to them.
The Gap
Four portfolio questions no single report can answer.
Capacity information usually sits in separate reports, one organization at a time. A Brief answers all four from one round of assessments.
Where is capacity strongest across the portfolio?
Where are several organizations stalling at the same maturity gate?
Are gaps concentrated in a few organizations or widely shared?
Where would shared technical assistance reach the most organizations?
The Deliverable
What a Brief looks like.
Capacity profile
Average strength by module
Average score across the group, on the 0 to 10 cumulative maturity scale.
Stall-point heat map
Where organizations stop advancing
Filled squares: organizations stalled at that gate.
How It Works
Four steps. Minimal lift on your side.
You choose 10 organizations
Select ten you already work with. Ten is large enough to show patterns and small enough to manage.
They complete the diagnostic
Each organization uses your invite link and receives its own free report.
Consept aggregates
Results are de-identified and rolled up across the group.
We review it with you
Consept walks you through the Brief before publication.
Your part: select the 10 and send one link.
Privacy
Anonymous by design. Patterns, not organizations.
- No namesNo organization is named, scored, or ranked inside a Brief.
- De-identifiedResults are de-identified before they are aggregated.
- Reviewed with youConsept walks you through the Brief before publication.
Who Is Behind It
An underwriter's questions, asked across a portfolio.
BoardPulse was built by Aaron Laramore at Consept, a social investment thinktank connecting capital to community capacity.
After the Brief
If the Brief raises more questions.
Cohort Pulse
A fully managed cohort for up to 25 organizations: a baseline across all four modules, direct follow-up when an organization stalls, a funder-ready Roll-Up Report, and a second round that shows what changed.
Cohort Pulse - Learn More →Institutional Data Subscription
Aggregated portfolio data and grantee roll-ups for the institutions investing in these organizations. Currently in development.
Institutional Data Subscription - Learn More →Request
Request your Portfolio Brief.
No cost. Tell us who you are and roughly how large your portfolio is. Aaron follows up personally to scope the ten organizations.