Work With Us
How an engagement begins, and what working together looks like.
Start with a conversation focused on the challenge, context, timing, and what would help move the work forward.
A few signals to help you decide before the first conversation. The strongest engagements tend to start with an open question, a meaningful moment of change, and room to shape the answer together.
Is this a fit?
Likely a strong fit
You're moving capital or strategy toward outcomes that don't fit neatly into existing models.
You need support that covers capital, organizational strategy, storytelling, and community all at the same time.
You're facing a time of change, growth, or reinvention, and the outcome really matters.
May not be the right fit
You're looking for extra staff or help with execution, rather than a strategic partnership.
The decision is already made.
The work is not values-aligned or mission-based.
Ways we work together
However the engagement is structured, we begin the same way — values and goals first, then the right approach for the moment.
ONGOING
Strategic partnership
For long-term work — building a fund, guiding an organization through change, or shaping a capital strategy over several months — we become part of your team, bringing in the right people as your needs change.
DEFINED
Project engagement
Projects with a clear start and finish, like designing a fund or program, creating a capital strategy, developing your story and communications, or setting up a new structure.
FACILITATION
Facilitation & convening
Retreats, board meetings, cohort design, and stakeholder work — guiding tough conversations where an outside perspective is needed.
DEFINED
Advisory sprint
Short, focused support when you need help making a decision, want an urgent assessment or second opinion, or want to stress-test a plan before moving forward.
What the process looks like
01
Intro conversation
You share what you're working on, and we'll let you know honestly if we're the right team to help.
02
Scoping
If it's a good match, we dig deeper into your goals, what needs to be done, likely challenges, your timeline, and the skills required. You'll get a proposal with clear details about the scope, team, and pricing — not just a standard SOW.
03
Your team
We pair you with a team whose experience and working style fit your work. You'll have one main contact leading the initiative, supported by the collective.
04
The work
We begin by making sure we're on the same page — resources, needs, and goals — then create a plan together. You'll know what's happening and why at every stage.
Start a conversation
Bring whatever you have — a draft, a question from your board, or an early idea. You don't need a finished brief.
Prefer email? Reach us directly at info@alignwithmeridian.com