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Case study library

Proof from foundations and grantees.

Six narratives — three foundation cohorts and three individual grantees. Real workflows, real timelines, before-and-after signal on the metrics that decide funding.

Library

Six stories across program areas.

Foundation
Democracy & civic engagement
Civic Catalyst Fund
New York, NY 12 months 84 grantees

Problem. A $28M/yr democracy funder wanted to expand grantmaking into 12 new regions but had no way to discover credible local organizations without a full RFP cycle.

Approach. Sponsored a SWARMGOOD cohort. Ran Relationship Gap Score across 400+ candidate orgs. Onboarded 84 grantees in six weeks with a branded portal.

Relationship gap
71/100
22/100
Discovery
6-month RFP
3 weeks
Reporting
42 hrs/report
9 hrs/report
  • 84 grantees onboarded in 6 weeks (vs 9-month baseline)
  • 3.2x more first-time applicants surfaced from underrepresented regions
  • 78% of grantees hit board-report readiness by month 3
  • $1.4M in follow-on funding unlocked from co-funders using the cohort dashboard
Grantee
Youth workforce · design & technology
Future Forward
Oakland, CA 9 months Single grantee

Problem. A community-rooted youth program with 900+ alumni had never won a national foundation grant because they lacked evaluation infrastructure and a polished proposal library.

Approach. Joined a foundation-sponsored SWARMGOOD cohort. Evidence Auditor built the outcomes graph from raw program data. Story Agent turned interviews into approved narratives.

Relationship gap
68/100
19/100
Discovery
2 grants/yr
11 aligned matches
Reporting
34 hrs/report
6 hrs/report
  • 5 proposals submitted, 3 awarded ($740k total) within 9 months
  • 142 students placed, 91% verified by evidence audit
  • Impact Confidence Score climbed from 54 → 92
  • Executive team reclaimed ~28 hrs/week from grant admin
Grantee
Community climate resilience
Bay Climate Lab
Richmond, CA 8 months Single grantee

Problem. A frontline-community climate lab had strong programs but proposals kept getting rejected because their impact framing did not match funder outcome taxonomies.

Approach. Impact Agent mapped programs to funder-preferred outcome frameworks. Evidence Auditor built defensible baselines for community air quality and heat resilience.

Relationship gap
74/100
28/100
Discovery
4 grants/yr
16 aligned matches
Reporting
38 hrs/report
8 hrs/report
  • 3 community climate labs launched
  • $620k awarded from two national climate funders
  • Air-quality data cited in a state legislative brief
  • Impact Confidence 51 → 88
Foundation
Arts & culture · racial equity
Equity in Arts Initiative
Chicago, IL 10 months 46 grantees

Problem. A $12M arts equity funder was losing capacity-building dollars to consultants delivering uneven quality across grantees. They needed measurable, portfolio-wide capacity gains.

Approach. Replaced piecemeal consulting with a foundation-branded SWARMGOOD cohort. Aggregated portfolio dashboards replaced quarterly consultant reports.

Relationship gap
66/100
24/100
Discovery
manual
matched weekly
Reporting
quarterly PDFs
real-time dashboard
  • 46 grantee organizations strengthened in one cycle
  • $1.9M of subsequent capacity funds reallocated to programs
  • Board reporting time cut 71%
  • Grantee NPS +52 (vs +12 baseline for consultant model)
Grantee
Affordable housing · Central Valley
Housing Together
Fresno, CA 6 months Single grantee

Problem. A 4-person team was declining eligible funding opportunities because they could not draft, review, and comply on time.

Approach. Opportunity Scout filtered 340+ opportunities to a ranked shortlist. Compliance Agent tracked deadlines and attachments across 12 concurrent proposals.

Relationship gap
61/100
25/100
Discovery
3 applied/yr
18 applied
Reporting
on-time 44%
on-time 98%
  • $1.1M awarded across 4 funders
  • Reporting on-time rate 44% → 98%
  • Zero missed deadlines across 12 concurrent proposals
  • Staff overtime hours down 62%
Foundation
Public health infrastructure
Open Health California
Sacramento, CA 14 months 62 grantees

Problem. A public-health funder needed defensible outcome data across 60+ community health grantees to make the case for a $40M legislative allocation.

Approach. SWARMGOOD standardized outcome definitions, ran evidence audits across grantee data, and produced a portfolio-level impact report cited by legislative staff.

Relationship gap
69/100
26/100
Discovery
inconsistent
portfolio-wide
Reporting
18 months
6 weeks
  • 62 grantees producing standardized outcome data
  • $40M allocation approved with SWARMGOOD-generated evidence pack
  • Portfolio-level report published in 6 weeks (was 18 months)
  • Zero unverified claims in the final legislative brief
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