Small team, high touch Target this micro-enterprise with tailored, low-commitment research services and flexible pricing. Emphasize fast onboarding and a personalized client experience given the lean staff size.

CFI alignment Position offerings as tools that support community development and access to capital, aligning with the company’s likely mission as a research firm in the financial inclusion space to boost credibility with similar clients.

Tech-savvy stack Leverage the existing Windows server and .NET infrastructure to propose compatible integration options, such as secure data exchange portals or reporting dashboards that plug into their current technology environment.

Growth signals Despite a small revenue band, identify scalable services that can grow with them, such as modular research subscriptions or phased project-based engagements to drive recurring revenue as they expand.

Competitive landscape fit Highlight case studies and outcomes from similar size peers in the CDFI and social impact space to demonstrate credible ROI and differentiate from larger, traditional research firms.