Policy Data Value SBM conducts scientific polling, focus groups, and economic research to inform policymakers and stakeholders. This creates an opportunity to monetize and extend their data assets through custom research services, qualitative and quantitative surveys, data visualization, and licensed datasets for government, media, and advocacy partners.

Partnership Growth With leadership expansion and national reach, SBM demonstrates scalable programs and more partnership opportunities. Its history of partnerships with organizations and foundations indicates openness to sponsored programs and co-branded initiatives. Potential sales angles include sponsorship packages, donor management platforms, and program acceleration services to broaden ecosystem partnerships.

Tech Stack Alignment SBM relies on a modern tech stack including QuickBooks, Google Workspace, Microsoft, Cloudflare, and social channels. This foundation enables a move to an integrated CRM, donor/fundraising platform, analytics, and cybersecurity enhancements. Propose solutions that streamline fundraising, policy outreach, and program delivery across its national network.

Fundraising Opportunity Revenue scale and nationwide operations suggest capacity for enhanced grant management and fundraising infrastructure. Opportunities exist to provide grant lifecycle software, donor CRM, event management, and sponsorship sales tools to expand revenue streams and support policy campaigns and outreach.

Workforce Benefits SBM’s focus on healthcare, retirement, taxes, paid leave, and workforce issues, including CalSavers, highlights a pathway to partner with benefits providers and retirement plan administrators. Potential sales targets include small business benefits programs, retirement plan administration tools, and health and wellness offerings that align with SBM’s policy priorities and its entrepreneurial audience.