$142K Secured and Counting—how Upmetrics Helped OGL win big
Company Overview
Founded in 2018 by Shellie Baxter, Our Genetic Legacy (OGL) is a nonprofit organization dedicated to documenting, preserving, and amplifying the history of Black, Indigenous, and People of Color (BIPOC) communities in America.
Through research, storytelling, and community projects, OGL works to correct systematic historical omissions and ensure future generations have access to the full American story.
One of its core programs focuses on empowering young women (ages 16-19) to recover forgotten BIPOC narratives from neglected cemeteries in San Diego County—giving voices to those erased from history.
Key features used: Business plan builder, Financial forecasting, Pitch deck creation
The Challenge
Our Genetic Legacy (OGL) was built on a bold mission—to recover, preserve, and share the untold stories of the BIPOC community. However, transforming that vision into a structured nonprofit required a strategic approach that Shellie Baxter and her team lacked.
But while the mission was clear, securing the resources to carry it out was a challenge. Without professionally structured business plans, financial forecasts, and compelling grant applications, OGL struggled to secure the funding needed to expand its work.
“We knew our work was critical, but without the right tools to structure our plans, funders couldn’t see the full potential of what we were building,” said Shellie Baxter.
Grant opportunities were passing by, and OGL’s mission faced roadblocks. Funders required structured business plans, financial projections, and compelling pitch decks—but without prior nonprofit planning experience, assembling these documents became a daunting challenge.
Beyond funding, credibility was vital for securing partnerships. Yet, time spent manually crafting reports slowed down OGL’s ability to amplify BIPOC voices and drive real change.
Our Genetic Legacy
The Solution
For years, OGL struggled to turn its mission into a fundable nonprofit. Upmetrics changed everything, giving them a clear business plan, automated financial forecasting, and powerful pitch decks, helping them secure funding and preserve BIPOC history for generations.
Big ideas need structure. OGL set out to preserve BIPOC history but lacked the planning expertise to make it happen. Without prior experience in fundraising and business planning, Shellie Baxter needed a reliable system. At The Prep Institute, Shellie Baxter found Upmetrics—a powerful business planning tool for simplifying nonprofit planning.
The platform gave OGL the ability to develop detailed business plans, automate financial forecasts, and develop persuasive pitch decks—all essential to securing funding and scaling their impact. With a structured strategy in place, what once felt impossible became achievable, positioning OGL for long-term success.
Business plan builder
OGL’s mission to preserve BIPOC history deserved recognition, but not without a structured business plan. Upmetrics business plan builder provided the clarity and direction needed with an intuitive drag-and-drop interface that turned ideas into action.
“The AI writing assistant helped us structure our business plans clearly and professionally. It took the guesswork out of planning and allowed us to present our mission in a way that funders could easily understand,” said Shellie Baxter.
With Upmetrics simplifying the process, OGL developed compelling proposals that secured funding, ensuring their mission could move forward with impact.
Financial forecasting
OGL wasn’t just preserving history. It was building a movement. But to sustain that movement, they needed funders to see the long-term financial plan behind their mission.
Upmetrics made that possible by automating detailed financial forecasts. With automated revenue projections, expense tracking, and funding estimates, OGL could now present data-backed financial models in every grant application. Instead of spending countless hours manually calculating forecasts, Shellie and her team could focus on expanding their impact.
“Upmetrics allowed us to focus on our impact while ensuring our financial plans were solid, professional, and funder-ready,” shared Shellie Baxter.
With clear revenue and expense projections, OGL gave funders confidence in their ability to preserve and expand their work for years to come.
Collaborative workspaces
For Our Genetic Legacy (OGL), putting together grant proposals, financial plans, and business strategies was a team effort. Thanks to Upmetrics’ collaborative workspace, Shellie Baxter and her team could edit documents together, track changes easily, and share instant feedback, making sure everything was polished before submission.
“Upmetrics made collaboration effortless. We could refine financial projections instantly, track revisions seamlessly, and create funder-ready proposals with confidence,” said Shellie Baxter.
With streamlined brainstorming and financial planning, OGL developed powerful, data-driven proposals without unnecessary delays. With built-in financial forecasting and pitch deck creation, Upmetrics took the guesswork out of planning and let OGL focus on what truly mattered—securing funding for their mission.
Our Genetic Legacy
The Impact
Upmetrics transformed how they approached nonprofit growth, making grant writing, financial forecasting, and business planning seamless. Now, every document reflects their mission with clarity and professionalism, securing vital funding to drive change.
Upmetrics empowered OGL to secure over $142,000 in funding, ensuring their mission could move forward with greater impact. Planning tools eliminated the guesswork, helping the team create structured, data-backed proposals in a fraction of the time.
The platform’s pitch deck creator helped OGL craft investor-ready presentations, increasing grant approvals. Automated financial projections made it easy to present long-term sustainability, reinforcing donor confidence.
With Upmetrics handling the complexities of business planning, Shellie and her team could shift their focus to preserving BIPOC stories for future generations.
Our Genetic Legacy
Upmetrics for Nonprofit Leaders and Social Entrepreneurs
“Upmetrics made it easy to create structured business plans, compelling pitch decks, and data-backed financial projections—helping us secure the funding we needed to preserve BIPOC history.” — Shellie Baxter.
Running a nonprofit means juggling fundraising, planning, and financial forecasting—all while staying focused on impact. That’s why Shellie Baxter turned to Upmetrics to simplify the process.
With top-of-the-class business planning features, she created professional grant proposals, automated financial projections, and crafted persuasive presentations that secured over $142,000 in funding.
Funding success starts with a strong plan. See how Upmetrics can streamline your grant applications to help you achieve sustainable growth.
