Using Upmetrics, NPOs raised more than $250,000 Under Stephanie’s able leadership
Helping nonprofits grow takes more than good intentions. It requires a plan. See how The Prep Institute used Upmetrics to secure over $250,000 in funding by creating structured business strategies for social enterprises.
Company Overview
The Prep Institute is a nonprofit growth incubator dedicated to empowering small nonprofits and minority-owned businesses through long-term business growth training.
Partnering with governments, philanthropists, and investors, the institute provides structured support through workshops, tailored coaching, and a distribution network to help organizations scale sustainably.
Through programs like Project MOST, The Prep Institute offers free growth incubators and organizational development workshops, making essential business education more accessible to BIPOC communities.
Key features used: Business plan builder, financial forecasting, pitch deck creation, nonprofit templates
The Challenge
More clients meant more planning, and The Prep Institute was running out of time. With every nonprofit needing a custom business plan, financial model, and pitch deck, they had to find a faster, more scalable way to deliver results.
The Prep Institute was passionate about helping social enterprises, but manual business planning slowed everything down. With grant deadlines looming, keeping up with demand became a constant struggle. They needed a better way to streamline the process.
“Our goal was to help nonprofits succeed, but creating each business plan from scratch was overwhelming. Every client needed a unique plan, tailored financials, and a strong pitch deck to secure funding. Without a structured system, managing everything became a challenge,” shared Stephanie Foster while reflecting on the difficulties of securing funding.
Manually revising business plans and financials for each grant and investor request took up valuable time and resources. The Prep Institute needed a smarter, more collaborative tool to simplify the creation, editing, and presentation of plans—without slowing nonprofits down.
It was clear—the old way wasn’t working. The Prep Institute needed a faster, smarter way to help nonprofits develop solid business plans and secure funding. They found their answer in Upmetrics, a platform built to simplify and accelerate business planning.
The Prep Institute
The Solution
Upmetrics provided a comprehensive business planning solution for The Prep Institute. The platform enabled Stephanie and her team to efficiently create customized business plans, detailed financial forecasts, and impactful pitch decks to secure funding for their nonprofit clients.
Upmetrics was exactly the tool The Prep Institute needed—a simple yet powerful solution that took the headache out of creating nonprofit business plans. Stephanie Foster knew she needed a scalable way to manage planning across multiple clients, and a quick Google search led her straight to Upmetrics.
“Discovering Upmetrics changed everything. Suddenly, business planning felt easy,” says Stephanie.
With Upmetrics, Stephanie quickly structured detailed business plans for each nonprofit.
She particularly loved how the platform simplified crafting persuasive pitches for investors. “Upmetrics was a lifesaver in clearly explaining our clients’ missions to investors,” she shares.
Guided, drag-and-drop business plan builder
Stephanie found Upmetrics’ guided, drag-and-drop business plan builder remarkably intuitive and effective. This tool simplified structuring custom business plans for each nonprofit, significantly easing her workload.
“The drag-and-drop functionality transformed how we managed our business plans. It allowed us to build professional, investor-ready plans efficiently, letting us focus more on strategic improvements rather than formatting,” Stephanie explained.
With formatting complexities removed, Stephanie was able to swiftly reorganize sections tailored specifically to client needs, streamlining her overall process and maximizing her ability to manage multiple nonprofits simultaneously.
Financial forecasting
Stephanie found Upmetrics’ financial forecasting feature especially valuable for preparing funding proposals. The platform allowed her to quickly organize revenue projections, expense estimates, and funding requirements, making it easier to present nonprofits’ financial needs to grant providers and investors.
“The financial forecasting tool helped us present numbers in a way that was easy to understand. It clearly showed nonprofits exactly how much funding they needed and how they planned to use it—improving credibility with funders,” shared Stephanie.
Pitch deck creation
A compelling pitch deck is essential for securing funding, and Upmetrics provided structured templates that helped The Prep Institute create visually engaging, persuasive presentations for their clients.
“Upmetrics simplified pitch deck creation, allowing us to present nonprofits’ missions, goals, and financials clearly. It gave funders the confidence they needed to invest,” said Stephanie.
With well-structured pitch decks, nonprofits could approach investors and grant providers with a clear, professional presentation, significantly improving their fundraising success.
Custom business plan template
Upmetrics’ nonprofit templates solved Stephanie’s biggest problem: repetitive and time-consuming business planning. Each template allowed rapid customization, providing a strong starting point perfectly suited for nonprofit organizations.
“The nonprofit templates saved so much time! We quickly adjusted them to fit each client’s specific needs, which made our workflow incredibly smooth,” Stephanie shared.
Using these intuitive templates, Stephanie quickly positioned nonprofits to impress investors and confidently secure funding.
The Prep Institute
The Impact
Thanks to Upmetrics, The Prep Institute streamlined its nonprofit planning process—successfully raising over $250,000 for its clients and empowering more organizations to create lasting social change.
Upmetrics provided customizable nonprofit templates, allowing The Prep Institute to create structured, professional business plans and grant proposals quickly. These templates ensured that each nonprofit had a well-organized, compelling plan tailored to its mission and funding needs.
Building on this, the financial forecasting feature gave nonprofits clear, data-driven projections, strengthening their funding applications. By generating realistic revenue and expense breakdowns, organizations could confidently present their financials to investors and grant providers, increasing their chances of securing funding.
To further enhance fundraising efforts, the pitch deck creator enabled nonprofits to design persuasive presentations, making it easier to communicate their vision.
Beyond business planning, Upmetrics’ quick-response support team provided seamless guidance, helping The Prep Institute resolve issues efficiently and maximize the platform’s benefits.
Reflecting on the overall results, Stephanie shared:
“Upmetrics truly changed how we worked. We cut our planning time in half, making us quicker and far more effective. The structured approach, intuitive templates, and easy-to-use pitch deck creator strengthened our funding proposals tremendously—transforming outcomes for our nonprofit clients.”
Ultimately, Upmetrics did more than simplify The Prep Institute’s operations. It enabled greater social impact, helping Stephanie and her team efficiently transform passionate ideas into funded realities.
The Prep Institute
Upmetrics for Nonprofit Leaders and Consultants
If business planning for nonprofits feels overwhelming, you’ll love Upmetrics. It simplifies drafting business plans, financial forecasting, and building a compelling pitch deck .
Stephanie Foster at The Prep Institute shares her experience: “Upmetrics streamlined every step—planning became intuitive, proposals persuasive, and securing funding simpler. It’s perfect for nonprofits ready to scale their impact without struggling through manual processes.”
Learn how Upmetrics supports grant applications with structured business plans and financial forecasts.
