Freehold Advisory, LLC
Portfolio diagnostics for ecological restoration
The Practice
Freehold assembles federal and state funding data into one picture and shows where obligations interact — overlapping timelines, compounding match commitments, converging deadlines — the structural complexity that falls between the systems.
This is diagnostic work, not evaluation. A complex portfolio often reflects the confidence that multiple funding programs have placed in an organization. Producing a structural picture of that complexity — an artifact no single data source or internal process currently generates — gives organizations and their stakeholders something to work from, together.
The federal funding environment that shaped restoration portfolios over the last three years is changing. IIJA supplemental funding expires after 2026. Agency staffing reductions are lengthening consultation timelines. The structural picture an organization built its portfolio around may no longer match the funding reality ahead. Seeing that picture clearly now — before program changes take effect — is the difference between planning and reacting.
Services
Portfolio Diagnostic
It starts with a conversation. I assemble federal and state data into one picture and show you where your obligations interact — timelines, commitments, funding. You receive a self-contained diagnostic report with a portfolio complexity score and structural conflict map. I start with an intake conversation to understand your context, and walk you through the findings when the diagnostic is ready.
Confidential Engagement
Add your own data. I integrate your internal records alongside the public picture to build a diagnostic that reflects the full story, not just what federal and state systems report. Staffing, internal timelines, board priorities — the organizational context that public sources cannot capture.
Sector Benchmarking
See where you stand. Participating organizations receive anonymized comparative context — where their portfolio sits relative to peers in the same complexity tier and bioregion. No organization is identifiable.
Latest from the Benchmark
Individual insights from the dataset — structural patterns that only become visible when federal and state records are assembled.