Services
Freehold offers three levels of engagement, each built on the same multi-source diagnostic framework. Engagement begins with a conversation about your portfolio. There is no cost for the initial review.
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 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.
Ready to see your portfolio?
The first conversation is free. Not sure where you’d fall? Try the engagement estimator — four questions, no data stored. I’ll show you what the data looks like when it comes together.