How PartnerPortal works

Matching

Every organization lists what it needs and what it can offer, from a shared vocabulary of 33 categories. Everyone else is then ranked by how well the two profiles fit in both directions.

Shared focus areas — the causes you work on — nudge the ranking, but never create a match on their own. Caring about the same thing is not the same as having something to trade.

Seeing nobody? Widen what you list on either side, browse the full directory rather than just your matches, or invite an organization you already work with from the button on your dashboard.

Proposals

1. Open a match and propose

   The terms start pre-filled from the overlap that produced the match. Each side can only commit to things it has actually listed as an offer — you cannot be signed up to something you never said you could do, and neither can they.

2. They accept, decline, or counter

   The proposal waits on whoever received it. They can accept it as it stands, decline it, or change the terms and send it back — at which point it waits on you, with their terms on the table, and you have the same three answers. The thread and the history stay with it however many times it goes back and forth. You can withdraw a proposal you sent at any point before it is accepted.

3. It becomes an agreement

   Accepting generates a public summary page you can send to a board or a funder without them needing an account. You can rotate that link, or revoke it entirely, from the partnership itself.

You can hold one live proposal or partnership with any given organization at a time. Finish or end the current one before starting another.

After you agree

A partnership can complete or end, and the difference is deliberate.

Completing takes both sides

You each mark it complete, and each record whether the other side delivered what it committed to. Nobody grades their own homework, and one organization cannot decide alone that the other one is finished.

Ending takes one

Either side can end a partnership on its own, with a reason that goes to the other organization. Requiring agreement would mean being held to a partnership by somebody who simply never answers.

Delivery verdicts and the reason a partnership ended stay between the two of you. Neither ever reaches the public summary page.

Privacy

• Your shortlist is private. Saving an organization is a bookmark, not an approach — they are never told.
• Profile views are counted, never itemized. You see how often your profile was opened, never by whom.
• Contact details are not published. The public profile page carries no email or phone number. Signed-in organizations see them on your profile, one organization at a time.
• Links are opt-in. Your website and social links appear on the public page only if you tick the box.
• Messages need a proposal. Nobody can message you out of the directory — a thread only exists on a proposal, and closes when that proposal settles.
• Meetings can be shared. A meeting proposed inside a conversation waits on the other side, who can accept it, suggest another time, or decline. Once agreed it is on both calendars and either of you can download it or move it — a move asks the other side again. Meetings you add from the dashboard stay your own.

Common questions