Services
Economic research and financial strategy for mission-driven growth.
Pollen translates project vision into financial structure, testing capital concepts, startup models, and growth plans under real-world conditions to determine what is required for long-term viability.
Through disciplined analysis of capital costs, operating performance, revenue assumptions, and risk exposure, every engagement clarifies whether a project can work and under what conditions. The result is a clear financial framework that aligns ambition with operational reality before significant commitments are made.
4
Core service areas - feasibility, capital strategy, financial modeling, advisory
6-10
Weeks per typical engagement
80+
Organizations served across 20 states
Core Services
Four ways Pollen supports your financial decision-making.
01 Feasibility Analysis
Clarifying financial viability before investment.
"Can this project work, and under what conditions?"
Feasibility analysis translates project concepts into structured financial frameworks. We evaluate whether proposed capital investments and program expansions can achieve long-term operating sustainability under realistic assumptions, before significant resources are committed.
Includes
Capital cost modeling
Multi-year operating pro formas
Earned and contributed revenue forecasting
Net operating income (NOI) analysis
Breakeven modeling
Scenario-based sensitivity testing
Risk identification and mitigation
Outcome
Clear understanding of financial viability, trade-offs, and sustainability conditions prior to capital commitment.
02 Capital Strategy
Aligning funding structure with operational capacity.
"How should this project be funded?"
Capital strategy builds on feasibility findings to design a responsible funding framework. This work ensures capital structure aligns with operating capacity, policy requirements, and long-term financial resilience, so the way a project is funded doesn't become its greatest liability.
Includes
Sources and uses modeling
Capital stack alignment
Public and philanthropic funding analysis
Debt capacity assessment
Ownership vs. leasing evaluation
Affordability impact modeling
Cost implications of design and scale decisions
Outcome
A structured capital framework that supports implementation while protecting long-term sustainability.
03 Financial Modeling
Operationalizing the Framework into decision-ready analysis.
"What do the numbers actually tell us?"
Customized financial modeling serves as the analytical engine underpinning the Pollen Financial Sustainability Framework™, translating project assumptions into structured, dynamic models that evaluate operating performance, capital structure, revenue durability, and risk exposure over time. Where appropriate, modeling outputs inform the Pollen Risk Indicator™.
Includes
Project-specific model architecture aligned with Framework™ pillars
Multi-year operating and cash flow projections
Revenue durability and expense structure modeling
Capital cost integration and funding scenario analysis
Scenario modeling and sensitivity testing
Break-even, coverage, and performance threshold analysis
Structured outputs supporting Risk Indicator™ scoring
Outcome
A structured analytical foundation for feasibility analysis, capital strategy, and risk assessment, enabling disciplined, long-term decision-making.
04 Advisory Partnership
Sustained financial discipline through implementation.
"What do we do when conditions change?"
For organizations managing multi-phase development or long-term financial planning, Pollen provides ongoing modeling and strategic advisory support. Advisory partnerships extend financial rigor beyond the initial feasibility stage, keeping strategy aligned as projects evolve from planning through implementation.
Includes
Pro forma refinement during fundraising
Operating budget updates during pre-development
Scenario adjustments in response to market or policy changes
Capital stack recalibration
Long-term cash flow monitoring
Financial risk evaluation across implementation stages
Board meeting preparation and lender briefings
Outcome
Sustained financial discipline and strategic clarity throughout planning, fundraising, and implementation.
Services & Investment
Structured tiers. Clear deliverables. No surprises.
All engagements are scoped through a free 30-minute discovery call. Pricing below reflects typical project ranges, your engagement is quoted after scoping.
Tier I
Financial Snapshot
Price upon request
Early-stage analysis · 1 scenario
- 5-year projection model
- High-level capital summary
- Preliminary housing feasibility
- Program expansion screening
Most Requested
Tier II
Feasibility Analysis
Price upon request
Structured assessment · 1–3 scenarios
- Capital stack + Debt Service Coverage Ratio (DSCR) analysis
- 5–10 year pro forma
- Pollen Risk Indicator™ scoring
- Affordable housing feasibility
- Capital campaign planning
Tier III
Infrastructure Strategy
Price upon request
Full risk + strategy · 3–5 scenarios
- Capital structuring strategy
- Sensitivity + stress testing
- Full Risk Indicator™ scoring
- Executive board presentation
Is Pollen Right for You?
Organizations engage Pollen when the stakes are high and the numbers need to be right.
Pollen's work is most valuable when significant, potentially irreversible capital decisions are under consideration.
Evaluating a facility acquisition, development, or long-term lease commitment
Considering ownership vs. leasing and needing a structured financial comparison
Launching a capital campaign and needing to confirm organizational capacity to sustain it
Testing affordability targets against long-term operating sustainability
Expanding programming in ways that materially affect long-term cost structure
Structuring public or philanthropic investment requiring credible financial documentation
Approaching lenders or funders and needing board-ready analysis
Managing multi-phase infrastructure projects requiring ongoing financial discipline
We work with
Nonprofits
Cultural Institutions
Affordable Housing Developers
Public Sector Entities
Community Land Trusts
Capital Campaign Leaders
Get Started
Ready to build a more financially sustainable future?
Schedule a Free Scoping Call
naomimarx@pollenusa.com
30-minute call · No commitment · Response within 24 hours