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Strategy • Execution • Accountability • Growth
FEDERAL & INSTITUTIONAL TA PARTNER

Federal & Institutional Technical Assistance (TA) Partner for Entrepreneurial Capacity Building

We provide the compliant infrastructure, automated grant data tracking, and post-award support to de-risk economic development programs — serving as an experienced, SAM.gov-registered subrecipient and TA partner for agencies, municipalities, and prime grantees.

Our turnkey digital infrastructure launches, tracks, and sustains local small business initiatives while fully de-risking your compliance portfolio under 2 CFR 200.

GOVERNMENT PROCUREMENT & GRANT ELIGIBILITY

SAM.gov Registered Small Business Subcontractor

SAM.gov Status

Active Registration

UEI: PUC4AYV7NNP6

Primary NAICS Codes

541611 · 611430 · 541511

Management Consulting · Training · Computer Programming

Core Competency

Turnkey Post-Award TA

For EDA, HUD & municipal economic development grants

WHO WE SERVE

Turnkey Technical Assistance (TA) for Grant-Funded Programs

We partner with organizations to accelerate regional economic resilience and automate compliance for their funding initiatives — shifting the burden of performance tracking from your staff to our automated platform.

Municipalities & EDA Grant Recipients

Managing EDA Economic Adjustment Assistance grants and municipal programs demands rigorous post-award execution. We serve as a SAM.gov-registered subrecipient and TA partner — deploying the digital infrastructure to launch, track, and sustain local small business initiatives while meeting the strict reporting benchmarks of EDA, HUD (CDBG), and State-level economic development funds.

Non-Profits & CDFIs

We help non-profits and Community Development Financial Institutions deliver compliant TA to their micro-grantees and loan applicants. Our automated platform shifts the burden of performance tracking from your staff to our systems — preventing subrecipient fraud, waste, and abuse while producing audit-ready documentation for federal reporting.

Higher Education & Workforce Programs

We empower universities and workforce development centers to scale programming beyond the classroom. Our structured 13-week cohorts support underserved, rural, and historically distressed business districts with results-driven strategies that produce measurable job creation and revenue milestones for federal reporting.

For-Profit Ecosystem Partners

We help corporations and agencies supporting small businesses provide their clients with proven, compliant frameworks. Our infrastructure ensures TA delivery leads to tangible, auditable outcomes — job creation, revenue growth, loan repayment rates — that meet the subrecipient reporting mandates of SBA Community Navigator, SSBCI, and EDA programs.

COMPLIANCE INFRASTRUCTURE

The Compliance-Ready Infrastructure

We provide a turnkey digital infrastructure that organizations plug their programs into. Four integrated pillars deliver the auditable tracking, performance metrics, and accountability needed to meet federal reporting requirements and sustain economic development initiatives.

MFSB Community

MFSB Community

Program Delivery & Accountability

The human-led engine that drives consistent implementation through structured 13-week training cohorts — engineered to support underserved, rural, and historically distressed business districts with peer support, expert-led training, and accountability infrastructure.

Traxcend™

Traxcend™

Quantitative Performance Metrics for Federal Reporting

Automates the tracking of economic impact metrics that federal grants require — job creation, revenue milestones, loan repayment rates, and participant retention. Shifts the burden of performance reporting from your staff to our platform for the prime grantee.

FoClea™

FoClea™

Strategic Planning & Risk Anticipation

AI-driven strategic planning that builds 12-month roadmaps, monitors market trends, and anticipates risks — giving program administrators early warning signals and optimization opportunities to course-correct before problems compound.

Victally™

Victally™

Auditable Financial Data Capture

Automated financial data capture that prepares micro-grantees and loan applicants for institutional funding. Mitigates risk by preventing subrecipient fraud, waste, and abuse of grant funds — with crystal-clear, audit-ready financial records built for 2 CFR 200 compliance.

COMPLIANCE-READY PLATFORMS

Purpose-Built Platforms for Audit-Ready Reporting

Three integrated platforms that prevent grant waste, prove economic impact, and automate the compliance reporting that federal reviewers demand.

FoClea™

Strategic Planning & Risk Mitigation

FoClea™

AI-driven strategic planning platform that builds 12-month roadmaps, monitors market trends, and anticipates risks — giving program administrators early warning signals and optimization opportunities to course-correct before problems compound.

Traxcend™

Quantitative Performance Metrics for Federal Reporting

Traxcend™

Automates the tracking of economic impact metrics that federal grants require — job creation, revenue milestones, loan repayment rates, and participant retention. Shifts the burden of performance reporting from your staff to our platform for the prime grantee.

Victally™

The Financial Compliance Filter

Victally™

Auditable financial data capture that prepares micro-grantees and loan applicants for institutional funding. Mitigates risk by preventing subrecipient fraud, waste, and abuse of grant funds — with crystal-clear, audit-ready financial records built for 2 CFR 200 compliance.

YOUR TA PARTNER

How Agencies Win with MFSB as Your TA Partner

As your dedicated Technical Assistance (TA) partner, we don't just provide tools — we embed ourselves into your ecosystem to deliver audit-ready outcomes, ensure 2 CFR 200 compliance, and automate the KPI reporting that federal reviewers and prime grantees demand.

What We Deliver as Your TA Partner

Real-Time Compliance Dashboards

Our platforms provide real-time dashboards that give your agency full visibility into participant progress, engagement levels, and milestone completion — so you always have audit-ready data at your fingertips.

Participant Engagement & Retention Metrics

We embed gamification directly into the participant journey — badges, streaks, leaderboards, and milestone rewards that keep entrepreneurs consistently engaged, driving the retention rates that federal reporting demands.

Unified Impact Reporting

Data flows seamlessly across the entire Transcend ecosystem — from MFSB Community activity to Traxcend operational metrics to Victally financial data — giving you a unified, 360° view of economic impact for federal reporting.

Federal KPI Delivery & 2 CFR 200 Audit Readiness

We help you define, track, and deliver the KPIs that matter most to federal reviewers — job creation, business revenue growth, loan repayment rates, and participant retention — with audit-ready documentation built for 2 CFR 200 compliance.

Subrecipient Reporting & Audit Documentation

As your TA partner, we ensure your program meets federal, state, and institutional compliance requirements with automated reporting, audit-ready documentation, and structured data exports that prevent fraud, waste, and abuse.

Early Warning & Risk Mitigation

We don't just report — we anticipate. Our AI-powered systems surface early warning signals and optimization opportunities so your program can course-correct before problems compound, protecting your grant investment.

Why It Works

Configured to Your Grant Requirements

Every partnership is tailored. We configure workflows, dashboards, and participant journeys to align with your specific funding mechanism, reporting benchmarks, and institutional requirements.

Capacity Building & Staff Empowerment

We transfer knowledge and capability to your internal teams — training your staff to interpret data, facilitate frameworks, and sustain compliance independently over time.

Scalable Across Funding Cycles

Our infrastructure grows with you. Whether you're serving 50 entrepreneurs or 5,000 across multiple grant cycles, the Transcend ecosystem scales without sacrificing audit quality or reporting precision.

A True TA Partnership — Not Just a Vendor

When MFSB becomes your TA partner, we're invested in your grant's success at every level. We align with your funding requirements, integrate with your existing reporting systems, and provide the ongoing technical assistance, audit-ready documentation, and accountability infrastructure that turns program participants into measurable economic impact.

Real-Time Dashboards2 CFR 200 Audit ReadinessFederal KPI TrackingSubrecipient ReportingScalable InfrastructureStaff Training
GRADUATION DAY

Every Cohort Ends With a Celebration

The Transcend experience doesn't just end — it graduates. Participants are celebrated for their transformation, top performers are recognized, and the entire cohort is launched into an alumni community built for lasting success.

Celebration Ceremony

Every cohort culminates in a dedicated Graduation Day — a celebration event held 1–2 weeks after the 13-week program ends, bringing together participants, partners, sponsors, and mentors.

Performance-Based Awards

Participants are recognized and rewarded based on automated criteria including session attendance, assignment completion, and overall participation scores — ensuring merit-driven recognition.

Alumni Community

Graduates join the Transcend Alumni network with continued access to peer connections, exclusive events, and resources to sustain their growth momentum long after the program ends.

Sponsor & Partner Visibility

Graduation Day gives partners and sponsors front-row visibility into tangible participant outcomes — demonstrating measurable ROI for their investment in workforce development.

PRIVATE SECTOR MATCH FUNDING

Become a Match Funding Partner

Many federal economic development grants — including EDA, HUD CDBG, and State-level programs — require local matching funds or private-sector alignment to get approved. Your corporate sponsorship serves as the critical private-sector match funding component that unlocks federal dollars and doubles your community impact.

Doubled Community Impact

Your sponsorship serves as the critical private-sector match funding component required by many federal economic development grants — doubling your community impact by unlocking federal dollars.

Measurable ROI & Impact Reporting

Receive detailed impact dashboards showing participant progress, business milestones achieved, job creation, and the tangible outcomes of your match funding investment.

Employee Engagement Opportunities

Involve your team as mentors, guest speakers, or advisors within cohorts — building leadership skills while giving back to the communities your federal partners serve.

ESG & CSR Alignment

Demonstrate your commitment to social responsibility with a structured, results-driven program that aligns with your ESG goals and federal economic resilience initiatives.

Brand Visibility & Grant Alignment

Associate your brand with regional economic development, entrepreneurship, and community empowerment — positioning your organization as a committed federal grant partner.

Talent Pipeline Development

Build relationships with emerging businesses and entrepreneurs who may become future partners, clients, or collaborators in your regional ecosystem.

OUR COLLABORATORS

MFSB is proud to work alongside leading organizations in advancing entrepreneurial success and small business development.

Bank of America / Merrill Lynch
ADP
Montclair State University
SCORE
The International Emmys
National Association of Blind Merchants

These organizations collaborate with MFSB on initiatives that support entrepreneurs and small business communities. Listing does not imply endorsement of any specific MFSB program or service.

GET STARTED

Ready to De-Risk Your Economic Development Programs?

Schedule a strategic briefing to learn how MFSB can serve as your SAM.gov-registered TA partner — deploying the compliant infrastructure, automated grant data tracking, and post-award support your funding initiatives need.

Automate 2 CFR 200 audit-ready reporting
Track federal KPIs: jobs created, revenue growth, loan repayment
Prevent subrecipient fraud, waste, and abuse
Serve underserved, rural, and distressed communities
Unlock private-sector match funding for federal grants

Schedule a Strategic Briefing

Tell us about your agency and funding initiative, and we'll reach out to schedule a call.

TA PARTNER FAQ

Frequently Asked Questions

Common questions from agencies and organizations exploring MFSB as a TA partner.