Capture and business development

From first introduction to submitted proposal.

MissionForge is capture built relationship-first. It keeps track of the companies you team with, the opportunities you pursue together and the proposals you submit, and it does the drafting and the chasing so your people can spend their time on the conversations. It is an alternative to Deltek GovWin and paid sites like it.

missioninsights.ai / forgeSample company
MissionForge This week screen for the sample companyEverything that changed since your last visitDrafts written for you, waiting for your reviewWork your pipeline from ClaudeQuote requests from your mailbox
This week. The page every capture lead opens first, shown here for the fictional sample company.
  1. Everything that changed since your last visit
  2. Drafts written for you, waiting for your review
  3. Work your pipeline from Claude
  4. Quote requests from your mailbox
Watch

Watch MissionForge at work.

A four-minute overview, and a full walkthrough in chapters. Both are recorded in MissionForge with a sample company.

4:09

MissionForge in four minutes

From research to relationships, pursuits, proposals and contracts.

45:29

MissionForge: the full walkthrough

Every screen, in chapters. Jump to the part you need.

12 chapters
Research

Know a company before the first call.

Public federal records, pulled together into one profile you can present from.

Company profiles

SBA profiles, SBIR Phase I, II and III awards, contacts, and a company's board and leadership read from its own website.

The federal record

Look a company up by UEI and see ten years of awards, contract vehicles, grants, subawards and dollars by agency.

An opportunity pool that refills itself

Opportunities arrive from public sources on a schedule, and from your own inbox when a partner or a buyer emails you one.

Matching you control

Keyword and AI matching run only for the companies on your Selected list, so the results are about the partners you chose.

missioninsights.ai / forgeSample company
MissionForge SBIR Insights research screenPublic federal award records, chartedNarrow to the companies that fit
SBIR Insights. Public award data by agency, year and phase, ready to brief from.
  1. Public federal award records, charted
  2. Narrow to the companies that fit
Relationships

Thirty partnerships, none of them going quiet.

A CRM made for teaming, where the relationship comes before the bid list.

Relationship health, 0 to 100

Scored on recency, cadence, two-way contact, momentum, paperwork, next step and shared pursuits. The formula is one click away.

Agreements that track themselves

NDAs and teaming agreements move from draft to sent to signed. The owner gets a task before one expires.

Meetings, decisions and debriefs

Log a meeting, record what was decided, or talk through a voice debrief and let the notes and tasks write themselves.

Numbers for the BD lead

Partners added, stages moved, time from first contact to NDA, win rate with and without a partner, and targets per owner.

missioninsights.ai / forgeSample company
MissionForge relationship health screenEvery score shows its formulaThe reasons behind each scoreOne click drafts the check-inWho is at risk, at a glance
Relationship health. Every partner scored, with the reasons and the next step beside it.
  1. Every score shows its formula
  2. The reasons behind each score
  3. One click drafts the check-in
  4. Who is at risk, at a glance
Your week

Open one page and know what to do today.

This week gathers tasks, drafts and news into a single working list.

Works inside Outlook

See your calendar and the threads that involve your partners. Incoming mail is sorted into introductions, opportunities and follow-ups by rules you set.

Drafts waiting for you

Intro replies, follow-ups and agreement cover notes are drafted into your own Drafts folder. MissionForge never sends mail.

New since your last visit

Anything that arrived while you were away is marked, so you never have to work out what changed.

The Monday brief

A short written summary of the week ahead for each owner, on screen or as a draft in Outlook.

missioninsights.ai / forgeSample company
MissionForge drafts ready to sendDrafted for you. Never sent for youOverdue items and open decisionsThe short list only you can do
Drafts ready to send. Follow-ups, NDAs and intro replies are written for you and wait for your review.
  1. Drafted for you. Never sent for you
  2. Overdue items and open decisions
  3. The short list only you can do
Pipeline and proposals

Disciplined pursuit, without the overhead.

The capture process large primes run, sized for a team of five.

Gate reviews and forecast

Every pursuit passes through gates. The weighted forecast and the win and loss record come from the same pipeline.

Color-team reviews

Run a review with your own people, and get a second read from an AI evaluator that scores against the solicitation.

Proposals from your own library

Claude drafts sections from your past proposals, case studies, resumes and capability statement, then exports to Word.

Submission checklist

Nothing is marked submitted until every required piece is accounted for.

01

Every pursuit on one board

Qualified, capture, proposal, submitted and won, left to right.

02

Weighted by stage

The headline number is value times win probability. It is the same figure the forecast uses.

03

What is in capture right now

Each column totals its own pursuits, so you can see where the pipeline is thin.

04

Value, probability and owner

Every card carries the customer, the due date, the value, the chance of winning and who owns it.

05

Forecast and win/loss, one click away

The same pursuits, viewed as a table, a calendar, a forecast or a record of what was won and lost.

missioninsights.ai / forgeSample company
Screen from the sample company
Pipeline board, with the sample company. Scroll to step through it.
Why MissionForge

An alternative to Deltek GovWin and paid sites like it.

You do not need a paid opportunity database to find federal work. MissionForge builds its opportunity pool from public federal sources and from your own inbox, then stays with each opportunity all the way to a submitted proposal.

FindPublic federal sourcesSAM.gov, SBIR and STTR topics, Grants.gov and USAspending, refreshed on a schedule.
ReceiveYour own inboxOpportunities and quote requests that partners and buyers send you.
MatchYour chosen partnersEach opportunity matched to the companies you have selected.
WinEverything after the findRelationships, gate reviews, proposals and submission, in the same place.
How it works

The reasoning is on the page.

MissionForge shows how it reaches a score and what it does with your mail, so your team can trust both.

What goes into relationship health

A score from 0 to 100 for every partner, built from seven things you can see and change.

100points
  • RecencyHow long since the last real contact35
  • CadenceHow regular the contact has been15
  • MomentumIs the relationship moving forward15
  • Two-wayDo they reach out to you as well10
  • PaperworkNDA and teaming agreement in force10
  • Next stepIs there an agreed next step10
  • PursuitA shared pursuit under way5

Bands: at risk under 45, watch 45 to 69, healthy 70 and up.

From an email to a pursuit

Mail from partners and buyers becomes work without retyping, and nothing leaves your outbox on its own.

1 · ArrivesAn email lands in OutlookAn introduction, a quote request or a partner follow-up.
2 · SortedYour rules sort itIntroduction, opportunity, follow-up, normal or ignore.
3 · DraftedTasks and a reply are draftedThe contact, the opportunity and three next steps are created.
4 · YouYou review and press sendThe draft waits in your Drafts folder until you do.

Try it: how healthy is one of your partnerships?

Think of one partner company and answer seven quick questions.

When did you last really talk?
How regular is the contact?
Has it moved forward lately?
Do they reach out to you too?
What paperwork is in force?
Is there an agreed next step?
Are you pursuing something together?
0

A simplified version of the score. MissionForge works it out from your logged meetings, mail and agreements.

Gate reviews

Four gates between an idea and a submission.

The forecast flags any pursuit that moved on without its gate.

Gate 1QualifiedIs it real, and is it ours to win?
Gate 2CaptureDo we have the customer, the team and the price?
Gate 3ProposalBid or no bid, with a color-team plan.
Gate 4SubmittedChecklist complete before it goes.
OutcomeWon or lostRecorded, and fed back into the win rate.
missioninsights.ai / forgeSample company
MissionForge forecast screenWin rate over the last twelve monthsFlags a pursuit that skipped its gateWeighted and unweighted, side by side
Forecast. Weighted pipeline, win rate and the pursuits that skipped a gate.
  1. Win rate over the last twelve months
  2. Flags a pursuit that skipped its gate
  3. Weighted and unweighted, side by side
Partner journeys

A shared path from stranger to teammate.

Each partner has a workspace that follows the same seven stages, with a playbook that drafts the emails and agreements each stage needs. You choose, item by item, what the partner can see.

SourcedIntroducedDiscoveryValue-up planFirst bidWin and deliverQuarterly review
missioninsights.ai / forgeSample company
MissionForge partner journeys boardEach partner has its own workspaceSeven stages, sourced to quarterly reviewRecurring revenue from engagements
Partner journeys. Every partner company on one board, by stage.
  1. Each partner has its own workspace
  2. Seven stages, sourced to quarterly review
  3. Recurring revenue from engagements
Portal

A portal your partners can trust

Partners sign in to their own space and see only what you have shared: next steps, the plan, pursuits, proposals to review section by section, status reports and requests. They never reach your CRM.

SBIR

The SBIR toolkit

A scorecard with three hard gates, a topic paper, customer memorandum, milestones, and outreach drafts that refuse to write to a technical point of contact during a blackout.

SEWP

SEWP quote requests

For NASA SEWP contract holders: bring quote requests in from your mailbox, get a plain summary without buyer contacts, and share the right ones with the right partners.

Contracts

Contracts held and recompetes

Import the contracts you already hold from USAspending and get an alert well before each one comes up for recompete.

Search

Find anything

One search box, opened with Ctrl+K, over every company, person, opportunity, meeting and document. It even catches names that are spelled the way they sound.

Connector

Work from Claude

Connect MissionForge to Claude and ask about your pipeline or log a meeting in conversation. Each person has their own token and can revoke it.

More of MissionForge

Every screen, with the sample company.

Select any screen to see it full size.

Put your partner pipeline in one place.

Use MissionForge yourself, or have our capture team run it alongside you.