FAQs

👤 Profile Setup & Optimization

What is the difference between a Contracting Profile and a Funding Project?

Think of your Contracting Profile as your company’s central passport—it establishes your baseline corporate identity, legal identifiers (like your SAM UEID and EIN), past performance history, and overall capabilities.

A Funding Project, on the other hand, isolates a single specific technology, product, or research effort. This allows you to hunt for targeted capital matching, build specialized AI-driven pursuit roadmaps, and generate compliant proposals for that specific innovation without muddying your company's broader scope.

Why is my Profile Strength score stuck below 100/100?

To achieve a perfect 100/100 Profile Strength, you must populate all five core sections of your profile dashboard. The breakdown is as follows:

• Organization Details (40 Points): Legal name, address, website, UEI, EIN, business size, type, and clear text description.

• SAM.gov Registration (10 Points): Adding your official SAM UEID.

• NAICS Codes (10 Points): Selecting at least one primary industrial classification code.

• Key Personnel (20 Points): Mapping out your Subject Matter Experts (SMEs).

• Capabilities & Products/Services (20 Points): Creating specific technical offerings and detailing the problems they solve.

💡 Tip: Successfully linking your SAM UEID automatically unlocks the Award History module, instantly pulling your historical government contracts right into Raise.

How does the AI resume parsing tool work under Key Personnel?

To save you from manual data entry, you can drag and drop a PDF resume (10MB maximum) directly into the upload area for any team member. Raise's built-in AI will parse the document, extracting first/last names, contact info, job titles, years of experience, and technical skills into interactive tag fields automatically.

💰 Funding Projects & Matching Engine

Why aren't certain classified opportunities showing up as matches for my project?

Security clearance levels act as hard gates within the Raise platform. Opportunities requiring SECRET or TS/SCI clearances will only appear in your matches if at least one key person explicitly attached to that specific Funding Project holds an active clearance of that level or higher. Make sure your team's clearance profiles are fully updated!

How many keywords can I add to my Funding Project, and do I have to come up with them myself?

You can add up to a maximum of 50 keywords to fine-tune your semantic matching criteria. If you get writer's block, you can click the Generate with AI button. The engine will analyze your technical descriptions and automatically generate highly relevant, industry-specific terminology that government buyers typically use in RFPs.

My technology just progressed past the prototype stage. Should I update my profile?

Absolutely. Always update your Technology Readiness Level (TRL) under your Products/Services as your innovation matures. Doing so instantly shifts Raise’s auto-matching algorithm away from early-stage R&D funds and automatically starts prioritizing larger, late-stage deployment funds and mature transition contracts.

🧠 Strategy & Market Intelligence

What are the five core strategic pillars in my Strategy roadmap?

Once generated, your comprehensive pursuit roadmap is broken out across five distinct tabs:

• Overview Tab: Serves as your primary snapshot. It surfaces your baseline Win Probability, an aggregate Pursuit Score (a 1–100 alignment index), and an immediate AI Recommendation banner showing HOLD or PURSUE. It also provides a text-based Strategic Summary, a chronological Priority Actions checklist grouped by urgency, and a Pipeline Snapshot bundling market value into Ready, Near Miss, and Stretch buckets.

• Win Themes Tab: Evaluates your technical credentials and past performances against active solicitation trends to establish core narrative anchors that serve as framing guides for upcoming proposals.

• Competitive Tab: Provides direct macroeconomic and competitor data over a 3-to-6-month market horizon. It identifies prominent federal research sponsors (like DARPA or NRL) and extracts competitor footprints using historical federal award data.

• Gap Analysis Tab: Flags critical capability and compliance deficiencies using LOW and MEDIUM severity markers. It places direct Recommended Actions opposite each gap so you know exactly how to fix them and lift your scores.

• Agency Intel Tab: Breaks your pipeline down by military branches or civilian departments (e.g., DoD - Navy, DoD - Army, DoD - Usaf), highlighting active match pipeline counts and priority status flags like Primary target or Medium priority.

🔍 Evaluating Opportunities & Proposals

What do the "Pursuit Score" and "Complexity Rating" mean on my opportunity cards?

These are Raise's proprietary algorithmic metrics designed to help you quickly triage solicitations:

• Pursuit Score (1 to 100): Measures how strongly the opportunity’s requirements align with your active profile and project parameters. Higher scores mean you have a structurally better shot at winning.

• Complexity Rating: Measures the sheer resource intensity, compliance burdens, and structural difficulty of building a compliant proposal.

An exceptional opportunity is one with a high Pursuit Score and a low Complexity Rating.

Why is the platform blocking me from generating a proposal draft?

To protect your token budget from being wasted on long-shot proposals, Raise enforces a strict Token Guardrail. An opportunity must have a verified Match Score of 70 or higher to unlock the AI proposal generator. If your target opportunity scores below 70, head over to your Details tab to close eligibility gaps (e.g., updating your NAICS codes, certifications, or keywords) or review the recommended adjustments in your Strategy tab.

👥 Team, Roles, & Account Permissions

I am an external consultant working with multiple companies. Do I need separate logins?

Nope! Raise natively supports multi-tenancy. As long as each organization invites your single email address to their workspace, you can log in once and use the Organization Dropdown Menu (located at the top left next to the Raise logo) to instantly hop between different client environments throughout your workday.

What is the difference between an Owner, a Manager, and a Contributor?

Raise uses a strict role permission hierarchy to keep data secure:

• Owner: Full workspace visibility, billing management, project deletion rights, and the only role that can invite other Managers.

• Manager: Full workspace visibility and tool access. Can invite and manage lower-tier Members.

• Contributor (Project Level): Can edit proposals, view matches, and read strategy roadmaps, but has read-only access to project settings.

• Viewer: Read-only access across the board.

Can I invite a team member to collaborate on a project without letting them see our corporate financial details?

Yes. When you invite a team member as a Member, you can restrict their Granular Access Options to Specific Projects. This completely locks down the rest of your workspace, preventing them from viewing your central contracting profile, SAM.gov data, or your historical award details.

How do I delete my Raise account?

1. Please reach out to our support team at support@theraiseapp.com to delete your account.

🧠 Still stuck or need an expert compliance review on a complex solicitation? Reach out to your dedicated Raise SME team or contact support directly at support@theraiseapp.com.