For Professionals
For Professionals
Expert Grant Ecosystem certifies independent professionals across four roles: Strategists, Referral Agents, Instructors, and EDIP Participants. Each role operates under its own contractual framework with the platform and earns through platform-routed engagements (or, in the case of EDIP, contributes through a zero-personal-compensation institutional-channel volunteer model).
If you're considering joining the platform as a professional, the four role pages below describe what each role does, how it earns, and how to get started. If you're not sure which fits, the Platform Overview explains how the roles relate to each other inside the marketplace.
The four professional roles
Strategists
Independent grant strategy professionals. Deliver grant strategy, application preparation, and post-award compliance support to Clients under direct Service Engagement Agreements, operating on the platform under the Platform Services Agreement.
Learn more about Strategists →Referral Agents
Independent professionals who introduce prospective Clients and other counterparties to the platform's certified Strategists. Operate under the Referral Alliance Agreement and receive commission through the platform's settlement infrastructure.
Learn more about the Referral Alliance →Instructors
Independent training professionals. Deliver platform-mediated training engagements under Delivery Contracts assigned through the Instructor Services Agreement framework.
Learn more about becoming an Instructor →EDIP Participants
Institutional-channel volunteers participating in the Economic Development Introduction Program. Make ethical, disclosed introductions between grant-seeking businesses and the platform under a zero-personal-compensation model.
Learn more about EDIP →Not sure which fits?
If your role brings you into contact with grant-seeking businesses but you're unsure how it maps to a platform role, the Platform Overview shows how all roles fit together inside the marketplace. For direct help choosing a path, contact platform support.