Post-Captain
Post-Captain Consulting is a U.S. professional services firm providing exclusive Technolutions Slate CRM consulting, implementation, support, portals, and audits to 100+ colleges and universities across admissions, student success, and advancement.
- Company typePrivate
- Founded2018
- HeadquartersEssex Junction, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Post-Captain does
Post-Captain Consulting, LLC is a privately held U.S. professional services firm founded in 2018 by Jake Daly, a former Slate Captain at Bowdoin College. The company provides consulting, implementation, configuration, and ongoing support services exclusively for Technolutions' Slate CRM platform across the U.S. higher-education market. Service lines are organized into five core offerings — Implementations, Support, Projects, Portals, and Audits — delivered against three vertical-aligned solution areas: Admissions & Enrollment Management, Student Success & Retention, and Advancement & Alumni Relations. The firm holds Technolutions Platinum Preferred Partner status and serves 100+ colleges and universities including William Peace University, Loyola University Maryland, VCU School of Business, Penn GSE, Hastings College, and Landmark College.
Post-Captain's delivery is anchored on a team of 14+ experts composed entirely of former Slate Captains (from institutions such as Bowdoin, Tufts, Brandeis, UVM, Goucher, Allegheny, and Augustana) and former Technolutions product/program staff (notably Paula Schaefer-Riley and Carlos Galo, both ex-Technolutions 2019-2025). The company has built proprietary operational tooling around its Atlas support hub (with native in-Slate request submission), a three-tier subscription support model (Essential, Enhanced, Advanced with 1-2 day response SLAs and weekly/biweekly meeting cadences), and a content/community ecosystem that includes the True North biweekly newsletter, Office Hours, Navigator Series workshops, and the Configurable Joins Workshop. All work is delivered directly to higher-education institutions via a consultative enterprise sales motion initiated through a free discovery session, with no channel partners or marketplace distribution.
The firm operates from Essex Junction, Vermont, has no disclosed external funding or institutional investment, and is founder-owned and operated. Revenue is generated through three streams: project-based consulting engagements (implementations, projects, audits, ad-hoc consulting, custom portals), recurring subscription support contracts (three tiers), and transaction-based training events such as the Configurable Joins Workshop ($200/person) and Get Unstuck anti-workshop ($27/person). Consulting and support pricing is quote-based and not publicly disclosed.
Post-Captain firmographics
Firmographics- Name
- Post-Captain
- Legal name
- Post-Captain Consulting, LLC
- Website
- https://postcaptain.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Post-Captain Consulting is a U.S. professional services firm providing exclusive Technolutions Slate CRM consulting, implementation, support, portals, and audits to 100+ colleges and universities across admissions, student success, and advancement.
- Ownership category
- akta.pro rank
Where Post-Captain is headquartered
LocationHeadquarters
- HQ city
- Essex Junction
- HQ country
- United States
- HQ region
- North America
Markets served
Post-Captain business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Consulting & Professional Services: Post Captain generates revenue through billable consulting engagements, which include implementations, projects, audits, and ad-hoc consulting. Services are structured around a phased delivery model (Discovery, Creation, Migration, Testing, Training for implementations; Kickoff, Deep Dive, Execution, Optimization, Handoff for projects). Revenue is project-based and scoped per engagement.
- Subscription Support Contracts: The company offers three tiers of ongoing support (Essential, Enhanced, Advanced) with defined SLAs, meeting cadences, and included services. These represent recurring revenue streams billed on a monthly or contract basis. Enhanced and Advanced tiers include proactive monitoring, strategy sessions, on-site visits, and audit services as part of the subscription.
- Training & Events (Navigator Series): Revenue from paid training events and workshops such as the Configurable Joins Workshop ($200 per person, with early-bird discount to $175 using code ACCORDIONCJ2026) and Get Unstuck anti-workshop ($27 per person). Navigator Series sessions and office hours appear to be free community offerings.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Level 1 Essential Support: Named contact, 2-day response SLA, incident response, drop-in meetings, request history |
| Subscription | Monthly | Level 2 Enhanced Support: Biweekly one-on-ones, annual technical audit, 1-day response SLA, free Navigator Series registrations |
| Subscription | Monthly | Level 3 Advanced Support: Weekly meetings, quarterly strategy sessions, annual 2-day on-site visit, governance audit, priority response, rapid project scoping |
| Transaction based/ take rate | Pay-as-you-go | Configurable Joins Workshop (November 6, 2026, Bentley University): $200 per person; $175 with ACCORDIONCJ2026 discount code |
| Transaction based/ take rate | Pay-as-you-go | Get Unstuck Anti-Workshop (June 23, 2026, Belmont University): $27 per person |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels10 records
Post-Captain product offering
Product offeringCore offering
Post Captain is a higher education consulting firm that provides implementation, support, project, portal, and audit services exclusively for the Slate CRM platform built by Technolutions. Engagements help colleges and universities configure admissions, student success, and advancement workflows inside Slate, complemented by tiered subscription support, custom portal builds, audits, and training events. The team is composed entirely of former Slate Captains and former Technolutions employees who deliver services directly to institutions.
Product overview
Post Captain Consulting is a consulting services firm (not a software product company) that provides specialized Slate CRM consulting, implementation, and support services to higher education institutions. The company offers a portfolio of service lines (Implementations, Support, Projects, Portals, Audits) organized around three core Slate solution areas (Admissions, Student Success, Advancement), complemented by training programs (Navigator Series, Office Hours), knowledge resources (Atlas, True North newsletter, guides/workbooks), and events (Slate Summit). All services are focused exclusively on helping institutions configure, optimize, and derive strategic value from the Slate CRM platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Implementations Collaborative Slate CRM implementation service guiding colleges and universities through Discovery, Creation, Migration, Testing, and Training phases to build out custom solutions while institutional teams learn along the way.
- Support Three-tiered subscription support service (Essential, Enhanced, Advanced) for higher education institutions running Slate, offering a named contact, defined response SLAs, recurring meetings, audits, on-site visits, and an Atlas ticketing widget built inside the Slate instance.
- Projects Project execution service for higher education institutions covering branding and email templates, integrations, in-house search, reporting, and other custom Slate solutions, delivered across Kickoff, Deep Dive, Execution, Optimization, and Handoff phases.
- Portals Custom Slate portal development service for colleges and universities, including status portals, giving day portals, application management portals, campus visit portals, and internal dashboards built with native Slate builder tools and front-end design, designed for long-term maintainability by non-technical users.
- Audits Evaluation service offering three tiers: Targeted Audit (4–5 weeks for one core Slate process), Database Audit (6–8 weeks for a full Slate instance review), and Organization & Governance Audit (12–14 weeks for team structure, governance models, and resource allocation).
- Admissions Solutions Slate consulting focused on enrollment strategy, student transitions, and operational streamlining for admissions teams at colleges and universities, including direct admissions and readmit process optimization.
- Student Success Solutions Slate consulting for student success teams at colleges and universities, covering retention strategies, unified student experiences, advising note processes, centralized case management, and outcome tracking across the academic journey.
- Advancement Solutions Slate consulting for advancement and alumni relations teams at colleges and universities, covering fundraising tools, donor engagement portals, giving day campaigns, alumni engagement, and operational efficiency.
- Navigator Series Signature training program of workshops and webinars for the Slate community, led by former Slate Captains, including topics such as Slate portal building and Configurable Joins.
- Configurable Joins Workshop One-day, paid training workshop on Configurable Joins in Slate, with three skill-level tracks (Getting Started, Getting Comfortable, Getting Ahead), hands-on practice with real query problems, and a suitcase query library, priced at $200 per person ($175 early-bird).
- Get Unstuck Anti-Workshop Half-day, paid hands-on problem-solving session for Slate users, where attendees bring their own Slate challenges and work in small groups with Post Captain experts across queries, portals, workflows, integrations, and governance pods, priced at $27 per person.
Quantifiable outcome
- 83% increase in readmit completions for William Peace University
- +7 more outcomes
Companies that use Post-Captain
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Post-Captain technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Post-Captain partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Technolutions (Slate CRM)flagshipPost Captain is a Platinum Preferred Partner of Technolutions, the maker of Slate CRM. As part of the inaugural class of Slate Preferred Partners (2019) and now elevated to Platinum status, Post Captain represents the highest tier of strategic consulting partners for Slate. This partnership involves deep product expertise, community engagement, and joint go-to-market activities including Navigator Series workshops, Summit presentations, and collaborative content development for the higher education community.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Post-Captain competitors and assessment
Company assessmentDirect peers
- Ruffalo Noel Levitz (RNL): A long-established higher education consulting firm specializing in enrollment management, CRM strategy, and student success—directly comparable to Post Captain as a competing provider of enrollment and CRM consulting services to colleges and universities, though at much larger scale.
- Spark451: A higher education marketing agency providing branding, enrollment marketing, and creative services to colleges and universities; comparable as a service firm competing for higher ed marketing and enrollment budgets, though more marketing-creative than CRM-implementation focused.
- Carnegie Dartlet: A higher education marketing, enrollment, and communications consultancy that serves colleges and universities with strategy and execution support, overlapping with Post Captain's enrollment and advancement solution areas.
Broad incumbents
- EAB: A large, established higher education research, technology, and consulting firm serving colleges and universities across enrollment, student success, and advancement—comparable in target customer and solution breadth but operating at much larger scale with a broader portfolio.
- Deloitte (Higher Education practice): A global professional services firm with a higher education consulting practice serving large research institutions on strategy, technology, and transformation; comparable in serving the same institutional buyer but as a broad incumbent rather than a Slate-specialist.
- Huron Consulting Group: A global professional services firm with a higher education practice that provides consulting, technology, and analytics to colleges and universities; comparable in serving the same institutional buyer but competing with a broader generalist portfolio rather than Slate-specialized expertise.
Emerging players
- Element451: An AI-powered higher education CRM and student engagement platform that competes with Slate for institutional mindshare; comparable as a competing platform whose adoption decisions affect the size of Post Captain's addressable market.
- Capture Higher Ed: A higher education marketing, analytics, and AI platform serving enrollment and advancement teams at colleges and universities; comparable in serving the same buyer personas (admissions and advancement administrators) within the same institutional budget pool.
- Liaison International: A competing higher education admissions and CRM provider offering alternative platforms (including TargetX, CAS, and Othot) to Slate; comparable as a vendor competing for the same institutional CRM budget that drives Post Captain's consulting demand.
Others
- Technolutions: The maker of the Slate CRM platform itself and Post Captain's flagship strategic partner (Platinum Preferred Partner). Comparable as the platform vendor whose product roadmap and partner strategy directly determine Post Captain's opportunity set.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Post-Captain social profiles
Digital presencePost-Captain financial estimates
Financial estimateRevenue estimate
Valuation estimate
Post-Captain leadership team
Management profileNumber of profiles
Profiles14 records
Post-Captain funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Post-Captain M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Post-Captain
What does Post-Captain do?
Post Captain is a higher education consulting firm that provides implementation, support, project, portal, and audit services exclusively for the Slate CRM platform built by Technolutions. Engagements help colleges and universities configure admissions, student success, and advancement workflows inside Slate, complemented by tiered subscription support, custom portal builds, audits, and training events. The team is composed entirely of former Slate Captains and former Technolutions employees who deliver services directly to institutions.
Is Post-Captain a public or private company?
Post-Captain is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Post-Captain founded?
Post-Captain was founded in 2018. It employs 1 to 10 people.
Where is Post-Captain based?
Post-Captain is headquartered in Essex Junction, United States, in the North America region.
How does Post-Captain make money?
Three revenue lines are on record. Consulting & Professional Services are the primary driver. The others are subscription Support Contracts and training & Events (Navigator Series).
Who are Post-Captain's main competitors?
Direct peers on record are Ruffalo Noel Levitz (RNL), Spark451 and Carnegie Dartlet. Broad incumbents are EAB, Deloitte (Higher Education practice) and Huron Consulting Group. Emerging players are Element451, Capture Higher Ed and Liaison International. Technolutions is listed as an others.
Does Post-Captain have an API?
No public API is recorded for Post-Captain.