HMM: Democrats have relied on one company’s tools to power campaigns. They’re now facing a possible collapse.

NGP VAN provides tools used by Democrats, from the White House to local school boards, to raise money and mobilize voters. But with new management in recent years, it has been stripping its operations to the bare bones.

The potential decline of these tools — which have given Democrats a significant technology edge over Republicans over the past few cycles — would be so threatening to operations that a handful of top Democratic digital firms recently called a roughly hourlong Zoom meeting with leadership of the company to seek answers. Among their demands: reassurance that NGP VAN wouldn’t dismantle one of its top products, an online organizing and fundraising tool called ActionKit. Without it, Democrats worried about their prospects during the 2024 cycle and beyond.

“I’m hoping that I’m wrong, that we’re all wrong, that everyone’s fine,” said a former NGP VAN employee, granted anonymity to speak candidly about their former employer. “But this could mean something really bad for 2024.”

The alarm relayed on the call reflected a larger concern: that the Democratic Party has grown too dependent on a small handful of companies to carry the bulk of its campaign operations.

The GOP for years had the technological edge, starting with direct mail and ending around the time Big Tech went all-in with Barack Obama.

If they want it back, they’re going to have to fight for it, rather than just gloat when a Democrat-connected firm or two collapses.