Solutions · Donor

Donor & development funders

Foundations, philanthropic funders, multi-grantee programmes.

01For grants management

Grant Intake & Selection Desk

Take applications in at source, score them against your own criteria, and route shortlists to committee — without the email-and-spreadsheet scramble every funding round.

In your team’s words

Let applicants submit through a portal that captures clean, structured data — so I stop re-keying PDFs into a spreadsheet every round.

Screen out applications that don't meet our eligibility rules the moment they arrive, so the committee only ever sees ones worth reading.

Give me a consistent, defensible shortlist scored against our funding criteria — not a different read depending on who reviewed it.

Recognise when an organisation applying this round is one we've funded before, so their history follows them instead of starting from scratch.

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02For grants management

Grants Disbursement Tracker

Keep every live grant moving — milestones, payment tranches, reporting deadlines, and the documents grantees send back — in one record everyone shares.

In your team’s words

Hold every live grant as one shared record — status, milestones, owner, history — so the whole team is working from the same picture.

Only release the next payment tranche once the milestone evidence is in and signed off, with the decision on the record.

Take in the reports grantees send however they send them, and land the right fields against the right grant without manual data entry.

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03For programme oversight

Portfolio Monitoring Cockpit

A live read on the whole portfolio — which grantees are on track, which are drifting, and where to put your attention this week — without chasing each one for a status update.

In your team’s words

Show me which grantees are on track and which are drifting, refreshed from the signals coming in — not a survey I send out once a quarter.

Flag the grants that are going off course early, so I can step in before a grant becomes a write-off.

Watch the external developments that affect my grantees and surface only the ones that matter to a given grant.

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04For programme oversight

Outcomes Evidence Workbench

Turn grantee reports and field evidence into a defensible picture of what the funding actually achieved — drawn from the source documents, not hand-typed into a deck the night before the board meeting.

In your team’s words

Answer a question about outcomes across many grantees' reports with a grounded, cited summary — not by reading every report in turn.

When a portfolio result moves, tell me the most likely reasons why, with the evidence behind each one.

Draft the impact write-up from the evidence we've gathered, in our voice, so I'm editing rather than starting from a blank page.

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05For governance

Trustee Strategy View

The portfolio-wide picture a board needs to decide where the next money goes — performance, risk, and re-grant evidence in one place, with the underlying detail one click away.

In your team’s words

Give me a board pack that pulls performance, risk, and re-grant evidence together so we spend the meeting deciding, not deciphering.

Show me how grants compare and where the portfolio is heading, so we can decide where the next money goes with a forward view.

Get each board pack to the right trustees through a tracked, expiring link so confidential portfolio material stays in our control.

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