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Fundraising
A fundraising teammate that keeps the next move ready.
Finds the right investors or grants, prepares the story, and shows why each next step matters.
Work you can inspect
Visible queue
Waiting on approval
Active automation
Next run Thu 9:00
Proactive monitor
Checked 18 minutes ago
Dashboard preview
Needs review
Day-one output
A funder map with proof, not another spreadsheet to clean.
A short list, drafts, source notes, and the fundraising decision to make next.
- Fit score
- Warm path
- Source notes
Starter pack
Start narrow. Keep it current.
The first loop creates a useful artifact, refreshes it on schedule, watches deadlines, and pauses before outreach, submission, or spend.
01
Artifacts
Grant shortlist, grant fit matrix, and internal application draft with source receipts.
02
Automation
Weekly grant scan plus application draft refresh for approved high-fit opportunities.
03
Monitor
Deadline and source-change monitors for eligibility, documents, portals, and deadline movement.
04
Approval
Submission, external sends, certification, and non-zero spend pause for a decision.
Find
Relevant funds, partners, portfolio overlap, public theses, and warm paths.
Prepare
Investor updates, outreach variants, follow-up notes, and data-room gaps.
Decide
Who to approach now, who to hold, and what evidence supports the recommendation.