PILOT

AI-Powered Foundation Intelligence for Organisations Managing Funding and Impact Programmes

Foundations manage a constant flow of information across applications, grants, organisations, programmes, beneficiaries, payments, reports and impact data. Foundation Intelligence brings these signals together.

*Foundation teams* often manage information across many separate systems.

Grant management systems, spreadsheets, applications, reports, emails, financial systems and documents all hold part of the picture.

As the number of programmes and grants grows, managing this information manually becomes harder.

Large volumes of grant applications and supporting documents

Difficulty comparing applications across different programmes

Limited visibility into grantee performance

Manual tracking of grant milestones and reporting requirements

Difficulty connecting funding with programme outcomes

Impact information spread across different reports

Delays in identifying grants that need attention

Limited visibility into funding distribution across programmes or regions

Introducing *Foundation HQ*

A connected view of your funding programmes, applications, grants, grantees and impact information.

Application data sits in grant management systems.

Payment and budget information sits with finance.

Programme reports sit with programme teams.

Built for *Foundation Decisions*

Connect applications, grants, programmes and impact into one view.

Grant Portfolio Intelligence

Understand your complete grant portfolio in one place. Track funding across programmes, organisations, regions, sectors and reporting periods.

Application Intelligence

Review and organise information across funding applications. Identify relevant themes, compare application information and surface areas that require closer review.

Grantee Intelligence

Build a clearer view of the organisations receiving funding. Understand grant history, programme involvement, reporting activity and other available information across grantees.

Grant Monitoring

Track grant progress, milestones, reporting requirements and important dates. Identify grants that may require follow-up before an issue affects the wider programme.

Funding Allocation Intelligence

Understand how funding is distributed across programmes, regions, organisations and focus areas. Identify concentration, gaps and changes in funding patterns.

Programme Intelligence

Connect grants with the programmes they support. Understand which programmes are active, where funding is being used and which areas may require attention.

Why Traditional *Foundation Management Processes* Fall Short

Traditional foundation management depends on separate systems, spreadsheets, reports and manual reviews.

Traditional platforms focus on

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Spreadsheets

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Grant management systems

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Application portals

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Programme reports

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Email follow-ups

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Finance systems

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Annual impact reviews

Metrics, not judgement.

What Foundation HQ does instead

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They do not always show what is happening across the portfolio.

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They can store grant reports.

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They do not always connect those reports with the wider funding picture.

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They can track individual grants.

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They do not always reveal patterns across programmes, regions or grantees.

Decisions, ranked by impact.

Connect *Your Foundation Ecosystem*

Foundation Intelligence brings together the systems and information sources used across your funding operations.

No duplicate data entry.

No disconnected spreadsheets.

One continuously updated intelligence layer.

Fluxx

Blackbaud Grantmaking

Foundant

Submittable

SmartSimple

Salesforce Nonprofit Cloud

Finance systems

Survey platforms

Document management systems

Microsoft 365

Spreadsheets

Designed for *the Teams Responsible for Foundation Programmes*

Every role sees the same funding intelligence through the lens of the decisions they own.

Understand the overall funding portfolio, programme progress and areas requiring attention.

Foundation Leadership

Monitor reporting requirements, supporting documents and outstanding information.

Compliance Teams

Monitor programme activity, grants, milestones and reporting.

Programme Teams

Monitor financial exposure, transaction patterns and indicators that may affect financial risk.

Finance Teams

Manage applications, grants, reporting requirements and follow-ups.

Grant Management Teams

Connect programme activity and funding with reported outcomes and impact.

Impact and Evaluation Teams

Bring together information from across the foundation to support planning and reporting.

Business and Operations Teams

Platform *Outcomes*

Foundation Intelligence helps organisations:

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Earlier Issue Detection

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Better Grant Monitoring

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Less Manual Review

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Better Funding Visibility

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Stronger Impact Reporting

Before a Grant or Programme Issue Becomes a Larger Problem, the *Signals* Are Already There.

A report that has not been submitted. A programme falling behind. A grantee that has gone quiet.

Foundation Intelligence brings them together so teams can see what is changing and where action is required.

Common Early Signals

Watch for these patterns across your operations

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A report that has not been submitted.

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A grant milestone that has been missed.

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A programme receiving less funding than expected.

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A recurring issue across grantee reports.

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A change in programme performance.

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A gap in supporting evidence.

*Foundation* Intelligence, Not Just Grant Management

Foundation Intelligence, Not Just Grant Management

Foundation Intelligence adds another layer.

From *Foundation Signals* to Clear Action

Foundation management should not begin with a report at the end of a funding cycle.

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The information needed to understand a programme is generated throughout its lifecycle.

By connecting applications, funding, grantees and impact data, teams can see what is happening across the portfolio.

So teams understand not only where funding has gone, but what is happening around it.

Each insight includes

Context

The background behind the issue and why it matters.

Business impact

The potential effect on operations, reporting or compliance standing.

Evidence

Supporting data points that confirm the pattern.

Next step

A recommended action to address the issue before it escalates.

It helps teams understand applications, funding, grantees, programmes, reporting and outcomes together.

Frequently Asked *Questions*

Common questions about Foundation HQ.

What is Foundation Intelligence?

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Foundation Intelligence is an AI-powered intelligence layer that helps foundations understand applications, grants, grantees, programmes, reporting and impact information.

What foundation data can be analysed?

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It can bring together application information, grant records, funding data, programme information, grantee reports, impact data and supporting documents, depending on the available data sources.

Can it help review grant applications?

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Yes. Foundation Intelligence can help organise and analyse application information, identify recurring themes and surface areas that require further review.

Can it monitor grants?

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Yes. Teams can use it to track grant milestones, reporting requirements, documents and other available grant information.

Can it connect funding with impact?

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It can bring funding, programme and reported outcome information together, helping teams understand the relationship between funding activity and programme results.

Who can use Foundation Intelligence?

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It is designed for foundation leadership, programme teams, grant management, impact and evaluation, finance, compliance and operations teams.

Can it connect with existing grant systems?

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Yes. Foundation Intelligence is designed to work across existing grant management systems, financial systems, documents, spreadsheets and other data sources.

Does it replace grant management software?

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No. It provides an intelligence layer across existing systems, helping teams understand their information and turn signals into action.

Your foundation is generating signals across every grant and programme.

The question is whether you can see them together. Understand what is happening across your portfolio and act before important issues are missed.

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