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.

Business and Operations Teams

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

Impact and Evaluation Teams

Connect programme activity and funding with reported outcomes and impact.

Grant Management Teams

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

Programme Teams

Monitor programme activity, grants, milestones and reporting.

Foundation Leadership

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

Compliance Teams

Monitor reporting requirements, supporting documents and outstanding information.

Built for *Foundation Decisions*

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

Executive Foundation Reporting

Give leadership a clear view of the foundation's funding portfolio. Understand funding distribution, grant progress, programme activity, reporting status and emerging areas of attention.

Foundation Action Management

Turn findings into clear actions. Assign owners, track follow-ups and keep important grant and programme issues visible until they are resolved.

Risk and Exception Intelligence

Identify grants, programmes or reporting areas that may require further review. Surface unusual patterns, missing information and unresolved issues.

Reporting and Evidence Intelligence

Track reports, documents and supporting evidence across grants. Identify missing or incomplete information before reporting periods close.

Impact and Outcome Intelligence

Bring outcome and impact information together with funding data. Understand what grantees are reporting and how programme activity connects with intended outcomes.

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.

Funding Allocation Intelligence

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

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.

Grantee Intelligence

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

Application Intelligence

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

Grant Portfolio Intelligence

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

Why Traditional *Foundation Management Processes* Fall Short

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

Traditional platforms focus on

Metrics, not judgement.

What Foundation HQ does instead

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.

SAP

Microsoft Dynamics

Oracle

Workday

Salesforce

Procurement Platforms

Supplier Databases

Carbon Accounting

Data Warehouses

ESG Reporting Tools

Designed for *the Teams Responsible for Foundation Programmes*

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

Gain a live view of organisational sustainability performance and regulatory readiness.

Chief Sustainability Officer

Understand where the largest ESG exposures exist and what actions reduce risk.

Board Risk Committee

Monitor evolving regulations and ensure reporting remains aligned with changing disclosure requirements.

Legal & Compliance

Connect ESG performance with financial outcomes and reporting obligations.

Finance

Platform *Outcomes*

Foundation Intelligence helps organisations:

↓

Reduce manual reporting effort

↑

Improve regulatory readiness

⌕

Identify supplier risks earlier

▷

Produce faster board reporting

✓

Increase confidence in sustainability disclosures

◎

Improve executive decision-making

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

⌸

A supplier's data quality begins to decline.

☷

A reporting requirement changes.

↘

An emissions target starts moving off track.

◌

A region becomes more exposed to climate risk.

◇

A material issue receives greater attention from regulators or stakeholders.

*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.

01

What has changed?

02

What does it mean for the organisation?

03

What should happen next?

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.

Total carbon output

3.24M

tonnes of CO₂ equivalent emitted this year

↓ 6.2% vs prior year

GRI 305-1/2/3 · CSRD E1-6 · CDP C6

SAP ECC + Meter API · 14 Jan 2025 · 5,065 records

From our own operations

1.87M

fuel we burn · fleet · factories

↓ 4.8% vs prior year

GRI 305-1 · CSRD E1-6a · SBTi S1

SAP ECC cost centres 4400–4499 · 14 Jan 2025 · 847 records

Emissions per $M revenue

94.6

carbon tonnes per $M revenue generated

↓ 8.1% vs prior year

GRI 305-4 · CSRD E1-4 · SASB EM-CO-110a.1

SAP ECC emissions + Finance revenue · 14 Jan 2025

Science-based targets set

34%

business units with approved climate targets

↑ 12pts vs prior year

TCFD S2 · CSRD E1-1 · GRI 305

SBTi Registry + Internal tracking · Manual · 1 Jan 2025

Sustainability goals on track

72%

of all commitments being met this year

↑ 9pts vs prior year

GRI 2-25 · CSRD MDR-T · TCFD b.ii

Internal KPI tracking system · Updated 14 Jan 2025

Actions needing attention

18

open remediation items · 6 are overdue

⚠ Requires attention

GRI 2-25 · CSRD MDR-A · ISO 14001

Task management system · Real-time sync

Frequently Asked *Questions*

Answers to the questions teams ask most often before a pilot.

Is ESG HQ an ESG reporting platform?

−

No. ESG HQ is an enterprise intelligence platform that sits above existing reporting systems and transforms ESG data into executive decision support.

Which reporting frameworks are supported?

+

The platform is designed to monitor organisations operating across multiple sustainability frameworks, including CSRD, ISSB, SEC Climate Disclosure, CDP and other emerging standards.

Does ESG HQ replace existing ESG software?

+

No. It complements existing sustainability systems by aggregating data, surfacing risks and generating executive insights.

Can ESG HQ integrate with existing enterprise systems?

+

Yes. The platform is designed to connect with ERP, procurement, HR, finance and sustainability platforms to create a unified intelligence layer.

Sustainability reporting tells you what happened.

helps you decide what happens next.

See how ESG HQ transforms enterprise sustainability data into executive decisions.

Book a Live Demonstration

No commitment required. Tailored to your organisation.