Grant-making systems, trustee and board reporting, impact evidence and a safe path into AI. Built on the data you already hold, in language your board can follow.
Every part of it is manual: pulling numbers out of three systems, rebuilding the board pack, reforecasting the appeal by hand, chasing grantee reports, and answering funders who want evidence rather than anecdotes. All while you are supposed to be running programs.
Hoping the December appeal closes the gap, and finding out in January whether it did.
Days of copy-paste before every meeting, and the pack still invites more questions than decisions.
Due diligence in one drive, payments in another, reporting deadlines in somebody's inbox.
Your programs change lives. Funders see tables, and fund the organisation that showed them a story.
AI can now do the assembling, the forecasting and the drafting. Your team keeps the judgment, the relationships and the mission. Our job is to set that up for you, safely and ethically, matched to how your organisation already works.
Each one runs on the data already sitting in your CRM. Each one has its own page, so the teams searching for these answers can find them.
Where your annual fund will land before the books close, with the actions that still move the number.
Who is staying, who is slipping, and what each percentage point of retention is worth to you.
The names in your own database most likely to give more, ranked and ready for moves management.
Which lapsed donors are worth a second ask, when to make it, and what to say.
Your file sorted by recency, frequency and value, so every appeal talks to the right people.
What each appeal, channel and ask amount actually returned, and what to change next time.
Private and family foundations, endowments, corporate giving arms and awqaf. We design the systems that decide how money goes out, track what happens after it does, and give trustees one current view of their duties.
Five lenses · one trustee view · refreshed on your rhythm
Not reporting for its own sake. Each dashboard is built around the decisions one audience actually has to make, and refreshed on the rhythm they meet.
Compass is the governance view: boards and trustees, five lenses, one page before each meeting.
Cadence is the leadership view: revenue, pipeline, cash, people and risk on the executive cycle.
Signal is the impact view: outcomes, delivery and evidence for program and M&E teams.
One decision-ready picture instead of a forty-page pack, refreshed on your meeting cycle.
Program and M&E data turned into the evidence funders fund, in words and visuals they remember.
A readiness audit, a board-approvable AI policy, and a ninety-day plan your team can own.
Regulators, reporting obligations, giving seasons, tax reliefs and privacy law all differ. Pick your market and you get guidance written for your rules, not someone else's.
CRA registration, T3010 reporting and a disbursement quota that shapes foundation planning.
Public Form 990 filings make genuine peer benchmarking possible, which changes what a board meeting can be.
Charity Commission, OSCR and CCNI, with a new SORP edition landing this year and Gift Aid to model.
Charities Regulator, a governance code declared in public every year, and a donation relief that pays the charity rather than the donor.
Germany, Netherlands, Switzerland and Spain. Dense foundation markets with very little tailored support.
UAE, Saudi Arabia and Qatar. Fast-professionalising, foundation-rich, and hungry for data-led decisions.
Why it matters: the people you serve trusted you with their information. Our method is built so that trust is never put at risk, and your privacy officer can verify every step.
Tell us the decision you face and the data you hold. A thirty-minute call frames the question and agrees the scope.
We assemble, compare and test. Every figure that matters is traced back to your records before anyone sees it.
Findings, a ninety-day roadmap and the dashboard or report itself, presented to leadership in plain language.
Thirty minutes, no preparation needed, no obligation. Bring the question that has been sitting on your desk.
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