From narrative reports to countable patterns, our AI runs portfolio analysis across every grantee you hold.
You're backing 48 organizations. Most are reporting on track.
01 Stay updated · latest from your grantees
North End Youth Team
Opened a second after-school site, with 40 more young people enrolled.
From their report · 2 days ago
Shelter Partners
Q2 monitoring report is overdue.
From check-in · 5 days ago
Riverside Community Fund
Asked for an introduction to a local health partner.
From a note · 1 week ago
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In practice
Patterns that show up in more than one report: themes, risks and progress you would otherwise miss.
02
Signals that recur across grantees, clustered by what they're about. Click a pattern to focus.
Emerging across the portfolio
22 signals · 3 patterns
Patterns · click to focus
Four organizations mention lost or paused federal DEI support in their latest reports.
Quiet grantees surface before the silence becomes a problem.
05
Reporting status and upcoming dates.
Reporting status
Shelter Partners
Report overdueWestside Family Hub
No recent contactHarbor Youth Collective
Ticking alongUpcoming
A clear picture of geography and focus, based on what you already hold.
03
Grantmaking by cause, over five years.
$3.24m
Committed this year
across 164 grants to 48 organizations
41%
Top three grantees hold
of all funding, easing year on year
$18k
Median award
half of your grants are smaller
Grantmaking by cause
FY22 to FY26 · $ committed
04
Where your funding lands: funded now, funded before, and organizations in the area you don't yet fund.
Organizations
A short list for the week, drawn from reports, notes and check-ins.
06
Each grantee by leverage and level of concern. Click a filter to focus.
07
Open requests from grantees. Click a row to focus it.
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It reads what's already in your system. Your team changes nothing. Your definitions of impact stay yours, and you can change them.
Boundaries
Bring one focus area and a year of reports. We'll show you what's in there.