Portfolio Insights

Your whole portfolio, in one view.

From narrative reports to countable patterns, our AI runs portfolio analysis across every grantee you hold.

What's happening across your portfolio?

You're backing 48 organizations. Most are reporting on track.

RC
NY
SH
WK
CT
JL
+42

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

    WIN
  • Shelter Partners

    Q2 monitoring report is overdue.

    From check-in · 5 days ago

    FLAG
  • Riverside Community Fund

    Asked for an introduction to a local health partner.

    From a note · 1 week ago

    ASK

Click the tabs above to explore each view

Works alongside your stack

Sits on top of the system you already use.

No migration needed. Live in days.

Blackbaud
Fluxx
Foundant
Salesforce

In practice

Questions your portfolio can answer.

01

What's building across your grantees?

Patterns that show up in more than one report: themes, risks and progress you would otherwise miss.

02

What's emerging

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.

02

Who haven't we heard from?

Quiet grantees surface before the silence becomes a problem.

05

How the portfolio is holding up

Reporting status and upcoming dates.

Reporting status

8
No recent report · 8

Shelter Partners

Report overdue

Westside Family Hub

No recent contact

Harbor Youth Collective

Ticking along

Upcoming

  • Wed 15Kensington Kids · Year-end reportDUE
  • Fri 17Harbor Youth · Q1 reportOVERDUE
  • Mon 20Riverside Fund · Grant renewal decisionDECISION
  • Thu 23Community Kitchen · Site visitVISIT
03

Where does our funding land, and where doesn't it?

A clear picture of geography and focus, based on what you already hold.

03

Where the money goes

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

Children & young peopleHealth & wellbeingCommunity & placeArts & culture

04

Across the region

Where your funding lands: funded now, funded before, and organizations in the area you don't yet fund.

4
2
4
1
3

Organizations

  • Funded now4
  • Funded before0
  • In area · not funded10
04

Who needs attention now?

A short list for the week, drawn from reports, notes and check-ins.

06

Leverage against concern

Each grantee by leverage and level of concern. Click a filter to focus.

07

What they're asking for

Open requests from grantees. Click a row to focus it.

Ask anything

Ask your portfolio a question

AI helps answer any queries you have.

Your process

No new forms. No new asks of your grantees.

It reads what's already in your system. Your team changes nothing. Your definitions of impact stay yours, and you can change them.

Boundaries

What Plinth doesn't do

See it on your own portfolio.

Bring one focus area and a year of reports. We'll show you what's in there.