Portfolio Insights
Your whole portfolio, in one view.
AI turns the narrative reports you already hold into patterns you can count, across every grantee.
Sits on top of the system you already use. No migration needed, live in days.
Works alongside
Patterns
What's building across your grantees?
Themes, risks and progress that show up in more than one report, which you would otherwise miss.
- Signals clustered by what they're about
- A theme appears once more than one grantee raises it
Reporting
Who haven't we heard from?
Quiet grantees surface before the silence becomes a problem.
- Reporting status for every grantee
- Reports, renewals and site visits coming up
Funding
Where does our funding land, and where doesn't it?
A clear picture of geography and focus, based on what you already hold.
- Grantmaking by cause, over five years
- Funded now, funded before, and in the area but not yet funded
Attention
Who needs attention now?
A short list for the week, drawn from reports, notes and check-ins.
- Each grantee by leverage and level of concern
- Open asks for funding, people, connections and capacity
Ask your portfolio a question
Ask in plain English and AI answers from your reports, notes and check-ins. Try it on a sample portfolio of 48 organizations.
No new forms. No new asks of your grantees.
It reads what's already in your system, so your team changes nothing. Your definitions of impact stay yours, and you can change them.
What Plinth doesn't do
Rank or rate your grantees
Public records add context around an organization, never a verdict on one.
Speak for your program officers
Their own words stay available, so you can show what a person actually wrote.
Train AI on your data
Your reports stay yours.
See it on your own portfolio.
Bring one focus area and a year of reports. We'll show you what's in there.