Executive Portfolio Dashboard
High-level visibility for funding committees, CSI leadership, and finance stakeholders.
Illustrative ROI
Funding Round Pipeline
Risk and Attention Alerts
Applications Queue
Filter and triage applications before assessment.
| ID | Organisation | Programme | Amount | Status | Reviewer | Action |
|---|
Assessment Workspace
Assessment Guidance
Measure likely social return, beneficiary relevance, and strategic fit.
Review legal compliance, reporting readiness, and organisational control environment.
Review team capability, timeline realism, and delivery model strength.
Adjudication Decisioning
Committee Snapshot
Contracting and Agreement Administration
SLA Targets
Payments Tracker
Illustrative Milestone Progress
Disbursement readiness
Monitoring and Reporting
Portfolio Monitoring Mix
Applicant Portal
Grant request share:
Applicant contribution share:
Other funding share:
Co-funding total: R150,000
Remaining funding gap: R0
Line-Item Budget Table
| Budget Category | Amount |
|---|---|
Total from line items: R500,000
Difference vs funding total: R0
Validation status: Balanced
Applicant Status Tracker
GrantFlow Enterprise — SaaS Offering
Positioned for corporate social investment divisions, foundations, and grant-making organisations.
Pilot (Recommended Entry)
Duration: 60 days
Scope: 1 funding cycle
- Up to 10 users
- Full workflow (intake → reporting)
- Private secure environment
- Guided onboarding
Professional
- Multi-user environment
- Live grant rounds
- Dashboard reporting
- Basic customisation
Enterprise
- Custom workflows
- Policy alignment
- Integration-ready
- Advanced reporting
Reframing a Declined Proposal
Use this section in live demos to convert objections into a structured pilot opportunity.
Investor & Client Pitch System
Structured narrative to move from demo to pilot to revenue.
Problem
Grant-making workflows are manual, fragmented, and difficult to audit.
Solution
GrantFlow provides an end-to-end automated workflow with role-based access and dashboards.
Impact
Up to 60% admin reduction, faster decisions, and improved audit readiness.
Client Landing Page
Lead-generating entry point for private pilot enquiries.
Automate your grant-making process from application to impact reporting.
GrantFlow helps CSI divisions, trusts, and foundations reduce administration, strengthen governance, and gain real-time portfolio visibility.
Structured intake, scoring, and workflow tracking.
Consistent decisions and clear process visibility.
Start with a controlled 60-day pilot before scaling.
Request a Pilot
This form is wired for Netlify Forms deployment. Submissions can be routed to email notifications and your CRM.