AutoGrant

The complete AutoGrant™ product

One operating system for the decisions, work, and obligations behind every grant.

AutoGrant connects the people, evidence, requirements, documents, deadlines, approvals, and institutional memory across the complete grant lifecycle. It begins with what your organization is trying to fund, helps determine which opportunities are worth pursuing, and carries approved opportunities through application, submission readiness, stewardship, reporting, and renewal.

Product overview

One connected record

  1. Organizational profile

    Approved context, evidence, and constraints

  2. Scored opportunity

    AI Judge

    A go/no-go rationale the team can inspect

  3. Requirements plan

    Every requirement with an owner and a date

  4. Proposal

    Drafts mapped to the funder’s questions

  5. Submission readiness

    Complete, consistent, human-authorized

  6. Award obligations

    Milestones, reports, and renewal dates

Each stage produces structured information the next stage can use.

Capability status

Know what is core, configured, or Enterprise-dependent.

AutoGrant confirms the exact current capability set during the fit review rather than presenting planned work as live. The operating model is grouped this way:

Core workflow reviewed during fit

Organizational context, AI Judge, requirements, proposal workflow, human review, submission readiness, stewardship, and renewal.

Configured during onboarding

Approved sources, organizational evidence, roles, review gates, templates, priorities, and operating policies.

Enterprise-dependent

Dedicated or customer-controlled deployment, customer identity, deeper integrations, and organization-specific governance.

Product model

Discover. Decide. Build. Submit. Steward. Renew.

AutoGrant is not a disconnected set of AI prompts. Each stage produces structured information that the next stage can use.

  1. A pursued opportunity becomes a requirements plan.

  2. Requirements become assignments, evidence requests, narrative sections, budgets, and reviews.

  3. The final proposal becomes a record of commitments.

  4. An award becomes an obligation calendar.

  5. Reports and feedback become stronger context for the next pursuit.

Organizational context

Give AutoGrant approved context before asking it to create work.

The organizational profile can include:

People review and approve the source material. AutoGrant uses that context within the customer’s workspace to support matching, scoring, drafting, and continuity.

  • Mission, history, and strategic priorities
  • Programs and fundable initiatives
  • Populations and geographies served
  • Outcomes, evidence, and evaluation practices
  • Leadership and delivery capacity
  • Partnerships and letters of support
  • Prior grants, proposals, reports, and feedback
  • Approved language, facts, and financial context
  • Registrations, classifications, and eligibility attributes
  • Constraints, exclusions, and approval policies

Before the application

Funding strategy and discovery

01

Structure fundable priorities

Translate organizational goals into clear initiatives, expected outcomes, readiness needs, funding categories, and a relationship plan.

02

Build the opportunity pipeline

Bring together public opportunities, known funders, relationship-driven prospects, and opportunities entered by the team.

03

Prioritize the work

Separate immediate pursuits from readiness work, relationship cultivation, monitoring, and deliberate no-go decisions.

AI Judge

A list tells you what exists. AI Judge helps determine what deserves your time.

For each opportunity, AI Judge can organize:

  • Eligibility and threshold requirements
  • Mission and program alignment
  • Delivery and reporting capacity
  • Competitive strengths and weaknesses
  • Evidence and partnership gaps
  • Match and financial implications
  • Strategic value and opportunity cost
  • Confidence in the available evidence
  • Conditions required before pursuit

The team can inspect sources, challenge assumptions, add context, and record its final decision.

Explore AI Judge

During the application

Requirements and proposal

Writing is the visible work. AutoGrant structures everything the writing depends on.

  1. Parse the solicitation

    Extract every question, attachment, page limit, format, budget item, registration, deadline, dependency, and review requirement.

  2. Build the work plan

    Assign owners, source evidence, dependencies, reviewers, and due dates before writing becomes the bottleneck.

  3. Draft to the criteria

    Create structured drafts grounded in approved organizational context and mapped to the funder’s questions and review rubric.

  4. Coordinate review

    Route facts, program commitments, outcomes, budget, compliance, and narrative through the appropriate people.

  5. Check completeness and consistency

    Flag missing answers, unsupported claims, inconsistent numbers, stale evidence, unaddressed criteria, and unresolved approvals.

Writing quality

Drafts that sound like you and answer what the funder asked.

Your team starts from a structured draft mapped to the funder’s criteria, not a blank page.

  • In your voice: Built from your past proposals and approved organizational facts, not a generic template.

  • Mapped to the funder’s requirements: Every section traces back to the solicitation, the way the sample requirements matrix shows.

  • Checked by a person before it goes out: Facts and citations carry their source, and a person reviews them before anything is submitted.

Before submission

Submission readiness

AutoGrant can assemble and verify the complete package, maintain the final record, and support approved workflow or portal steps where enabled.

AI handles the volume. People own the judgment.

A named person remains responsible for final authorization. AutoGrant cannot independently commit the organization to a scope, budget, partnership, performance measure, legal representation, or final submission.

After the award

Post-award and renewal

Convert promises into obligations

Create owners, milestones, outcomes, reporting dates, documentation requirements, and financial obligations from the award and final proposal.

Prepare reports from approved evidence

Organize progress, results, financial data, challenges, changes, and narrative using verified sources.

Preserve funder history

Keep communications, reports, feedback, decisions, and lessons connected to the funder and program.

Begin renewal before the deadline

Surface the evidence, relationship work, program changes, and readiness actions needed for the next cycle.

Your grant pipeline

See every grant you’re pursuing, writing, waiting on, and reporting on.

One view of your whole portfolio: what’s due, who owns it, what the funder decided, and what comes next. Deadlines, reporting dates, and renewals stop living in spreadsheets and inboxes.

Every grant shows its stage and the next step, so work does not stall while someone waits to be asked.

Every grant has an owner and a deadline, so you can see who is carrying what and what is due first.

After an award, reports, deliverables, and renewal dates stay on the same record as the application.

Grant pipelineIllustrative · sample data

Every active grant, from pursuit decision to renewal

  • DecidingDecision by Oct 9

    Rural Broadband Access Planning Grant

    Owner:
    Grants lead
    Next:
    Review the scorecard and record a pursuit decision
  • DraftingSection due Oct 21

    Youth Workforce Pathways Initiative

    Owner:
    Program director
    Next:
    Finish the evaluation plan section for review
  • SubmittedDecision expected Dec 1

    Community Health Workforce Expansion

    Owner:
    Grants lead
    Next:
    Wait for the funder decision and log any questions
  • Awarded: reporting dueReport due Nov 3

    Regional Food Access Partnership

    Owner:
    Finance
    Next:
    Prepare the interim financial report
  • Awarded: reporting dueReport due Nov 18

    Early Literacy Expansion Fund

    Owner:
    Program manager
    Next:
    Compile outcome data for the annual report
  • RenewalRenewal opens Jan 12

    Senior Transportation Services Grant

    Owner:
    Development director
    Next:
    Confirm renewal plans with the program officer

Each row is one record: the decision, the application, the award terms, and the funder history.

Does AutoGrant replace our CRM or grants management system?

AutoGrant is the grant intelligence and operating-workflow layer. It may reduce spreadsheets, document chaos, disconnected AI chats, and manual trackers. Official finance, research, procurement, document, CRM, or submission systems may remain authoritative.

Funder relationships

Every funder relationship, with its full history.

Program officer contacts, past applications and outcomes, reviewer feedback, reporting commitments, and the next step in the relationship, kept on one record so it survives staff changes.

AutoGrant prepares

  • A funder brief before every call
  • A reminder when a report or check-in is due
  • The history behind each past decision

Your people own

  • The conversations
  • The commitments
  • The relationship itself

A stewardship rhythm after every award

After an award, AutoGrant sets stewardship check-ins at day 1, 7, 14, 30, and 90. Your team decides what each conversation covers.

  1. Day 1
  2. Day 7
  3. Day 14
  4. Day 30
  5. Day 90

For leadership

Visibility

Leaders should be able to see:

  • What the organization is trying to fund
  • Which opportunities are being considered
  • Why each pursuit decision was made
  • What work is blocked
  • What remains before submission
  • Which obligations are approaching
  • Where evidence or capacity is weak
  • What should change before renewal

Human + AI

Product boundaries

AutoGrant can research, structure, draft, compare, check, and coordinate.

People remain responsible for:

  • Strategy and priorities
  • Funder and partner relationships
  • Facts, evidence, and interpretation
  • Program design and commitments
  • Budgets and financial representations
  • Legal, regulatory, and institutional determinations
  • Ethics and disclosure
  • Final approval and submission

Bring one opportunity. See the complete operating model.

Start with AI Judge, then see how an approved pursuit becomes requirements, assignments, a proposal, a review record, a submission package, and an obligation calendar.