Transform NGO partnership management with AI-powered due diligence, 5-dimension risk assessment, and continuous compliance monitoring across your entire partner portfolio
Foundations and grant-makers manage partnerships with hundreds or thousands of NGOs, requiring robust vetting, continuous monitoring, and compliance tracking. Manual processes using spreadsheets and emails lead to partnership failures, compliance lapses, and reputational risks.
Manual NGO vetting takes 60+ hours per organization, spreadsheet tracking loses 40% of license renewals, no single source of truth across 8+ systems, 30% partnership failure rate due to inadequate due diligence, audit findings from incomplete documentation and missing monitoring trails.
Process 10x more NGO partners with the same team, reduce partnership failures by 65%, maintain 99% license compliance across portfolio, eliminate audit findings, enable data-driven partnership decisions, achieve complete portfolio visibility in real-time.
Comprehensive partner lifecycle management from registration to renewal, powered by AI and integrated with your entire grants ecosystem
Profile Completeness (20%), License & Compliance (25%), Governance (25%), Financial Transparency (20%), Operations (10%) producing 1-5 scale rating (LIMITED to EXCELLENT) for objective partner evaluation.
Track 50+ license types across 4 categories (Government, International, Specialized, Professional) with 6-status lifecycle tracking and automated 90/60/30/7-day renewal alerts.
Upload NGO documents and AI automatically extracts 50+ data points, cross-references registration numbers, performs sentiment analysis, validates board members, generates comprehensive assessment report with approval recommendation.
Automated alerts for 20+ risk events (license expiring, board terms ended, annual reports overdue, governance roles unfilled, status downgrades) with real-time assessment recalculation and quarterly trend analysis.
Every feature designed to streamline NGO management from first contact through active partnership and renewal
NGOs submit registration via guided portal with document upload, AI data extraction auto-populating 95% of fields, intelligent duplicate detection, 3-stage approval workflow creating User/Profile/Department/NGO entities automatically.
50+ license types across Government, International, Specialized, and Professional categories with issue/expiry tracking, certificate storage, automated multi-stage renewal alerts (90/60/30/7 days), and compliance dashboard.
Track 7 board roles (Chairperson, Vice Chair, Secretary, Treasurer, Trustee, Director, Founder) with term expiry dates, minimum board size validation (3+ required), key role coverage alerts, meeting frequency tracking.
Submission tracking for 1,000+ NGOs, AI extraction of financial data from PDF reports (income statement, funding sources, expenses), automated calculation of 15+ financial health indicators, multi-year trend analysis, peer benchmarking.
Secure banking module capturing 4 account types (Current, Savings, Designated, Reserve) with complete details (IBAN, SWIFT, account numbers with masked display), signatory tracking, direct payment system integration.
Bidirectional integration with Grants (eligibility verification), Projects (performance tracking), Funds (payment processing), all updated in real-time with 360-degree NGO view enabling holistic risk assessment.
Advanced AI capabilities reducing manual work by 85% while improving accuracy and risk detection
AI extracts 50+ data points from registration certificates, bylaws, audit reports, bank letters, and board resolutions. Cross-references registration numbers with government APIs, validates board member authenticity via LinkedIn, performs sentiment analysis on social media and news coverage.
5-dimension automated assessment (Profile 20%, License 25%, Governance 25%, Financial 20%, Operations 10%) producing overall rating on 1-5 scale. Real-time recalculation on data changes with immutable snapshot history for trend analysis showing 3-year partnership trajectory.
AI extracts financial data from PDF annual reports calculating 15+ health indicators (expense ratio, funding diversity, program efficiency, reserve adequacy). Multi-year trend detection identifying financially distressed partners, enabling early intervention before grant failures.
Automated monitoring for 20+ risk events with intelligent alert escalation. License renewals (90/60/30/7-day notices), board term expirations, annual report deadlines, governance gaps, banking changes, status downgrades, reputation alerts from media monitoring.
Quantified benefits across operational efficiency, risk reduction, and strategic decision-making
Substantial annual staff cost savings through 75% reduction in registration processing time. Process 10x more NGO partners with the same team. Eliminate 2-day manual reporting with real-time portfolio analytics.
Significant cost prevention from avoiding high-risk partnerships. 65% reduction in partnership failures through better vetting. Zero audit findings related to partner management delivering measurable compliance value annually.
Considerable annual savings from eliminated emergency re-vetting needs. Notable efficiency gains in payment processing reducing failed transfer costs. Substantial audit preparation time savings translating to measurable annual value.
Data-driven partnership decisions improving funding ROI. Objective scoring framework eliminating bias complaints. Portfolio optimization concentrating funds to high-capacity partners for better impact delivery.
High NGO applicant satisfaction scores from faster registration. Faster disbursement processing improving partner relationships. Executive-ready board reports with quantified portfolio metrics replacing subjective narratives.
Platform supports expansion from 100 to 10,000+ partners without performance degradation. Geographic expansion enabled across multiple countries without system changes. Future-proof investment supporting organizational growth trajectory.
Streamlined workflow from registration request through active partnership and renewal
NGO submits self-service registration via guided portal. AI extracts data from uploaded documents (registration certificates, bylaws, bank letters) auto-populating 95% of form fields. Intelligent duplicate detection prevents registry duplicates. Status: PENDING.
AI runs comprehensive due diligence extracting 50+ data points, cross-referencing registration numbers, performing sentiment analysis on social media/news, validating board members, generating 8-page assessment report with approval recommendation (85% reduction from 60 to 9 hours).
Upon approval, automated workflow creates 4 linked entities (User account, Profile, Department/Entity, NGO partner record). Automated welcome email sent with login credentials and next steps. Status: APPROVED with automated entity creation.
NGO completes profile wizard: add sectors/regions/beneficiaries, upload legal documents, add licenses (50+ types), create board (minimum 3 members, key roles), submit annual reports (3 years), add bank accounts (IBAN/SWIFT). Profile completion percentage tracked with priority recommendations.
AI runs 5-dimension assessment (Profile 20%, License 25%, Governance 25%, Financial 20%, Operations 10%) producing 1-5 scale rating (LIMITED to EXCELLENT). Detailed findings with 15 recommendations, urgent items, critical items. Immutable snapshot created for trend tracking.
NGO eligible for grants, projects, funding. Integrated with all modules for eligibility verification, performance tracking, payment processing. NGO portal provides self-service access. Assessment score visible on all grant applications providing reviewer confidence.
Automated alerts for 20+ risk events (license expiring 90 days, board terms ended, annual reports overdue, governance roles unfilled, banking changes, status downgrades). Real-time assessment recalculation. Quarterly snapshots for 3-year trend analysis showing partnership trajectory.
Quarterly review using assessment history. Three pathways: (A) Renewal for HIGH/EXCELLENT partners with stable trends, (B) Archival when partnership naturally ends with preserved historical data, (C) Suspension/Blacklist for FAIR/LIMITED partners with critical issues (automated remediation workflow or permanent ineligibility).
Join leading foundations managing 1,000+ NGO partners with AI-powered due diligence, real-time compliance tracking, and data-driven decision-making
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