Funding work should not begin with a blank page or a search.
Grant teams often spend more time finding information than shaping the case for support. Outcomes sit in one system, budgets in another, previous language in shared folders, and relationship history in the CRM.
A generic AI writing tool does not solve that fragmentation. The real opportunity is to connect the right knowledge, then make it usable within a controlled workflow.
A governed path from requirement to reviewed output.
We build tailored systems that retrieve approved material, organize it around proposal or reporting requirements, and prepare a structured first version for human review.
- Find relevant outcomes, language, and supporting evidence
- Organize approved material around each requirement
- Identify missing information before a deadline
- Keep proposals, outcome reports, and relationship records connected
Your systems already hold the ingredients.
Your CRM remains the source of truth for funders, opportunities, deadlines, and relationship history. Document platforms hold previous proposals and approved language. Program and finance systems contain the evidence.
AI retrieves, organizes, summarizes, and drafts. Workflow automation moves the work between owners, reviewers, and approval stages. Nothing needs to become another isolated tool.
Every important claim stays reviewable.
The system supports specialist judgment and keeps approval with your team.
- Source citations
- Role-based access
- Human approval
- Facts separated from generated language
A practical first workflow.
- 01
Proposal or report request enters the workflow
- 02
Approved evidence is gathered
- 03
AI prepares a structured first version
- 04
Specialists review and return approved work to the shared record
Reduce repetitive preparation, improve consistency, preserve institutional knowledge, and give specialists more time for funder strategy and relationship building.
A repeatable grant workflow.
For DFIN, we brought requirements, approved evidence, and prior applications into one structured drafting workflow, with human review before submission.