The grant services platform built with the agencies that needed it most. Write grants, run funding strategies, manage clients, and scale your firm — with AI at every step.
Sound familiar?
Spreadsheets don’t scale.
You have 40 active grants, 12 clients, and a formula that broke last Tuesday. Your team deserves an actual system.
Your process lives in people’s heads.
When your senior writer leaves, the process walks out the door. GrantLogix captures your workflows so the firm keeps running.
You can’t see the whole picture.
Which grants are on track? Which deadlines are this week? Who’s overloaded? Without a system, you’re guessing.
Write the grant. Right here.
With AI at every step.
- Application workspace with every funder deliverable — narratives, forms, uploads, GIS data
- AI drafts narrative sections using your client’s real data — programs, budgets, metrics
- Import a NOFO and AI builds the template in 90 seconds — every requirement extracted
- Built-in review workflow with section-level approval and submission guide
Other platforms help you find grants. GrantLogix helps you win them.
Research. Evaluate. Recommend.
All in one workflow.
- Dedicated Funding Strategy workflow with structured stages — Research, Evaluation, Review, Presentation
- AI researches funders from just a URL — complete profiles with priorities, deadlines, eligibility
- Evaluation matrix rates opportunities against client fit with AI-enriched analysis
- One-click conversion from approved opportunity to Grant Write engagement — zero re-entry
Other platforms show you a list of funders. GrantLogix turns research into a deliverable.
A pipeline that manages itself.
Forget drag-and-drop kanbans — that's old school. Engagements advance automatically as milestones complete and gates clear. The pipeline reflects reality in real time. Your job isn't to update the board — it's to guide the work.
- Engagements move through stages automatically as work progresses
- Typed engagements — Grant Write, Funding Strategy, LOI, Post-Award, Consulting
- Nested sub-engagements for resubmissions and companion LOIs
- AI context lines explain what’s happening in plain English
The system program-manages itself.
Admin-defined templates digitize your process. Gates enforce quality. Milestones drive progression. The entire management system runs itself — your team focuses on the work, not on updating status boards.
- Stages, milestones, and gates that enforce your process automatically
- Different workflows for different service types — one firm, many processes
- Template versioning with change detection across active instances
- Milestone-driven workspace — writers see what’s next, not a list of tabs
A growing library of AI tools. Purpose-built, not generic.
Every AI feature in GrantLogix is built for a specific grant-services job \u2014 extraction, research, drafting, briefings, scheduling. New tools ship constantly as the work demands them.
- Upload a NOFO, contract, or program doc — AI extracts every field and deadline
- Paste a funder URL — AI builds a complete profile with giving history
- AI drafts grant narratives grounded in your client’s real data
- Context-aware AI chat that knows your client, funder, and engagement — ask anything, get grounded answers, never generic
- Daily portfolio briefings, writer triage, and Plan My Day scheduling
The executive view your firm has never had.
Real-time portfolio intelligence for firm leaders.
- Portfolio health scoring across all clients and engagements
- Calendar timeline with deadline, meeting, and task lanes
- AI-generated portfolio briefings and writer triage priorities
- Operational task management and team workload visibility
Every client. Every program. Connected.
Comprehensive client workspace with full relationship and program management.
- Client profiles with programs, projects, financials, board members
- Funder relationship tracking across clients
- Contract management with scope items and fulfillment tracking
- Programs nest under programs, projects link to engagements
Conversations. Events. Assignments. In context.
No more switching apps to discuss an engagement, schedule a meeting, or assign a task. Everything lives directly on the entity it belongs to — so context is never lost and nothing falls through the cracks.
- Team Notes with @mentions directly on every engagement
- Events and meetings scoped to the engagement with calendar sync
- Lead and support assignments that cascade down automatically
- Tasks created and assigned in context — no separate PM tool needed
How It Works
We build it for you.
3-month integration program: we configure your workflows, import your data, and train your team.
Your team works in GrantLogix.
Every engagement, every deadline, every document — one system your whole team uses every day.
You grow without adding headcount.
AI handles the busywork. Workflows enforce quality. You take on more clients.
Limited Partnership
Founding Partner Program
We're accepting five founding partners through June 1, 2026. Two firms are already live and actively using the platform.
Full platform access, unrestricted
Every feature, every AI tool, every workflow type. No gated tiers, no per-seat pricing.
Preferred founding rate, locked in
Founding partners receive a preferred rate that stays with your firm for as long as you’re a client.
Direct input on the product roadmap
Founding partners shape what gets built next. Your workflows, your pain points, your priorities.
18+
AI Tools
7
Workflow Types
90s
NOFO Import
1
Platform