Turn your mission
into measurable impact.

Optimy is the platform foundations, corporates, and nonprofits use to run grants,
sponsorships, and volunteering programs from application to reporting.

Optimy - all in one platform to measure your social impact
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More impact, more success

Optimy helps you manage your impact programs
with a unique data-based approach.
Measure the ROI of your social impact, and generate a positive ripple effect in your business.

Optimy social impact graph visualization

340+

Organizations worldwide

25+

Countries that we are active in

1.5M+

Social Impact projects managed through Optimy

22+

Languages supported by the platform

Your mission deserves the right platform.

Optimy platform screenshot - reporting dashboard
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One source of truth

Grants, sponsorships, and volunteering in one system. Shared across your team and leadership.

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Clear ownership, automated workflows

Assign roles, automate approvals, and track progress instantly.

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Audit-ready reporting

Your KPIs structured in Optimy. Ready to present to your board in seconds.

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Real-time visibility

Budgets, deadlines, and impact tracked live in your dashboard. No manual updates.

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AI where it matters

Assisted screening, smart scoring, drafted reports. Less busywork, more impact.

Curious if Optimy is right for you?

Book a quick 20-minute demo. We'll show you how Optimy supports your mission and let the platform speak for itself.

For every team

Built for every role
behind your mission

Strategic owners, operational leaders, control & governance, all in one platform.

Corporate Foundation Manager

Your challenge: Scale corporate giving without scaling the team or losing oversight.

Before Optimy

Hundreds applications scattered across emails and spreadsheets.

Reporting eats weeks before every board.

Compliance gaps stay invisible until they hit.

Programs evolve faster than the tooling.

After Optimy

Every application in one place. Submitted, scored, decided, without juggling tools.

Audit-ready dashboards export in seconds.

Built-in audit trail logs every action, reviewer, and decision.

Configurable workflows adapt without IT involvement.

Grant & Community Manager

Your challenge: Run multiple programs with shared partners, consistent criteria, and zero data loss.

Before Optimy

Disconnected tools fragment every workflow.

Selection criteria shift from one program to the next.

Partner emails get lost across inboxes.

Document signatures bottleneck approvals.

Local programs stay invisible to leadership.

After Optimy

One place for grants, sponsorships, volunteering, and community programs.

Run each program your way, without losing comparability.

Every message tied to its project.

Sign and route approvals in hours.

Every initiative, visible at HQ.

Compliance & Finance Manager

Your challenge: Keep impact budgets traceable, audit-ready, and aligned with internal controls, all year.

Before Optimy

Financial data scattered across multiple systems.

Manual reporting multiplies the risk of errors.

No real-time visibility on commitments.

Weeks of chasing invoices and approvals before every audit.

Approvals run by email.

After Optimy

One view of every allocation, commitment, and payout.

Reports built from the source data, every time.

Track spending against budget as it happens.

The full trail, visible in one click.

Signatures routed cleanly, with timestamps.

Marketing & Brand Manager

Your challenge: Turn sponsorship data into brand value at marketing speed, without waiting on a data export.

Before Optimy

Sponsoring projects can't scale on manual processes.

Sponsorship data is outdated or hard to retrieve.

Sponsorship results and brand messaging stay out of sync.

Campaigns wait on cross-team data exports.

Photos and testimonials sit unused in program reports.

After Optimy

Run more sponsorships, gather more data you can act on.

Pull live sponsorship numbers when the deck deadline hits.

Marketing and sponsorship teams working from the same data.

Pull the data yourself, on your timeline.

Sponsorship stories, photos, and outcomes ready to share.

Head of CSR

Your challenge: Drive global impact strategy from one cockpit, across regions, programs, and ESG commitments.

Before Optimy

No central view across regions and programs.

KPIs drift between programs and geographies.

Strategic outcomes are hard to measure cleanly.

Reporting to the board stays fragmented and slow.

ESG and SDG alignment hard to evidence.

After Optimy

Every region, every program, one screen.

One measurement framework, applied everywhere.

Spend tied to outcomes, all the way down.

Board-ready insights on your cadence.

CSRD and SFDR-ready out of the box.

HR Manager

Your challenge: Run employee volunteering that lifts participation, scales across regions, and ties impact to HR outcomes.

Before Optimy

Low participation driven by low visibility.

Hours and outcomes tracked manually.

Manual updates can't scale across programs.

Impact stays disconnected from HR metrics.

Communication to leadership stays inconsistent.

After Optimy

Every opportunity in a single hub.

Hours and outcomes captured automatically.

Local leads run their own programs with autonomy.

Volunteering tied to engagement and retention.

One dashboard, ready when leadership asks.

A unique integrated platform
to streamline all your impact projects

Optimy collect data feature overview

Collect data

Forms, applications, reviews, and reports in one secure hub. Always backed up and GDPR-compliant.

Optimy evaluation feature overview

Evaluate applications

Define your scoring criteria. Involve teams or external evaluators. Optimy filters, ranks, and consolidates every review automatically.


Optimy select initiatives feature overview

Select initiatives

Find the right projects faster. Optimy highlights the ones that match your mission and grow your impact.

Optimy dashboard feature overview

Manage projects

Plan tasks, track budgets, and align your team in one hub. Optimy removes manual handoffs and keeps work moving.


Optimy measure ROI feature overview

Measure ROI

Track impact in real time with your own KPIs. Optimy turns project data into clear ROI to guide your investment decisions.

Optimy scoring feature overview

Report on impact

Build audit-ready reports in minutes. Budgets, outcomes, and KPIs in one place, CSRD-aligned and ready to share with your board.

A unique integrated platform
to streamline all your impact projects

Collect data

Forms, applications, reviews, reports... Collect all your social impact data in one central secure hub, always backed up and GDPR compatible.

Evaluate applications

Define your own scoring and criteria that matter to you, and let Optimy’s smart tools help you automatically evaluate and filter all incoming applications.

Select initiatives

Select the best projects and initiatives to support and sponsor. Optimy lets you quickly understand which projects are the  best fit for increasing your brand’s impact.

Manage projects

Plan and manage all your team’s tasks inside your solution. Eliminate manual tasks and collaborate with your team in a central hub. Manage projects, tasks, budgets seamlessly.

Measure ROI

Use your own KPIs and project data to get an accurate and real-time measurement of your impact. Get a professional ROI assessment, and facilitate investment decisions.

Report on impact

Optimy lets you sync Return On Investment with Report On Impact. Use our report library and builder to quickly draft updated reports on the go, and share them with stakeholders.

Testimonials

What teams like yours achieved

Empowering 340+ organizations to run smarter grants, sponsorships and volunteering programs. Discover how Optimy helps customers save time, simplify workflows and grow their social impact.

OneSight EssilorLuxottica Foundation
“I use the messaging tool all the time. It is particularly helpful to have a good overview of the programs we have done so far with a partner. If a team has changed, we can have continuity on the projects without losing history and visibility, it’s super efficient."
Frédéric Corbasson
Executive Director Europe & Middle-East
Veolia Environmental Trust
“The time saved with Optimy enables us to be more personable, tailoring our approach to the unique needs of each project, which has truly enhanced our relationships with applicants.”
Andrew Brown
Executive Director
Merck Family Foundation
"We really believe in maintaining individual relationships with each funded partner, and the system helps ensure that no detail is overlooked. The ease of accessing and sharing information has made our operations much more efficient."
Elisabeth Schmiedel
Grant Manager
Hatt-Bucher-Foundation
"With Optimy, we've reduced our workload by 40%, allowing us to take on new projects and better serve our community."
Christina Anderegg
Managing Director
Ascend Cares Foundation
“With Optimy's implementation, we witnessed a transformative shift in efficiency and transparency, empowering us to build strong workflows with ease. While challenges persisted during the rollout, we are confident our commitment to optimizing the platform will position us for success."
Krissy Osborne
Program Manager
Swiss Federation of Circus Schools
They have to apply for money and once they get money, they distribute it to the schools. They filled out the application form of our customer Stanley Thomas Foundation and they loved the process. Before it looked complex and outdated, but now they really liked it and are interested in our system for the second part of their activities (distributing money to applicants).
Anonymous
Karl Kahane Foundation
We have closed our first Optimy application cycle this Sunday and everything worked out well! One grantee from Israel has received an extended deadline (different reason) but for all the others it has worked very well and we have received feedback that it was intuitive and easy to navigate. This is great news for us! Thank you for your support!
Anonymous
Mutuelle Intégrance
"The choice of Optimy was a turning point for Mutuelle Intégrance. Its simplicity, speed, and intuitive design significantly improved our processes related to support requests, ensuring timely assistance to our members while adhering to strict quality standards and data protection regulations."
Patrice Pointillon
Responsable de l'Action Sociale
ABN AMRO Foundation
Optimy is reasonably priced, flexible, and comprehensive. It offers everything we need to manage our volunteering programs effectively, and the team behind Optimy is incredibly supportive and responsive.
Marielle Versluis
Social Impact Advisor
Stanley Thomas Johnson Foundation
"Optimy streamlined our intricate three-step evaluation process, ensuring accessibility for all users, from office staff to board members. Its user-friendly interface simplified our procedures, making it an essential tool for our foundation's success."
Myriam Vetsch
Head of Administration
Loterie Nationale
“The ease of use and flexibility offered by the Optimy solution allowed us to tailor it continuously. This adaptability is crucial to build our unique workflow with very strict processes to follow, as we are partially under Government control. I am very grateful to the Optimy team who never run out of solutions.”
Lauranne Lenoir
PSD Process Manager
Lexington Medical Center
"I've been a strong advocate for using a SaaS solution such as Optimy for a while, and I want to express my gratitude to the team that helped us bring this tool to life. Kate has been fantastic—always responsive and a pleasure to work with."
Thomas Tafel
Director of Community Health
Fondation Charcot
"Optimy has revolutionized our grant-making process, ensuring efficiency, seamless collaboration, and a smoother path to breakthroughs. Its added values include harmonizing candidate applications and reducing the risk of file loss."
Isabelle Bloem
CEO
Grameen Foundation
“We did not anticipate the level of difficulty for applicants to be able to fulfill the application process for our Innovation Grants. We needed to use a system with tighter validation yet very simple to fill in, and that is where we landed with Optimy … we are able to capture similar/comparable data across grantees as well as have all the data we need for impact analysis and reporting.”
Gigi Gatti
Sr. Director, Program Strategy & Learning
IDEMIA
“In terms of monitoring, measuring, and distributing/placing on the map, it's also extremely simple: one click and it's done. This is invaluable for us in terms of time management, both for the person reporting the project and for the person analyzing it afterwards.”
Marie-Louise Lemarchal
CSR Assistant
Iren
"Optimy solved our need to centralize everything on a single platform and ensure a single, linear and consistent process."
Iren
Communication and external relations - Brand strategy, Digital and Sponsorship
EM Normandie
All the small features allow you to manage everything from A to Z: from the student's file to the validation and actual payment of the scholarship.
Julien Soreau
Head of Balance and Inclusion Service/Associations and Activities Service Disability Group Manager of the Conférence des Grandes Ecoles
Fondation d'entreprise AG2R LA MONDIALE
The tool is easy to set up!
Donata Moriggi
Deputy General Secretary
Fondation Française des Jeux (FDJ)
Optimy makes things easier. We have a lot more requests thanks to the tool, which is very positive for us. The surface is nice and intuitive, there are always solutions, and it's always agile. We saved maybe half of the time, that's huge.
Celine Aubree Bafaro
Responsable Engagement Parties Prenantes
EPCOR
"We would refer Optimy to anyone who is looking for a great way to organize and streamline their community investment activities. Our team now has a much easier time managing corporate giving activities with Optimy’s system and customer service support."
Robyn Schommer
Senior Advisor of Community Investment
Engie Foundation
The Optimy software is the right solution for streamlining the request submission, we therefore operate with greater effectiveness by speeding up our procedures. And now, we can also manage projects overtime.
Nadège Lharaig
Project Manager
DOEN Foundation
We are new in this operation, and it's great to be able to do configurations ourselves. Optimy makes it possible to adjust our strategy and get things done that we would not even think would be possible without a system.
Yorrick Letterie
Sustainability Manager
Mainova
Generating data has become easier with Optimy.
Marina Bergner
Sponsorship and Sustainability Manager
Stiftung für Kunst, Kultur und Geschichte
Optimy is so flexible. You can always change the questions, the parts of the form.
Rahel Stauffiger
Support & Promotion
Primonial Foundation
We moved from manual work to digital with Optimy, which saves time for the whole team.
Clara Rigaud-Perut
Project Manager
ORPEA Foundation
Optimy is our tool to manage employee's engagement at ORPEA Foundation.
Inès de Bailliencourt
Project Manager
L'Oreal Foundation
Thanks to the Optimy solution, we manage the flow of requests, organise them by theme, receive a detailed project description, and can provide answers to all project submitters.
Andrea C
Project Coordinator
Total Foundation
With 100's of new projects funded every year, we've drastically reduced the amount of manual workload thanks to Optimy!
Anne V
General Secretary
Swiss Re foundation
No more guesswork! We now have a complete overview of the funds we allocate per year and whether we are dealing appropriately with the money that we are receiving by tracking our KPIs.
Elodie W
Senior Portfolio Manager
EDF Foundation
If we hadn't had Optimy, especially in 2020, it'd have been a nightmare because the call for projects generated more than 600 applications (complete files received)!
Véronique S
Project Manager
Eins Energie
"Optimy is a great holistic solution for sponsorship management and contributes to the digitalization of our work."
Carmen S
Corporate Communication Manager
Fondation Cœur & Recherche
The Optimy software is perfectly suited to our needs, especially for the management of the evaluation by our expert partners.
Elisabeth Riboud
Development Manager
Michelin Corporate Foundation
Just like Michelin, the Foundation’s standing is global and its ‘Helping people move forward’ signature illustrates its sponsorship projects’ human dimension, mediums of progress and social development.
Jean-Dominique Senard
President of the Executive Board
Alstom Foundation
The online submission tool has broadened the level of awareness, and we significantly increased the number of good projects submitted, they could easily find us and submit to us. Previously, by email, we received less than half of what we receive today.
Barry H
Secretary General
Mainova
“Optimy represents a great overall package consisting of an easy-to-understand program for daily use, as well as a friendly and always helpful support team.”
Marina B
Clerk for donations
Veolia Trust
If you are looking to make changes and improve your systems and processes to meet the needs of your applicants it’s definitely worth using Optimy to do that.
Elizabeth C
Head of Grants
Skandia
With Optimy, I can easily add questions to my forms and therefore receive applications that give me the information that I need. Today I can clearly see how many opportunities this tool has brought us.
Birgitta H
Project manager
Nordisk Haemophilia Foundation
The Optimy tool is created to adapt to foundations' needs. Optimy helped us to be more aligned across our projects, and I like that it's an online tool. With times we are living, the tool has a big positive impact on how we work as a team.
Xio F
Project Manager
Wasserman
"To digitally collect and centralize proposals makes the process more efficient. It's way better than having countless Excel documents and spreadsheets. The Optimy tool provides convenience to our clients as well as to us."
Jack R
Manager of Marketing Services
Capital Power
We went from 7 to 3 minutes per application! With such an increase in efficiency, the team can now focus their time and energy with our partners in local communities.
Lindsay C
Community Specialist
Golden Goal
"Once our clients set up a sponsorship process, they see that they need a tool to collect and select the right applications, and that is when we think of Optimy."
Sadi N
Sponsorship Manager
UNIL
The tool allows us to review more projects in a better way. It’s really useful to keep track of each project and track back the evaluation that was done. Now with Optimy, everything is very findable, and without the tool, we wouldn’t have managed.
Pablo D
Coordinator of the Commission

Talk to a specialist

Ready to turn your mission into high-impact programs? Our experts will show you exactly how.

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GDPR compliant by design
ISO certified. AWS infrastructure in EU and US
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Response within 24 hours
Industry-leading SLA from day one
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4,000+ users globally
Including corporate foundations across Europe and North America
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Live in 6 to 8 weeks
Onboarding designed for foundation teams, not IT departments