Grant management software to run every grant cycle
Optimy is grant management software purpose-built for funders: corporates,
foundations, universities and NPOs. One platform for the whole cycle:
application, eligibility screening, scoring, budget tracking and impact
reporting. Configured to your programs. Live in weeks.
330+
25+
.svg)
A unique integrated platform to streamline your grant program
From intake to reporting, Optimy aligns your grant programs with your organization mission ensuring compliance, credibility, and impact at every step.
Collect data & evaluate
Branded forms, document uploads, eligibility rules. GDPR-compliant by default. Your scoring criteria, your reviewers. Every score and comment consolidated in one view.
Select Initiatives
Best-fit grant applications surfaced against your funding priorities. Your committee walks into the room with a clean shortlist.
Manage Projects
Payment, signatures, deliverables, and partner messages tied to each grant record.
Measure & Report Impact:
Funded project results tracked against your KPIs. Board, donor, and regulatory reports built from source data. CSRD- and SFDR-aligned.
Built for every stakeholder in the grantmaking process
Whether you're a corporate foundation, a private or public foundation, a university, or an NPO, Optimy gives every role in your grant cycle the tools they need, applicants, evaluators and administrators.
Grant administrator
Launch new programs in days. Automate the work that's eating your team, application intake, reviewer assignments, payment tracking, reporting.
Grant evaluator
Open each application in one view, proposal, budget and supporting documents. Use built-in scoring. Compare side-by-side. Make fair, informed decisions, faster.
Grant applicants
The intuitive branded forms make it easy for applicants to upload their information and to see on which step their application is.
Ready to turn your grant programs into measurable impact?
Watch a 2-minute demo. We'll show you how Optimy fits your grant cycle.
The grant lifecycle, end to end
Grant management runs in three stages, and most teams lose time at the seams between them. Optimy covers all three in one system.
Pre-award: open call, eligibility and selection
- Branded portal, live 24/7, in your applicants' languages
- Eligibility rules applied automatically per applicant location
- A short eligibility questionnaire filters ineligible applicants before the full form
- Compliance flags surfaced before any funding decision
- Every remaining application ranked against your weighted criteria
- Shortlists routed to internal or external reviewers, with conflict-of-interest controls applied automatically
- Scores hidden between reviewers until the period closes · participation logged · external quorum tracked
Award: decision, agreement and disbursement
- Approvals routed and escalated automatically, with reminders
- Branded acceptance and rejection notifications for every decision
- Funding agreements generated from templates and signed in-platform
- Payments scheduled according to your program rules
- Allocated, committed, disbursed and live budget, per program and per grant
Post-award: monitoring, reporting and closeout
- Grantee deliverables, fund usage and reporting milestones tracked per record
- Outcome surveys sent automatically to grantees in their own language
- Results tracked against the KPIs you define
- Board, donor and regulatory reports built from source data, CSRD- and SFDR-aligned
- Full audit trail, ready when oversight asks
Eligibility screening and application scoring
Application volumes outpace team capacity, and most of that volume was never going to qualify. Screening and scoring are where a grant management platform earns its keep.
Screen out ineligible applications before review
Set your eligibility rules once. Optimy applies them per applicant location and language. A short questionnaire filters ineligible applicants before the full form, with compliance flags raised early.
Score proposals against criteria you control
Define your criteria once, per program and per jurisdiction. Every application is ranked against your weighted criteria, with reviewers scoring independently and all comments in one view.
Run review panels without spreadsheets
Shortlists route to internal or external reviewers, with conflict-of-interest controls applied automatically. Scores stay hidden until the review closes, with participation and quorum logged for external panels.
One workspace for smart forms, scoring, and grant reporting
No exports between tools, no version conflicts, no separate spreadsheet holding the real numbers. Applications, reviews, budgets, documents and reports share one record per grant.
Smart Forms
Capture exactly what you need. Conditional logic, file uploads, validation rules, multi-language. Higher completion rates, fewer abandoned applications.
Scoring
Rank applications against your KPIs. Weight criteria by program. Run blind reviews. Surface the best-fit grants in a click.
Task management
Tasks and deadlines for grant teams. Plan, assign, track, inside the platform. Your team stops juggling tools to run the program.
Automatic workflows
Selection notifications, reminder emails, reviewer permissions, document routing, automated. Hours back to your team, every week.
Budget tracking
Grant budgets and fund disbursement. Allocated, committed, disbursed, live, per program. Catch variance before it hits your dashboard.
Grant reports
Get grant reports on the go, using our library of reports. Customize the reports to your needs and share them with stakeholders.
AI-assisted grant application review
From application to impact report, the AI does the heavy lifting: analysing, drafting, generating, surfacing, so your team focuses on the decisions that move the mission.
Application summaries that get reviewers started
Every incoming application comes with a short AI brief, so your reviewers, committee, board or external experts, know what's there before they invest the time.
First-pass scoring suggestions
Ask for the next set of tasks: reviews, due diligence, grantee follow-ups, milestones, and your team approves the ones that fit.
Insights that surface what matters
Ask what's working, which grants are at risk, where to fund next, and the answer comes back with the chart and the widget for your dashboard.
What teams like yours achieved
Empowering 330+ organizations to run smarter grants, sponsorships and volunteering programs. Discover how Optimy helps customers save time, simplify workflows and grow their social impact.
100s
With 100's of new projects funded every year, we've drastically reduced the amount of manual workload thanks to Optimy!
1
Optimy helped the Fondation Cœur et Recherche optimise their grant-making through the entire lifecycle of a project, from the application process to completion and reporting.
50%
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.
500+
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.
3
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.
−50%
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.
190+
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.
2M+
We would refer Optimy to anyone looking for a great way to organize and streamline their community investment activities. Our team now has a much easier time managing corporate giving with Optimy's system and customer service support.
4
Optimy is a great holistic solution for sponsorship management and contributes to the digitalization of our work.
.webp){kind=logo}
€345M
The ease of use and flexibility offered by Optimy allowed us to tailor it continuously. This adaptability is crucial to build our unique workflow with very strict processes, as we are partially under Government control.
£106M+
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.
Built for every kind of funding program
Grantmaking looks different depending on who is doing it. Optimy is configured to your programs and your governance, not sold as one template.
Corporate Foundations
High-volume grantmaking without adding headcount.
Public Foundations
Every decision documented, every euro traceable.
Private Family Foundations
Scale your giving from open call to outcomes.
Universities
Research grants, scholarships and awards, end to end.
NPOs
Open calls to outcome evidence, across every country.
Corporations
Grants, sponsorship and volunteering in one place.
330+
Organizations worldwide
25+
Countries that we are active in
1.5M+
Social Impact projects managed through Optimy
22+
Languages supported by the platform
Frequently Asked Questions
Talk to our experts
Ready to turn your mission into high-impact grant programs? Our specialists will show you exactly how Optimy fits your grantmaking strategy.
Watch the Optimy Grant Management Walkthrough
Eliminate tedious spreadsheet tracking and endless email chains. Watch this brief walkthrough to see how Optimy automates grant application workflows, simplifies scoring for jury members, and delivers real-time impact reporting.
ISO certified. Data hosted on AWS (EU + US).
Meets government and audit requirements.
Trusted across EU, US and beyond.
Onboarding designed for teams, not IT.
Answer in under 24 hours!