Grow your advisory practice with the leading impact platform

You advise corporations and foundations on how to create meaningful impact. Optimy gives you the technology infrastructure to make that impact measurable, scalable, and defensible.

Become a partner

Learn how it works

340+

leading global organizations trust us.

Partner types

Built for advisors who want to go deeper

When your clients ask "how do we actually manage all of this?", you now have an answer. Optimy turns strategic recommendations into structured, auditable programs.

Sponsorship &
sports marketing

Manage requests, evaluate ROI, and report on brand value

CSR, philanthropy & social impact

Structure grant programs, community portfolios, and employee engagement

Grant & foundation
advisors

Build governance-ready, transparent grantmaking at scale

Challenges

What's in it for you

A new revenue stream

Earn commission on first-year ARR.
Optimy handles support.

Open doors with prospects

Eliminate complexity and access conversations competitors can't.

Shape the product

Access the roadmap and provide direct feedback as a partner.

Co-sell and co-market

Joint use cases, webinars, LinkedIn campaigns in front of 340+ organizations.

Deepen client involvement

Be the strategic layer on a live data platform. Grow your retainer yearly.

Partner model

The Optimy partner model

Referral partnership. You introduce qualified opportunities. Optimy closes and owns the client relationship.

Referral Partnership

Optimy closes and owns the client relationship. You earn commission and keep your services business intact

Refer clients from your portfolio or new prospects

Optimy manages sales, implementation, support

Earn commission on first-year ARR at close

No exclusivity — work with any technology

Stack your services on top — we don't take a cut

Become a partner

FIT CHECK

Is this partnership right for you?

You're a strong fit if:

You advise organizations on sponsorship, grants, or engagement.

You sell strategy, program design, activation, or reporting

You manage 15+ funders or clients — not one-off projects

You operate in Europe, North America, or the Middle East

You believe programs should be data-driven, not spreadsheet-managed

You're open to co-selling and co-marketing

End-to-end process

How it works

From application to impact report — in 4 steps.

Book a Demo

Reach out to discuss a partnership

Fill in the short form below. Our partnerships team reviews every application within 5 business days.

Onboarding call

We walk you through the platform, share demo materials, and map which of your clients could benefit from Optimy.

Refer your first opportunity

Introduce us by email, forward an opportunity to partners@optimy.com, or connect us directly. We take it from there.

Earn your commission

When the deal closes, you receive 15% of first-year ARR. Simple, documented, and paid.

Testimonials

What partners say

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

340+

leading global organizations trust us.

Apply to become an Optimy partner

Tell us about your agency and we'll be in touch within 5 business days to explore how we can work together.

Questions? partners@optimy.com