Less time on admin. More time on impact
Optimy centralizes your entire grantmaking operation so your team can focus on the work that matters
less manual workload within 12 months
of ineligible applications filtered before review
of ESG report data from the platform
GDPR compliant, ISO certified, AWS infrastructure
The work that keeps your team from doing real work
Foundation teams are small, budgets are large, and expectations keep growing. Here's what we hear every week
Verifying nonprofit legitimacy takes too long
Tax certificates and documents piling up
Local entities give without HQ knowing
Measuring social impact is genuinely hard
ESG reporting requires chasing data for weeks
Request volume grows faster than your team
From first application to final impact report
Optimy covers the full grantmaking lifecycle, all connected in one platform
Branded portal with smart filtering
A short eligibility questionnaire filters out ineligible applicants before the full form. Your team only reviews organizations that genuinely qualify.
Automated nonprofit vetting
Optimy connects to charity registers in the UK, US, Ireland, and Canada to verify nonprofit status automatically — eliminating hours of manual due diligence per cycle.
Centralized document collection
Tax certificates, financial statements, and legal documents all collected through structured form fields. No more chasing attachments by email.
100% reply rate to every applicant
Rejected applications handled via automated responses. No applicant waits without a reply — protecting your foundation's reputation.
Centralized request intake
One branded portal replaces the inbox chaos. All requests flow through smart forms.
Centralized request intake
One branded portal replaces the inbox chaos. All requests flow through smart forms.
Centralized request intake
One branded portal replaces the inbox chaos. All requests flow through smart forms.
Centralized request intake
One branded portal replaces the inbox chaos. All requests flow through smart forms.
Centralized request intake
One branded portal replaces the inbox chaos. All requests flow through smart forms.
Centralized request intake
One branded portal replaces the inbox chaos. All requests flow through smart forms.
Centralized request intake
One branded portal replaces the inbox chaos. All requests flow through smart forms.
Centralized request intake
One branded portal replaces the inbox chaos. All requests flow through smart forms.
Every step of the grant lifecycle, connected
Optimy maps to your exact process, from the first eligibility question to the final grantee report. Each stage hands off to the next automatically, with full audit trails at every point
Open call published
Branded portal live with eligibility criteria and deadline, accessible 24/7
Eligibility pre-screening
Short questionnaire filters ineligible applicants before the full form
Vetting and document collection
Charity register checks run automatically. Compliance tracked per applicant
Scoring and committee review
Applications scored against weighted criteria. Shortlist sent to evaluation committee
Grant decision and notification
Accepted and rejected applicants notified via branded templates. All decisions documented
Disbursement and milestone tracking
Payments linked to milestones, released when conditions are met via Stripe
Impact reporting and follow-up
Outcome surveys sent automatically. Data aggregated for ESG reporting
Used by teams just like yours
From European energy companies to North American retailers. Optimy powers corporate social impact programs across every major industry.
All three program types consolidated in one platform, with full employee engagement tracking from day one.
Multi-stage evaluation live with complete document management and audit trail per grant.
National grant program managed by a small team, with automated intake reducing processing time significantly.
Built for grantmakers, not generalists.
Every feature was designed with the specific needs of foundations and grantmaking teams in mind.
Multi-stage Application Forms
We filter automatically between stages so your team only reviews qualifying submissions
Automated Workflows
Optimy routes applications, assigns reviewers, and escalates automatically
Scoring and Peer Review
Define your criteria and let the platform score every application
Budget and Payment Management
Track spending per pillar and entity in real time
Impact Measurement and BI
Visualize results in native dashboards
GDPR and Security by Default
ISO certified, AWS-hosted in EU and US
Questions foundations ask before they start.
From compliance concerns to implementation timelines.
See it built for your foundation
A 30-min demo tailored to your grant cycle, compliance requirements, and team size
Content built for foundation teams
Practical tools to help you run a smarter grant program, whether or not you're already using Optimy
How to run more Grants with less effort
Learn how to gain operational efficiency in grant management by removing manual work, reducing rework, and building systems that scale without increasing cost or risk.
How to evaluate the real impact of your grant program
Learn how to evaluate the real impact of your grant program by embedding measurability, ROI logic, and decision-ready data into day-to-day operations.
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Security & Compliance in Corporate Volunteering
Learn where security and compliance gaps emerge in corporate volunteering and how identity decisions determine exposure long before incidents occur.