Run every corporate foundation grant cycle on one platform.
One place for every grant cycle. Run more programs with the team you have, with eligibility checked, compliance documented, and impact tracked at every step.
340+
Organizations worldwide
25+
Countries that we are active in
1.5M+
Social Impact projects managed through Optimy
22+
Languages supported by the platform
The admin tax behind every grant decision.
Foundation teams are small, budgets are significant, and expectations keep growing. Here's what foundation teams tell us every week.
Verifying nonprofit legitimacy slows every cycle, and tax certificates pile up in inboxes.
Local entities give without HQ knowing, leaving budget allocation and strategy disconnected.
Measuring social impact is genuinely hard, leaving outcomes anecdotal and board reports thin.
ESG reporting requires chasing data for weeks, and audit trails live in scattered files.
Built for every role behind your grantmaking.
Corporate Foundation Manager
Translate your foundation's mission into structured programs. Set funding pillars, SDG alignment, and decision criteria. Walk into board meetings with outcomes.
Grant & Community Manager
Automate intake, eligibility checks, scoring, document collection, payment scheduling, and follow-up.
Compliance & Finance Manager
Charity register verification at intake. Tax certificate workflow built into the application. Every decision logged with timestamp, user, and context.
From mission to grantee outcomes
Optimy maps every step of your grant cycle. Each stage hands off to the next, automatically, with full audit trail at every point.
Translate your mission into grant programs
Workshop with your team. Your strategic pillars, your SDG commitments, your evaluation criteria, translated into the grant programs you'll run.
Configure each program to your governance
Eligibility rules, scoring criteria, approval workflows, and reporting templates set up per program and per pillar.
Receive grant applications through a branded portal
Nonprofit applications collected through a structured intake. One pipeline for every program, every language, every region.
Pre-screen and vet applicants automatically
Short eligibility questionnaires filter ineligible nonprofits before the full form. Charity register verification surfaces compliance flags before any funding decision.
Score, shortlist, and run team reviews
Every application ranked against your weighted criteria. Shortlists routed to your evaluation team, internal or external.
Decide and disburse
Branded acceptance and rejection notifications. Payments scheduled per program rules. Tax receipts and disbursement records archived per grant.
Manage grant agreements and coordinate follow-up
Grant agreements generated from templates and signed in-platform. Grantee deliverables, fund usage, and reporting milestones tracked per record.
Measure outcomes and report to the board
Outcome surveys sent automatically to grantees in their language. Cross-program impact aggregated for board, donor, and ESG reporting.
Ready to see what end-to-end looks like for your grant programs?
Watch a 2-minute demo. We'll show you how Optimy fits your foundation, your team structure, and your reporting cadence.
Built for foundation teams that move fast, without raising an IT ticket.
Configurable to fit how your grantmaking actually runs.
Smart Application Forms
Branded forms, conditional logic, multi-language, auto-screening. Higher completion rates.
Automated Workflows
Optimy routes applications, assigns reviewers, escalates approvals, and triggers reminders.
Scoring and Evaluation
Define your criteria once. Score every application automatically. Run blind reviews when fairness matters.
Native Reporting and BI
One-click reports, embedded charts, custom dashboards. Board-ready, donor-ready, CSRD- and SFDR-aligned.
First-class security
GDPR-native, ISO 27001 certified, hosted on AWS in EU and US. SSO, role-based access, full audit trail.
Configurable without IT
Add programs as you grow. Change forms, workflows, and scoring rules directly, no dev support.
Trusted by corporate foundations from healthcare to environmental funders.
From global health foundations to environmental nonprofits and education funders, Optimy powers corporate foundations running grant programs across every mission.
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.
340+
Frequently asked questions from foundation teams.
From migration off legacy systems to multi-country compliance and board reporting, here's what foundations evaluate before moving forward.
Talk to a specialist.
We'll walk you through how to translate your foundation's mission into concrete grant workflows on the platform, programs configured, compliance built-in, board reporting ready.
