Scale your private or family foundation's giving on one platform.
One place for every grant cycle. From open call to grantee outcomes, built for small teams with high stakes.
340+
Organizations worldwide
25+
Countries that we are active in
1.5M+
Social Impact projects managed through Optimy
22+
Languages supported by the platform
When the mission grows faster than the systems.
The tools that worked at €2M in annual giving stop working at €8M. Here's what private and family foundation teams tell us every week.
Spreadsheets are now unmanageable, and finding information takes longer than it should.
Board and family expectations keep growing while your team and processes stay the same.
Institutional memory leaves when people leave, and evaluation criteria shift from cycle to cycle.
Compliance documentation is scattered across folders, inboxes, and people's heads.
Built for every role behind your foundation's giving.
Foundation Director
Translate your founding values into focused grant programs. Track every cent against your strategic pillars. Walk into council and board meetings with outcomes reports.
Grant Manager
Define your evaluation framework once and reuse it across cycles. Capture grantee history, documents, and conversations in one searchable system.
Principals & Trusted Advisors
Configure access per stakeholder, from view-only dashboards for principals and trustees to evaluation rights for advisors.
From funding values to grantee outcomes
Optimy maps every step of your giving, from the first strategy workshop to the year-end report.
Translate your funding values into grant programs
Workshop with your principals and team. Your founding values, your strategic priorities, 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.
Receive grant applications through a branded portal
Nonprofit applications collected through a structured intake. Replace email submissions and manual spreadsheet entry with one searchable pipeline.
Pre-screen and vet applicants automatically
Short eligibility questionnaires filter ineligible nonprofits before the full form. Compliance flags surfaced before any funding decision.
Score, shortlist, and run team reviews
Every application ranked against your weighted criteria, reused consistently across cycles. Shortlists routed to your evaluation team, staff, advisors, or principals, with access calibrated per role.
Decide, disburse, and preserve
Branded acceptance and rejection notifications. Payments scheduled per program rules. Every grant, document, and conversation archived.
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 your council and board
Outcome surveys sent automatically to grantees in their language. Council, board, and annual reports generated from the platform in clicks.
Ready to see what end-to-end looks like for your foundation?
Watch a 2-minute demo. We'll show you how Optimy fits your foundation, your governance, and your reporting cadence.
Simple enough for a small team. Powerful enough to scale.
Configurable to fit how your foundation's giving actually works.
Smart Application Forms
Branded forms, conditional logic, multi-language, auto-screening. Replace the email inbox with one structured pipeline.
Automated Workflows
Optimy routes applications, assigns reviewers, escalates approvals, and triggers reminders.
Scoring and Evaluation
Define your evaluation framework once. Score every application automatically. Reuse criteria consistently across every cycle.
Native Reporting and BI
One-click reports, embedded charts, custom dashboards. Family council, board, and annual report ready.
First-class security
GDPR-native, ISO 27001 certified, hosted on AWS in EU, US, Canada, and Switzerland. SSO, role-based access, full audit trail.
Configurable without IT
Start with one program and add more as you grow. Change forms, workflows, and scoring rules directly, no dev support.
Private and family foundations that chose Optimy to grow with
Trusted by private grantmaking teams who need reliability, flexibility, and simplicity in one platform
Grants and sponsorships centralized across multiple countries, with role-based access for family members and external advisors.
Multi-stage research grant evaluation live, with full decision history preserved and accessible across staff transitions.
Large-scale grantmaking managed with structured evaluation, rigorous impact measurement, and board-ready annual reporting.
340+
Frequently asked questions from family foundation teams.
From concerns about complexity to questions about migration, what foundation teams ask before their first demo.
Talk to a specialist.
We'll walk you through how to translate your funding values into concrete grant workflows on the platform, programs configured, access calibrated per stakeholder, reporting ready for your principals and board.
