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Run every university grant and scholarship on one platform.

From inbound research grants to outbound scholarships, awards, and community programs, with the reporting every funder demands.

Optimy - solution for universities and education institutions
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340+

 Organizations worldwide

25+

Countries that we are active in

1.5M+

Social Impact projects managed through Optimy

22+

Languages supported by the platform

Challenges

What every university grants office juggles every term.

Research grants, scholarships, corporate partnerships, community programs, each with their own rules, funders, and committees. Here's what university grants teams tell us every week.

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Faculty silos

Grants tracked across departments with no central view, and evaluation committees spread across faculties and external reviewers.

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Outdated intake

Scholarship applications still run by email and PDF, with no structured pipeline.

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Funder reporting

Different funders require different compliance formats, and reporting on research outcomes is manual and slow.

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Data protection

Student and applicant data protection is hard to standardize across programs and faculties.

Who is involved

Built for every role behind university grantmaking.

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Head of Grants Office

Run your institution's funding from one place

Coordinate research grants, scholarships, and community programs across every faculty. Track each program against your institution's mission.

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Grants Officer

Run cycles without losing fairness

Automate intake, eligibility screening, scoring, document collection, and applicant communication, across research applications, scholarship submissions, and partnership requests.

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Compliance & Reporting Officer

Compliance, audit trail and data control

Different report formats per funder, generated automatically. Every decision logged with timestamp, user, and context.

End-to-end process

From application to impact, across every funding stream

Optimy maps every step of your grant programs, from open call to funder report.

Watch a 2-minute platform tour
1

Translate your institution's mission into funding programs

Workshop with your grants office and faculty leads. Your research priorities, your scholarship policies, your partnership criteria, translated into the programs you'll run.

2

Configure each program to its funder requirements

Eligibility rules, scoring criteria, approval workflows, and reporting templates set up per program and per funder.

3

Receive applications from researchers, students, and partners

Branded portals per program. Research applications, scholarship submissions, partnership requests, community proposals, collected through one searchable pipeline.

4

Pre-screen and vet applicants automatically

Short eligibility questionnaires filter ineligible applications before the full form. Compliance flags surfaced before any funding decision.

5

Score, shortlist, and run committee or peer review

Every application ranked against your weighted criteria. Shortlists routed to academic committees, external peer reviewers or evaluation panels.

6

Decide, disburse, and document

Branded acceptance and rejection notifications. Payments scheduled per program rules. Every decision documented per applicant.

7

Manage funding agreements and coordinate follow-up

Funding agreements generated from templates and signed in-platform. Researcher and scholarship deliverables, fund usage, and reporting milestones tracked per record.

8

Report to every funder, in every format

Outcome surveys, milestone reports, and impact summaries for funding bodies, research outcomes for governmental programs, scholarship reports for funders, and community impact reports for partners.

Ready to see what end-to-end looks like for your university's funding programs?

Watch a 2-minute demo. We'll show you how Optimy fits your grants office, your faculty structure, and your multi-funder reporting cadence.

The platform

Built for university grants offices that move fast, without raising an IT ticket.

Configurable to fit how your institution's grantmaking actually runs.

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Smart Application Forms

Branded forms per program, conditional logic, multi-language, auto-screening. Tailored intake for research, scholarships, and partnerships.

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Automated Workflows

Optimy routes applications, assigns reviewers, escalates approvals, and triggers reminders, across every program and faculty.

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Scoring and Evaluation

Define your criteria per program. Score every application automatically. Run peer review and academic committee evaluation.

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Native Reporting and BI

One-click reports, embedded charts, custom dashboards. Funder-specific templates from one shared dataset.

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First-class security

GDPR-native, ISO 27001 certified, hosted on AWS in EU, US, Canada, and Switzerland. SSO, role-based access, full audit trail.

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Configurable without IT

Add programs as you grow. Change forms, workflows, and scoring rules directly, no dev support.

Testimonials

Trusted by universities from federal research institutions to business schools.

From Swiss federal universities to global business schools and research institutes, Optimy powers higher education institutions managing complex, multi-funder grant portfolios.

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University of Lausanne (UNIL)
Impact

Multiple grant and scholarship programs centralized with structured committee review and full audit trail.

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EHL Foundation
Impact

Complete scholarship lifecycle in one platform, from application intake to final payment, with 100% applicant reply rate.

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Breakthrough Cancer Research
Impact

Research grant management and sponsorships unified in one platform, with structured funder reporting from day one.

340+

leading global organizations trust us
FAQ

Frequently asked questions from university grants offices.

From multi-funder reporting to student data protection, here's what universities evaluate before moving forward.

Can Optimy handle both outgoing scholarships and incoming research grants?
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We report to multiple funders with different requirements. How does Optimy handle that?
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How does Optimy support research grant compliance audits?
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How does Optimy handle student data in scholarship programs under GDPR?
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How does implementation work for a university with multiple faculties?
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Talk to a specialist.

We'll walk you through how Optimy fits your university's grant portfolio, scholarship programs, and reporting obligations to every funder.

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GDPR compliant and ISO certified
AWS infrastructure in Europe, meeting academic data protection requirements
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Full audit trail on every action
Designed to satisfy government funder, accreditation body, and internal audit requirements
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4,000+ users globally
Including universities and research institutions across Europe and North America
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Live in 6 to 8 weeks
Onboarding structured for grants office teams, not IT departments