FOR INSTITUTIONAL FUNDERS & FOUNDATIONS

Systemic Risk Intelligence.

You can't manage a $50 Million portfolio on point-in-time annual audits alone. Review structural financial health, leadership changes, and compensation patterns across your grantee portfolio.

Custom pricing starting at $999/month.

Portfolio Watchlist

Upload your entire grantee list and receive automated alerts when a grantee's algorithmic financial health score shifts or when key leadership changes are detected in IRS filings.

Resource Divergence Detection

Get pinged immediately if an organization in your portfolio enters a "Compensation Escalation Cycle" (e.g., institutional revenue drops 20% but executive compensation rises 15%).

Enterprise Data Packaging

Scope exports, portfolio files, and integration-ready data packages for review alongside Fluxx, Submittable, Salesforce, or your internal diligence workflow.

BEYOND THE ANNUAL AUDIT

Don't Be the Last to Know.

By the time a struggling nonprofit files their public audit, the damage may already be visible elsewhere. Our trajectory engine highlights patterns such as structural deficits and governance lag so your foundation can review capacity-building needs earlier.

Remove the guesswork from your grant review process. Provide your program officers with an objective, algorithmic baseline for every arts organization in the country.

DATA PACKAGE PREVIEW
{
  "grantee_ein": "12-3456789",
  "status": "AT-RISK",
  "alert": "RESOURCE_DIVERGENCE",
  "details": {
    "revenue_yoy": "-14.2%",
    "exec_comp_yoy": "+8.5%"
  },
  "recommendation": "Require Board Fiduciary Audit"
}
        

Request a Portfolio Audit

Tell us about your portfolio and we'll follow up within one business day.