Instrumentl Features
Proposal Management (5)
Form Building
Includes tools for grantmakers to build RFPs and assign questions for grantseekers to answer.
Review Tools
Flags errors before submission or allows grantmakers to provide internal feedback on submissions.
Grantee Portal
Provides a secure portal for grantees to manage past and current proposals, progress reports, and communications.
Attachments
Stores all required attachments for grant proposals, such as 501c3 determination letters, resumes, or board lists.
Task Management
Supports task and deadline tracking for grant-related actions; allows role-based access to be established.
Fund Tracking (3)
Disbursements
Manages payment schedules for awarded grants.
Grant Allocations
Tracks grant budgets to ensure expenditures are not exceeding established limits.
Email Notifications
Generates email alerts for grantees as funds are awarded and disbursed.
Impact & Outcomes (1)
Dashboards
Allows users to customize the data they can view at-a-glance.
Grant Prospecting (2)
Funder Lists
Searches for open RFP opportunities based on grantseekers' identified focus areas and location.
Automated Responses
Stores and auto-populates common answers for standard application questions.
Compliance (2)
Eligibility Screening
Identifies if grantseekers are in compliance with all mandated requirements prior to being considered for grants.
Auditing
Supports specific report types to assist with fund audits; assists with planning site visits for grantees.
Integrations (1)
Donor Management
Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors.




