NON PROFITS

Community impact, Financial Performance, and Grant Reporting Accessible

WIN BACK TIME IN THE FIELD

Our suite of features makes grants management simple, centralized, and accessible. Enjoy a singular solution that allows you to quickly run reports, collect data, understand turnout, and have a continuity of access across staff changes and transitions.

Our Funder Portal can be hosted by you or GrantVantage on Microsoft Azure. Easily configure and post funding priorities and RFPs. Receive and review proposals regardless of size and complexity.

Our Post-Awards grants management software system provides grant administrative processes from award through archive.

No matter your size – whether you’re serving communities around the world or at your own back door, we make grant giving easy.

AWARD CREATION FEATURES INCLUDE:

Flexible Templates & Applications

Easy Assessment Creation & Management

Language Localization & Translation

Centralized Applicant Communication

Application & Reviewer Tracking

Individual Applicant Profile

POST-AWARD FEATURES INCLUDE:

Grantee Invoice & Document Storage

Project Performance Reports

Award Reports & Dashboards

POST-AWARD ANALYTICS

GRANT BURN RATES

Track grant balance and percentage of spend with our financial overview reports and analytics.

BUILT BY GRANT MANAGERS FOR GRANT MANAGERS

We’ve included all the features we know you need for successful and stress-free grants management:

Interactive Grant Dashboards
Grant Objective Management
Performance Measure Reporting
Grant Activity Management
Partner Management

Budget Management
Standardized Reporting
Integration with Microsoft Outlook
Close-out and Archiving of Grants
100% Cloud-based Solutions

Correspondence Repository
Workflow Engine
Document Management
Assessments
Program & Fund Management

CONFIGURE YOUR GRANTVANTAGE SOLUTION

GrantVantage is a dynamic and adaptable platform that can be designed to best suit your organizations’ needs. Below are supplementary features and add-ons that will enhance your grants management process:

MULTI FUNDER PROJECTS

For Programs & Projects with Multiple Funding Sources

Track multiple sources of funding for a single project or program. Add supplements, carryovers, reverts, and partner contributions.
Allocate funds to specific categories, such as Administrative Funds, Program Funds, and Objectives.
Organize expenses across appropriate funding sources, funders, and objectives to view comprehensive and detailed reports.

SUBRECIPIENT MANAGEMENT

Track SubRecipient Expenditures and Performance

View flexible grant and project management across a variety of hierarchical structures, including sub recipients, contracts, program offices, divisions, or departments.
Manage grant funds, project budgets, objectives, performance measures, activities and data.
Access a top-down view of all activities, KPI’s, and financials, while sharing data across organizational units.

FINANCIAL IMPORT

For Simple Financial Integration Across Platforms

Import expenses from excel or other financial systems directly into GrantVantage.
Easily map transaction data to the GrantVantage system for posting to the appropriate budget and budget category.
Grantees and Subrecipients can push summary updates of existing transactions into GrantVantage.

INVOICES, DRAWDOWNS, & REIMBURSEMENTS

For Comprehensive Financial Scheduling & Payment

Manage all incoming and outgoing payments based on actual project performance.
Seamlessly manage invoices, scheduled drawdowns, disbursements, and reimbursements.
Generate detailed transaction summaries and other financial reports.

RECIPIENT RISK ASSESSMENTS

For Analyzing Risk & Identifying Areas to Monitor

Assess grantee or sub-recipient risk and identify weaknesses to be monitored
Create online or on-site assessments to track recipient compliance
Note improvements and setbacks with customizable Correct Action Plans

MULTI-CURRENCY MANAGEMENT

For International and Multi-Funder Projects

Manage multiple project currencies across the same grant program or grant project.
Track currencies and sources of funding by country place of performance.
Keep accurate records for reporting and funder billing.

ADVANCED REPORTING

For Powerful Insights into Performance and Financial Data

Aggregate portfolio reports with advanced dashboards to display financial and programmatic data.
Analyze financial data and program spending by revenue source, understand project burn rates, and global project engagement.
Compile financial overview reports including: Cash Match, GIK, CFDA, SEFA with portfolio views of spending by GL code or budget category.

INTEGRATIONS

GrantVantage integrates with many existing and widely-used financial management systems, so you don’t have to change how you’re currently managing any of your back-office processes or systems. Our integration team will ensure a smooth flow of data in and out of your GrantVantage system.

DIGITAL TRANSFORMATION

Engage Funding
Sources

Empower Managers &
Administrators

Optimize Operations &
Performance

Transform Services,
Processes, and Impact

A SEAMLESS TRANSITION

To integrate every client’s unique processes and procedures, we offer the following personalized New Client Configuration Process:

MAPPING

When transitioning to a grants management software system, users want to know their unique processes and procedures can be accommodated. To ensure a smooth transition, the GrantVantage team will document and map your requirements through a few short meetings with your grant, program, and financial staff. To support the mapping process, we will also review grant and program documentation, discuss data collection, reporting and compliance requirements with you. The results from the mapping process will inform the configuration of your new grants management system.

TECH SUPPORT

GrantVantage provides a variety of primary and subrecipient user support services. We offer online training, user webinars, a customize comprehensive Learning Management System with videos and downloadable content to guide your new users, and an integrated 24-7 Helpdesk with ticketing, videos, articles, FAQ, and live technical support. Access support from your user dashboard in GrantVantage.

BUILT ON MICROSOFT CLOUD TECHNOLOGY

As the cornerstone of cloud computing Microsoft provides the highest security from the ground up, backed by industry experts, and proactive compliance trusted by enterprises, governments, non-profits, and startups globally. Leveraging Microsoft Azure, GrantVantage provides hyperscale databases to deliver our application to meet an organization’s workload before it is realized. With more the $1 billion in research and development, 3,500 security experts monitoring to safeguard your data, and over 90 compliance offerings, Azure is the cloud to trust.

BUILT ON A WORLD-CLASS PLATFORM

Accelerate your organizations growth and efficiency with connected business applications. Built on Microsoft Dynamics 365, GrantVantage natively integrates with Microsoft Office 365 environments to provide seamless functionality with Outlook, Teams, and Active Directory. This industry leading CRM platform provide the tools to scale, monitor, and report effectively and easily on every aspect of grants management. Leveraging Microsoft Dynamics 365 GrantVantage can provide a cloud managed grants management software system with the highest security standards in the world.