Grant management software
for UK foundations
Custodian.

The entire grant lifecycle, for the whole foundation team.

Custodian grant management dashboard showing round budgets, payments due and reports expected for a charitable foundation
One system from assessment to impact Your own forms, no migration Audit-ready by default Grant data stored in the UK

Applications

Submissions scored and assessed for due diligence by AI.

Partnerships

Sourced grantees screened by AI for alignment and due diligence.

Trustee voting

AI brief lets trustees read, comment and vote in one view.

Finance

Payments tracked, bank details verified, balances and budgets reconciled.

Reporting

Reports assessed by AI, schedules tracked and overdue submissions flagged.

Portfolio insight

Impact mapped against themes, deprivation and geographic reach.

AI runs through all stages

AI shows its reasoning as it reads, scores, summarises and checks. Final decisions remain with your team.

Audit-ready by default

Every decision, payment and report leaves a timestamped trail, for best practice governance and regulatory compliance.

Designed with foundations

Designed by a foundation CEO and trustee with 20 years’ experience, built by a leading cyber security engineer, developed with national foundations.

Industry expertise

Human experience, superhuman capabilities.

Custodian uses AI models that are guided by decades of industry experience, then tuned by AI engineers so your team can make better-informed grant decisions.

The challenge

Grant makers are facing application overwhelm.

Need is rising. Most grant management still runs on spreadsheets, inboxes and disconnected systems. Intake is fragmented, due diligence is manual, board papers are built from scratch, and impact is hard to capture.

One connected system

From application to impact.

Custodian is one intelligent grant management layer across the whole grant lifecycle.

Everyone on the team works in the same place, whether they sit in grants, finance, reporting, compliance or on the board. All data is centralised, so each person sees the foundation's full picture: every workflow, every activity stream and the whole of its operation.

Grant applications list with programme, status, AI score and due diligence checks for each organisation
Assessment

Grant assessment and due diligence

Inbound applications, expressions of interest and sourced partnerships are assessed by AI, with due diligence performed on each.

How assessment works →
Sourcing

Proactive grantmaking and sourcing partners

Search for partners or let Custodian suggest organisations that match your giving strategy or funding patterns. A partner you find goes through the same checks and assessment as any application.

More on finding partners →
Decisions

Trustee voting

Trustees read, comment and vote on shortlisted funding proposals in one view, and applicants are told the outcome directly from the system.

Payments and reporting

Payments, reports and the awards ledger

Payments are scheduled and budgets reconciled, with due and late items highlighted. Reports are assessed by AI against the outcomes you intended. Every award sits in one searchable register, published to 360Giving automatically.

Portfolio insight

See your giving whole, for the first time.

A live view of your whole portfolio by programme, theme, location, period and deprivation (using the Indices of Multiple Deprivation), with the impact your grantees report shown alongside the financials.

Read more about portfolio insight →
Custodian portfolio insight: total committed, impact and deprivation reach, giving by programme and theme, and a map of giving by area
Ask Custodian

Ask your funding portfolio anything.

Ask Custodian any question about your funding portfolio, patterns and trends, and get an intelligent answer back. It goes beyond the facts of what you have funded, with insight into how you could strengthen your approach and advance your giving priorities.

Try asking Custodian

“Using our portfolio, outcomes and deprivation data, identify our biggest opportunities to strengthen our strategy. For each, recommend what to evolve going forward and the impact it could have. Draw on wider sector practice and the landscape of need where relevant."

Ask Custodian answering which programme has the lowest cost per beneficiary, with a table of committed money, impact and cost per unit
Switching

Your complete funding picture in one view.

Most foundations come to Custodian mid-flow, with live grants, a form applicants already know and years of history. We're built for that.

Your forms. No migration.

Keep the application form your applicants already know. Custodian connects to Typeform, Formstack, Gravity Forms and any other form service by webhook or API, and reads every submission into one consistent application record.

Your entire funding history, live from day one.

Bring your funding history with you. Custodian supports you through onboarding, free of charge, so your active and completed awards, with their payments, reporting, grant purpose and impact measurement, are live in the system from the day you start.

Trust by design

Built for the standards foundations answer to.

A permanent audit trail records every decision, vote, payment and edit, with who made it and when, and is searchable and exportable.

AI is a starting point, not a decision. It shows its reasoning, and people make every shortlisting, voting and award decision. See how our AI is governed.

Read the full security and data answers in the FAQ.

Residency

Data stored in the UK.

Registered

Registered with the ICO.

Model training

Never used to train AI.

Yours to take with you

On leaving, your data is returned and deleted within 30 days.

Better decisions. Fairer funding. Greater impact.

Grant management software for foundations that want to be better funders, not just faster ones.

Book a demo