Custodian

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Custodian

The entire grant lifecycle for the whole foundation team.

Applications
Inbound applications land in one queue — eligibility, due diligence and AI scoring handled as they arrive, with the AI's working shown for every score.
Partnerships
For foundations sourcing grantees, prospective partners are logged, with eligibility, alignment and due diligence performed by AI.
Trustee voting
Proposals, shortlists and board papers in one place. Trustees read, vote and comment in a single view, with AI summaries distilling each proposal to its essentials.
Reporting
Grantee submissions are assessed with AI and tracked against schedule, with overdue reports flagged automatically.
Finance
Payment schedules run end to end, with every approval and regulatory step logged. Grantee bank details are validated, and any inconsistencies flagged. Giving budgets are reconciled with balances.
Portfolio insight
Outcomes, themes and impact measured across the entire giving portfolio — mapped against deprivation indices and geographic reach.

AI runs through all stages. It 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 complete, timestamped trail — so compliance checks, board scrutiny and regulator requests are answered from a single source of truth.

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

Custodian is invite-only. Your administrator can send you an invitation.