Custodian.

Inbound applications arrive in one clean, readable view. AI performs first-pass due diligence as they land, drawing on integrated UK data sources such as the Charity Commission, Companies House, OSCR and 360Giving, alongside the applicant's wider web presence.

Inconsistencies and considerations are flagged, such as limited delivery track record, financial-health concerns and budget irregularities.

Each application is then assessed and ranked against the fund's own criteria, held in the platform as a living strategy document, giving your team an evidence-based starting point rather than a blank page. Human review and commentary sit alongside the automated assessment, and the AI adapts to the fund's approach over time.

Not all giving begins with an application. Sourced partners are logged, invited to submit an expression of interest, and carried through the same eligibility, due diligence and scoring as inbound applications — so proactive funding meets the same standard.

Board papers are shown in one place. Shortlisted opportunities are summarised by AI, along with its scoring, team commentary, due diligence findings and reference links. Trustees read, comment and vote in a single view, no inboxes, no paperwork, and every question, answer and decision is recorded against the trustee and held in the audit trail.

Grant award notifications and compliance guidance are issued to grantees directly through Custodian. Payment schedules are tracked, and overdue instalments are flagged. Bank-detail verification is automatic, and balances are reconciled against budgets. Every approval and regulatory step is logged for best-practice governance.

Every grant's reporting schedule is tracked in one place, with overdue submissions highlighted automatically. As each report arrives, AI reads it against the original application, comparing activities, spend, timelines and intended outcomes, surfacing where delivery and milestones diverge.

Every user sees a curated, permission-based view of the activity relevant to them. Operations, finance and trustees each work from the same live record, from the angle their role requires.