

We support the practical backbone of a fund secretariat: structured handling of documents, submissions, correspondence, and decision records, so information is easy to find, actions are tracked, and governance is supported by a reliable audit trail.
Typical use cases
What this enables
When funds are created or adapted for a specific purpose, teams need clarity on roles, approvals, and compliance steps. We support the workflow side of this work: drafting, review cycles, approvals, role-based access, and controlled documentation—so governance arrangements and operational processes are easy to execute in practice.
Typical use cases
What this enables
For many pooled funds, the operational peak is the allocation cycle: calls for proposals, eligibility checks, appraisal, approvals, contracting steps, milestones, and follow-up. We support end-to-end workflow management with transparent status tracking and consistent records at every stage.
Typical use cases
What this enables
Pooled funds must demonstrate results for the SDGs while meeting stakeholder expectations for transparency and accountability. We support results-based management (RBM) and monitoring, evaluation & learning (MEL) workflows with structured data capture, progress updates, and consolidated reporting outputs.
Typical use cases
What this enables
Supported by role-based access, document control, and traceability across the lifecycle.
To help funds stay focused on outcomes—not just activities—we support:

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Bring one real workflow (e.g., concept note intake, allocation decisions, or annual reporting). We’ll show how an end-to-end process can work with stronger transparency and lower administrative burden.