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Digital backbone for pooled funds

Support for secretariat workflows, governance, calls for proposals, grant lifecycle management, and RBM reporting
Designed to support transparent fund management, strong governance, and partner accountability, aligned with UN pooled funding ways of working

Supporting pooled funds and joint programmes in practice

For teams supporting Multi-Partner Trust Funds / pooled funds, including Administrative Agent-facing operations, fund secretariats, program managers, and reporting teams coordinating across partners and stakeholders.
Secretariat & fund administration – Keep fund operations running smoothly with clear ownership, controlled records, and full traceability.
Fund establishment, governance & compliance workflows – Set up fund windows with approvals, roles, and control points embedded from day one.
Programming & allocations – Run allocation rounds end-to-end, from intake and appraisal to decisions, monitoring, and portfolio view.
RBM, MEL, analytics & reporting (BI) – Make reporting less painful, and improve decision-making between reporting cycles.
To mænd diskuterer et emne hvor  den ene bruger en iPad og en blyant til at forklare.
Fund Secretariat

Secretariat & fund administration

Run day-to-day fund operations with consistent records and clear ownership.

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

  • Document control for governance meetings (packs, versions, approvals)
  • Handling official correspondence and stakeholder inquiries with clear routing
  • Action tracking and decision registers across meetings and allocation rounds

What this enables

  • Predictable secretariat operations
  • Better continuity across staff changes
  • Traceability for internal controls and audits
Fund Governance & Compliance

Fund establishment, governance architecture & compliance-ready workflows

Stand up a fund window or instrument with governance and control “baked in”.

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

  • Governance documentation workflows (ToR / procedures / operational checklists)
  • Role-based approvals and segregation of duties in key steps
  • Controlled logs for changes to policies, templates, and process documentation

What this enables

  • Faster mobilization of a new window while keeping control points intact
  • Less reliance on informal tracking and individual inboxes
Programme & Allocation Management

Programming & allocations: calls for proposals, grant lifecycle & portfolio oversight

Manage a “living fund” from intake to delivery, across one-off and recurring rounds.

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

  • Calls for proposals / solicitations and structured intake (concept notes/proposals)
  • Eligibility checks, technical appraisal workflows, and committee decisions
  • Milestones, deliverables, payment schedules, and portfolio overviews
  • Multi-round allocation management for recurring windows

What this enables

  • Reduced transaction costs across cycles
  • Clear visibility for secretariat leadership and governance bodies
  • Better consistency across funding rounds
Results, Monitoring & Reporting

RBM, MEL, analytics & reporting (BI)

Make reporting less painful, and improve decision-making between reporting cycles.

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

  • Results frameworks (outputs/outcomes), indicators, baselines/targets, progress updates
  • Dashboards for portfolio oversight, risk/issue tracking, and delivery performance
  • Consolidated reporting packs for partners and internal management needs

What this enables

  • Faster, more reliable reporting with fewer manual merges
  • Better “line of sight” from allocations to SDG-linked results
How it works

An end to end pooled-fund workflow


  1. Design & set-up (governance, roles, workflows, templates)
  2. Intake & eligibility (submissions, routing, completeness checks)
  3. Assessment & decisions (technical review, committee decisions, records)
  4. Implementation & monitoring (milestones, updates, risks/issues)
  5. Results & reporting (RBM/MEL, consolidated reporting and dashboards)

Supported by role-based access, document control, and traceability across the lifecycle.

Supporting delivery and accountability for the SDGs


To help funds stay focused on outcomes—not just activities—we support:

  • Mapping initiatives to SDGs and strategic results frameworks
  • Tracking progress against indicators, baselines, and targets
  • Consolidating contributions and progress across implementing partners
  • Producing reporting-ready outputs that support transparency and decision-making

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What teams typically value

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Executable governance
Clear roles, approvals, and decision steps embedded in everyday workflows.
Full traceability
End-to-end audit trail: submissions, reviews, decisions, follow-up, and supporting records.
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Lower cycle costs
Reusable templates and workflows reduce coordination, rework, and cycle time each round.
Stronger RBM/MEL
Structured data capture enables faster reporting and more reliable portfolio insights.
See how it works

Map your fund workflow in 30 minutes

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.

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