Step 1
Upload your data and set permissions.
Admins load the current fund file and decide which users can see which units and tools.
Philanthropic fund intelligence
Navigate fund purpose, balance, and donor intent with clarity.
FundNav helps advancement, stewardship, foundation, scholarship, and budget teams query gift agreement language, review fund activity, match scholarships, extract agreement text, and draft new agreements in the style your institution already uses without waiting on a CRM or ERP integration.
Purpose
Query agreement language
Draft
Match current style and language
Access
Segment by org, unit, and role
Setup
Start with secure uploads
Step 2
Users log in to their toolkit.
Each person sees the funds, balances, and modules assigned to them.
Step 3
There is no step 3.
No ERP integration, no long implementation cycle, and no extra module maze.
Platform modules
A modular workspace for fund decisions.
Start with the tools your office needs now, then expand module access by role as workflows mature.
Query
Purpose questions
Ask whether accessible funds can support a need and see the rationale, balance, unit, and purpose language.
Audit
Repeatable fund review
Scan fund language against a specific restriction, stewardship theme, spend purpose, or policy question.
Match
Scholarship matching
Compare student attributes to scholarship language and available balances, then export the results.
Review
Balance utilization
Use a consistent multi-year framework to identify funds where spending may not be keeping pace.
Extract
Agreement extraction
Convert readable agreement PDFs into clean text and Word exports for review, cleanup, or reuse.
Draft
Agreement drafting
Draft new agreements from prior examples so language follows your institution's current style, structure, and preferred terms.
Workspace preview
Tools organized around the fund decision.
End users see only the funds and modules assigned to them. Admins manage data refreshes, units, and access from the same product environment.
Approach
Fund workflows, not disconnected utilities.
The product is modular, but the work stays connected: purpose interpretation, audit, scholarship matching, balance review, extraction, drafting, and administration all sit in the same controlled environment.
Purpose clarity
Ask the question the way a person would ask it.
FundNav reviews the fund purpose language, balance, unit, and selected fund universe, then returns a decision-support answer with the exact rationale behind each recommendation.
Scholarship workflows
Match student attributes to scholarship language and balances.
Upload a flexible student template, exclude funds when needed, and export results in the format that supports the work in front of you.
Agreements
Move agreement work into the same controlled workspace.
Extract readable PDF agreement text, convert it to Word, and use prior examples to draft new agreement language for human review.
Why FundNav
One platform for the recurring fund questions that do not fit neatly anywhere else.
FundNav is built for the fund questions that slow teams down: what can be used, who can see it, what needs review, and how agreement work moves forward. Upload a structured file, set access, and give users a practical toolkit the same day without waiting on a CRM or ERP integration.
Modules
Every tool included
FundNav is meant to be a toolbox. Access is managed by role, unit, and active user tier, not by buying one module at a time.
Data model
Current-state uploads
Start with structured files and admin-controlled refreshes. You can pilot fund intelligence without waiting for a CRM or ERP integration.
Origin
Built from the work
The product reflects the daily problems of fund purpose, stewardship, scholarship criteria, agreement language, and access control.
Access
Designed for different office sizes
Small teams can start quickly. Larger institutions can segment users by organization, unit, role, and feature access.
Contact FundNav
Ask about fit, access, or rollout.
Send a note if you want to talk through whether FundNav fits your institution, see the product, or ask a specific question about setup. FundNav will follow up by email.
Every module is included. Access scales by active user tier and can be controlled by organization, role, unit, and module.