Grant Intelligence
Sopact Sense reviews every application against your rubric, builds the Logic Model at interview, and tracks every outcome commitment automatically — so your Program Officers spend time on decisions, not data entry.
See it with your grant portfolio →80%
Less review time — applications scored with citation trails
100%
Logic Model auto-built at interview — not notes in a Google Doc
6
Intelligence reports per grant cycle — generated automatically
0
Separate reporting projects to show your board what the grant produced
Your current grant review folder
📁
2025 Spring Cycle / Applications
347 new
📄
CommunityBridge_LOI_narrative_v2.pdf
12 pages
📊
Youth_Alliance_Budget_2025.xlsx
Pending
📁
Active Grants / Q3 Check-Ins
8 late
📄
RE: missing progress report — follow up
3 days ago
📋
Reviewer_Scoring_Matrix_FINAL_v4.xlsx
Conflicts
347
applications. 5 reviewers. Board meets in 3 weeks. 6 progress reports still missing.
The real problem
Every grant cycle generates hundreds of documents — LOIs, proposals, budgets, progress reports — none designed to connect to each other or to the outcomes they promised.
Your current grant review week
Week 1 — 347 applications land. 5 reviewers. 30 days to read. Each reviewer scores differently. Nobody reads all attachments.
Week 2–3 — Reviewer #3 is scoring 15% higher than Reviewer #1. Nobody notices. Bias creeps in. No calibration. No citation trail.
Month 3 — Grantee interviews generate notes in a Google Doc. Context dies. No Logic Model. No shared vocabulary.
Month 9 — Board asks: "What did this grant produce?" You start a separate reporting project from fragments across three systems.
With Sopact Grant Intelligence
All 347 applications scored overnight. Every page of every attachment read. Budget inconsistencies flagged in 23 applications.
Top 40 applicants identified with citation trails complete. Borderline cases flagged for human review. Reviewers focus on the 97 that need judgment.
Bias alert — Reviewer #3 scoring 15% above mean. Community Health cohort scores significantly higher from one reviewer. Calibration recommended.
All 347 applications scored. Zero unread. Board selection meeting ready.
📥
Week 1 — Applications close
347 applications land. 5 reviewers. 30 days to read.
Each reviewer scores differently. Nobody reads all attachments. Rubric interpretation varies by person, by day, by fatigue level.
📖
Week 2–3 — Review gauntlet
Reviewer #3 is scoring 15% higher than Reviewer #1. Nobody notices.
Bias creeps in. Geography, writing quality, and narrative style influence scores more than outcomes. No calibration. No citation trail.
📋
Month 3 — Awards made
Grantee interviews generate notes. The notes go into a Google Doc. Context dies.
What the grantee committed to at interview is disconnected from what they report 6 months later. Nobody remembers the gaps. No Logic Model. No shared vocabulary.
⚠️
Month 9 — Board meeting
Board asks: “What did this grant actually produce?” You start a separate reporting project.
Progress reports exist. Nobody has read all of them in sequence. You’re building a board deck by hand from fragments across three systems.
✓
With Sopact
All of the above — handled before you open your laptop.
Applications scored overnight. Logic Model built at interview. Progress tracked against commitments. Board report generated automatically.
GMS / Spring 2025 Cycle
📁
Youth Development — 89 applications
412 files
41 unread
📁
Community Health — 134 applications
580 files
Scoring
📁
Education Equity — 72 applications
310 files
Reviewed
📁
Climate Resilience — 52 applications
215 files
Not started
347
applications across 4 program areas. Board selection meeting is in 3 weeks.
Sopact — Grant Intelligence
● Live · Updated 4 min ago
🔍
Bias alert — Reviewer #3 scoring 15% above mean
Community Health cohort scores significantly higher from one reviewer. Calibration recommended before final rankings.
Just now
📈
Top 40 applicants identified — citation trails complete
Borderline cases flagged for human review. 210 clear non-advances surfaced. Reviewers can focus on the 97 that need judgment.
2 hrs ago
📋
All 347 applications scored overnight
Every page of every attachment read. Budget inconsistencies flagged in 23 applications. Logic Model gaps identified in 67.
6 hrs ago
All 347 applications scored. Zero unread. Board selection meeting ready.
How Sopact works for grantmakers
Three phases that compound on each other. Every stage inherits everything from the stage before.
01
Score every application against your rubric. In hours, not weeks.
Traditional review means 500 applications, 5 reviewers, 30 days of reading narratives. Sopact reads every submission — all pages, all attachments — scores against your rubric with citation trails, and surfaces only the ones that merit human review.
LOIs & proposals
LOIs & proposals
Budgets
Budgets
Rubric scoring
Rubric scoring
Citation trails
Citation trails
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Bias detection
Inconsistency flags
Inconsistency flags
Input
Applications + supporting docs
↓
02
Every interview builds a Logic Model. Not notes in a Google Doc.
After selection, most tools go dark. Sopact carries the grantee’s application context forward — their stated outcomes, their flagged gaps, their budget questions — so your interview resolves what the application left open. What comes out is a signed Logic Model that becomes the data dictionary for everything that follows.
03
Show your board what the grant actually produced. Automatically.
Every check-in, progress report, and follow-up feeds one unified view — what you funded, what they committed to, and what your grant actually produced. Sopact reads every submission against the Logic Model commitments. Reports are generated the night the cycle closes — not assembled over three weeks.
Grant Management Skills — Embedded Expertise
Sopact embeds grant management expertise directly into the platform — rubric calibration, Logic Model methodology, outcome tracking, and bias detection. Your team doesn't need to be evaluation experts. The skills are already there.
Stage 01 Skill
Competitive Review Intelligence
Application scoring — Every page read and scored against your rubric with citation trails
Bias detection — Track scoring patterns across reviewers, demographics, geography
Inconsistency flags — Budget vs. narrative contradictions surfaced automatically
Calibration — Reviewer alignment tracked and adjustable in real-time
Skill output: Ranked applications — every finding auditable
Application scoring — Every page read and scored against your rubric with citation trails
Skill output: Ranked applications — every finding auditable
Bias detection — Track scoring patterns across reviewers, demographics, geography
Inconsistency flags — Budget vs. narrative contradictions surfaced automatically
Calibration — Reviewer alignment tracked and adjustable in real-time
Stage 02 Skill
Onboarding Intelligence
Logic Model — Built from interview + application, not a static template
Logic Model — Built from interview + application, not a static template
Outcome mapping — Activities → outputs → outcomes → impact chain documented
Outcome mapping — Activities → outputs → outcomes → impact chain documented
Shared vocabulary — Data Dictionary both parties agree to before grant starts
Shared vocabulary — Data Dictionary both parties agree to before grant starts
Commitment extraction — Every measurable promise captured and tracked
Commitment extraction — Every measurable promise captured and tracked
Skill output: Signed Logic Model — scoring template for all check-ins
Skill output: Signed Logic Model — scoring template for all check-ins
Stage 01 Skill
Competitive Review Intelligence
Stage 02 Skill
Onboarding Intelligence
Stage 03 Skill
Outcome Intelligence
Progress tracking — Every check-in scored against Logic Model commitments
Progress tracking — Every check-in scored against Logic Model commitments
Stakeholder voice — Surveys deployed to beneficiaries, AI-coded, synthesized
Stakeholder voice — Surveys deployed to beneficiaries, AI-coded, synthesized
Theme extraction — Cross-grantee patterns, sentiment, and unusual learnings
Theme extraction — Cross-grantee patterns, sentiment, and unusual learnings
Board reporting — Six reports per cycle, generated automatically
Skill output: 6 intelligence reports + board-ready narrative
Board reporting — Six reports per cycle, generated automatically
Skill output: 6 intelligence reports + board-ready narrative
Stage 03 Skill
Outcome Intelligence
Logic Model — Living, not static
Theory of Change — Built from interview
SDGs — Goal + target alignment
IRIS+ — GIIN metrics mapped
IRIS+ — GIIN metrics mapped
Equity Lens — Bias + fairness audit
Equity Lens — Bias + fairness audit
Logic Model — Living, not static
Theory of Change — Built from interview
SDGs — Goal + target alignment
Integration Layer · Your Stack Stays Intact
Your grant operations already live in Fluxx, Submittable, or SmartSimple. Sopact reads application and portfolio data from your existing systems — so every analysis is grounded in your real records. Nothing writes back.
Grant Management
Fluxx · Submittable · SmartSimple · Foundant · Benevity
CRM & Contacts
Attio · HubSpot · Salesforce NPSP · Blackbaud CRM
Grant Management
Fluxx · Submittable · SmartSimple · Foundant · Benevity
CRM & Contacts
Attio · HubSpot · Salesforce NPSP · Blackbaud CRM
Document Storage
Google Drive · SharePoint · Box · Dropbox
Document Storage
Google Drive · SharePoint · Box · Dropbox
Data Collection
Sopact Sense · Qualtrics · SurveyMonkey · Google Forms
Data Collection
Sopact Sense · Qualtrics · SurveyMonkey · Google Forms
Finance & Accounting
Sage Intacct · Blackbaud FE · QuickBooks · NetSuite
Communication
Gmail · Outlook · Slack · Google Calendar
Finance & Accounting
Sage Intacct · Blackbaud FE · QuickBooks · NetSuite
Communication
Gmail · Outlook · Slack · Google Calendar
Sopact is the intelligence layer, not another system to manage. Your GMS handles workflow. Sopact adds the analysis.
Sopact is the intelligence layer, not another system to manage. Your GMS handles workflow. Sopact adds the analysis.
Integration Layer · Your Stack Stays Intact
Your grant operations already live in Fluxx, Submittable, or SmartSimple. Sopact reads application and portfolio data from your existing systems — so every analysis is grounded in your real records. Nothing writes back.
Intelligence Outputs
Portfolio Health Report
Aggregate outcomes across all grantees and cohorts. See which cohorts are delivering, plateauing, or at risk.
Portfolio Health Report
Aggregate outcomes across all grantees and cohorts. See which cohorts are delivering, plateauing, or at risk.
Missing Data Alert
Who hasn't reported, what's incomplete, how to follow up — before a deadline becomes a problem.
Missing Data Alert
Who hasn't reported, what's incomplete, how to follow up — before a deadline becomes a problem.
Progress vs. Promise
Compare actual outcomes against what grantees committed. AI synthesizes narratives into thematic patterns.
Progress vs. Promise
Compare actual outcomes against what grantees committed. AI synthesizes narratives into thematic patterns.
Renewal Summary
Every active grantee's follow-up status in one view. Auto-generated across all check-ins.
Renewal Summary
Every active grantee's follow-up status in one view. Auto-generated across all check-ins.
Fairness Audit
Scoring patterns by reviewer, demographic, and geography. Identify where reviewer bias may have influenced decisions.
Fairness Audit
Scoring patterns by reviewer, demographic, and geography. Identify where reviewer bias may have influenced decisions.
Board Report
Executive program summary with top performers, risks, and renewal recommendations. Evidence-backed narrative generated overnight.
Board Report
Executive program summary with top performers, risks, and renewal recommendations. Evidence-backed narrative generated overnight.
Continuous Intelligence
Every cycle, Sopact gets smarter about what strong grantees look like. Your next cohort benefits from every check-in your previous one produced.
🔍
Stakeholder Intelligence
Know every grantee deeply — their complete history, commitments, and evolving outcomes.
Not just their last report. Sopact maintains a persistent grantee record from first application through multi-year renewal. Every document, every interview, every check-in feeds one unified intelligence view.
⚡
Actionable Intelligence
Turn grant data into decisions. In days, not months after reports land.
AI extracts themes across your entire portfolio — which program areas overperform, which grantees share risk patterns, where outcome evidence is strongest. Your team acts on intelligence, not assembles it.
The intelligence that never shows up in a narrative report: cross-grantee patterns, longitudinal outcome shifts, reviewer bias trajectories, and predictive signals from your own data. Traditional reporting gives you what grantees choose to tell you. Sopact reads what’s actually in the data.
Applicant
Unique ID
Persistent record
Cycle 1
Application
Scored & reviewed
Cycle 2
Renewal
Context carried forward
Cycle 3
Outcome Data
Longitudinal evidence
What makes this different
Every other tool resets at each stage — new context, new documents, new staff starting from zero. Sopact carries the full grantee record forward from first application through multi-year renewal.
5%
Stage 01 · Application Review · Beginning
30%
Stage 02 · Interview & Award · Building
65%
Stage 03 · Grant Period · Deep intel
95%
Stage 04 · Renewal + Year 2+ · Full picture
Document Intelligence
Every application read & scored → Interview synthesized with app → Progress reports read automatically → Full lifecycle narrative available
Stakeholder Voice
Not yet captured → Baseline surveys deployed → Beneficiary surveys AI-coded → Longitudinal outcome evidence
Fairness & Bias
Reviewer calibration tracked → Selection patterns analyzed → Outcome patterns by demographic → Predictive selection intelligence
Why Sopact beats the alternatives
01 — Bias Detection & Calibration
Track scoring patterns across reviewers, demographics, and geography. Sopact detects when reviewers score inconsistently and flags geographic and demographic patterns. You get a fairness audit with every cycle.
Without Sopact
Reviewer bias is invisible. Scoring inconsistencies go undetected. Writing quality influences scores more than outcomes.
02 — Program Intelligence
Aggregate grantee outcomes across cohorts by program area and geography. See which program areas produce the strongest outcomes — not which grantees write the best reports.
Without Sopact
Each grant cycle is a fresh start. No institutional memory. No cross-cohort learning. Your next cycle doesn’t benefit from the last one.
03 — Follow-Up Automation
Know who hasn’t responded, what’s missing, and when to re-engage. Missing data alerts are generated the day a check-in is due. Not discovered three weeks later when you’re building the board deck. Grantee follow-up is tracked against Logic Model commitments — not a separate spreadsheet.
Without Sopact
Six progress reports are late. Nobody noticed until the board asked for an update. The follow-up is manual, inconsistent, and always reactive.
04 — Predictive Selection
Identify application patterns that predict grantee success over time. As your portfolio grows, Sopact learns which application characteristics correlate with strong outcomes. Your selection process gets smarter every cycle — informed by your own data, not generic benchmarks.
Without Sopact
Every cycle starts from zero. No learning from past cohorts. Selection is based on narrative quality, not outcome prediction.
"
Gathering open-ended feedback was always part of our routine, yet it remained untouched — until now. Discovering automated insights was a game-changer, enabling real-time analysis that transformed how we understand our programs across all seven initiatives.
Program Intelligence Team
The King Center — Martin Luther King Jr. Center for Nonviolent Social Change
10,000+
Stakeholder voices collected & analyzed. Across 7 programs, 12 cities.
600K
Students reached and counting. Real-time outcome tracking.
Minutes
From data collection to insight. Was months of manual analysis.
Drop us one program area — applications, a progress report, whatever you have. Sopact reads it, scores it against your rubric, and shows you the intelligence it would generate across the full portfolio. No setup, no implementation, no waiting.
See it with your data →20-minute live session · Your applications, your rubric · Immediate results
