Draft the grant, impact or ESG reporting plan from the diligence you already have, agree it on the onboarding call, and let every quarterly result stay attached to the indicator it answers — so a portfolio question has an answer that names its sources.
The diligence that justified the investment is handed over as a folder. The impact plan gets written from scratch in a document. Every grantee ends up with a bespoke survey, a different indicator set, and a quarter that may or may not arrive. Then a donor asks one question across the whole portfolio — and three people spend two weeks assembling an answer nobody can trace.
One grantee, four moves. The diligence becomes a draft, the draft becomes an agreement, the agreement becomes the thing that collects itself.
The application, diligence memo, baseline survey, site-visit notes and attachments come across as connected evidence attached to the grantee — not a folder someone has to re-read before every call.
Sopact reads the inherited evidence and proposes a theory of change and a short list of candidate indicators. Each one arrives with the passage it came from, so the conversation starts from evidence instead of a blank annex.
On the onboarding call the plan is changed in the open: one candidate dropped, two added by the grantee, cadence set per indicator. What gets contracted is a bilateral agreement, and the record shows who asked for what.
Each grantee's contracted indicators become their collection form on their cadence. Every submitted quarter attaches to the indicator it answers, so the number and its evidence never separate again.
Every grantee has their own contracted indicator set and their own cadence — that is the whole point of agreeing plans individually. What they share is a single board showing which quarters have landed, which are open, and which have quietly gone missing.
Because every quarterly figure is still attached to the indicator and the grantee it came from, a cross-portfolio question resolves into a number you can defend — and open. Move between the grantee, the portfolio and the donor view without reassembling the evidence for each one.
Sopact reads the inherited evidence, proposes candidate indicators with their sources, collects each grantee on their agreed cadence, and keeps every figure attached to its submission. What the plan should contain, when to chase, and what a donor is told stays with your team and your grantee.
We will show how their diligence could become a drafted plan, an agreed contract annex, and a quarterly collection that answers your donor — for one grantee first, then the portfolio behind them.
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