New webinar on 3rd March 2026 | 9:00 am PT
In this webinar, discover how Sopact Sense revolutionizes data collection and analysis.
A survey is a snapshot. Sopact runs the workflow underneath. Read any data type on arrival, carry one record across every cycle. Book a 60-min walkthrough.
You have one too. Application review, selection, mid-cycle check-in, outcome reporting, follow-up. The cycle that turns data into decisions. Today most of it lives in someone's head, on someone's laptop, in fragments nobody can repeat.
Sopact treats the workflow itself as the unit. Bring in any data type. Forms, documents, files, interviews. Read it the moment it arrives. Iterate on small samples. Build the cycle that fits how you already work.
Software usually gives you a fixed feature menu and asks you to fit. Sopact gives you a small set of parts. Ways to bring data in. Ways to read it. Ways to iterate until the rubric works. You compose the workflow that fits.
Snapshot data was capped at what fits in a form field. Decision data starts with everything you collect, structured or not.
AI now reads structured and unstructured data together. The cleanup step that used to take two days happens at upload.
Don't configure for a year before launching. Start with ten records, adjust the rubric, re-run. Compose the workflow when you trust it.
A workflow has stages. Each stage adds new data: a document, a survey, a check-in, a file. The record carries all of it forward, scored and connected, ready for the next decision. By follow-up time, year three already knows what the application said.
Year three already knows what the application said. Year five already knows what year three said. The record is the workflow.
AI does different work at different scales. The Suite names what's running where, so you can see what's reading your data and when. The first two layers run the moment data arrives. The other two run across every record at once.
Single-field analysis on one open-text answer or one file upload, scored against a rubric the program owner defines.
Multi-field analysis per record, combining several Cell outputs plus structured answers into a single reviewer-ready synthesis.
Cross-record analysis on one or more fields. Theme extraction, sentiment trends, indicator computation across the full dataset.
Full dataset analysis across every record and every field. Portfolio dashboards, funder reports, cohort comparison, all from the same data layer.
Impact Portfolio Intelligence sits over two recurring shapes. Some workflows run on individual people: applicants, students, trainees, alumni. Others run on organizations: investees, grantees, suppliers, cohort companies. The architecture is the same. The configuration is yours.
Where the unit of relationship is a person. One record per applicant, student, trainee, employee, or alumnus, getting richer as they move through the cycle.
Forms, documents, recommendations, scoring. AI reads every applicant against your rubric on submission.
Application through award through annual outcome reporting. Same record across every cycle.
Pre-program baseline, mid-cycle reflection, post-program outcome, follow-up at six and twelve months.
Mixed-method surveys with open-ended scoring at the moment of submission. The cleanup tax goes away.
Submission, multi-judge scoring, AI-assisted shortlisting, transparent reasoning trail.
Same person across multiple cycles, even when emails change and names get spelled differently. No manual matching.
Where the unit of relationship is an organization. One record per investee, grantee, supplier, or cohort company, carrying every reporting cycle forward.
From due diligence document review through quarterly indicator collection through exit reporting. One record per investee.
Portfolio dashboard for fund managers. Every indicator by every investee by every period, LP-ready.
RFP review with AI document extraction, grantee selection, quarterly reporting, IRS-ready output.
Materiality analysis, supplier disclosure, framework alignment. Document AI reads 50-page reports automatically.
Multi-cohort accelerator tracking. Comparison views built in. Year three benchmarked against year one automatically.
Grants, scholarships, awards, accelerators in one record chain. The grantee, their employees, and their beneficiaries share one ID.
Survey tools collect. Application platforms intake. Bundled platforms wrap workflow modules around a CRM. None of them treat the workflow itself as the unit. Sopact does.
Capability
Survey tools
SurveyMonkey, Qualtrics, Typeform
Application platforms
Submittable, WizeHive, Award Force
Bundled platforms
Bonterra, Blackbaud
Sopact Sense
Impact Portfolio Intelligence
Different organizations. Different cycles. Different reporting demands. Multi-cycle outcome at scale · public-company CDFI · multi-year individual stakeholder tracking. All running on the same data layer.
Public-company CDFICapital deploymentLP & regulator reporting
YoY increase in environmental and social loans, with the impact reporting infrastructure to defend it.
Crossroads needed portfolio reporting that could stand up to public-company scrutiny. They moved from quarterly cleanup spreadsheets to a workflow where every investee carries its own record forward, every quarter, with AI reading the documents that come in.
"Sopact Sense gave us the architecture to actually report what we already do."
Crossroads Impact Corp · impact team
Multi-cycle programMultilingualSupply chain intelligence
Connected outcome data across multiple program years and supplier touchpoints, in multiple languages.
Food4Education runs a multi-stage program with intake, mid-cycle, and outcome touchpoints, plus an emerging supplier-side workflow for kitchen waste collection. Sopact carries the same record across every touchpoint, in the language each respondent speaks.
"The intelligence layer means we get results without waiting for the analyst."
Food4Education · program team
Multi-year youth programTight nonprofit budgetFunder advocacy
Individual youth tracked across the full program arc, with outcome reporting that funders fund.
Boys to Men Tucson had no budget for an enterprise platform but every reason to need one. The connected record let them follow each young person across years, surface real outcomes, and present them to funders in a form that secured continued investment in measurement infrastructure itself.
"The case to fund what we do became a lot easier when the data finally connected."
Boys to Men Tucson · program leadership
Most of what people ask after a demo. If something here isn't covered, the demo itself usually answers it.
What is Sopact Sense in plain language?
A platform that runs the workflow connecting your data to your decisions. You collect data of any type. AI reads it on arrival. The same record carries forward across every cycle. You compose the workflow that fits how you already work.
How is this different from a survey tool?
A survey is one moment in time. A survey tool collects that moment and stops. Sopact treats the workflow as the unit. The survey is one stage. The application document was an earlier stage. The follow-up audio is a later one. They all land in the same record, scored, connected.
Do I need to replace my existing system?
Often no. Sopact is the intelligence layer, not the CRM. It connects to Salesforce, HubSpot, Affinity, QuickBooks, Snowflake, and others. The data layer underneath your existing workflow stays where it is. We add the analysis, the connected record, and the workflow on top.
How long does implementation take?
We start by running ten records through your rubric. That takes a day or two. From there, you iterate the rubric, run another small batch, and promote when it works. Most teams have their first decision-ready output within a week. Full workflow build-out usually lands inside a quarter.
How does AI analysis work on documents and open-ended answers?
You write the rubric. The program owner, not an analyst. AI reads the document or the open-ended answer at the moment of upload, scores it against your rubric, and shows the reasoning. The output lands in a column inside the same record. You can review, adjust, re-run.
Who owns the data and the AI prompts?
You do. The data is yours. The rubric is yours. The prompts are yours. We don't train on your data. Export at any time. The platform is the layer; the content stays with you.
Demo length
60 minutes, focused on your workflow
What you'll see
Your rubric. Your data type. Live.
What it costs
Zero. The 60 minutes is the demo.
Send us one resume, one essay, one investee report, one open-ended survey. We'll run it through your rubric live, in the platform. You'll see the architecture working on data you actually have.
