Turn a mountain of prospecting into board-ready reports.
The research is the easy half — packaging it for everyone who needs to weigh in is the grind. Grantable generates polished match reports from your prospecting, as many as the conversation needs, each shareable as a live link.
"Your ED wants a list of potential funders for the board meeting. You've done weeks of prospecting — and now face two more days squeezing it into a spreadsheet that still looks like amateur hour."
1. the packaging grind
board_report_v3.xlsx
day 2 of formattingweeks of research, two more days making it presentable — "can you make it look nicer?"
2. board-ready, generated
Funder Match Report — Q3
Why these three: geographic fit, first-time-grantee openness, award sizes matched to capacity…
fit scores, rationale, funder detail — formatted for people who've never read a 990
3. one per audience, live
for the board
the summary and the ask
for your ED
detail + recommended sequence
for the program team
what each funder cares about
links you control — expiry dates, view limits, email-restricted when needed
The old way vs. the Grantable way.
You know the old workflow. Here's how it changes.
The manual packaging grind
- 1
Stare at the research mountain
Weeks of prospecting notes, scores, and funder details — none of it presentable
- 2
Export data to a spreadsheet
Copy funder names, amounts, and notes into rows by hand
- 3
Format for readability
Headers, color-coding, merged cells — make it look professional
- 4
Write up your analysis
A cover memo explaining why you chose these funders
- 5
Version it for each audience
The board wants a summary; the program team wants detail — two more passes
- 6
Answer follow-up questions
"Why this funder? What's their giving history?" — dig up the data again
Grantable match reports
- 1
One-click report
Generate a polished report straight from your prospecting research
- 2
Professional formatting
Clean layout with fit scores, rationale, and funder details
- 3
Make as many as you need
A version for the board, one for your ED, one for the program team
- 4
Share a live link
Recipients see the report in their browser — with expiry and view limits you control
- 5
Built for non-specialists
Clear enough for board members who've never read a 990
- 6
Skip the formatting entirely
The packaging step stops being a two-day job
Reports that move decisions.
Professional funder reports your board will actually read — generated from research you already did.