Find what fits
Turn a broad funding landscape into a verified, organization-specific pipeline.
Funding intelligence. Organized for action.
Your funding work belongs in one place.
FundBoard brings funding discovery, verification, project matching, applications, deadlines, and decisions into one private operating system.
Organization-isolated workspacesReal application recordsBuilt for advisors and teams
FundBoard / PortfolioLive
Active funding pipelineVerified opportunitiesOne view across organizations, projects, and applications.
Needs reviewInbox
Next actionsDeadlines
Client viewControlled
ResearchOpenAI + Gemini
Built around the work
Less searching. More decisions.
Move work forward
Keep deadlines, projects, owners, applications, and next actions together.
Protect the work
Separate each organization’s records while giving an advisor one portfolio view.
Memberships
A workspace that matches how you work.
Start with the access model that fits your role. Your private advisor view can manage multiple organization workspaces without combining their confidential records.
FundBoard
Advisor workspace
For consultants and funding leads managing multiple organizations.
IncludesPortfolio view · organization workspaces · private notes · research inbox
Access workspace ↗FundBoard
Organization workspace
For a team that needs one clear place to manage its funding plan.
IncludesOpportunities · projects · applications · deadlines · shared notes
Access workspace ↗FundBoard
Partner access
For clients and collaborators who need a controlled view of the work.
IncludesOrganization-only access · read-only shares · optional editor permissions
Access workspace ↗Ready when the work is
Bring the next funding decision into focus.
FundBoard keeps the intelligence, the application, and the next action connected.
Open FundBoard