The all-in-one platform to run it all
Optimy gives small, high-trust teams the infrastructure to scale their giving programs without scaling their admin burden
30%
less manual workload within 12 months of going live
15%
less time searching across spreadsheets and folders
20x
faster to make platform changes vs. legacy tools
100%
GDPR compliant, ISO certified, AWS infrastructure
When the mission grows faster than the systems
The tools that worked at €2M in annual giving stop working at €10M. Here's where teams feel the pressure most
Spreadsheets are now unmanageable
Finding information takes longer than it should
Board and family expectations are increasing
When people leave, institutional memory leaves too
Evaluation criteria shift from cycle to cycle
Compliance documentation is scattered
What changes when you replace the spreadsheets
The shift from manual processes to a purpose-built platform is significant — especially for lean teams
Applications arrive by email and are manually entered into a spreadsheet
Evaluation criteria re-created from scratch each grant cycle
Annual report requires weeks of aggregating data from multiple files
Applications collected through a structured portal, filtered automatically
Scoring criteria defined once and reused consistently across all cycles
Annual report data generated from the platform in a few clicks
Built to scale with your ambition
Whether you're running one program or five, the platform adapts to your processes rather than the other way around
Structured intake that replaces the email inbox
Publish a branded portal in days. Required fields and upload validation ensure complete submissions before they enter your review queue — no more chasing missing documents.
Reusable scoring criteria across grant cycles
Define your evaluation framework once. Apply it consistently across every cycle and every reviewer. Results ranked automatically so your team focuses on borderline cases, not obvious ones.
Centralized grantee records and document storage
Every grantee, grant, document, and conversation in one searchable place. New team members get up to speed in days. No institutional knowledge lost when people move on.
Payment scheduling linked to milestones
Funds release when conditions are met via Stripe integration. Full payment history per grantee, zero transaction fees taken by Optimy.
Automated follow-up surveys to grantees
At each milestone, Optimy sends structured surveys to funded organizations, collecting outcomes, stories, and evidence—no manual coordination or data gaps.
Impact dashboards for family council and board
At each milestone, Optimy sends structured surveys to funded organizations, collecting outcomes, stories, and evidence—no manual coordination or data gaps.
Native BI for annual reports without Excel
At each milestone, Optimy sends structured surveys to funded organizations, collecting outcomes, stories, and evidence—no manual coordination or data gaps.
Grantee stories and multimedia collection
Collect photos, testimonials, and impact stories directly in the platform, ready to reuse across reports, websites, and communications.
GDPR compliance built in, not bolted on
Optimy is GDPR-native, ISO certified, and hosted in Europe. Permissions, retention, and consent are configurable without IT, ensuring full compliance at any scale.
Role-based access for family members and advisors
Give each stakeholder the right level of access—from view-only dashboards to evaluation rights or full admin control.
Full audit trail for every decision
Give each stakeholder the right level of access—from view-only dashboards to evaluation rights or full admin control.
Configure it yourself, without a developer
Easily update forms, workflows, and scoring without support. Teams move up to 20x faster and stay agile as strategies evolve.
Private and family foundations that chose Optimy to grow with
Trusted by private grantmaking teams who need reliability, flexibility, and simplicity in one platform
Grants and sponsorships centralized across multiple countries, with role-based access for family members and external advisors.
Multi-stage research grant evaluation live, with full decision history preserved and accessible across staff transitions.
Large-scale grantmaking managed with structured evaluation, rigorous impact measurement, and board-ready annual reporting.
Simple enough for a small team. Powerful enough to scale
Enterprise-grade infrastructure without enterprise-level complexity. Configurable by the people using it, not by an IT department
Smart Application Forms
Branded intake forms with conditional logic and automatic pre-screening
Consistent Scoring Across Cycles
Define your evaluation framework once and apply it across every cycle
Centralized Grantee Records
Every grantee profile, document, and communication in one searchable system
Impact Dashboards and Native BI
Built-in BI generates charts and exports data for annual reports, and donor communications
GDPR and Role-based Access
Configure access levels per role so family principals, advisors, and staff each see exactly what they need
Configurable Without IT
Start with one program and add more as you grow, no dev support required
What private foundations ask us before they start
From concerns about complexity to questions about migration — what family foundation teams ask before their first demo
See it built for
your foundation
A 30-min demo tailored to your grant program, team size, and growth stage
Tools for private foundation practitioners
Practical guides and frameworks designed for the specific challenges of family and private foundation management
How to run more Grants with less effort
Learn how to gain operational efficiency in grant management by removing manual work, reducing rework, and building systems that scale without increasing cost or risk.
How to evaluate the real impact of your grant program
Learn how to evaluate the real impact of your grant program by embedding measurability, ROI logic, and decision-ready data into day-to-day operations.
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Security & Compliance in Corporate Volunteering
Learn where security and compliance gaps emerge in corporate volunteering and how identity decisions determine exposure long before incidents occur.