COMMUNITY INVESTMENT MANAGEMENT

Support communities locally and internationally

Easily invest in community-oriented initiatives with streamlined corporate giving and build lasting trust with stakeholders.

A social impact manager after streamlining their community investment activities using Optimy
COMMUNITY INVESTMENT MANAGEMENT

Respond to your community’s needs and show your positive impact

Optimy is the world’s most configurable social impact platform that streamlines community investment programs. With Optimy, you can amplify the positive impact of your investments in the community, such as corporate grants or awards, and disburse urgent relief funds through efficient program administration and build community relationships based on trust.

Build lasting community ties

Effectively respond to the needs of your communities, wherever they may be. Automate time-consuming administrative work and spend your time on building trust through community engagement.

Demonstrate your credibility

Show the positive impact of your good work to your employees, customers, and investors. Use data-driven insights and build compelling impact stories. Generate custom reports using real-time data and communicate your positive impact to both internal and external stakeholders.

Track all aspects of your giving

Maintain full control over data collection and management, budgets and enhance teamwork with effortless collaboration tools.

How it works

Efficient and impactful community investment

Respond to growing expectations around corporate purpose with the most configurable social impact platform. Demonstrate your positive impact to the community and your employees and build lasting relationships.

  • Streamline your community investment initiatives
    Optimy’s all-in-one, efficient platform reduces your administrative burden and makes you more responsive to the needs of your community. With an easy-to-use dashboard, automated workflows, and easily modifiable forms, you can spend your time engaging stakeholders.
  • Seamless user experience
    Provide a seamless experience to applicants, evaluators, and administrators with our easy-to-use community investment tool. Easily update your forms whenever needed and ensure you maintain data privacy with custom status permissions for users of the platform.
  • Organize your data
    Our CSR platform’s customizable dashboard displays the information you want and ensures your data is well-organized. Track your budgets, applications and projects with ease from a central location.
  • Secure and compliant
    Keep all your data secure and accessible with centralized, secure hosting with real-time backup, GDRP compliance, ISO27001 certification, and multi-factor authentication. 
A worker in the energy industry contributing to a social impact program
Why Optimy?

Grant management software with a difference

Optimy is the world’s most configurable solution that helps organizations amplify their positive impact and build meaningful relationships with causes, communities, customers, and employees.

We are committed to helping organizations be a force for good in the world. As a result, the Optimy platform is designed to reduce friction and break down barriers to amplify your positive impact.

Collecting

Make applying to your community investment offers easy ! Collect all the data you need in one place to make your decision-making process quicker and more efficient.

Evaluation

Define your own KPIs for an automatic screening of projects, and use the collaborative platform with evaluators to determine the best projects to invest on.

Project Management

Follow your project from A to Z. Define and get reminded of tasks and to-dos. Work with the different stakeholders directly from the platform.

Measuring

Access data for your financial investments, the projects ROI, your social impact… Create personalized reporting to better communicate on your work with colleagues and stakeholders.

uSING OPTIMY

How Capital Power reduced its application review process by half!

To manage its community investment projects across 28 facilities, Capital Power needed a reliable solution provider that significantly increased efficiency and productivity, while also providing responsive, expert customer service.

With Optimy, Capital Power has been able to simplify its community investment process. Time spent reviewing each application has gone down dramatically. With such an increase in efficiency, the Capital Power team can focus more of its time on providing better support to partners in local communities.

Frequently Asked Questions

Commonly asked questions about community investment, and managing your corporate giving initiatives with Optimy.

What is community investment?

Community investment is strategically allocating resources to underserved communities or local businesses to drive positive social, environmental, and economic impact while strengthening corporate-community relationships.

Why should companies invest in community investment?

It boosts corporate reputation, builds stakeholder trust, enhances customer loyalty, attracts purpose-driven talent, and reinforces corporate responsibility - all while creating tangible impact.

How does Optimy help manage community investment?

Optimy streamlines the entire process, from managing donations and funding requests to tracking impact and engagement. Our platform automates administrative tasks, ensuring efficiency, transparency, and measurable results.

What are the biggest challenges in managing community investment?

Companies often face difficulties in tracking impact, managing multiple requests, and ensuring transparency. Without the right tools, inefficiencies can undermine investment effectiveness.

How can companies measure the impact of their community investment programs?

Optimy offers real-time data insights and custom reports, helping companies track key metrics and showcase their impact to stakeholders.

How can companies start a strategic community investment program?

Set clear goals, assess community needs, and define measurable KPIs. Optimy simplifies and optimizes the process for seamless execution and maximum impact.

Get started today!

Contact us or request a demo and start amplifying your social and business impact.

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