# Grant Intelligence ## Stop reading grant reports. Start understanding your grantees. Sopact Sense reviews every application against your rubric, builds the Logic Model at interview, and tracks every outcome commitment automatically — so your Program Officers spend time on decisions, not data entry. ## Your current grant review folder 📁 2025 Spring Cycle / Applications 347 new 📄 CommunityBridge_LOI_narrative_v2.pdf 12 pages 📊 Youth_Alliance_Budget_2025.xlsx Pending 📁 Active Grants / Q3 Check-Ins 8 late 📄 RE: missing progress report — follow up 3 days ago 📋 Reviewer_Scoring_Matrix_FINAL_v4.xlsx Conflicts 347 applications. 5 reviewers. Board meets in 3 weeks. 6 progress reports still missing. - **80%** Less review time — applications scored with citation trails - **100%** Logic Model auto-built at interview — not notes in a Google Doc - **6** Intelligence reports per grant cycle — generated automatically - **0** Separate reporting projects to show your board what the grant produced ## The real problem ## You’re not missing applications. You’re drowning in narratives with no intelligence connecting them. Every grant cycle generates hundreds of documents — LOIs, proposals, budgets, progress reports — none designed to connect to each other or to the outcomes they promised. ## Week 1 — Applications close 347 applications land. 5 reviewers. 30 days to read. Each reviewer scores differently. Nobody reads all attachments. Rubric interpretation varies by person, by day, by fatigue level. ## Week 2–3 — Review gauntlet Reviewer #3 is scoring 15% higher than Reviewer #1. Nobody notices. Bias creeps in. Geography, writing quality, and narrative style influence scores more than outcomes. No calibration. No citation trail. ## Month 3 — Awards made Grantee interviews generate notes. The notes go into a Google Doc. Context dies. What the grantee committed to at interview is disconnected from what they report 6 months later. Nobody remembers the gaps. No Logic Model. No shared vocabulary. ## Month 9 — Board meeting Board asks: “What did this grant actually produce?” You start a separate reporting project. Progress reports exist. Nobody has read all of them in sequence. You’re building a board deck by hand from fragments across three systems. ## With Sopact All of the above — handled before you open your laptop. Applications scored overnight. Logic Model built at interview. Progress tracked against commitments. Board report generated automatically. ## GMS / Spring 2025 Cycle ### Youth Development - 89 applications 412 files 41 unread ### Community Health - 134 applications 580 files ### Education Equity - 72 applications 310 files ### Climate Resilience - 52 applications 215 files 347 applications across 4 program areas. Board selection meeting is in 3 weeks. ## Live - Updated 4 min ago ### Bias alert - Reviewer #3 scoring 15% above mean Community Health cohort scores significantly higher from one reviewer. Calibration recommended before final rankings. ## Just now ### Top 40 applicants identified - citation trails complete Borderline cases flagged for human review. 210 clear non-advances surfaced. Reviewers can focus on the 97 that need judgment. ## 2 hrs ago ### All 347 applications scored overnight Every page of every attachment read. Budget inconsistencies flagged in 23 applications. Logic Model gaps identified in 67. ## 6 hrs ago All 347 applications scored. Zero unread. Board selection meeting ready. ## Watch how intelligence replaces guesswork. ### Grant Intelligence Without Manual Assembly | Sopact AI - YouTube ## How Sopact works for grantmakers ### One intelligence loop, from first application to renewal decision. Three phases that compound on each other. Every stage inherits everything from the stage before. 01 ### Application Review Phase 01 - Competitive Review Score every application against your rubric. In hours, not weeks. - **Budgets** - **Rubric scoring** - **Citation trails** - **Bias detection** - **Inconsistency flags** - Application context carries forward automatically 02 ### Logic Model Phase 02 - Interview & Onboarding Every interview builds a Logic Model. Not notes in a Google Doc. After selection, most tools go dark. Sopact carries the grantee’s application context forward — their stated outcomes, their flagged gaps, their budget questions — so your interview resolves what the application left open. What comes out is a signed Logic Model that becomes the data dictionary for everything that follows. - **Interview + app context** - **Signed Logic Model** - **Shared Data Dictionary** - **Commitment extraction** - Logic Model becomes scoring template for every check-in 03 ### Outcome Loop Phase 03 - Continuous Grant Intelligence Show your board what the grant actually produced. Automatically. Every check-in, progress report, and follow-up feeds one unified view — what you funded, what they committed to, and what your grant actually produced. Sopact reads every submission against the Logic Model commitments. Reports are generated the night the cycle closes — not assembled over three weeks. - **Progress reports** - **Stakeholder surveys** - **6 intelligence reports** - **Early warning flags** - Board-ready summary ## Intelligence Outputs ### Six reports. Every cycle. Every grantee. Automatically. 1. **Portfolio Health Report** Aggregate outcomes across all grantees and cohorts. See which cohorts are delivering, plateauing, or at risk. 2. **Missing Data Alert** Who hasn't reported, what's incomplete, how to follow up — before a deadline becomes a problem. 3. **Progress vs. Promise** Compare actual outcomes against what grantees committed. AI synthesizes narratives into thematic patterns. 4. **Renewal Summary** Every active grantee's follow-up status in one view. Auto-generated across all check-ins. 5. **Fairness Audit** Scoring patterns by reviewer, demographic, and geography. Identify where reviewer bias may have influenced decisions. 6. **Board Report** Executive program summary with top performers, risks, and renewal recommendations. Evidence-backed narrative generated overnight. ## Continuous Intelligence ### Your portfolio doesn’t just report outcomes — it reveals them. Every cycle, Sopact gets smarter about what strong grantees look like. Your next cohort benefits from every check-in your previous one produced. ## Actionable Intelligence Turn grant data into decisions. In days, not months after reports land. AI extracts themes across your entire portfolio — which program areas overperform, which grantees share risk patterns, where outcome evidence is strongest. Your team acts on intelligence, not assembles it. ## What makes this different ### Context doesn't reset. Every stage makes the next one smarter. Every other tool resets at each stage — new context, new documents, new staff starting from zero. Sopact carries the full grantee record forward from first application through multi-year renewal. - **5% Stage 01 · Application Review · Beginning** - **30% Stage 02 · Interview & Award · Building** - **65% Stage 03 · Grant Period · Deep intel** - **95% Stage 04 · Renewal + Year 2+ · Full picture** ## Why Sopact beats the alternatives ### Four things no other grant tool can do. 1. **Bias Detection & Calibration** Track scoring patterns across reviewers, demographics, and geography. Sopact detects when reviewers score inconsistently and flags geographic and demographic patterns. 2. **Program Intelligence** Aggregate grantee outcomes across cohorts by program area and geography. See which program areas produce the strongest outcomes. 3. **Follow-Up Automation** Know who hasn’t responded, what’s missing, and when to re-engage. Missing data alerts are generated the day a check-in is due. 4. **Predictive Selection** Identify application patterns that predict grantee success over time. ## Gather open-ended feedback Gathering open-ended feedback was always part of our routine, yet it remained untouched — until now. Discovering automated insights was a game-changer, enabling real-time analysis that transformed how we understand our programs across all seven initiatives. ### Bring us your last grant cycle. We’ll show you what intelligence looks like in 20 minutes. Drop us one program area — applications, a progress report, whatever you have. Sopact reads it, scores it against your rubric, and shows you the intelligence it would generate across the full portfolio. No setup, no implementation, no waiting.