We don't just advise on technology. We build it. Purpose-built tools that solve real problems for real businesses.
Foundations and grant-making teams run diligence on nonprofits using a patchwork of IRS lookups, spreadsheets, and disconnected tools. Building a defensible picture of an organization — its standing, governance, finances, and funding history — takes hours of manual research across multiple sources. The process is slow, inconsistent, and doesn't scale.
Funder IQ replaces that patchwork with one intelligent workspace. Open a dossier on any nonprofit and get a confident first-pass read in minutes — standing, governance, financials, risk signals, and peer benchmarks — with every conclusion traceable to its source. Intelligent analysis handles the heavy lifting: instant briefs, financial narratives, risk synthesis, document parsing, and follow-up question generation. Your team focuses on judgment and decisions, not data gathering.
A program officer at a private foundation receives a grant application. Instead of spending hours pulling IRS filings, cross-referencing BMF records, searching ProPublica, and building a manual spreadsheet — they open a Funder IQ dossier. Within minutes, they have an auto-generated brief covering standing, governance, financial health, risk signals, and peer comparisons — every data point linked to its source. The conversational AI assistant surfaces follow-up questions that matter and flags what needs deeper review. What used to take a full day of analyst time now takes a few focused minutes.
Contractors and trades businesses take on bad clients, juggle fragmented tools, and chase payments — all while trying to run their actual business. Client vetting is a gut call, job tracking lives in spreadsheets, and billing is a separate headache. One bad client or missed payment can undo months of solid work.
Client Check combines client intelligence, CRM, job and team workflows, and payment operations in one platform. Research clients before you sign a contract — with scores built from structured reviews, public records, permits, and liens. Then manage the entire job lifecycle: scheduling, daily logs, change orders, team coordination, invoicing, and settlement resolution. It's the operating system contractors never had.
A general contractor gets a call from a new homeowner requesting a kitchen remodel. Before signing anything, he opens Client Check and pulls the client profile — payment reliability score, communication rating, and any public-record flags. Clean. He creates the job, assigns his foreman, sets milestones, and sends the estimate through the platform. As work progresses, his crew logs daily updates, the client gets automatic notifications, and invoices go out on schedule through Stripe. When a scope change comes up, the change order is documented, agreed upon, and billed — all in one place. No spreadsheets, no chasing payments, no surprises.
We're actively developing new tools at the intersection of AI and everyday business operations. If you've got a problem that off-the-shelf software can't solve, there's a good chance we're already thinking about it — or we can build it for you.
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