Getting Started

Your organization profile is the foundation for all AI interactions. Claude uses this information to understand your nonprofit and provide relevant recommendations.

Essential fields to complete:

• Organization name and mission statement
• Annual budget and staff size
• Service area and target population
• Focus areas (these help with grant matching)
• Key achievements and previous grants

Projects represent what you're seeking funding for. Each project can pursue multiple grants, and the AI will analyze how well each grant fits your specific project.

Project essentials:

• Clear name and description
• Specific goals and expected outcomes
• Target population
• Budget breakdown
• Timeline

Tip: Use "Start with AI" to create a project through conversation with Claude. This helps you think through all the important details.

The database includes 300+ grant opportunities from foundations and federal programs. You can browse, search, and filter to find relevant opportunities.

Ways to find grants:

• From a Project: View recommended matches based on fit analysis
• Browse Grants: Search and filter the full database
• Star favorites: Mark promising grants for later review

From your project page, click "Analyze Fits" to have Claude evaluate how well different grants match your project. This generates:

• Fit scores (0-100) for each grant
• Strengths and weaknesses analysis
• Key talking points for your application
• Research notes you can reference later

Analysis takes a few minutes per grant. The results are saved and inform all future interactions.

When you're ready to apply for a grant, move it to "Drafting" status. This unlocks the draft sections interface where you can:

• Generate initial drafts for each section using AI
• Refine sections through conversation
• Track progress across all 10 standard sections
• Preview the complete document

Each section maintains version history, so you can always go back to previous drafts.