Use case

Grant and compliance documents, in on time.

Collect applications, reporting evidence and due-diligence documents from grantees and donors as tracked, per-item requests.

Start free trial

The problem

Foundations, grantmakers and nonprofits run on documents that arrive against hard deadlines — applications in, compliance and impact reports back, donor and beneficiary due diligence throughout. Clivanta turns each checklist into structured, per-item requests that chase themselves, tracked from request to accepted document with a clean audit trail for the board and funders. Instead of reconciling a spreadsheet of grantees against a mailbox, program staff see exactly which reports are in, outstanding or overdue.

Grant reports chased across email against fixed funder deadlines
Application documents arriving in inconsistent formats and channels
No single record of which grantee has reported and which has not
Donor and beneficiary due diligence handled ad hoc

Where it fits

Grant applications

Collect the full application pack — budgets, registrations, supporting letters — from every applicant in the same structure, so review starts with complete, comparable files.

Compliance & impact reporting

Request recurring progress and financial reports from grantees on the funder's schedule, with reminders that chase the deadline for you and a clear view of who is outstanding.

Donor due diligence

Gather KYC and source-of-funds documents for major gifts and grants on a tracked, auditable basis, keeping the file defensible for the board and regulators.

Beneficiary & program records

Collect eligibility and program documents from beneficiaries through a simple, secure request, tracked to receipt without adding admin load.

Documents you'll collect

Grant application & budget Organizational registration / charity status Progress & impact reports Financial statements Donor due-diligence (KYC) Letters of support

How Clivanta handles it

The same reliable loop, whatever you're collecting.

Per-item requests

Every ask is its own tracked item with a status, due date, files and version history.

Reusable packs

Standardise a request list once and launch it for every client, matter or vendor.

Automatic reminders

Escalating, per-item reminders chase what's outstanding so you don't have to.

Portal or reply-by-email

Counterparts upload through a magic-link portal, or simply reply by email.

Immutable audit trail

Every request, upload, version and acceptance is logged with actor and timestamp.

Scoped, secure access

Each party sees only their own items; internal notes and threads stay private.

Frequently asked questions

Can we manage reporting deadlines across many grantees at once?

Yes. Each grantee's report is its own tracked item on the funder's schedule, with automatic reminders that escalate as the deadline nears. You see at a glance which grantees have reported, which are outstanding and which are overdue, instead of reconciling a spreadsheet against a mailbox.

Do applicants and grantees need an account?

No. An applicant or grantee opens their checklist through a secure link with no signup, or replies to the request by email. Their documents are routed to the correct item and logged automatically, which keeps participation easy for small organizations.

Is the trail suitable for board and funder reporting?

Yes. Every request, upload and acceptance is written to an insert-only audit log with the actor and a timestamp, giving you a defensible record of how each document was obtained. Accepted documents export as a clean pack per grant for board packs, funder reporting or an external review.

Can we reuse the same application and reporting packs each cycle?

Yes. You build your application and reporting checklists once and instantiate them for every applicant or funding round in seconds. Each cycle snapshots the pack when it launches, so improving a template never rewrites the evidence of rounds already underway.