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Track capital. Prove impact.

Real-Time Grantee Performance for Funders

Verified outcomes, impact measurement, and automated compliance reporting — so you can prove what your funding accomplishes, not just track where it goes.

The missing layer between grants and compliance

Pre-Award

Grant management tools (Fluxx, Submittable) handle applications and awards

The Gap

No visibility into what happens between award and compliance reporting

Post-Compliance

Backward-looking systems (AMIS, IDIS) handle regulatory reporting

Stakeholder Intelligence fills this gap

Real-time impact measurement and verified outcomes showing exactly how funded organizations are performing — while the work is happening, not months after the fact.

Intelligence Capabilities

Live Portfolio Dashboard

Real-time operational metrics across all grantees — borrowers served, loans packaged, funds deployed, and program milestones.

Impact Metrics Engine

Configurable KPIs per program: jobs created, businesses started, capital deployed, demographic reach, and community outcomes.

Multi-Format Compliance Export

IDIS, Nexus, TLR, SSBCI, and CRA reports auto-generated from live platform data. No spreadsheet prep, no manual consolidation.

Cross-Grantee Benchmarking

Anonymized performance comparison across funded organizations. Identify high performers, spot at-risk grantees, and allocate support.

Post-Close Outcome Tracking

Funded loan performance over time — repayment rates, default indicators, business growth metrics, and long-term impact.

Alert & Exception Engine

Proactive flags for at-risk grantees, underperforming programs, compliance deadlines, and data anomalies.

Automated Compliance Exports

Every format auto-generated from live platform data. No manual spreadsheet preparation.

IDIS
HUD Integrated Disbursement and Information System
AMIS/TLR
CDFI Fund Awards Management Information System
Nexus
SBA reporting for SBDCs and SCORE
SSBCI
State Small Business Credit Initiative reporting
CRA
Community Reinvestment Act documentation

The First Purpose-Built Post-Award Intelligence Layer

Grant management tools handle pre-award. Compliance systems handle backward reporting. Stakeholder Intelligence fills the gap between them — giving you real-time impact measurement, verified outcomes, and automated compliance exports so you can prove what your funding accomplishes while the work is happening.

Your Grantees Get Better Tools, Too

When you adopt Stakeholder Intelligence, your grantee organizations gain access to the same platform that powers your visibility — Compass for borrower readiness, Packaging for loan preparation, and Lending for deal management. The result is better data flowing up to you and better tools flowing down to them.

One decision creates value across your entire portfolio. Your grantees operate more effectively. You see the results in real time. Everyone benefits from a shared platform purpose-built for community development.

Pricing

See transparent pricing for all tiers and bundles.

View Pricing

See what your funding accomplishes

Request a Stakeholder Intelligence briefing tailored to your program.

Request a Briefing