SaaS Incentives Management Systems

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IMS (Incentives Management System)

Fundingportal IMS is your Incentives Management System. Its digital tools guide you seamlessly through the Three Steps to funding. Built for advisory firms, economic development agencies, and large enterprise. SaaS, white-label delivery in the cloud.

Modernize your incentives management processes. Save time and improve your financial outcomes. Use our “Programs” tool to instantly match projects to the right funds, our “Applications” tool to work from winning grant templates, and our “Alerts” tool to stay informed on new funds.

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Streamline the Three Steps to Funding

1. Find It

AI-powered tools. Prequalify projects for funding. Predict outcomes. Produce professional reports in minutes. Make informed funding decisions.

2. Apply for It

Robotics-powered tools. Write winning and compliant applications in less time. Manage your incentives team and documents in one place.

3. Leverage It

Leverage initial funding successes into more success. Manage post-award compliance and reporting tasks. Receive alerts on new programs. Get the latest funding news.

Options

Countries: Canada, US and UK

Languages: EN and FR

Benefits: Configurable Dashboard and Forms


Clients

Advisory, Accounting, and Law Firms
Economic Development Agencies
Large, Repeat Applicants
Engineering Firms

Host Fundsearch

Host Fundsearch on your website. Enable your members or stakeholders to find funding in minutes. We manage the tool remotely, ensuring all funds are updated daily.

Customize the tool to match your website’s branding and design. Results hosted on your site or ours.

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Options

Countries: Canada, US and UK
Languages: EN and FR
Format: iFrame or API


Clients

Governments
Economic Development Agencies
Chambers of Commerce

Host Fundmatch

Host Fundmatch on your website. Capture and analyze applicant data in real time. Automatically match them into the right funding streams or investors of your choice. Customize the tool to match your branding and design.

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Options

Languages: EN and FR
Format: iFrame


Clients

Angel and Venture Capital Groups
Government Funders
Lenders, Banks
Corporate Funders and Foundations

Our Innovations

AI and Machine Learning

Our use of AI to power and improve grants and incentives administration and application processes is unique and ground-breaking. Funders suggest that about 80% of applications are non-compliant. Our smart algorithms play a critical role in prequalifying applicants and reducing time and resources to improve outcomes. Our AI solutions now power SaaS solutions for 15 organizations.

Big Data

We track more than one million data points on 11,000 distinct grant, incentive, bank financing, private capital, angel, and foundation programs, daily. This requires advanced data identification and verification protocols.

Interoperability and APIs

Our APIs and data import/ export wizards seamlessly synchronize our data with your enterprise systems, including Microsoft Dynamics CRM, QuickBooks, SAP ERP, Salesforce CRM, and OpenText ECM.