FOR ADVISORS

Run philanthropic capital with portfolio-grade rigor.

Source, evaluate, and allocate across a pipeline of faith-aligned giving opportunities. Prepare compliant grant packages your clients\u2019 custodians can execute.

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PLATFORM CAPABILITIES

Four capabilities. One structured workflow.

From sourcing through grant preparation, every step is documented, cited, and auditable.

01 — SOURCE

Source across ten transparent dimensions.

Structured matching evaluates every donor-organization pair across Mission Alignment, Faith Alignment, Cause Overlap, Geographic Match, Grant Size Fit, Funding Type Match, Outcome Alignment, Population Alignment, Trust Verification, and Urgency Match. Every recommendation ships with cited sources.

See the ten dimensions
02 — EVALUATE

Evaluate in collaborative deal rooms.

Real-time workspaces where the advisor, the client, and the client's family review organizations together. Threaded discussions. Private advisor notes that never leave the firm. AI-assisted Q&A retrieves answers only from documents in the room, and always cites the line it came from.

Inside a deal room
03 — PREPARE

Prepare compliant grant packages.

Every package ships with an eight-section recommendation document, match explanation, diligence attestation, and a non-removable compliance footer on every page. Professional Plus and above carry the firm's branding on the cover. Works with every DAF custodian your clients use.

Review a sample package
04 — MANAGE

Manage your pipeline like a portfolio.

A pipeline view shows every active workflow in a kanban layout; a portfolio view aggregates historical allocations by cause, year, organization, and geography. A read-only client portal, available at Professional Plus and above, shares only what the advisor decides is visible.

PRICING

Built for your practice.

Plans scaled to the size of your firm. Enterprise pricing available.

Professional

$199-299/mo

Structured matching, team collaboration, and advisor-grade tools for practices managing client giving portfolios.

  • Team collaboration (up to 5 seats)
  • Portfolio analysis and reporting
  • Advanced search and matching
  • Deal rooms with client access
  • Grant package export
  • Priority support
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Most popular

Professional Plus

$399/mo

White-label grant packages, client portal, and everything in Professional for advisors who present under their own brand.

  • Everything in Professional
  • White-label grant package covers
  • Client-facing read-only portal
  • Branded export documents
  • Dedicated onboarding
  • Priority support
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Enterprise

Custom

SSO, dedicated success manager, and bespoke pricing for multi-advisor practices and advisory networks.

  • Everything in Professional Plus
  • Single sign-on (SSO)
  • Unlimited team seats
  • API access
  • Dedicated success manager
  • Custom onboarding and training
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COMPLIANCE

Compliance is not an afterthought.

SOC 2, hash-chained audit logs, row-level isolation, and every AI output is cited.

Always encrypted

TLS in transit, AES-256 at rest, per-tenant keys.

Role-based access

RLS enforced at the database — no cross-client data leakage is physically possible.

Fully audited

Hash-chained audit log of every access. SOC 2 ready.

Works with any DAF custodian

Common questions

Questions from fiduciary advisors.

Yes, SOC 2 Type I evidence collection begins on day one, with formal audit targeted for months 13–14 post-launch. The platform ships with a hash-chained audit log, row-level security across every workspace-owned table, column-level encryption for sensitive data, and documented incident-response runbooks.

No. Catylst is a recommendation preparation platform — it does not provide financial, tax, or legal advice. Every grant package ships with a compliance disclaimer on every page. Every AI output passes a five-layer validation pipeline including advisory-phrasing removal, grounding verification, citation checking, faith sensitivity review, and confidence calibration.

Yes, fully isolated. Every table that holds client-owned records carries a workspace_id with row-level security enforced at the database layer. Cross-client queries are structurally impossible. A dedicated client portal, available at Professional Plus and above, exposes only the deal rooms the advisor has explicitly shared.

Yes, at Professional Plus and above. The firm’s logo and brand colors appear on the grant-package cover page, on the deal-room portal, and on the client portal. The compliance footer on every page remains non-removable — that is a fiduciary requirement, not a styling choice.

Yes, several tiers to match practice size. Professional is $199–299 per month, Professional Plus is $399 per month with white-label grant packages and the client portal, and Enterprise is custom (from $30,000 / year) with SSO, custom SLAs, custom integrations, and a procurement-friendly billing model.

Yes, all of them. The platform is custodian-agnostic — it prepares a recommendation document your client’s custodian can execute. Common integrations include Fidelity Charitable, Schwab Charitable, National Christian Foundation, The Signatry, Vanguard Charitable, and community-foundation DAFs.

Your clients' giving deserves rigor.

Structured diligence, compliance, and reporting.

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