FOR FOUNDATIONS

Portfolio visibility at foundation scale.

Structured matching, collaborative diligence, and portfolio-level reporting for foundations deploying programmatic capital across program areas and multi-year commitments.

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Portfolio scale, without the spreadsheets.

01 · Governance

Ten-plus seats with role-based governance.

Foundation plans support ten or more seats with granular role governance: staff researchers contribute documents and analysis, program officers approve recommendations, board members review with read-only visibility, and compliance officers hold an independent audit channel. Every action is logged to the hash-chained audit trail.

See seat and role controls
Foundation governance — stacked blocks representing institutional structure
02 · Workflows

Foundation workflows across the grant lifecycle.

Structured pipelines across the six diligence categories (financial, legal, governance, impact, operations, compliance) plug into existing grant-management systems like Fluxx and Submittable. Template-based checklists are customizable per program area without touching a line of code.

See foundation workflows
Foundation workflows — interconnected workflow diagram
03 · Reporting

Annual reporting packs the board can defend.

Portfolio reports aggregate allocations by program area, geography, year, organization, and outcome. Impact reports from funded organizations feed directly into the portfolio view. Export a board-ready annual report in a single click and archive every assertion against its cited source document.

Annual reporting pack — document with portfolio chart
PRICING

Plans built for institutional deployment.

Transparent pricing. No asset-based fees. No hidden charges.

Most popular

Foundation

from $799/mo

Full platform access for Christian foundations with structured grantmaking workflows, portfolio reporting, and team-wide collaboration.

  • Foundation-specific workflows
  • Role-based seats (10+ included)
  • Hash-chained audit log
  • Program-area portfolio reporting
  • Customizable diligence templates
  • Custom integrations (Fluxx, Submittable)
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Enterprise

Custom

Dedicated infrastructure, SSO, bespoke integrations, and a named success manager for large foundations, DAF sponsors, and denominations.

  • Everything in Foundation
  • SSO / SAML integration
  • Custom branding and white-label
  • Priority support with SLA
  • SOC 2 Type I report on request
  • Unlimited team seats
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Works with any DAF custodian

Common questions

Foundation procurement questions.

Yes, starts at ten-plus seats with role-based access. Enterprise plans offer custom seat configurations, dedicated account management, and custom integrations. Contact our team for volume pricing and procurement-friendly contracting.

Yes. Template-based checklists across the six diligence categories — Financial, Legal, Governance, Impact, Operations, and Compliance — can be customized per program area without any engineering work. Each program area can define its own required fields, review gates, and approval matrix.

Yes, designed to complement, not replace. Catylst handles discovery, matching, and diligence preparation on the upstream side, then hands off structured records to Fluxx, Submittable, or any GMS that accepts document export. An Enterprise-tier API is available for direct integrations.

Yes, several. Portfolio reports can be exported as PDF, shared via read-only link, or viewed in the platform. Reports aggregate allocations by program area, geography, year, organization, and outcome. Board review exports include every source citation behind every claim.

Yes, SOC 2 Type I evidence is collected from day one with formal audit targeted for months 13–14 post-launch. Every table has row-level security, faith data is protected under GDPR Article 9 with accelerated deletion, and the platform ships with a hash-chained audit log and column-level encryption for sensitive grant-review content.

Yes. Enterprise customers receive dedicated account management, custom SLAs, SSO, custom integrations, and a procurement-friendly contracting model. Our team can produce SOWs, MSAs, and vendor-onboarding documentation on request. Contact enterprise@catylst.com to start.

Capital allocation deserves the rigor it gives.

Talk to our team about Foundation, Professional Plus, or Enterprise onboarding.

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