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FUND MANAGEMENT MODULE

All your fund information in one powerful platform

FundMiner consolidates data from your CRM, finance, awarding, and other systems into a single platform, so every dollar is accounted for, every donor’s intent is honored, and every manager has the insights they need to act with confidence.

FundMiner - Fund Management - My Funds Overview Page

The State of Fund Management Today

Woman at Desk with Laptop

The Expectation

Fund management is a legal and ethical obligation

businesswoman buried in business

The Reality

Manual workflows and admin processes make fund management challenging

businesswoman worries about her savings

The Result

20% - 40% of funds are going unspent, putting donor trust at risk

We built FundMiner to make things simple

Powerful features designed to help you in your work, everday.

FundMiner - Fund Management - Fund Visibility

Goodbye fund silos, hello fund visibility

Managing funds across siloed systems often means incomplete data, manual effort, and limited transparency. FundMiner centralizes every fund’s financial, expenses, contributions, balances, and encumbrances (and more!) into one clear view, giving your team instant visibility and control.

Stay on top of fund health with proactive monitoring

FundMiner continuously tracks fund utilization and flags compliance issues in real time. Built-in alerts notify managers the moment a fund drifts out of policy, so you can act quickly and protect donor trust.

FundMiner - Fund Management - Proactive Fund Monitoring
FundMiner - Fund Management - Advanced Access Controls

Disseminate information safely with advanced access controls

Our dynamic dashboards transform raw fund data into actionable metrics. From compliance to utilization to impact, leadership and fund managers get instant clarity to make smarter, faster decisions.

All the relevent resources, at your fingertips

Store and organize every agreement, report, and amendment in one central repository. With FundMiner, your critical documents are easy to find, easy to share, and always connected to the right fund profile.

FundMiner - Fund Management - Policies and Procedures

And a whole lot more

Actionable Insights

Metrics on compliance, fund impact and other KPIs at your fingertips

Integrated Calendars

Keep track of key dates and set / receive reminders on critical deliverables

Automated Processes

Distribute and receive expense forms, spending plans and more

"FundMiner is so easy to work with, and the team is incredibly knowledgeful. They've given us the resources and guidance we need." 

Matthew Cotty Northeastern University

Turn every dollar in to impact

Click the link to schedule a discovery call and let's discuss how FundMiner can help you.

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