Northgate Ventures
Corporate
Everything in one place
Finding the funding, raising it, designing the application, collecting submissions, running the review, choosing recipients, tracking them after the award and proving what the money achieved. One system, one record of the truth.
Campaign progress
Goal progress
Fund Future · Active
68%
Raised
$136,400
of $200,000 goal
Received Pledged
Applicant funnel
Applicant funnel
2,450 applicants, from first click to award
- Started1,78373%
- Submitted1,14447%
- In review61225%
- Awarded41817%
Applications trend
Applications started — last 8 weeks
1,783Ask Phoenix
Illustration of a Phoenix Copilot conversation.
Show my award totals across my top funds
Thinking…
Here are your award totals, by fund:
| Fund | Awarded | Remaining |
|---|---|---|
| STEM Advancement | $1.42M | $6.15M |
| Future Leaders Fellowship | $840K | $1.00M |
| Community Investment | $220K | $2.47M |
$2.48M awarded of $12.1M allocated — $9.62M remaining across 3 funds.
Ask Phoenix Copilot…
Phoenix Copilot can make mistakes. Verify important information.
Discover
Find the funding
For organizations that need to find money as well as give it away. Enabled per organization.
Illustration of the funding profile and the Find funding matches it drives, each with a fit word and score.
Funding profile
Meridian Community College · Texas · EIN on file
Rural workforceHealth careersFirst-generation students$100K–$500K
Find funding Matches · Explore
Best fit first
- Anderson FoundationFoundation · Draft ready92Strong
- Rural Health Workforce TrainingHealth Resources & Services Administration · Federal · closes in 34 days87Strong
- Bluebonnet Education FundFoundation76Good
Funding profile
One page describing the organization as a funding candidate: mission, focus areas, keywords to include or avoid, organization type, budget band, EIN, location, website and where to look. Fill it from your own website: Phoenix reads the site for the mission and focus and the IRS list for the EIN, legal name and budget, and nothing saves until you review it. A completeness hint shows how much of the profile is filled in, because matching quality tracks it.
Find funding: Explore and Matches
Explore holds every US foundation from the IRS list and its 990 filings, with what it actually gave, and every open federal program from Grants.gov, updated daily. Matches ranks the ones that fit your funding profile, best fit first: a fit word and score, why it fits, what to watch out for, a next step and the key facts at a glance, each a real record linked to its source. Staff add each one to the pipeline or dismiss it.
Read funders’ websites
For your best fits, Phoenix reads the funder’s own website for how to reach it: whether it takes requests or gives by invitation only, the apply and contact pages, a published contact email, deadlines and grant size. Where the website and the tax filing disagree, the website wins because it is newer.
Funding Scout Agent
Every morning it refreshes your matches, reads the best fits’ websites, drafts a first letter to each new best fit and emails your team only when something is new. A person sends each letter from their own email; the agent never contacts a funder.
Opportunity finder
Applicants browse open opportunities from one search box, refine with filters shown as chips, and see the ones they actually qualify for based on their profile. The public portal can be the site’s landing page.
Saved opportunities
Applicants save opportunities they’re interested in and come back to apply when they’re ready.
Raise
Fundraising and donor management
Donors, campaigns, online giving and the grant-seeker pipeline, in the same system that runs the awards. Available as an add-on module.
Illustration of the Pipeline, Donors tab, and a fund's ledger of raised, awarded and remaining.
Pipeline Grants · Donors
7 in pipeline
Prospect 2
Cultivation 3
Lena Marsh
Alumna · $2,500
Donor 2
Ruth Castellano
Trustee · $45,000
STEM Advancement · fund ledger
Raised
$1.86M
Awarded
$1.42M
Remaining
$440K
Donor CRM
A full donor record: giving history, linked funds, AI research with cited sources, an impact report of what their giving funded, interactions, follow-up tasks, notes and owner. For a foundation, its grants. Purpose-built for organizations whose donors fund named awards.
Fundraising pipeline
People and businesses on a board and a list, moving through your stages from first contact to committed gift, with tasks and owners. It is the Donors tab of the same Pipeline that holds your grants.
Grant-seeker pipeline
Grants added from Find funding move across a board from Researching through Writing and Submitted to Awarded or Declined, with tasks, documents, an owner and the Find funding brief carried onto each one. Phoenix emails the owner 30, 14, 7 and 1 days before a deadline. An award flows straight into a fund’s budget and records the award as a gift from the foundation, so gifts and grants are counted once.
Outreach
Email a segment of donors chosen by type, status, stage or giving, and track engagement. Emails Phoenix drafts wait in an approval queue for a person, a do-not-email list is always honoured, and every email carries a one-click unsubscribe.
Campaigns and giving pages
A campaign with a goal and a thermometer, its own public giving page, one-time and monthly giving, and an automatic receipt for every gift.
Online giving pages
Branded public pages where supporters give by card, including recurring gifts. Payments run on Stripe, so card details never touch CommunityForce, and refunds and disputes issued in Stripe show on the gift.
Gift reconciliation
Match incoming gifts against donor and fund records.
Fund ledger
Every fund shows the gifts received against it, the awards made from it, its budget and what is left, on the fund page and on each linked donor’s profile.
Donor impact reports
For any donor, Phoenix assembles what their giving funded, per fund and academic year, into a report sent as-is in one click or saved to Email Drafts, where Phoenix can rewrite it in a chosen tone before a person reviews and sends.
Fundraising insights
One screen, under Prove, for what fundraising brought in: money raised with gifts and grant awards counted once, grants won and your win rate, donors by stage, retention, recurring giving, campaigns and outreach.
Ask Phoenix about your donors
Find a donor, segment donors, pull a giving history, see the pipeline by stage or summarize a campaign by asking Phoenix Copilot in plain language. Phoenix can propose the next step, and every draft waits in Email Drafts for a person. Phoenix never sends anything to a donor.
Run · Design
Build and launch programs
Set a program up once, design its application without a developer, and reuse both season after season.
Illustration of the application designer: a section of questions with a condition on one of them, and the applicant preview.
Application designer
Fall 2026 scholarship · Financial need
- Household incomeCurrency · requiredNumber
- Number of dependantsWhole numberNumber
- Unmet need= Cost of attendance − aid − income × 0.2Calculated
- Describe your circumstancesShown when First-generation is YesConditional
Preview as applicant · phone, desktopPublish
Program builder
Set up a scholarship, grant or award program once, with its eligibility rules, deadlines, award amounts, funding source and sponsoring organization, and copy it forward to a new academic year rather than rebuild it.
Department fund postings
Departments or units propose a fund for the central portal; fund administrators review and approve it, at which point it becomes a real fund with a budget line and can be published to applicants in one step.
Application designer
Build your application form the way you want it: group questions into sections, choose from a wide library of question types, set validation rules, and preview exactly what applicants will see before you publish.
Smart forms that adapt to the applicant
Questions and whole sections appear or disappear based on what an applicant has already answered. A first-generation student sees one set of questions; a returning graduate student sees another.
Calculated fields
Define fields that compute themselves from other answers, total household income, an unmet-need figure, a weighted index, so the number is right every time.
Pre-qualification screening
Ask a short set of gating questions before an applicant invests time in a full application, so people learn early whether a program is a fit.
One application, many opportunities
Applicants fill out a shared core application once, and it feeds every program they’re eligible for, with only program-specific questions asked again.
Reusable program templates
Save a proven program structure as a template and roll it out to new programs, or push a change made centrally out to many programs at once.
Run · Attract and collect
The applicant experience
Everything an applicant, a recommender or a nominator sees, on a phone first.
Illustration of the applicant dashboard: applications in flight, each with its deadline badge.
My applications
Maya Okonkwo · saved just now
- Fall 2026 scholarshipDue in 3 days
4 of 5 sections complete · 1 recommendation pending
- STEM AdvancementDue in 3 weeks
2 of 6 sections complete
- Future Leaders FellowshipSubmitted
Under review · decision by 15 May
Applicant dashboard
A single home screen showing every application in flight, what’s finished, what’s outstanding and what’s due next. Each card carries a deadline badge that turns urgent at three days.
Mobile-first sign-in and registration
A phone-first landing that makes the choice explicit, sign in or browse open opportunities without an account, and a stepped registration that asks only what the organization actually needs.
Autosave
Work is saved as applicants go, section by section, so nothing is lost to a closed laptop or a dropped connection.
Document upload
Applicants attach transcripts, essays, tax documents, and portfolios directly to their application, with file type and size guidance shown up front.
Apply together
Applicants can invite collaborators to help complete specific sections of an application, useful for team grants, family financial sections, or advisor-supported applications.
Applying on someone’s behalf
Counselors, case workers, and staff can start and manage an application for an applicant who needs support.
Multi-language display
Application content can be presented in the applicant’s language.
In-app help
Contextual guidance and help articles are available right on the screen the user is working on.
Recommendation requests
Applicants request letters of recommendation; recommenders receive a link, submit directly into the system, and the letter attaches itself to the right application.
Nominations
Organizations can invite specific individuals to be nominated for an award and collect the nominator’s input as part of the process.
Application invitations
Invite named individuals or groups to apply, with tracked invitations.
Referrals
Capture and manage referrals into your programs from partners and staff. Applicants refer others from inside their own dashboard.
Run · Review
Review and selection
A clean queue for every reviewer, and the whole committee visible to the people running it.
Illustration of a reviewer's score sheet and the committee's progress.
Score sheet
Maya Okonkwo · Fall 2026 scholarship
- Financial need12345
- Academic record12345
- Essay12345
- Community involvement12345
Total 16 of 20 · committee 12 of 24 reviewedSubmit score
Reviewer portal
Reviewers log in to a clean queue of exactly the applications assigned to them, score against your rubric, leave comments, and submit, from any device.
Review committees and groups
Organize reviewers into committees, assign them to programs, and control who sees what.
Automatic applicant assignment
Distribute applications across reviewers automatically, evenly, in a few guided steps, instead of building assignment spreadsheets by hand.
Multi-stage review workflows
Move applications through the stages your process needs, initial screen, committee review, final approval, with the right people involved at each step.
Automated scoring
Score objective criteria automatically from application data, and analyze how scoring is distributing across your applicant pool.
Committee progress tracking
See at a glance who has reviewed what, who is behind, and how close the committee is to done.
Controlled information release
Decide which parts of an application each reviewer sees, and when.
Reviewer score visibility
Choose whether reviewers can see each other’s scores.
Run · Award and steward
Awarding and post-award
One authoritative record of every dollar committed, and what is owed after it.
Illustration of a batch award: recipients and amounts, one flagged as already awarded elsewhere.
Batch award
Fall 2026 scholarship · 6 recipients
- Maya Okonkwo$5,000Awarded
- Elena Ruiz$5,000Awarded
- Daniel OseiAlso awarded from STEM Advancement$5,000Duplicate
- Sam Tan$2,500Renewal
Post-award: acceptance, enrollment verification, thank-you letterAward all
Award management
Record award decisions and amounts, and see who received what across programs and years. Every fund’s page shows raised, awarded and remaining side by side.
Bulk awarding
Award many recipients at once, including across multiple programs.
Duplicate award detection
Identifies applicants who are receiving multiple awards across your programs.
Renewals
Manage multi-year awards and the renewal process for continuing recipients.
Post-award requirements
Collect what’s required after the award, acceptance confirmations, enrollment verification, progress reports, thank-you letters, with the same tracking as the application itself.
Thank-you letters
Collect and manage recipient thank-you letters to share with the donors who funded the award.
Outcome and impact tracking
Record a program’s activities, outputs, and outcomes across reporting periods so you can show what the funding actually achieved.
Run · Communicate
Communications
The right message at the right moment, from templates you design, without anyone sending it.
Illustration of an email template with merge fields and the notifications it belongs to.
Decision notice
Email template · sent on award
Dear Applicant.FirstName,
We are pleased to award you Award.Amount from the Fund.Name for AcademicYear. Please accept by Award.AcceptBy.
- Submission confirmationOn submit · email
- Deadline reminder7 days before · email and SMS
- Review assignmentOn assign · email
Email templates and automated notifications
Design branded email templates with merge fields, and let the platform send the right message at the right moment, submission confirmations, deadline reminders, decision notices, review assignments.
Mass email
Send to a filtered group, all applicants for a program, all reviewers behind schedule, all recipients, and schedule it.
Text message notifications
Reach applicants by text for time-sensitive messages and verification.
Notification center
Central control over what gets communicated, to whom, and when, plus system-wide announcements.
Prove
Reporting and insight
Reports you build yourself, dashboards that assemble themselves, and Phoenix Copilot answering from live data.
Illustration of a report built by choosing fields, with its chart.
Awards by academic year
Ad hoc report · 618 records
Fund AllGroup by Academic yearSum Award amount
$2.35M since 2020ExcelPDFSave report
Build-your-own reports
Choose the fields you care about, filter and group them, and produce a report, no technical skills, no data export, no analyst in the middle.
Standard reports library
Ready-made reports for the questions every program asks, applicants by status, awards by program, outstanding recommendations, section completion.
Export to Excel and PDF
Any report, and individual applications, export cleanly to Excel or a formatted PDF.
Fast large reports
Large reports are prepared in the background and served instantly when opened, rather than making you wait for them to run.
Executive dashboards
An at-a-glance view of the current cycle: applications received, review progress, awards made, the programs closing soon, and an eight-week trend of applications started.
Power BI analytics
Rich, interactive analytics dashboards embedded directly in the platform.
Search everything
Find any applicant or application across programs and years from the search box on the admin home screen, and export the results.
Administration
Administration and data
Who can see what, how your history comes in, and how the platform wears your brand.
Illustration of roles and permissions: which roles can see and do what, by module.
Roles and permissions
Meridian Community College
| Module | Admin | Staff | Reviewer | Finance |
|---|---|---|---|---|
| Applications | ||||
| Review | ||||
| Awards | ||||
| Donors | ||||
| Reports |
Scoped to the programs each user may touchAdd role
Roles and permissions
Control precisely which staff, reviewers, and partners can see and do what, down to which programs a user is allowed to touch.
Bulk data import
Bring users, applicants, and historical applications in from spreadsheets using guided templates.
Your branding, your domain
Colors, logos, labels, and terminology adapt to your organization, on your own web address.
Document library
A central store for program documents, guidelines, and forms shared with applicants.
Electronic signatures
Send an application or award document for legally recognized e-signature.
Integrations
Works with what you already run
Built on Microsoft Azure, with these integrations available today. The public data sources Phoenix searches need no customer setup and no keys.
Single sign-on (SAML 2.0)
Staff and students sign in with their existing institutional account.
Salesforce
Keeps records in sync with an organization’s existing CRM.
DocuSign
Legally recognized electronic signatures on applications and award documents.
Microsoft Power BI
Interactive analytics dashboards embedded inside the platform.
Stripe
Secure card payments and recurring gifts for online giving.
Twilio
Text-message notifications and verification.
SendGrid and SMTP email
Reliable, high-volume transactional and campaign email.
Google Translate
Multi-language presentation of application content.