# Institutions & Non-Profits

Simplify funding processes and make room for impact and lasting relationships

### 100% Swiss Hosted

Application and personal data hosted securely in Switzerland.

### Built for foundations

Designed around grant-making processes, not retrofitted.

### Confidential assessment

Voting and confidential fields protect sensitive assessments.

Digitise your core funding processes

### Funding applications & project proposals

Receive, review, and assess applications centrally, from intake to the funding decision.

### Calls & funding programmes

Publish funding programmes and competitions, assess submissions, and guide them transparently through to the award.

### Internal requests & committees

Map internal requests and board or committee decisions flexibly, and process them in one place.

## Approach

## What does that mean in practice?

### Tailored

Create flexible forms for every kind of application - from project proposals to bursaries.

### Communication

Ask questions, comment on submissions, and stay in dialogue - centrally and traceably.

### Depth

Involve internal and external reviewers, define criteria, and reach well-founded decisions.

### Overview

Track status, progress, and results - transparent for everyone involved.

With Fundament you manage the entire grant-making process in one place. Applications, communication, assessments, and decisions are structured, traceable, and efficiently organised - less administration, more time for effective funding.

### Flexible applications & funding programmes

Map funding applications, project proposals, and other submissions digitally to the funding process each one needs.

- **Configure forms flexibly**

- **Map multi-phase processes**

- **Use conditional fields and form logic**

- **Provide multilingual portals**

- **Save progress automatically**

- **Validate entries before submission**

### Central application processing

Review and organise applications in a structured way and guide them through the entire funding process.

- **Manage status, checklists, and tags**

- **Filter and search applications**

- **Process several applications at once**

- **Review documents directly in the browser**

- **Use custom columns and saved views**

- **Capture internal and confidential fields**

### Clear collaboration & responsibilities

Teams, specialists, and external experts work in the same process, securely and traceably.

- **Assign roles and access precisely**

- **Share applications and information selectively**

- **Request revisions to individual entries**

- **Keep internal notes and comments**

- **Track changes and versions**

- **Document all activity in full**

### Structured assessment & decisions

Prepare and document assessments, awards, and funding decisions transparently.

- **Assign applications for assessment deliberately**

- **Hide confidential or personal details**

- **Define assessment criteria and additional fields**

- **Set deadlines and reminders for assessors**

- **Evaluate results in the dashboard**

- **Document decisions traceably in the dossier**

### Communication with applicants

Manage communication with applicants centrally and link it directly to the relevant application.

- **Send emails directly from Fundament**

- **Create email templates with variables**

- **Provide multilingual templates**

- **Configure system emails individually**

- **Trigger reminders and notifications**

- **Manage contacts and their history centrally**

### Automation & AI

Reduce routine work and move funding processes forward automatically based on defined rules.

- **Automate workflows with triggers, conditions, and actions**

- **Control status changes automatically**

- **Send emails automatically**

- **Release applications automatically**

- **Summarise applications with AI**

- **Check applications against defined criteria**

### People & organisations

Keep an overview of applicants, organisations, and their previous funding applications in one place.

- **Show all applications of a person or organisation in one place**

- **Organise contacts in groups**

- **Define custom group types and fields**

- **Detect possible duplicates**

### Reporting & overview

Live data brings transparency to applications, funding volume, and decisions.

- **Filter data by status, funding area, or programme**

- **Use custom columns for relevant metrics**

- **Save frequently used views**

- **Export data as PDF, CSV, or Excel**

### Security, operations & integrations

Fundament fits securely into existing organisational and IT structures.

- **Import and export data via standardised formats**

- **Connect third-party systems via interfaces**

- **Protect accounts with two-factor authentication**

- **Back up data automatically every day**

### What kind of organisation is Fundament built for?

Fundament was built for and with funding organisations, from [foundations](/en/industries/institutions-non-profits) through smaller funding projects to [cantonal and federal funding programmes](/en/industries/government-offices-and-authorities).

Organisations that are not classic funders can use Fundament too. As soon as data has to be collected, reviewed and managed through forms, Fundament helps to simplify the process and keep it clear.

### Can we bring existing applications, requests or projects into Fundament?

Yes. Existing data can be migrated into Fundament automatically. Which data can be carried over, and how the migration runs, we work out together during onboarding.

### Where is our data stored?

All data stays in Switzerland. Fundament's entire infrastructure is hosted by Infomaniak, a Swiss provider with data centres in Switzerland.

### How does onboarding at Fundament work?

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## Interested? In a short call or on site we show you how Fundament works, with no obligation.

**Daniel Schneider**  
Geschäftsführung und Kund:innenbetreuung

[Request a meeting](/en/contact)
