Your organisation profile is one of the most important things you will complete when you sign up. It is the foundation Fundin uses to match you to grants and generate application drafts — the more complete it is, the better your results will be.
You can find your profile under Library in the left-hand menu.
🔴 Important: Grant matching will not be as accurate until your profile is complete. It is worth filling this in fully before you start reviewing grants.
Financials
Include your financial information here. Funders routinely ask about your income, expenditure, and reserves, so having this up to date means your application drafts will be accurate.
Governance
Upload your core organisational documents here. Funders ask for these as part of their due diligence process, so having them in place means you are never held up searching for paperwork at application time.
Core documents to upload:
Articles of Association (for CICs and charitable companies)
Constitution (for CIOs or unincorporated charities)
Latest published accounts (ideally two years)
Core policies, including Safeguarding, Health and Safety, Equality Diversity and Inclusion, Financial Controls, and Data Protection / GDPR
Documents
Upload your key organisational documents here. This is the most important section.
The documents that make the biggest difference are impact reports, case studies, testimonials, and evaluations.
If you have them, upload them — Fundin uses these to evidence the need and impact of your work in application drafts.
Accepted file types: PDF, DOCX, XLSX, CSV, PNG, JPG (max 50MB each)
Notes and funder restrictions
If there are any funders you are unable to apply to — for example where you already hold an active award — add a note here. This helps keep your matched grants relevant.