Fundin

Everything that comes with your Discover plan and how it differs from Managed.

What's included in Discover

How to track outcomes and report on your grants once funding has been awarded.

Reporting on your grants

How to complete your bid library and why it matters for the quality of your grant matches.

Setting up your Bid Library

How to create a campaign and what information to include to get the best grant matches.

Creating a campaign

How Fundin finds your grant matches, what to look for, and how to confirm you are eligible before you apply.

Matched grants & eligibility

What's included in our Managed plan and how to upgrade from Discover.

Upgrading to Managed

Discover / Growth Users

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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