What changed, when, and why.

Platform and Solutions pages launched

Every tool now has its own detail page, plus dedicated pages for each stage of growth (grant-dependent, ready to earn income, exploring a subsidiary, social enterprise transition) and each role (Executive Directors, Development Leads, Consultants & Advisors, Boards).

AI Co-Strategist pinned to every page

The Co-Strategist now follows you through the app with real context on whatever tool you're viewing, and 7 actions that let it create tasks, update records, log donor interactions, generate documents, and pull reports on your behalf.

Report Builder added

Generate a real board report, grant narrative feed, 990 prep pack, or impact story from your live data, exported as PDF, DOCX, or CSV.

Billing, usage metering, and donor CRM added

5-tier subscription plans with Stripe billing, AI usage tracking per organization, and a full donor and constituent relationship layer connected to Revenue Portfolio.

Property Finder fully rebuilt

Financeability scoring, capital-stack matching, construction and compliance tracking, and cross-organization collaboration for shared real estate deals.

Legal document architecture added

13 public legal pages, a Contract Center for order forms and agreements, and internal policy and control tracking.

Facilities & Assets management added

Track physical spaces, equipment, and the vendors tied to your events.

Finance, Forms, and Events tools added

Accounts receivable/payable, budgets, and restricted funds in Finance; public intake forms with CSV export; event registration and budget tracking.

Staff invites and role-based permissions shipped

Invite team members with scoped roles: Board Member, Finance, Development, Program Staff, Volunteer, Consultant, Auditor, each with different real access.

10 new operational tools launched

Action Center, Programs & Impact, Capacity & Workforce, Board & Governance, Risk & Compliance, Strategy & Execution, Scaling, Property Finder, and FundWisr Community, plus 3 new diagnostics. Rebranded to FundWisr™.

FundWisr™ launched

The Diagnostic Engine (all 13 instruments), Command Center, Sliding Scale Builder, Income Stream Builder, Funding Corridors (509 real resources), Grant Intelligence, and The Keystone organizational profile, live from day one.