See the risk
before it's a shortfall.
You're accountable for the organization's financial health without running it day to day. Get a clear, honest view of funding risk instead of finding out about it in a crisis.
Board briefing
Quarterly
Inside the product
What a board actually needs to see.
Terms, committees, disclosures and the packet, plus the obligations the organization is carrying, in a form a trustee can read in ten minutes.
Real screens from the product. Every figure shown belongs to a demonstration workspace, so nothing here is a real organization's information.
Board & Governance
Walk into the board meeting ready.
Trustees, terms, committees, meetings and disclosures.
Your path through FundWisr
See the risk before it's a shortfall.
A quarterly score, a real revenue view, and memos built from real data, not a summarized slide.
Review the Diagnostic Engine score each quarter
One 0-100 number across 13 real domains, financial, governance, operational, not just a narrative from staff.
Check Command Center at board meetings
See the actual revenue mix and concentration numbers, not a summarized slide someone built for you.
Review Fit & Feasibility scoring on major proposals
An independent check on staff recommendations before you vote. Every funding opportunity is scored on seven dimensions against the organization's real profile, and the need behind a program is scored separately from the money available for it.
Read the memos generated for you
Board-ready summaries built directly from real data, not reformatted talking points.
Real example
A funding risk, raised two quarters early.
A board treasurer reviewed her organization's quarterly Diagnostic Engine score and noticed Revenue Resilience was the lowest of the 13 domains, two quarters before a major grant was set to expire. Raising it then gave staff time to build a response, instead of scrambling after the fact.
Questions, answered plainly.
Do we need staff to set this up for us, or can the board access it directly?+
A staff admin invites board members with a dedicated Board Member role, which reads governance, finance dashboards, programs, and generated documents, so you can review the Diagnostic Engine score and Command Center view directly, without needing someone to prepare a separate report each time.
How is this different from the financial report we already get?+
A financial report shows what happened. The Diagnostic Engine is built to show what's likely to happen next and what's putting it at risk, scored across governance and operations as well as finances, and Fit & Feasibility adds an independent check on specific proposals: seven scored dimensions per opportunity, and the need behind a program held apart from the funding available for it.
What should we actually do with a low readiness score?+
Treat it the way you would any risk flag: ask staff what's driving the low domains, and use a generated board memo to get a written response you can act on.
See the risk before it's a budget shortfall.
A clear, honest view of funding risk, built from real data, reviewed on your own schedule, not discovered in a crisis.