A Clear Path Through the Complexity of Funding

Confidently Manage Your Clients' Funding Journey

The Funding Manager

Your Command Center for Client Success

Streamlined Operation

Turn your entire workflow into one powerful template

Transform your operations with:

Real-Time Oversight

Live dashboard view on all applications, deadlines, funding amount and more

Streamlined Workflows

Automate tasks, standardize processes with a built-in playbook to keep the team aligned

Centralized Intelligence

Manage every client detail and progress in one dedicated, organized space

Get Your Team Operational in Four Simple Steps

Get Started in Minutes

Purchase & Download

After purchasing, an email with your dedicated template download link will be sent to you automatically.

Duplicate to Your Workspace

Click the link and duplicate the template into your own Notion workspace with one click. It’s instantly yours to use.

Customize Your Workflow

Tailor the template to your exact operations. Add integrations, modify the playbook, or include your own guidelines to make it perfectly fit your team’s flow.

Onboard Your Team

Invite your team members and start collaborating. Assign tasks, manage applications, and drive client success together from day one.

Frequently Asked Questions

Do I need a Notion paid plan to use this template?

The template works on free plans. To customize  automations (e.g., buttons that create tasks), a Pro plan ($10/member/month) is needed.

I'm new to Notion. Is it easy to use?

Yes. It's designed for ease of use. We include a quick setup  guidance to get you started.

How is this different from a funding agent?

We act like part of your team. We plan your funding roadmap, organise your documents, stay aligned with your business growth and proactively manage every grant application and reporting need as you scale.

Do you cover startup programmes?

Startup programme applications often involve much deeper preparation, including refining business strategy, building pitch decks, and preparing for funder Q&A. These highly competitive applications are offered as separate full-service add-ons, subject to monthly capacity limits.

Do you handle procurement for my grant application?

Some grants require you to collect quotes from multiple vendors (procurement) to meet transparency requirements. You’re responsible for managing this part directly. If further documents are needed later as part of your application, and you’ve authorized it, we can assist by following up with your vendors to collect any required supporting paperwork.

(Procurement support is not included in your fractional funding service plan.)