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For family offices, foundations and private funders
Know which grantees are on solid ground.
The Portfolio Review is a CPA-led check on the cash runway and grant compliance of the nonprofits you fund. You get a one-page scorecard for each grantee, so you know who is stable, who is exposed, and where to look first.
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You get
Cash
Days of cash
How many days each grantee can operate on the cash it has, including payroll and the grants still owed to it.
Receivables
What they are owed
Reimbursements and grant payments due to each grantee, and how late they are running.
Compliance
Restricted funds check
Whether restricted money sits on the right grant, and what is at risk if it does not.
1. Apply
Tell us which grantees to include. A short call confirms scope.
2. Consent
Each grantee agrees in writing before we look at anything.
3. CPA review
A CPA checks cash, amounts owed and restricted funds for each grantee.
4. Scorecards
You get one page per grantee plus a portfolio summary. You never see their books.
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