Throughout the week, each vendor partner will have a dedicated spotlight to showcase how their solutions can support and enhance the work of grants management professionals. It’s a chance to go beyond those in-person exhibitor booth conversations by seeing the products and services in action. Vendor partners will be highlighting key features, use cases, and the value and partnership they bring to the sector.
These demo sessions are open and complimentary to all in the PEAK community! Each session will be recorded and shared with registrants afterwards, and you can join as many as you’d like.
You can find the full schedule and registration links for each session below. We hope you join us!
Featured Partners
Schedule
Monday, November 17
SmartSimple Software
10:00 a.m. – 11:00 a.m. EST
As a leading provider of cloud-based grantmaking solutions, SmartSimple Cloud empowers organizations to efficiently manage and streamline even the most complex business processes. Designed with flexibility, scalability, and full configurability, the platform allows you to continuously adapt and customize it to meet your organization’s evolving needs—today and in the future. Discover how SmartSimple Cloud’s integrated and scalable feature set streamlines workflows, enhances collaboration, and improves data visibility, delivering a comprehensive solution that supports your organization’s growth.
Pivot Data Design and Reflect Evaluation
11:30 a.m. – 12:30 p.m. EST
Have you ever felt like your organization’s data is more of a chore than a catalyst?
Pivot Data Design and Reflect Evaluation have spent the last decade helping philanthropic organizations and their nonprofit partners transform how they plan for learning and tell meaningful stories with data. In this interactive demo session, we’ll walk through real examples from our collaborative projects to show how we help teams align evaluation plans with strategic goals from the start, and later, how we turn messy datasets into compelling stories for boards, funders, and communities.
We’ll share how our teams have supported partners to design practical tools like data dashboards, evaluation frameworks, and learning-centered reports that are actually used, not shelved. Whether you’re struggling to move from ideas to action, or from spreadsheets to stories, this session offers a glimpse into what’s possible when evaluation is embedded in strategy from day one.
UpMetrics
1:00pm – 2:00 p.m. EST
Grantmakers today need more than spreadsheets – they need insight. UpMetrics’ Advanced Analytics transforms how foundations explore and communicate impact by combining deep data exploration with polished, customizable dashboards built for the social sector.
In this session, see how your team can:
- Benchmark outcomes across grantees, portfolios, or time periods
- Drill into data by geography, program, or outcome area to uncover trends
- Blend qualitative context with quantitative results for richer storytelling
- Create professional, board-ready visuals that impress stakeholders and save time
Built specifically for grantmaking workflows, Advanced Analytics makes it easy to move from metrics to meaning without depending on IT or data science teams.
Join our session to discover how you can transform your reporting into insight-driven storytelling that inspires action and drives smarter funding decisions.
Temelio
2:30 p.m. – 3:30 p.m. EST
Join us for a dynamic one-hour webinar where the Temelio team will showcase our powerful grants management platform. We’ll take you behind the scenes to share how we built the platform and walk you through its most impactful features—focusing on tools designed to enhance the grantee experience, streamline internal workflows, and deliver more intuitive, actionable reporting.
Whether you’re exploring new systems or simply want a deeper look at how Temelio can elevate your grantmaking process, this session is a unique opportunity to see the platform in action and get your questions answered directly by our team.
Grant Guardian
4:00 p.m. – 5:00 p.m. EST
Grant Guardian: Leveraging AI for Financial Due Diligence
The Patrick J. McGovern Foundation (PJMF) is a philanthropic institution dedicated to advancing AI and data science solutions to create a thriving, equitable, and sustainable future for all. We are grantmakers and technologists, with a team of in-house software developers and data scientists, working to advance socially beneficial AI solutions.
Earlier this year, PJMF launched Grant Guardian, a free AI-powered financial due diligence platform. Designed to empower grantmakers of all financial expertise levels, Grant Guardian enables confident assessment of a potential grantee’s financial health. Join this session to learn about PJMF’s commitment to socially responsible AI development and explore integrating AI-powered financial diligence into your grantmaking processes.
Tuesday, November 18
Good Grants
10:00 a.m. – 11:00 a.m. EST
Good Grants is a sophisticated grant management software anyone can use, at an affordable price. We’re here to help you be more efficient, make good grant decisions and minimize your grantmaking risks so you can power positive change.
Our online software system is designed for flexibility and will help streamline and manage every aspect of the grantmaking process including application submissions, reviewing, fund allocations, post grant reporting, payments, contracts communications and more.
We will use this time to explore Good Grants to give a detailed overview of how every type of user will interact with the system. By the end of the demo, it will be clear how helpful Good Grants can be to help you manage a successful grant program.
Your Part-Time Controller, LLC
11:30 a.m. – 12:30 p.m. EST
From your vantage point in grants management, you see the challenges your grantee partners face—rising costs, funding uncertainty, and the pressure to do more with less. You want to be responsive, but how can you help grantees build the financial strength they need to thrive?
Join YPTC, the nonprofit accounting specialists, for a practical session on how you can support your grantees in strengthening their financial management capacity. We’ll explore common financial pain points, share real-world examples of what works, and offer actionable strategies you can bring back to your organization.
Bring your questions and your curiosity.
Impact Genome
1:00 p.m. – 2:00 p.m. EST
Every year, trillions of dollars are invested in doing good — yet most funders still struggle to prove their true impact.
Why? Because:
- There’s no common standard for measuring impact.
- There’s no central source of trusted data (leading to endless, duplicative reporting).
- Measuring impact is too costly for most grantees.
It doesn’t have to be this way.
Join us for a live session to discover how Impact Genome is helping leading funders — and over 5,000 nonprofit programs — solve these challenges.
You’ll learn how to:
- Strengthen confidence in your data
- Improve grant effectiveness & minimize risk
- Reduce reporting burden on grantees & build their capacity
See how a new, standardized approach to impact measurement is transforming philanthropy — and how your organization can benefit.
Foundant Technologies
2:30 p.m. – 3:30 p.m. EST
This demo will show you how Foundant’s Grant Lifecycle Manager addresses the needs of a number of audiences including applicants and grantees, program officers, executives, outside reviewers, and grant managers.
Grant Lifecycle Manager is used by more than 2,000 funders ranging from all-volunteer organizations to billion-dollar foundations with dozens of staff members and Fortune 500 companies with high security needs.
Our clients appreciate the tool’s flexibility and its robust features set for competitive and non-competitive grants, including tools to facilitate decision making, impact tracking, knowledge management, and data visualization.
Blackbaud
4:00 p.m. – 5:00 p.m. EST
Join us for an interactive, live demonstration designed specifically for grants management professionals in the PEAK Grantmaking community. See how Blackbaud Grantmaking™️ empowers you to streamline workflows, boost collaboration, and enhance transparency—accessible on any browser or device, wherever you work. Explore key features like real-time reporting, stakeholder communication tools, and flexible process management that help you make informed decisions and maximize impact. Attendees will gain practical insights, see use cases relevant to the sector, and have the opportunity for live Q&A. Don’t miss your chance to experience Blackbaud Grantmaking™️ in action—register now and take your grants management to the next level!
Wednesday, November 19
ImpactMapper
10:00 a.m. – 11:00 a.m. EST
This session showcases how grantmakers can gain deeper insights on their impact from their grantee reports and grantmaking data through analysis in ImpactMapper. The software tool allows for the robust analysis of text, story, financial, quantitative, and survey data to create compelling visualizations that align with your custom metrics. Integrations with Fluxx, Submittable, Airtable and Trint offer additional data-sharing efficiencies. New responsible AI features also support more efficient analysis of impact and outcomes.
Grantbook
11:30 a.m. – 12:30 p.m. EST
Are You Ready? Core Practices to Drive Your Journey Toward Operational Excellence
To design world-class processes and maximize the value of your technology, you need more than just tools—you need a mindset and approach grounded in operational excellence.
At Grantbook, we work with funders around the globe who understand that operational excellence is essential for empowering changemakers and driving meaningful impact. In this webinar, we’ll explore two foundational practices that will help ensure your organization is consistently progressing on its path to excellence: Implementation Readiness and Change Readiness.
While operational excellence involves many moving parts, these two practices stand out as critical pillars—each targeting a different dimension of your organization:
1. Implementation Readiness – Are we equipped to execute and deliver?
This pillar focuses on your internal infrastructure: systems, processes, and roles. We’ll share practical ways to assess and strengthen your implementation readiness through tools such as process blueprints, role clarity frameworks (like RACIs), and decision-making models.
2. Change Readiness – Are we willing and able to evolve?
This practice focuses on the human side of change: culture, mindset, leadership, and learning agility. We’ll explore how to evaluate and build change readiness through methods like interestholder mapping, pulse surveys, and alignment on ownership and organizational goals.
Join us to learn how embedding these two practices into your day-to-day operations can create lasting impact and set your organization up for success—now and in the future.
Submittable
1:00 p.m. – 2:00 p.m. EST
Leading grant management vendors Submittable and WizeHive joined forces last year, uniting 15 years of grant management software and services expertise. Together, we are thrilled to introduce Submittable Next: the first GMS in the market that truly balances needs for ease of use and adaptability with end-to-end post-award monitoring, compliance, and impact reporting—all in a totally out-of-the-box, self-service tool.
Join us for a live demonstration of what makes Submittable Next different from what you’ve seen before and elsewhere:
- An attractive, modern look and feel that sets up quickly and can duplicate entire cycles and programs instantly
- Applicant experiences that go beyond mobile friendly, auto save, language support and more to include contextual and collaborative revision requests
- Financial tools designed to manage multiple funds, funders with collaborative budgets, line items and indirect cost allocation
- End-to-end lifecycle automation, from intuitive workflow builders and built-in award agreements to progress reporting and compliant amendment processes
- Built-in dashboards, drag-and-drop impact reports, and global fields that support organizational taxonomy while keeping data at your fingertips
We hope you join us to meet Submittable Next!
Resilia
2:30 p.m. – 3:30 p.m. EST
Grantmaker Intelligence is an AI-powered knowledge tool built for Grantmakers. It helps teams transform years of grant reports and evaluations into actionable insight—turning institutional memory into a strategic asset. Grantmaker Intelligence is designed with governance in mind, integrating your organization’s AI use policy to ensure data privacy, transparency, and responsible use at every step.
We’ll show you how to:
- Organize institutional memory – Centralize and structure reports, memos, and evaluations in one searchable knowledge base.
- Surfaces insights faster – Uses AI to synthesize key themes and findings across programs and portfolios in minutes
- Streamline reporting and learning – Draft reports, board summaries, and learning briefs from high-quality data.
- Advance transparency and equity – Grounds analysis in authentic organizational knowledge, reducing bias and amplifying diverse perspectives.
Join us for a platform walkthrough showcasing how funders use Grantmaker Intelligence and a live Q&A.
Thursday, November 20
akoyaGO
10:00 a.m. – 11:00 a.m. EST
Built on Microsoft Dynamics, akoyaGO is an integrated, all-inclusive solution designed to meet the unique needs of foundations.
With akoyaGO your foundation has a comprehensive CRM and Grants Management platform that allows you to focus on what matters to your foundation and the relationships you build with your grantees. akoyaGO helps you streamline your grants operations through automation, an open API, easy-to-use workflows, and a simple grantee portal all your nonprofit partners can access anytime, anywhere.
During our demonstration we will overview:
- Dashboards & Reporting
- Record types and Tables within the CRM
- Workflows & Automation
- The Grantee Experience via the GOapply portal
Join us for the demonstration on Thursday, November 20th at 10 AM EST led by our team with extensive experience in the philanthropic sector.
Fluxx
11:30 a.m. – 12:30 p.m. EST
See how Fluxx transforms grantmaking into a faster, smarter, and more connected experience. Trusted by over 400 organizations, including leading government agencies, public charities, and major foundations, Fluxx streamlines the full grant lifecycle. Automate workflows, track impact in real time, and make data-driven decisions with confidence. With unmatched configurability, Fluxx adapts to your processes, not the other way around. Experience the difference of a platform built for grantmakers, by grantmakers and join us live to see why the world’s most forward-thinking funders choose Fluxx to power their mission.
Salesforce
1:00 p.m. – 2:00 p.m. EST
Join the Salesforce team to see how AI and agents are transforming grantmaking. We’ll move beyond slides to show you live demos of Agentforce for Grantmaking, showcasing how AI-powered “agents” work alongside your team. Watch as these agents can quickly assist by surfacing key data, preparing reports, and streamlining your entire process. This is your opportunity to see how AI isn’t just a feature, but a core partner in your workflow.
Beyond the demos, we’ll also offer a brief overview of Salesforce and the unparalleled value of its global community. Plus, get an exclusive look at our product roadmap to see the future innovations planned for the platform. This is your chance to see the solution in action.
Candid
2:30 p.m. – 3:30 p.m. EST
Transform the way you discover and verify grantees with Candid search. Combining decades of trusted nonprofit data from GuideStar and Foundation Directory, Candid gives funders the information they need to make better, more efficient decisions—all in one place. Join us for a look at this new and improved product as we demonstrate advanced search capabilities, compliance tools, and workflow features designed to save you time and enhance your grantmaking process. You’ll also get a preview of our upcoming data visualization tool that allows funders to analyze funding trends and demonstrate impact.
GivingData
4:00 p.m. – 5:00 p.m. EST
Learn how foundations leverage GivingData’s grants management system to strengthen relationships with nonprofit partners, tap into a collaborative community of funders, and maximize impact. We’ll spotlight challenges funders face and demonstrate how GivingData solves them through purpose-built grantmaking tools that support cross-team collaboration and data-driven decision making.
Discover how GivingData tools are shaping the future of grants management, and hear how our community is driving innovation in the platform and across the sector.
Friday, November 21
Digital Science
11:30 a.m. – 12:30 p.m. EST
Join Digital Science for a virtual demo showcasing how Dimensions and Altmetric empower research funders and non-profits to make smarter, data-informed grantmaking decisions. See how these powerful platforms help you identify experts and reviewers, assess grantee careers, and demonstrate influence across disciplines, patents, policies, and clinical guidelines. Explore how to track the online attention your funding receives—from researchers, policymakers, clinicians, and the general public—through transparent, disambiguated data linkages found nowhere else. Only Dimensions and Altmetric offer this level of connected insight, enabling you to link funding to real-world outcomes and innovation—all in one place. Trusted by leading global funders and governments, our platforms deliver evidence and efficiency to help you elevate accountability, storytelling, and strategic impact in your grantmaking practice.
Bonterra
1:00 p.m. – 2:00 p.m. EST
In this session, attendees will learn about Jumpstart Capacity Building and how this work has helped over 2,000 organizations bolster their individual giving and drive more impact. You’ll gain key insights into what we’ve learned – as it relates to funding in the sector for small and mid-size organizations and how we’ve concluded that individual giving is both the greatest opportunity and the biggest challenge. From there, we’ll dig into Jumpstart’s programming – which can be deployed as a solution or opportunity. Jumpstart’s fundraising support is a 12-month engagement for participants, and it combines 1:1 coaching, technology, peer-learning, and an ongoing curriculum. Jumpstart’s work is an investment model and since 2016, 150+ Funders nationwide have supported cohorts to enroll. It’s acutely focused on strengthening the development office of your partners and now more than ever – this is a prominent need. Join us! This could be the opportunity your grantees are looking for.
Sputnik Moment
2:30 p.m. – 3:30 p.m. EST
After a quick introduction by Ginger Whalen, our presentation and accompanying demo will be led by our Grantmaking Lead, Kymberli Feng. Teamed up with a Sputnik Moment customer (who is part of the PEAK GM Community!), Kymberli will provide a sneak peak of our Consultative process during the Discovery phase. She will then move to a demo to illustrate how the business and technical needs are illustrated in a GM build. We will also touch on the opportunity to co-build solutions which Sputnik Moment provides with some customers.