Trust, Security & How We Operate
Trust, Security & How We Operate
At [Company Legal Name] ("we," "us," or "our"), we know that funding matters to the people and organizations we serve, and that trust has to be earned. This page explains, in plain language, how our business actually works, how we protect the funds you may receive, and how we protect your information. Our goal is for you to understand exactly what we do, what we don't do, and why our model is designed to keep you in control at every step.
We build grant lifecycle software and offer optional application-support and post-award administration services. We help you discover funding opportunities, understand eligibility, organize your documents, prepare application materials, track deadlines, and manage post-award compliance. You are always the applicant of record, you approve everything before it is submitted, and grant funds are paid directly to you by the funder — we never receive, hold, or disburse them. We are not a grant broker, a government agency, an authorized submitter for any funder, or a provider of legal, tax, accounting, or compliance advice, and we do not guarantee funding or eligibility outcomes. The sections below spell out what that means for you.
Our operating model is built to protect you
Everything about how we charge and how we work is designed to keep you in control and to remove the incentives that get customers into trouble elsewhere in this industry. We earn revenue from clearly defined subscription and service fees, never from your outcomes.
Here is what that looks like in practice:
- •Flat, fixed fees only. Every membership and every professional service has a flat, published price. Our memberships are Free; Assistance ($7.99/mo); Pro ($29/mo); Premium ($79/mo); and Professional ($200/mo). Our optional professional services are flat-fee: Grant Readiness Assessment ($1,500+), Grant Application Preparation ($2,500+), Funding Readiness Package ($2,500+), and Post-Award Administration ($1,000+/mo). You always know the price before you engage, and the price does not change based on any funding you may receive.
- •We never charge a percentage of any grant award. We do not now, and we will not ever, charge you a percentage of money you receive from a funder. There is no version of our pricing in which our fee rises because your award is larger.
- •We never charge success-based compensation. Our fees do not depend on whether you are approved, whether you receive funding, or how much you receive. We describe our fees only as subscription, readiness, preparation, compliance, reporting, or administration fees. Our compensation is never tied to, or conditioned on, any funding outcome in any form.
- •You approve every submission. We do not submit any application on your behalf without your documented, affirmative approval. Before anything is submitted, you review the materials and confirm: "I reviewed and approve this application for submission." If you have not approved it, it does not go out.
- •You remain the applicant of record. You are the applicant. Where you choose to submit, you submit as yourself or your organization. We support, organize, and prepare; we do not stand in for you, and we do not act as an authorized or official submitter on behalf of any funder or government program.
- •We never take custody of your funds. We do not receive, hold, or disburse grant funds at any point. Awards are paid directly to you by the funder. Your money never passes through us.
What we are, and what we are not
We want to be very clear about our role so there is no confusion about what you are buying and what you are not.
We are three things: (a) grant lifecycle software, (b) optional application-support services, and (c) optional post-award administration services. We help you find opportunities, understand eligibility, organize documents, prepare materials, track deadlines, and stay on top of compliance obligations after an award.
We are not, and we do not act as, any of the following:
- •We are not a grant broker, and we are not paid on commission. We are not compensated by funders, and we never earn a portion of any award.
- •We do not apply for grants for you or win grants for you. We provide software and support; you complete the process as the applicant, and you decide whether and when to submit.
- •We are not a government agency, and we are not affiliated with, endorsed by, or an official representative of any government program or funder.
- •We are not an authorized submitter or agent for any grant program. You remain the applicant of record, and you submit as yourself or your organization.
- •We do not provide legal, tax, accounting, financial, or grant-compliance advice. Our software and our support are informational and organizational; they are not professional advice.
- •We do not guarantee outcomes. We do not guarantee that you will be found eligible, that you will be approved, or that you will receive funding. Eligibility results in our software are estimates to help you focus your effort — they are not a determination, a certification, or a promise.
Your responsibilities before engaging paid services
Because we do not provide legal, tax, accounting, or compliance advice, there are a few things that are yours to confirm. We flag them here so there are no surprises.
Confirm fee allowability for your specific program. Many grant programs have rules about which costs may be paid for with grant funds. Before you engage any of our paid services, it is your responsibility to confirm whether our fees are an allowable or permissible cost under each specific grant program you are pursuing. Whether a cost is allowable depends on the individual program's rules, and only you — with your professional advisors — can confirm that for your situation.
Bring in qualified professionals for the questions that need them. For questions about allowable costs, audits, certifications, restricted funds, indirect costs, and federal or state rules, please consult qualified legal, tax, accounting, and grant-compliance professionals. We can help you organize and prepare, but we cannot answer these questions for you, and nothing on this page or in our software should be treated as professional advice.
How we protect your data
The information you share with us to prepare applications and manage compliance can be sensitive. We treat it that way. Below are the specific controls we use to keep it secure.
These controls describe how our systems are designed to operate. No system can promise perfect security, but we hold ourselves to concrete, industry-standard practices and improve them over time.
- •Encryption in transit and at rest. Your data is encrypted while it moves between your device and our systems, and while it is stored on our systems.
- •Strict access controls. Access to customer data is limited to authorized personnel who need it to do their jobs. We use authentication and least-privilege access so that people can reach only the data their role requires.
- •Vendor review. We rely on a limited set of trusted service providers (for example, hosting, storage, and payment processing). We review the providers who handle customer data and expect them to maintain appropriate security safeguards.
- •Retention limits. We keep your information only as long as we need it to provide our services and to meet legitimate legal, accounting, and record-keeping requirements. We do not keep it indefinitely for no reason.
- •Deletion on request. You can ask us to delete your personal information, and we will do so, subject to any records we are legally required to retain. To make a request, contact us at [Support Email].
- •Breach-response plan. We maintain a plan for identifying, containing, and responding to security incidents. If a breach affects your personal information, we will respond according to that plan and provide any notifications required by applicable law.
Questions and contact
If anything on this page is unclear, or you want to know more about how we handle your information or your funds, we are glad to explain.
You can reach us at [Support Email], or by mail at [Mailing Address]. For questions about allowable costs, audits, certifications, restricted funds, or federal and state grant rules, please consult a qualified legal, tax, accounting, or grant-compliance professional, as those questions fall outside the advice we are able to give.
Our model is simple on purpose: flat, fixed fees; never a percentage of your awards; no success-based compensation; your documented approval before anything is submitted; and your funds paid directly to you by the funder. You stay the applicant of record, you stay in control, and we stay focused on giving you software and support you can trust. This page is effective as of [Effective Date] and is governed by the laws of [Governing State]. We may update it as our services evolve, and we will post the current version here.
Effective date: [Effective Date]. This document uses bracketed placeholders for details finalized at launch. Questions? Contact [Support Email].