PhilaNova.AI
[01/04]
The intelligence layer for purpose capital

Philanthropy never had its technology moment. We’re building it.

Every generalist RM gets the specialist’s workflow.

Explain

Small beside pensions or public markets — and the only pool of capital at this scale that has never had an intelligence layer. We are building it, so that $2.4 trillion Unsourced can move faster, smarter, and together.

What PhilaNova is. The intelligence layer for purpose capital: shared data, taxonomies and benchmarks for philanthropy, the way finance got its terminal. Trust made portable — one institution’s diligence becomes a signal every other can rely on.

Banks first. We start inside the private banks, where the capital, the clients and the trust already sit. Our first product is built for their philanthropy desks, so that every generalist relationship manager gets the specialist’s workflow. Then foundations and family offices.

One adviser workflow, in the order an adviser works.

  • KYC — know the client and the cause; organisations and projects screened once, for every adviser.
  • Portfolio Builder — a client’s objectives become two or three funding scenarios with recommended organisations.
  • Vetted Marketplace — a pool of pre-diligenced projects, structured and searchable.
  • Adviser Dashboard — the client book, commitments, pipeline and co-funders in one place.

We never move money. PhilaNova never advises, never faces the client and never holds a dollar: the bank does, and we are the layer of evidence it works from.

On the band: each lifted tile is a real grantee from a filed return or a network’s published list. Verified and On file describe filings, not quality. Fit is how alike two funders’ giving is, not the chance they will co-fund, and every client shown is illustrative.

[01/04]what works

Philanthropy already knows what works.

  1. Millions of filed grants
  2. Read and vetted
  3. Verified organisations
Explain

[02/04]the adviser’s workspace

Serve every client with a specialist’s intelligence.

  1. Know the client
  2. See what works
  3. Build the portfolio together
Explain

[03/04]the bridge

What philanthropy knows, carried into thousands of client portfolios.

  1. What philanthropy knows
  2. Carried across
  3. Thousands of client portfolios
Explain

[04/04]the portfolio

Five categories become one portfolio.

  1. Five categories
  2. Vetted organisations join
  3. One portfolio, graded
Explain

The first product

One adviser workflow.

Explain

The four modules and their lines are the deck’s (Business Plan v10, p.14), shortened where a line promised what is not built. KYC screening of organisations for regulatory and reputational risk is not built; what is live is the client intake and the filed-record tick every tile carries. Portfolio Builder is live on /build. Vetted Marketplace is live with vetted projects; the deck’s 300+ Optimus-style pipeline is not in it yet. Adviser Dashboard: the Desk is live on /home; the agent the deck describes reading WhatsApp and email is not built.

[the record]

The corpus, assembling.

read from IRS Form 990 filings
The corpus, assembling 990reading filings
The films
PhilaNova.AI

Credit scores made trust portable. PhilaNova makes diligence portable.