Every generalist RM gets the specialist’s workflow.
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.
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.
Screen organisations and projects — regulatory, reputational, impact — once, for every adviser.
02 Portfolio BuilderliveA client’s objectives become 2–3 funding scenarios with recommended organisations and outcomes.
03 Vetted MarketplaceliveA pool of pre-diligenced projects, structured and searchable.
04 Adviser Dashboardlive in partOrganises client data, flows and to-dos, and drafts reporting.
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.