For family offices, foundations and private funders

Know which grantees are on solid ground before the next check.

A CPA-led cash runway and grant compliance review of the organizations you already fund, with a one-page scorecard for each.

Request a Portfolio ReviewStart with a short call about your grantees. We can begin with two or three.

Your grantees report on what they did. Few report on whether they can keep doing it.

Many of the organizations you fund spend first and get reimbursed later, and payroll does not wait. In a survey of New York City nonprofits, first payments to human services providers arrived an average of 6.5 months after the contract start date.

Source: Nonprofit Finance Fund, 2025

Outcome reports rarely show that strain. The first sign is often a missed report, a late request for help, or a closure. By then your grant is already at risk.

A review of the grantee's own books shows the pressure early, while there is still time to help.

Illustrative example · fictional organizations

What your portfolio summary could look like.

One line per grantee, sorted by who needs attention first. Each grantee also gets its own one-page scorecard.

12grantees reviewed

8steady

3watch

1needs support

Grantee	Cash runway	Status	What we flagged
Harbor Youth Alliance	34 days	Needs support	Two state reimbursements 60+ days late, no short-term financing in place
Riverbend Family Services	52 days	Watch	Cash dips in week 9 if one grant pays 30 days late
Northside Food Pantry	61 days	Watch	Restricted funds spent ahead of the grant budget
Eastgate Literacy Project	118 days	Steady	No flags this period

Example data for illustration only. Not a client result.

What we look at, for each grantee.

Drawn from the grantee's own books, with their written consent.

Cash runway

A 13-week forecast with restricted and unrestricted cash shown separately, so you see how many days they can operate.

Money owed, and when it arrives

Reimbursements and payments due from other funders, and what happens if they come late.

Restricted funds on the right grant

Whether spending matches each grant budget, and whether deadlines or match requirements are at risk.

Margin by program

What each program costs fully allocated, and which ones are quietly drawing on the rest.

How it works.

Three steps. You do not change who you fund.

Step 1

Connect

You tell us which grantees to include. Each one agrees in writing, and we confirm their books are ready.

Step 2

Review

We run the review on each grantee's books and share the findings with the grantee first.

Step 3

Report

You receive a one-page scorecard per grantee and a portfolio summary. Add monthly monitoring if you want it ongoing.

Two ways to work with us.

Option A

Sponsor the review

You fund the Portfolio Review for grantees you already support, and you receive the summary scorecards.

You choose the grantees
Each grantee consents and sees its findings first
You see the scorecard, never the ledger

Option B

Fund a financial-health grant

You give each grantee a restricted grant that it uses to buy the review for itself. This fits funders who prefer a hands-off, trust-based approach.

The grantee owns the results
You see them only if the grantee chooses to share
No monitoring relationship between you and us

Ongoing monthly monitoring and compliance support are available with either option. Pricing is set per grantee after a short call.

Built for funders whose grantees are mid-size.

You are likely a fit if most of these are true:

$1M–$5M

Grantee budgets

Big enough for real cash and compliance risk, too small for a full grants accounting team.

10+

Active grantees

Enough that you cannot watch each one's finances yourself.

Lean

Funder staff

Few or no program officers to do financial follow-up.

Public + private

Grantee funding

Grantees carrying restricted or government grants alongside yours.

Built to protect your grantees, too.

A score should lead to help, not to a quiet funding cut. So the process is set up that way.

Grantees give written consent before anything is shared
Grantees see their findings first and can respond
Funders receive a summary scorecard, never the ledger
Every report is labeled as an analysis, not an audit or review opinion

PreciseGrants is not an audit firm. Forecasts rest on stated assumptions and are not guarantees of future results.

Common questions.

Is this an audit?

No. It is an analysis of the grantee's books and carries no assurance opinion.

Does my grantee have to agree?

Yes, in writing. They see the findings before you do.

What will I see?

A one-page scorecard per grantee and a portfolio summary. You will not see the ledger.

What if a grantee's books are not in order?

We tell you and the grantee up front, and the grantee can use any bookkeeper they choose before we start.

How long does it take?

We aim to deliver each grantee's review within 10 business days after we confirm in writing that their data is complete.

What does it cost?

Pricing is per grantee and depends on how many grants each one carries. We will quote it after a short call.

Request a Portfolio Review

A few short questions about you and your grantees. We reply within one business day.