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How to Build the Optimal GrantExec Profile

How to Build the Optimal GrantExec Profile

A strong profile ensures that GrantExec’s AI and human analysts identify the right grant opportunities for your organization or project's specific needs. Here’s how to get it right whether you’re building a profile for your organization, a project, or a sector. Try for yourself at https://platform.grantexec.com/account/teams/new!

General Guidance

  • Be detailed: More context improves matching. Don’t worry about spelling or grammar — our models are trained to understand natural language.

  • Write in plain English: Use real-world terms to describe your work, not grant jargon.

  • You won’t break anything: The more information you include, the better. Use complete sentences or just bullet points — either is fine.​


Section-by-Section Tips

1. Organization Name

  • Use your full organizational or project name.

  • If you’re building a profile for a project or issue area (more on that below), this is where you should reflect that.

2. Mission Statement

  • Describe the purpose of your work.

  • If you’re building a project profile, use this field to describe your project mission instead of the broader org.

3. Who do you serve, and how do you do it?

  • Give a description of your core activities, audience, and impact.

  • Be specific — demographics, issue areas, program delivery models, etc., all help.

4. Coverage Area

  • Name all geographies where you do work or plan to apply funding.

    • You can include countries, states, regions, cities, or terms like "rural Southwest" or "urban Chicago."

  • This helps match with place-based funding.

6. Funding Goals

  • Select every relevant goal (general operating, project funding, capital, tech, planning, etc.).

  • If unsure, start broad — you can refine later.

  • Add details in the description field like:

    • “We’re seeking $150,000 over 2 years to expand mobile food pantry routes.”

7. Describe how you will apply your grant funds

  • Be specific. What will the money go toward? Examples:

    • “Staff salaries and fringe (program coordinator, outreach worker)”

    • “Mobile van purchase and fuel”

    • “Training materials, stipends, and evaluation software”​

Common Scenarios

Looking for Grants for a Project (not an organization)?

That’s totally fine — just remember, projects must be run by a real org (not individuals).

How to structure your profile:

  • Organization Name: Use your project name.

  • Organization Type: Use the org type (e.g., “Public University,” “Nonprofit,” etc.)

  • Mission: Use your project’s mission.

  • Who do you serve: Describe your project audience and impact.

  • Funding goals: Select “General Project Funding” and any others that apply.

  • Use of funds: Be specific to your project’s needs.

Example:

I’m running a physics experiment at the University of Michigan.

  • Organization Name: Dark Matter Collision Project

  • Organization Type: Public University

  • Mission: The project explores high-energy particle collision models to advance astrophysical theories.

  • Who do you serve: We engage graduate researchers and contribute to peer-reviewed discoveries in physics.​

Looking for Grants for a Sector or Issue Area?

Maybe you're researching on behalf of a field (e.g., climate tech, agriculture, or creative placemaking).

How to structure your profile:

  • Organization Name: Use the sector name (e.g., “Agriculture Sector”).

  • Organization Type: Select all relevant org types within the sector (e.g., “Farms,” “Research Institutions,” “Nonprofits”).

  • Mission & Who You Serve: Describe the typical actors in your sector, beneficiaries, and needs.

  • Funding Goals: Choose a wide range. Match what organizations in this space typically need.

  • Use of funds: Think broadly — research, capital, capacity-building, etc.​

“I’m not getting enough grants!” — What to check

If your results are too narrow, try these quick fixes:

  • Lower the minimum grant size: Many smaller grants can be stepping stones.

  • Remove unnecessary filters: Avoid filtering by region unless it’s a strict requirement.

  • Broaden your funding goals: Don’t check just one — add anything that could be relevant.

  • Write more in the “use of funds” box: Specificity helps us match more effectively.

We hope this helps! Reach out anytime either in the chat or by emailing [email protected].