Automate your
grants process.

Grants & Equity Investments

One single source of truth for your grant applications, communication, and contracts.

Integrating Copper CRM with QBO, PandaDoc, Asana, Dialpad, Airtable, and Help Scout
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NEAR LogoAurora Labs43North Logo

is your

Grant program a mess
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Google sheet out of date
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Reporting on grant milestones impossible
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We hear you

Let us help.

how it works

We'll implement our recommended software stack 🦾
Copper CRM, Airtable, Ironclad)
We'll implement our solution and integrate it all together 🤖
Your grants process is organized, all in one place 🪄
Track how much money you've given out and if projects are reaching their milestones 🤩
it's time

get rid of your out-of-date
Google sheets.

Your exec team shouldn't be tagged in Telegram for new grant applications. Create a process that your grants team can manage.

try this instead

Start Here

Applicants apply for a grant 📝


Track all applications in one interface 😎


Send contracts with one click ➡️


Automate email updates & check-ins 💬


Track grant money going out (or money invested) in a clear pipeline 📊


Track Milestone progress 📈


Get clear reporting for c-level meetings 📍

Easy, right?

we make your grant & equity
investment program make sense.

We'll work with your Operations Champion and set up a grant / investment process that is organized and scalable.
It's solved

your work is done.


don't just take our word for it

Small Business
“We have been really impressed with the Efficient team!”
The Efficient team is completing an overhaul of our organization's workflows by building automation and connecting software.

Alex and Andra have been incredible throughout the process, helping to scope out work, and implementing the automation/integration in a quick turnaround. We have been really impressed with the Efficient team!”
Oliver Barker
Grants Operations Manager (Funding Team)
NEAR Foundation (Crypto / Blockchain)
Oliver Barker (NEAR Foundation) Headshot
“Awesome company to work with! They are super efficient and I truly recommend them. They know the ins and outs of their work and always provide valuable advice!
Nicky Chalabi
Ecosystem Success & Enablement
NEAR Foundation (Crypto Blockchain)
Nicky Chalabi (NEAR Foundation) Headshot
Small Business
“Focusing our energy and time on doing what we do best while the systems take care of the rest!”
Alex and his team were tasked with building a fairly custom and extensive solution that integrated seamlessly with our application process. They set us up on all the right software to streamline processes and saved us an immense amount of time. We're able to focus our energy and time on doing what we do best while the system takes care of the rest.
Read the full customer success story
Brian Straka
43NORTH (Venture Capital)
Brian Straka (43North) Headshot

what do you say?

Let's chat
Copper Partner

Grant Process

Grants & Equity Investments

Saba Karim (Techstars)
Saba Karim (Techstars)
“Efficient App has built one of the most streamlined CRM processes that I've ever seen!”

Let’s chat about automating your grants process

You are hiring a professional team to overhaul your grant operations which includes implementing & integrating software, and training your team on the new process.

Our customers are looking to get a clear snapshot of money given out through a grant program or investment program. Our solution has been used in the VC space for 7+ years, and in the crypto space for over a year.
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