Funder profile guide

How to build an organisation profile for grant matching

A useful organisation profile gives matching software enough factual context to reject poor-fit opportunities before a team spends time reading them.

Best for

Teams deciding where to spend application time

Teams setting up FundingLens or standardising grant-search criteria across staff, trustees, directors or consultants.

Use this page to

Make the first review more concrete

Create an organisation profile for better grant matching and eligibility checks.

Review workflow

What FundingLens helps you do

Keep source facts, caveats and next actions together so your team can decide what deserves attention before application work starts.

01

Capture stable facts: legal form, registration numbers, locations served, beneficiaries, themes, turnover, governance evidence and typical project size.

02

Capture capacity signals: staff or volunteer capacity, accounts readiness, policies, bank evidence, partners, delivery permissions and previous funding constraints.

03

Keep profile fields editable because eligibility can change when the organisation incorporates, registers as a charity, expands geography or takes on new project types.

Readiness checks

  • Legal form and registration details complete.
  • Geography, beneficiaries and themes selected.
  • Funding size and eligible cost preferences added.
  • Evidence readiness and policies recorded.
  • Website and public summary checked for enrichment.

Eligibility caveats

  • FundingLens explains fit signals, eligibility caveats and next steps; it does not promise funding success or application approval.
  • Always check the official funder page before acting because deadlines, match-funding rules and eligible costs can change.
  • AI output stays separate from verified source facts and needs human review before it is used in an application.

Source references

Related FundingLens pages