Discover (Beta)

Purpose

Discover (Beta) is your exploration hub for finding new potential funders or grant opportunities. From here, you can browse, filter, and save results to build your own funder and opportunity database inside Grantable.

💡 Think of Discover as your research assistant — it helps you find new leads that you can later track through your full Grants workflow.

Accessing Discover

From the sidebar, go to Discover (Beta).
You’ll see two main result types in the interface:

• Funders — organizations that offer grants.

• Opportunities — specific funding programs or calls for proposals.

Searching

Use the search bar at the top to find relevant results.
You can search by:

• Keyword — e.g., education, mental health, STEM research.

• Funder name — e.g., Ford Foundation, Robert Wood Johnson Foundation.

• Geography — e.g., Texas, Latin America.

💡 Try combining terms (for example, climate resilience California) to refine your results.

Viewing Results

Each result displays key details such as:

• Name — of the funder or opportunity.

• Description — a brief summary of focus areas or eligibility.

• Location — where the funder operates or funds.

• Website — direct link to learn more or apply.

Click any result to open its detail preview for more context.

Saving a Record

When you find a promising match:

1. Click Add to records on the result card.

2. The record will automatically appear in your workspace under the corresponding area:

   • Funders → saved to the Funders Area.

   • Opportunities → saved to the Opportunities Area.

💡 You can edit or expand saved records later to include notes, linked people, and applications.

Editing Saved Records

After saving:

• Go to Funders or Opportunities in the sidebar.

• Click the record name to open its profile.

• Add more details, link people, upload files, or record notes.

💡 Discover only provides a starting point — you enrich the record over time with your team’s real-world experience.

Beta Limitations

Because Discover is in beta, some behaviors may change as we expand coverage:

• Search results may not yet include every major funder.

• Geographic and category filters are still being refined.

• Saved records contain limited data initially (name, website, description, location).

💡 For now, use Discover as a quick research shortcut — not a complete directory.

Next Steps

After saving a record from Discover:

• Open it in Funders or Opportunities to link related documents and tasks.

• Add notes to track outreach or eligibility.

• Use Programs to connect your organization’s internal work to external opportunities.

💡 The more you connect your records, the smarter your workspace becomes — enabling faster, more accurate AI drafting later on.

✅ Key takeaway: Discover (Beta) helps you find and save new funders and opportunities without leaving Grantable. It’s the first step in building a connected, searchable database of potential partners to support your grant-seeking pipeline.