A funder that backs proven social ventures to scale · Review
Building data foundations for a growing funder
A six-month Data & AI Review for a funder that backs proven social ventures to scale.
- tools and data stores holding venture information
- 10+
- in funding secured to date
- £50m
- of review, covering data and AI together
- 6 months
The challenge
Manual processes
Data is downloaded, re-typed and re-saved between tools by hand.
No trusted source
The same record sits in several places, so nobody is sure which one to trust.
Limited insight
Answering a simple portfolio question means pulling data together first.
Hard to scale
Every new cohort adds more manual work for the same small team.
The starting point
- Team workspaceVenture pages
- Online formsApplications
- CRMFunders, partners
- Team emailStaff inboxes
- Finance systemOfficial records
- SpreadsheetsCore metrics
- Shared driveVenture folders
- AI toolInconsistent use
How we approach it
Discover
See where they are today: how work, tools and data really flow.
Prioritise
Agree what matters most and spot the quick wins.
Design simply
Build on what they have. Nothing the team cannot run.
Implement
Put it in place with the team, one step at a time.
What the funder gets
No big migration
Change that builds on the tools already in place, not a costly new system.
The team steers
Staff set the priorities while their day-to-day work carries on.
A new data culture
A shared, more confident way of looking at data, AI and automation.