Programs & Funding

Every grant decision documented. Every milestone tracked. Every disbursement justified.

Turn grant evaluation, portfolio monitoring, and program coordination into structured workflows with named reviewers, approval gates, and an audit trail ready for boards and inspectors.

Create my first Flow Talk to sales

No IT project needed. First workflows live in days.

Grant evaluationPortfolio monitoringDisbursement gatesAudit trailBoard reporting

Innovation Grant #GRT-0041

0/4 concluídas11% completo

Proposal screening and eligibility42%
Program AnalystEligibility checklist
Committee evaluation with assessment
Evaluation CommitteeMandatory assessment
Approval and contracting
Program DirectorApproval gate
Monitoring and disbursementBLOQUEADA
Portfolio / FinanceVerified milestoneDep. pendente

Step 1 - Priority processes

Start with the processes auditors and boards scrutinize most

Proposal evaluation, disbursement control, and milestone monitoring face the most scrutiny. Then expand to mentoring, cohorts, and reporting.

Proposal Evaluation

Screening, scoring, and committee decision with documented reviewer assessments.

GrantsFirst value: 1 week

Situação: Proposals reviewed over email. No record of who reviewed, when, or why they approved.
Ganho: Every proposal with a named reviewer, recorded assessment, and documented committee decision.

Ver detalhes

Milestone Tracking

Recurring per-company check-ins with evidence collection and overdue alerts.

PortfolioFirst value: 1 week

Situação: Milestones tracked in a spreadsheet. Nobody knows which companies are behind until the quarterly report.
Ganho: Automatic overdue alerts. Every check-in documented with evidence and status.

Ver detalhes

Disbursement Control

Payment released only after milestone verification, with multi-level approval.

FinanceFirst value: 1-2 weeks

Situação: Disbursement approved over Slack or email. When the auditor asks, it takes days to reconstruct the justification.
Ganho: Every disbursement with a verified milestone, named approver, and exportable justification.

Ver detalhes

See other processes

Additional workflows for complete coverage after stabilizing core processes.

Mentoring & Advisory

Mentor matching, session logging, and outcome tracking per company.

ProgramsFirst value: 1 week

Situação: Mentoring scheduled over email. No record of which sessions happened or what was agreed.
Ganho: Every session with mentor, company, agenda, and outcome on record.

Ver detalhes

Cohort Coordination

Parallel per-company workflows with shared milestones and program deadlines.

AccelerationFirst value: 2 weeks

Situação: 20 companies in the same program, each at a different pace. No consolidated view of what's behind.
Ganho: Consolidated cohort view: milestones, deliverables, and per-company status in one place.

Ver detalhes

Reporting & Accountability

Complete history per company or program, exportable for boards or oversight bodies.

GovernanceFirst value: immediate

Situação: Board report assembled manually from 5 sources. Takes days.
Ganho: 1-click export: decisions, milestones, disbursements, and evidence per company or program.

Ver detalhes

Map full coverage with a specialist

Regulatory Framework

Aligned with public accountability and governance requirements

Cadenio does not replace your project management system. It ensures decisions, milestones, and disbursements are documented and auditable.

Public Accountability

Audit-Ready Decision Trails

Every funding decision documented with reviewer assessment, criteria, and justification, ready for oversight bodies.

GDPR / Data Protection

Applicant and Portfolio Company Data

Data collected during selection with documented purpose, tracked access, and exportable trail for data requests.

ISO 37001 / Integrity

Governance and Anti-Corruption

Applicant due diligence and evaluator conflict-of-interest checks with immutable records.

Internal Controls

Disbursement Governance

Multi-level approval gates for payment release with milestone verification and documented justification per tranche.

Step 2 - Operational proof

Before and after: how grant evaluation changes in practice

An example grant cycle with screening, evaluation, decision, and disbursement.

Grant cycle: from proposal to first disbursement

Programs team, evaluation committee, finance, and portfolio. Subject to board and oversight reporting.

Antes

Proposals reviewed over email. Committee decision communicated verbally.
Milestones tracked in a shared spreadsheet. Nobody owns the follow-up.
Disbursement approved on Slack. Auditor asks for evidence 6 months later.

Depois

Every proposal with eligibility checklist, named reviewer, and recorded decision.
Milestone check-ins triggered automatically with deadlines and evidence collection.
Disbursement released only after verified milestone, with documented multi-level approval.

Decision history exportable in 1 click for any auditorZero disbursements without documented milestone verificationAudit response prepared in hours, not weeks

Step 3 - Expand by area

Ready-to-use templates for every stage of the funding cycle

Start with evaluation or disbursement and expand to mentoring, cohorts, and reporting.

Grants & Selection Monitoring Disbursement Mentoring Cohorts Reporting

Grants & Selection

2 templates

Grant Proposal Evaluation

Grants12 tarefas3 gatesComplexidade Alta

Applicant Due Diligence

Grants14 tarefas3 gatesComplexidade Alta

Monitoring

2 templates

Quarterly Milestone Check-in

Portfolio8 tarefas1 gatesComplexidade Baixa

Portfolio Company Reassessment

Portfolio10 tarefas2 gatesComplexidade Media

Disbursement

1 templates

Milestone-Based Disbursement Release

Finance10 tarefas3 gatesComplexidade Alta

Mentoring

1 templates

Mentoring Session Log

Programs6 tarefas1 gatesComplexidade Baixa

Cohorts

1 templates

Cohort Company Onboarding

Acceleration10 tarefas2 gatesComplexidade Media

Reporting

1 templates

Board Impact Report

Governance8 tarefas2 gatesComplexidade Media

See full library →

FAQ

Frequently asked questions about Cadenio for programs and funding

Does Cadenio replace our CRM or portfolio management tool?

No. Cadenio structures the operational decision, monitoring, and disbursement workflows. It complements your CRM by organizing execution with owners, deadlines, and evidence.

Can we customize evaluation criteria per program or grant type?

Yes. Each evaluation workflow is configurable: fields, scoring criteria, number of reviewers, and approval gates are all defined by you.

How do we prove a disbursement decision to an auditor?

Every disbursement gate produces a record with verified milestone, approver, justification, and timestamp. Exportable as PDF or CSV in 1 click.

Does it work for accelerator cohorts with 20+ companies in parallel?

Yes. The same template runs in parallel for every cohort company, with shared milestones and consolidated visibility.

Can advisors and mentors log activity directly?

Yes. Each check-in or mentoring session has a named owner. The mentor records the session and assessment directly in the workflow.

Every decision traceable. Every dollar justified. Every company tracked.

Start with grant evaluation or portfolio monitoring, validate with your team, and expand from there.

Create my first Flow Talk to sales

Programs & Funding

Every grant decision documented. Every milestone tracked. Every disbursement justified.

Turn grant evaluation, portfolio monitoring, and program coordination into structured workflows with named reviewers, approval gates, and an audit trail ready for boards and inspectors.

Create my first Flow Talk to sales

No IT project needed. First workflows live in days.

Grant evaluationPortfolio monitoringDisbursement gatesAudit trailBoard reporting

Innovation Grant #GRT-0041

0/4 concluídas11% completo

Proposal screening and eligibility42%
Program AnalystEligibility checklist
Committee evaluation with assessment
Evaluation CommitteeMandatory assessment
Approval and contracting
Program DirectorApproval gate
Monitoring and disbursementBLOQUEADA
Portfolio / FinanceVerified milestoneDep. pendente

Step 1 - Priority processes

Start with the processes auditors and boards scrutinize most

Proposal evaluation, disbursement control, and milestone monitoring face the most scrutiny. Then expand to mentoring, cohorts, and reporting.

Proposal Evaluation

Screening, scoring, and committee decision with documented reviewer assessments.

GrantsFirst value: 1 week

Situação: Proposals reviewed over email. No record of who reviewed, when, or why they approved.
Ganho: Every proposal with a named reviewer, recorded assessment, and documented committee decision.

Ver detalhes

Milestone Tracking

Recurring per-company check-ins with evidence collection and overdue alerts.

PortfolioFirst value: 1 week

Situação: Milestones tracked in a spreadsheet. Nobody knows which companies are behind until the quarterly report.
Ganho: Automatic overdue alerts. Every check-in documented with evidence and status.

Ver detalhes

Disbursement Control

Payment released only after milestone verification, with multi-level approval.

FinanceFirst value: 1-2 weeks

Situação: Disbursement approved over Slack or email. When the auditor asks, it takes days to reconstruct the justification.
Ganho: Every disbursement with a verified milestone, named approver, and exportable justification.

Ver detalhes

See other processes

Additional workflows for complete coverage after stabilizing core processes.

Mentoring & Advisory

Mentor matching, session logging, and outcome tracking per company.

ProgramsFirst value: 1 week

Situação: Mentoring scheduled over email. No record of which sessions happened or what was agreed.
Ganho: Every session with mentor, company, agenda, and outcome on record.

Ver detalhes

Cohort Coordination

Parallel per-company workflows with shared milestones and program deadlines.

AccelerationFirst value: 2 weeks

Situação: 20 companies in the same program, each at a different pace. No consolidated view of what's behind.
Ganho: Consolidated cohort view: milestones, deliverables, and per-company status in one place.

Ver detalhes

Reporting & Accountability

Complete history per company or program, exportable for boards or oversight bodies.

GovernanceFirst value: immediate

Situação: Board report assembled manually from 5 sources. Takes days.
Ganho: 1-click export: decisions, milestones, disbursements, and evidence per company or program.

Ver detalhes

Map full coverage with a specialist

Regulatory Framework

Aligned with public accountability and governance requirements

Cadenio does not replace your project management system. It ensures decisions, milestones, and disbursements are documented and auditable.

Public Accountability

Audit-Ready Decision Trails

Every funding decision documented with reviewer assessment, criteria, and justification, ready for oversight bodies.

GDPR / Data Protection

Applicant and Portfolio Company Data

Data collected during selection with documented purpose, tracked access, and exportable trail for data requests.

ISO 37001 / Integrity

Governance and Anti-Corruption

Applicant due diligence and evaluator conflict-of-interest checks with immutable records.

Internal Controls

Disbursement Governance

Multi-level approval gates for payment release with milestone verification and documented justification per tranche.

Step 2 - Operational proof

Before and after: how grant evaluation changes in practice

An example grant cycle with screening, evaluation, decision, and disbursement.

Grant cycle: from proposal to first disbursement

Programs team, evaluation committee, finance, and portfolio. Subject to board and oversight reporting.

Antes

Proposals reviewed over email. Committee decision communicated verbally.
Milestones tracked in a shared spreadsheet. Nobody owns the follow-up.
Disbursement approved on Slack. Auditor asks for evidence 6 months later.

Depois

Every proposal with eligibility checklist, named reviewer, and recorded decision.
Milestone check-ins triggered automatically with deadlines and evidence collection.
Disbursement released only after verified milestone, with documented multi-level approval.

Decision history exportable in 1 click for any auditorZero disbursements without documented milestone verificationAudit response prepared in hours, not weeks

Step 3 - Expand by area

Ready-to-use templates for every stage of the funding cycle

Start with evaluation or disbursement and expand to mentoring, cohorts, and reporting.

Grants & Selection Monitoring Disbursement Mentoring Cohorts Reporting

Grants & Selection

2 templates

Grant Proposal Evaluation

Grants12 tarefas3 gatesComplexidade Alta

Applicant Due Diligence

Grants14 tarefas3 gatesComplexidade Alta

Monitoring

2 templates

Quarterly Milestone Check-in

Portfolio8 tarefas1 gatesComplexidade Baixa

Portfolio Company Reassessment

Portfolio10 tarefas2 gatesComplexidade Media

Disbursement

1 templates

Milestone-Based Disbursement Release

Finance10 tarefas3 gatesComplexidade Alta

Mentoring

1 templates

Mentoring Session Log

Programs6 tarefas1 gatesComplexidade Baixa

Cohorts

1 templates

Cohort Company Onboarding

Acceleration10 tarefas2 gatesComplexidade Media

Reporting

1 templates

Board Impact Report

Governance8 tarefas2 gatesComplexidade Media

See full library →

FAQ

Frequently asked questions about Cadenio for programs and funding

Does Cadenio replace our CRM or portfolio management tool?

No. Cadenio structures the operational decision, monitoring, and disbursement workflows. It complements your CRM by organizing execution with owners, deadlines, and evidence.

Can we customize evaluation criteria per program or grant type?

Yes. Each evaluation workflow is configurable: fields, scoring criteria, number of reviewers, and approval gates are all defined by you.

How do we prove a disbursement decision to an auditor?

Every disbursement gate produces a record with verified milestone, approver, justification, and timestamp. Exportable as PDF or CSV in 1 click.

Does it work for accelerator cohorts with 20+ companies in parallel?

Yes. The same template runs in parallel for every cohort company, with shared milestones and consolidated visibility.

Can advisors and mentors log activity directly?

Yes. Each check-in or mentoring session has a named owner. The mentor records the session and assessment directly in the workflow.

Every decision traceable. Every dollar justified. Every company tracked.

Start with grant evaluation or portfolio monitoring, validate with your team, and expand from there.

Create my first Flow Talk to sales