How GrantSherpa works

Getting a grant is ten jobs, not one. GrantSherpa does the finding, reading, checking and remembering. You make every decision, and you press every "submit".

1. Tell us about your organization (5 minutes)

Mission, programs, where you work, and a few capacity questions. "Not sure yet" is a normal answer. You can change any of it later.

You: answer in your own words. GrantSherpa: starts checking opportunities right away.

2. See what fits, with proof

Every new and amended federal notice on Grants.gov is screened against your profile. A match shows what clearly fits, what clearly conflicts and what the notice does not say, each with the quoted passage, plus the deadline, the award range and the first useful action. Weekly digest; nothing padded.

Need more than federal? A funding search checks your state's agencies, your county and city, pass-through administrators and foundations for one specific piece of work, and shows exactly which sources were checked, skipped or blocked.

You: save, dismiss, mark useful or irrelevant. GrantSherpa: learns nothing it should not; your decisions stay yours.

3. Understand the whole notice

"Prepare application" reads the full notice and instructions and lists every requirement with its source: eligibility, deadline and time zone, forms, attachments, letters, page limits, evaluation criteria, budget rules. Conflicts between documents are shown, never silently resolved. If a notice restricts AI-assisted writing, the workspace switches to research and checklists only.

4. Build your evidence library

Upload past applications, reports and financials. Facts are extracted and wait for your approval; only approved facts are ever used. Each fact keeps its source, date and status.

5. Draft the application

A go/no-go summary, a requirement-by-requirement plan, an outline mapped to the scoring criteria, draft sections written only from your approved facts, a budget narrative from approved numbers, and a list of what is still missing. Missing facts get a visible placeholder, never an invented number.

You: edit every section in your own words, keep versions, insert approved facts, approve. Export to Word, PDF or Markdown.

6. Check the budget

Line items with exact arithmetic (no rounding drift), budget years, cost-share by source, and checks against the notice's own rules: request limit, project period, category caps, indirect cost, prohibited costs, narrative-versus-budget figures. Uncertain points are questions for you, with the source.

7. Hand off and submit

A handoff record: package version, who approved it, where it went, when, and the receipt. If the notice's deadline changes after you started, you are told.

You: submit through Grants.gov or the funder's portal. GrantSherpa: never submits and never asks for a portal password.

8. Track the decision

Every status carries its source and time. "Validated by Grants.gov" is shown as what it is: an intake step, not a decision. Upload agency letters; proposed next actions and the status the letter reports wait for your confirmation.

9. Deliver on the award

Upload the executed agreement; obligations are proposed with their passages and you approve them into a calendar. Reminders arrive before due dates. Staff log what actually happened; a person approves each entry.

10. Report and reuse

Report drafts are computed from approved evidence only, with exact totals and a list of what is missing, in Word, PDF or Markdown. Approved results go back into your evidence library for the next application.

What GrantSherpa never does

Common questions

Will this get us more grants?

We do not promise that. We promise less time finding, reading, assembling and remembering, and fewer missed requirements. Whether an application wins depends on the work and the competition.

Which funders are covered?

Federal opportunities on Grants.gov are checked every weekday. State, local and foundation sources are checked on demand for a specific project, and each search shows what was checked and what was not. We do not claim complete coverage.

Is the drafting "AI-written"?

Drafts are generated from your approved facts and your answers about the project, then edited and approved by you. Where a funder restricts AI-assisted applications, the workspace switches to research, outlines and checklists and you write the text. Read your funder's rules; the brief flags them when they are stated in the notice.

Who can see our documents?

Only your organization, and any grant writer you invited and can remove at any time. Documents are read by the analysis service to extract facts and are never shared with other customers. You can download or delete everything at any time.

What does it cost?

Seven days free, then a monthly subscription you can cancel any time. We tell you before anything is charged.

We are a grant writer with several clients.

Each client shares its workspace with you from its own account. You switch between clients from one login; their data stays separate. A portfolio view shows what is due across all of them.

Start your free 7-day trial