Toll Free: 866.239.0991

    Live Chat

    Request Demo
    Discover: Fund Manager

    Explore Discover’s Modules: Fund Manager

    Keep track of every research funding dollar granted while disbursing funds efficiently from one, central location

    Request Demo  

    Discover’s Fund Manager enables you to make disbursements from multiple funding sources all while providing you with a detailed audit trail from funding source to grant payment. Set payment schedules, trigger reminders for progress reports on conditional payments and gain the flexibility to pull from multiple funding sources for a single grant payment.

    Discover Fund Manager

    Streamline disbursements while having the flexibility to manage ad-hoc payments

    • The Fund Manager’s payment scheduling capabilities can automate arranging all your grant payments – all you need to do is set the amounts and payment dates
    • Easily coordinate disbursements that are co-funded from multiple funding sources, enabling you to set payments per source
    • Control the flow of all your payments through status changes
    Discover Fund Allocation Chart

    Gain complete visibility over the entire audit trail across all your funding sources

    • Easily view approved and disbursed payments by grantee within each grantee record
    • See aggregate disbursements by funding area, remaining fund balances, and disbursement details by transaction
    • Track leveraged funds for disbursements payments that are matched by outside funders
    Be more efficient keeping your grantees organized with reporting

    Be more efficient keeping your grantees organized with reporting

    • Set up triggered notifications to remind grantees of pending progress reports waiting submission
    • Monitor the amounts paid and remaining within all your funds, with the ability to track amounts and roll up by fiscal year and more.
    • Enable grantees to complete their progress reports directly in Discover or provide the option of uploading their reports in any file formats you specify, including Word, PDF and more

    Manage all your research grants and mission critical processes on one platform

    Discover is a single solution for supporting all your organization’s research grants administration needs. Different modules can be added and modified to augment Discover’s functionality, enabling you to tailor Discover to suit your specific requirements. Beneath Discover sits Platform3, SmartSimple’s cloud based automation and collaboration platform that provides the underlying infrastructure on which Discover is built on. Through Platform3, Discover inherits its robust functionality that enables it to address the unique aspects of your research grants administration process.

    Contact Relationship Management (CRM)

    Contact Relationship
    Management (CRM)

    Effectively manage and organize multiple contacts and the multiple roles they can play, be it researcher, reviewer, scientific board member, across the multiple different organizations they can represent. All information is centralized in one, profile, with information organized based on role and organization.

    Reporting and Dashboards

    Reporting and Dashboards

    Platform3’s Report Builder Neo provides a robust reporting engine enabling you to report on any outcomes-based data point and create custom reports that can be shared and exported. Personalizable dashboards enable all your users to track the KPIs and milestones most important to their role.

    Automation Workflows

    Automation Workflows

    Platform3 can help streamline your processes by managing even the most complex workflow with branching logic by grant program and triggered automation. Efficiently move more work through your process while eliminating manual or time consuming tasks, all without ever feeling held back on what you can achieve.

    Explore Discover's modules

    Submission Manager

    Submission Manager

    Access all the vital information key team members and stakeholders need to facilitate more efficient research funding.

    Program Manager

    Program Manager

    Manage all your grantmaking programs and their unique criteria to authentically mirror your funding priorities.

    Committee Manager

    Committee Manager

    Simplify the reviewer assignment process and effectively administer your scoring methodology.

    Discover logo

    See Discover's Fund Manager in action

    Schedule a personalized demo of Discover and see how our all-in-one research grant administration solution can improve your efforts.

    Request Demo