PlanWise

Board meetings that practically run themselves

Build the agenda, assemble the board book, run the meeting, and capture minutes and motions — all in one place your directors can actually use. Export a clean PDF whenever you want; your records are always yours.

Every policy, always up to date

Draft, review, and approve policies with a real workflow and full version history. Link an approved policy straight to the board meeting that ratified it — the differentiator BoardBook alone can't offer.

Your investment pipeline, without the spreadsheet

Track impact investments from first look to close — scoring, risk and return, and due diligence — in one shared pipeline your whole team sees the same way.

See deals other foundations are ready to share

Publish deals from ImpactTracker and browse what other foundations are sharing across the network — co-investment made easy, on your terms.

One number for your whole portfolio

Consolidate ImpactTracker holdings with your traditional manager reporting for one total-portfolio return view — no more stitching spreadsheets together each quarter.