What Temelio does

Temelio (legal entity Temelio Inc.) is a US-incorporated, venture-backed SaaS company founded in 2022 and headquartered in New York City, building a cloud-based grants management platform purpose-built for small-to-medium foundations and grantmaking organizations. The platform unifies the full grant lifecycle — proposal intake, customizable proposal-to-approval workflows with reviewer assignment and real-time commenting, grantee relationship management via a foundation-specific CRM, payment tracking, and reporting — across four interconnected modules: Foundation Grants Management Software, Grantee Portal, Foundation CRM, and Reporting & Accounting. Notable technical components include SOC 2 Type 2 compliance with SSO, encryption, and role-based permissions; native integrations with Candid (charity checks and auto-filled grantee profiles), Sage Intacct, QuickBooks, BILL, and Plaid; and embedded communications collocated with applications. The platform is differentiated by a trust-based philanthropy design philosophy, no-code onboarding, and an advisory board of grantmakers and nonprofit experts; it also offers an AI-powered due diligence capability added in June 2026 through a strategic partnership with Complēre.

Temelio operates on a SaaS subscription model with annual billing, quote-based pricing tailored to foundation size and needs, and complimentary implementation, data migration, and ongoing support bundled into the subscription. Revenue mechanics combine recurring subscription fees with associated professional services outlined per Order Form and Statement of Work. Go-to-market is direct enterprise field sales targeting foundations and grantmaking organizations, with a structured team including Account Executives, a Sales Team Lead, Client Onboarding Managers, Solutions Engineers, and a Head of Client Success. Customer acquisition runs primarily through website demo requests and personalized outreach, supported by content marketing, customer testimonials, and LinkedIn presence; no channel partner or reseller network is in use. The company has raised $7M in disclosed funding (2025, led by Avenue Growth Partners), reports 150+ foundation customers facilitating over $1B in annual grants, and maintains a team of roughly 26-30 people operating from NYC while serving customers across the United States.

Name

Temelio

Legal name

Temelio Inc.

Website

https://trytemelio.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Temelio is a US-based, cloud-native SaaS company providing all-in-one grants management software for small-to-medium foundations and grantmakers, unifying proposal workflows, grantee CRM, reporting, and accounting integrations on a SOC 2 Type 2-compliant platform serving 150+ foundation customers.

Ownership category

akta.pro rank

Product category

Grants Management Software

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)

akta.pro secondary industry

Advancement Services & Donor Operations (CRM, Gift Processing, Stewardship) (EDALAOAD)

Keywords

• Grants management software
• Foundation CRM
• Grantmaking platform
• Nonprofit grant lifecycle
• Philanthropy software

Headquarters

HQ city

Manhattan

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: Annual subscription-based pricing model for grants management software access. Fees are billed annually and due within 30 days per Order Form terms. Professional services (implementation, onboarding, data migration) included with subscription.
2. Professional Services: Implementation, training, onboarding, and support services as outlined in Order Forms and Statements of Work.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Temelio provides a cloud-based SaaS grants management platform that enables foundations and grantmakers to manage the full grant lifecycle from application intake through approval workflows, grantee relationship management, payment processing, and impact reporting. The platform combines an applicant-facing Grantee Portal, a centralized Foundation CRM with embedded due diligence (Candid integration), and customizable reporting and accounting tools in a single, no-code system purpose-built for trust-based philanthropy.

Product overview

Temelio is an all-in-one cloud-based grants management platform built for foundations and grantmakers. The core offering is the Foundation Grants Management Software, which integrates four interconnected modules: the Foundation CRM for managing grantee relationships and vetting, the Grantee Portal for applicant-facing submission and tracking, and Reporting & Accounting for impact measurement and financial management. The platform facilitates over $1B in annual grants across 150+ foundation customers, emphasizing trust-based philanthropy design principles.

Differentiator

Problem solved

Functional benefit

Products and services

• Foundation Grants Management Software An all-in-one cloud-based grants management platform for foundations managing the entire grant lifecycle from applications through reporting. Features customizable proposal-to-approval workflows, team collaboration, payment tracking, and integrates with CRM, Grantee Portal, and Reporting modules. Targets foundations, universities, and other grantmakers.

Quantifiable outcome

• Reduce grant review time from 2 hours to 30 minutes
• +3 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability2 records

Feature9 records

Partnerships

Five partnerships are on record, tiered core.

• ComplērecoreStrategic or Co-development Partner · 3 June 2026Strategic partnership to bring AI-powered, research-backed due diligence directly into the grantmaking workflow. Together making evidence-based grant management accessible to foundations of every size.
• CandidcoreTechnology or IntegrationIntegration with Candid for Charity Checks (verifying grantees are in good standing with IRS), auto-fill of grantee profiles with existing data, and viewing recent financials. Candid Charity Check Audit embeds due diligence directly into grant lifecycle.
• Sage IntacctcoreTechnology or IntegrationNative integration with Sage Intacct accounting software to ensure grant payouts flow seamlessly into general ledger.
• QuickBookscoreTechnology or IntegrationNative integration with QuickBooks for seamless data flow between grants management and accounting.
• BILLcoreTechnology or IntegrationNative integration with BILL for accounts payable automation and grant payment processing.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Fluxx: Fluxx is a cloud-based grants management platform built specifically for foundations and grantmakers, offering similar end-to-end workflow, reporting, and CRM capabilities and serving as Temelio's closest head-to-head competitor in the foundation vertical.
• Foundant Technologies: Foundant provides grant lifecycle, scholarship, and CRM software for community foundations and other grantmakers, directly overlapping Temelio's core offering and customer segments in the foundation market.
• GivingData: GivingData offers a cloud grants management and CRM platform purpose-built for community and private foundations, competing for the same small-to-mid foundation accounts as Temelio.
• SmartSimple: SmartSimple provides configurable cloud grants management software for foundations and corporate giving programs, with similar end-to-end application-to-reporting workflow capabilities to Temelio.

Broad incumbents

• Salesforce Nonprofit Cloud: Salesforce offers Nonprofit Cloud and Grants Management functionality as part of its broader CRM platform; explicitly named by Temelio customers as a heavier alternative they switched away from, making it the dominant broad incumbent in the space.
• Blackbaud: Blackbaud is a large established provider of fundraising, financial, and grant management software to nonprofits and foundations, representing the legacy incumbent Temelio is displacing with its modern cloud-native UX.
• Bonterra: Bonterra (formerly Network for Good/PhilanTech) provides a suite of philanthropic and nonprofit software including grants management, fundraising, and case management, competing with Temelio for foundation and nonprofit budget while offering a broader portfolio.

Emerging players

• Submittable: Submittable offers application management and review workflow software used by grants, scholarships, and awards programs; it competes for the application intake and review stage of Temelio's workflow but lacks the foundation-specific grants lifecycle depth.
• Instrumentl: Instrumentl provides grant discovery, tracking, and management tools for nonprofits and grantseekers, overlapping with Temelio at the grant lifecycle and reporting stages but oriented toward grantseekers rather than grantmakers.
• SurveyMonkey Apply: SurveyMonkey Apply is an application management platform used by scholarship programs and grantmakers for intake and review, providing functional overlap with Temelio's Grantee Portal and proposal workflow modules.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/trytemelio

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Temelio