Optimy

What Optimy does

Optimy SA is a Brussels-headquartered, privately-held SaaS provider of an all-in-one social impact management platform used by foundations, corporations, universities, and NPOs to administer grants, sponsorships, employee volunteering, community investment, and research funding programs end-to-end. The platform operates as a modular cloud solution hosted on AWS across EU and US regions, delivering configurable smart forms with eligibility checks, automated scoring, real-time budget tracking, electronic signatures, audit trails, and CSRD/ESRS-aligned reporting. Its proprietary Mira AI assistant, trained on 15 years of grantmaking data and 1.5M+ social impact projects, embeds generative AI, NLP, and predictive scoring into the grant lifecycle for applicant screening, reviewer brief drafting, and conversational portfolio analytics. The product supports 24 languages and serves 4,000+ users across 230-340+ customer organizations in 25+ countries, with named enterprise customers including BNP Paribas, AXA, Roche, Novartis, TotalEnergies Foundation, Veolia, Diageo, Singapore Airlines, and UEFA.

Optimy monetizes through a tiered subscription model (Start at EUR 650/month, with Smart and Professional tiers at custom pricing) complemented by separately purchased consulting service tiers ranging from EUR 1,000 to EUR 5,000 per year, plus hourly IT support at EUR 175/hour. Go-to-market is enterprise field sales with demo-driven engagement, dedicated account managers, and customer success executives supporting onboarding in English, French, German, and Italian. Distribution is exclusively direct (no reseller or channel partner network disclosed), and the platform is ISO 27001 certified and GDPR-compliant. The company maintains a regional office in Toronto to serve North America alongside its Belgian headquarters, and its only disclosed institutional capital event is a 2019 round led by Klass Capital. Leadership includes CEO Kenneth Bérard and Head of Marketing Olivier Hoareau.

Name

Optimy

Legal name

Optimy SA

Website

https://optimy.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Optimy is a Brussels-based SaaS platform that enables foundations, corporations, universities, and NPOs to manage grants, sponsorships, employee volunteering, and research funding end-to-end, with a proprietary AI assistant (Mira) trained on 15 years of grantmaking data.

Ownership category

akta.pro rank

Product category

Grant and Sponsorship Management Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

IT Governance, Risk & Compliance (IT GRC) Platforms (HDAEALAK)

Keywords

• Grant management software
• Sponsorship management software
• Corporate volunteering platform
• CSR impact reporting
• Foundation management software

Headquarters

HQ city

Brussels

HQ country

Belgium

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Licenses: Tiered subscription model with three main tiers: Start (650 EUR/month), Smart (custom price), and Professional (custom price). All tiers include core platform features with progressive unlock of advanced capabilities. Annual billing with professional services available as add-ons.
2. Professional Services: Consulting services offered in three tiers: Basic (1,000 EUR/year), Growth (2,000 EUR/year), and Advanced (5,000 EUR/year). Includes e-learning, knowledge base access, live training sessions, professional services hours, HTTPS certificates, and security audits. Additional IT support available at 175 EUR/hour (minimum 4-hour package).

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Optimy provides an all-in-one cloud-based SaaS platform that enables foundations, corporations, universities, and nonprofits to manage the full lifecycle of grants, sponsorships, community investments, research funding, and corporate volunteering programs. The platform combines configurable application forms, AI-assisted screening and scoring (via its proprietary Mira AI), real-time budget tracking, automated workflows with electronic signatures, and audit-ready ESG/CSRD reporting in a single multi-language system hosted on AWS.

Product overview

Optimy is an all-in-one social impact platform providing a unified system for managing grants, sponsorships, and employee volunteering programs. The platform operates as a modular SaaS solution with five core use-case modules (Grant Management, Community Investment, Sponsorship Management, Research Grant Management, and Corporate Volunteering) designed for organizations including corporations, private and public foundations, universities, and NPOs. The core platform is complemented by Mira AI, an AI assistant trained on 15 years of grantmaking data. Pricing follows a tiered structure with three license plans (Start at 650 EUR/month, Smart, and Professional) and three consulting service tiers (Basic at 1,000 EUR/year, Growth at 2,000 EUR/year, and Advanced at 5,000 EUR/year). The platform supports 24 languages and is ISO certified with data hosted on AWS in both EU and US regions.

Differentiator

Problem solved

Functional benefit

Brands

• Mira: AI assistant named Mira, built to amplify the impact of every grant funded. Trained on 15 years of grantmaking data and 1.5M projects.
• MIRA IA

Products and services

• Grant Management End-to-end grant management module covering application intake, eligibility screening, scoring, approval workflows, and impact reporting, designed for foundations, corporates, universities, and nonprofits managing the full grant lifecycle from submission through measurable outcomes.
• Community Investment Management Module for measuring and managing community investment programs, tracking budgets, outcomes, and impact across multiple initiatives and geographic regions, enabling organizations to demonstrate social value to stakeholders.
• Sponsorship Management Comprehensive sponsorship tracking and optimization platform enabling organizations to manage sponsorships from application through execution and ROI measurement across their portfolio of sponsored initiatives and partners.
• Research Grant Management Specialized module for academic and research funding workflows, including expert review processes, milestone tracking, and compliance with research grant requirements, targeted at universities and research institutions.
• Corporate Volunteering Employee volunteering program management module enabling organizations to engage employees in volunteer activities, track hours, and measure volunteer impact against organizational goals.
• Mira AI Proprietary AI assistant trained on 15 years of grantmaking data and 1.5 million projects that helps teams run the full grant cycle faster through assisted screening, smart scoring, drafted reports, conversational program insights, task and milestone suggestions, and AI-generated briefs for reviewers.

Quantifiable outcome

• 40% workload reduction enabling teams to take on new projects
• +3 more outcomes

Named customers26 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature7 records

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Workday: Workday's ESG and human capital modules increasingly cover corporate social impact reporting and program oversight at large enterprises. While not a dedicated grantmaking tool, it competes for the same corporate social impact budget line as Optimy, particularly in CSRD-aligned reporting.
• Blackbaud: Blackbaud is the dominant incumbent in nonprofit and foundation software, spanning CRM, fundraising, grants, and finance. Its grantmaking and corporate giving capabilities overlap with Optimy's, but are part of a much broader portfolio serving a wider buyer set.
• Salesforce.org (Nonprofit Cloud): Salesforce.org offers Nonprofit Cloud and Program Management modules that include grantmaking and case management on the Salesforce platform. It competes with Optimy at large foundation and NGO accounts where a broader CRM ecosystem is preferred.

Direct peers

• Fluxx: Fluxx provides grantmaking cloud software for foundations, including application intake, scoring, workflow, and reporting. It is one of Optimy's closest direct competitors in the foundation grant management segment with a similar vertical-SaaS go-to-market.
• Benevity: Benevity is a leading CSR and employee engagement platform covering giving, volunteering, and grantmaking for enterprises. It is directly comparable to Optimy on the corporate volunteering and sponsorship use cases, competing for the same enterprise CSR buyer.
• SmartSimple: SmartSimple delivers configurable cloud software for grants, scholarships, and corporate giving programs. Its grant management workflow, eligibility screening, and reporting map closely to Optimy's functional surface and target buyer.
• SurveyMonkey Apply: SurveyMonkey Apply is an application-collection and review platform used by foundations, awards, and scholarships. It competes head-on with Optimy's smart-forms, eligibility, and review workflows for the same grantmaker personas.
• Submittable: Submittable offers an application-management and review platform used by foundations and corporate giving programs to accept, evaluate, and award grants. It is directly comparable to Optimy's grant management and smart-forms modules, targeting overlapping foundation and CSR buyer personas.
• Foundant Technologies: Foundant offers grant lifecycle management software purpose-built for community foundations and grantmaking institutions. It overlaps directly with Optimy's grant management and community investment modules in workflow, scoring, and reporting capabilities.
• Bonterra (formerly CyberGrants): Bonterra's CyberGrants product is a corporate giving and CSR disbursement platform used by large enterprises for matching gifts, volunteering, and grants administration. It is a direct competitor to Optimy on the corporate foundation and CSR buyer side.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/optimy
• Facebookfacebook.com/optimy
• LinkedInlinkedin.com/company/optimy

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Optimy