Agents

Operiv builds agents that replace consultant categories.

Each agent has documented scope. The Grant Agent's scope comes from 130 distinct tasks across 13 lifecycle phases of grant work in Canadian non-profits. The next three agents will be built the same way.

Grant Agent

Available

Replaces a grant consultant. Finds funders matched to your organization's work, writes applications, manages submissions across funder portals, tracks award conditions and reporting deadlines. Six services: Find Funding, Write Applications, Submit and Track, Manage Awards, Build the Vault, Grant Strategy.

130 tasks · 13 phases · 6 services

Fundraising Agent

In development

Will replace a fundraising consultant. Case for support, donor segmentation, prospect research, campaign planning, stewardship programs, annual giving strategy. Scope research is in progress.

Scope research in progress

Marketing Agent

In development

Will replace a communications consultant. Audience strategy, channel planning, campaign materials, content calendars, brand voice work. Scope research is in progress.

Scope research in progress

Finance Agent

In development

Will replace a non-profit finance consultant. Budgeting, financial reporting, audit preparation, board financial materials, CRA compliance support. Scope research is in progress.

Scope research in progress

Architecture

Buy one agent or several. The architecture supports both.

Each agent is priced separately at $1,500 CAD per month. Multi-agent customers will get a portfolio discount when more than one agent is available. Services within an agent share data, so activating one makes the others lighter to set up.

Replace your grant consultant for $1,500 a month.

One price. All services included. Cancel any time.

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