Grantx - B2B Agentic AI Funding Platform

How do you get a small nonprofit to bet weeks of work on a grant an AI picked?

AI

B2B

Product Design

Design System

User Research

about grantx

High-impact projects stall on grant complexity, not vision.

Grantx uses predictive AI to surface the right funding in minutes, not weeks.

ROLE

Founding Designer,

0→1

TEAM

2 Design,

1 PM,

2 Data Sci,

3 FS,

2 ML

TOOL
COMPANY

Grantx

COMPANY

Grantx

YEAR

2025 – 2026

Why Grant Seeking Is Broken

Brilliant people are spending their time on grant paperwork instead of the work that matters.

Overwhelmed, Not Underinformed

They weren't missing information, they were racing the clock with too much of it.

Would people rely on the AI?

Not blind trust, just enough to act on it. That meant getting a few things right wherever the AI showed up.

Can I decide quickly?

More data isn't the win. Showing exactly what someone needs to decide is.

Built to Scale

Colors, spacing, and variables first. Then components. Then everything more complex Grantx needed.

01. Context

Why Grant Seeking Is Broken

Brilliant people are spending their time on grant paperwork instead of the work that matters.


Brilliant people are spending their time on grant paperwork instead of the work that matters.

The Funding Trap.

Databases go stale and matching runs on keywords, so a real fit takes weeks to surface. The smallest organizations need funding most, yet have the least time to go find it.

We Achieved.

0
0

x

x

user growth since v1

0
0

x

x

better match accuracy

<

<

20
20

min

min

to a funding strategy

Grant Process, Before and After.

The Design Problem.

Grantx could already match an organization with the right funders in a few minutes. The harder part was getting people to act on those matches. A single application can take 20 to 30 hours, and a grant writer at a small nonprofit isn't going to put that kind of time into a match they're not sure about.

My job as the founding designer was to make the reasoning behind every match clear enough to act on.

02. RESEARCH

Overwhelmed, Not Underinformed

They weren't missing information, they were racing the clock with too much of it.

They had enough information. They just didn't have enough time to get through it.

02. RESEARCH

Overwhelmed, Not Underinformed

They had enough information. They just didn't have enough time to get through it.

User Persona.

02. RESEARCH
03. AI

Overwhelmed, Not Underinformed

Designing Trust

They weren't missing information, they were racing the clock with too much of it.

We didn't need users to fully trust the AI. Just enough to actually use it.

03. AI

Designing Trust

We didn't need users to fully trust the AI. Just enough to actually use it.

Trust is built before the results.

People only act on a match if they trust the AI behind it, and that trust doesn't come from the results alone. It's built in every moment the AI shows up. I'll walk through three of those moments.

  1. How an AI match is presented

  2. How the AI builds an organization's profile during onboarding

  3. How the AI agent works as a personal assistant

01 · Match results

Proof beats a black box AI-generated score.

Behind every match, our algorithm ranks grants/funders by how well they fit an organization, and turns that into a score. The design question was how to show people a match was actually a good one. The score seemed like the obvious answer, since it was exactly what the AI thought of each grant.

Before

We showed the score, then broke it into parts. But even with the breakdown, it wasn't enough for people to trust the result.

Score Breakdown:

94/100

60

Base

15

Alignment

8

Geo

6

Advantages

Base:

Core eligibility (501c3, years of history, board size, credibility)

Alignment:

Mission alignment with grant focus areas and priorities

Geo:

Geographic service area alignment with grant requirements

Advantages:

Strategic advantages, strengths, and competitive positioning

WHAT SHIPPED

Instead of a score, each match leads with a sentence explaining why the grant fits.

WHY WE RECOMMEND

Sterling has funded 5 similar Colorado organizations in the past two years, averaging $45k per grant, with strong ongoing support for youth arts education and multi-year commitments.

And every claim in that sentence is backed by the funder's real giving history, so people can see what the AI saw.

  • 5-YEAR GIVING TREND

    Selected Funder

    Peer Average

    40

    300

    250

    26

    200

    19

    150

    12

    100

    5

    2021

    2022

    2023

    2024

    2025

  • GEOGRAPHIC DISTRIBUTION

    NY

    300K

    CA

    250

    TX

    200

    ME

    200

    CO

    200

    34

    32

    22

    39

    21

    0

    10

    20

    30

    40

  • SECTOR FOCUS

    Youth Arts

    Education

    Communication Dev

    Others

  • 5-YEAR GIVING TREND

    Selected Funder

    Peer Average

    40

    300

    250

    26

    200

    19

    150

    12

    100

    5

    2021

    2022

    2023

    2024

    2025

  • GEOGRAPHIC DISTRIBUTION

    NY

    300K

    CA

    250

    TX

    200

    ME

    200

    CO

    200

    34

    32

    22

    39

    21

    0

    10

    20

    30

    40

  • SECTOR FOCUS

    Youth Arts

    Education

    Communication Dev

    Others

02 · Onboarding

Transparency ≠ showing everything.

During onboarding, the AI researches an organization online to build its profile. Engineering's first version streamed every backend step to the screen in the name of transparency.

But to most users it was just a wall of technical logs, and a process they couldn't follow was hard to trust. I kept the steps visible but rewrote each one in plain language, so the transparency actually worked this time.

03 · AI agent

Avoid false intimacy.

The agent works as a personal assistant inside Grantx, running searches and building funding strategies for the user. The easy move was to give it a personality. But for people making real funding decisions, an agent that feels human isn't more trustworthy.

the RESEARCH

"Prioritize smarts over sentiences to increase trust with AI."

the NAME

Sunny felt like a person, not something you'd trust to actually get the job done.

Ruled out

Sunny

Named

AI Grant Professional

The agent

The agent always shows what it's doing, whether it's idle, working, or delivering, even when collapsed in the nav bar.

  • 1,500

    Collapsed

    in the nav bar

    Let me know what you're working on. I can start by surfacing funders open to first-time grantees.

    Hi, Qiao!

    Expanded

    in chat

    IDLE

  • 1,500

    Collapsed

    in the nav bar

    Hi, Qiao!

    Working out a plan....

    Searching grant documents

    Checking organization profile

    Generating a list of relevant grants

    Expanded

    in chat

    WORKING

  • 1,500

    Collapsed

    in the nav bar

    Funder search completed!

    Funder search

    4.2 MB

    Expanded

    in chat

    DELIVERING

1,500

Collapsed

in the nav bar

Let me know what you're working on. I can start by surfacing funders open to first-time grantees.

Hi, Qiao!

Expanded

in chat

IDLE

WORKING

1,500

Collapsed

in the nav bar

Hi, Qiao!

Working out a plan....

Searching grant documents

Checking organization profile

Generating a list of relevant grants

Expanded

in chat

DELIVERING

1,500

Collapsed

in the nav bar

Funder search completed!

Funder search

4.2 MB

Expanded

in chat

02. RESEARCH
04. DATA

Overwhelmed, Not Underinformed

Making Data Legible

They weren't missing information, they were racing the clock with too much of it.

More data isn't the win. Showing exactly what someone needs to decide is.

04. DATA

Making Data Legible

More data isn't the win. Showing exactly what someone needs to decide is.

Less data, faster decisions.

Trusting a match is the first step. Deciding whether to apply is the next, and that's where the data comes in. Our users were already overwhelmed, so every extra number made that decision harder, not easier.

Only show the data that matters to users.

Before

At first we showed every number we had, but users barely looked at most of it.

WHAT SHIPPED

A few rounds of user interviews cut it down to only what users needed to decide.

Make it clear at a glance.

Don't make users think twice about what a number means.

02. RESEARCH
05. Design System

Overwhelmed, Not Underinformed

Built from Scratch

They weren't missing information, they were racing the clock with too much of it.

Colors, spacing, and variables first. Then components. Then everything more complex Grantx needed.

05. Design System

Built from Scratch

Colors, spacing, and variables first. Then components. Then everything more complex Grantx needed.

One system behind every screen.

Everything above runs on one design system. With 6 engineers shipping fast, there was no time to design every screen from scratch, so I built a library of 50+ components that design and engineering shared.

Token

Color

Built on Material 3's color roles, for light and dark mode, starting from Grantx's brand teal.

Molecule

GRANTX SPECIFIC

Assembled from those same atoms and tokens, into the components that actually built the product.

Wallace Foundation Youth Arts

Your Score:

84

/100

Award Range:

$150k-200k

Application Due:

Mar 30, 2026

Win Rate:

8.3%

501(c)(3) Eligible

Geography Match

Youth Health Focus

Save

View Grant

My Role

Being the first designer in the room.

© 2026 Qiao Li

*

QIAOOC00@GMAIL.COM

*

BASED IN NY

© 2026 Qiao Li

*

QIAOOC00@GMAIL.COM

*

BASED IN NY

© 2026 Qiao Li

*

QIAOOC00@GMAIL.COM

*

BASED IN NY