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Co-funders and their packs

Record the organisations that co-fund your projects, release each quarter to them, and see what a co-funder reads and when.

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A co-funder is an organisation that funds projects alongside yours. It reads a quarter only once the Epic's Captain releases that quarter to it, and then only the projects recorded against it. Backed sends a co-funder nothing: releasing makes the material readable, and you tell them yourself. This appears only when it is turned on for your organisation.

The same register is used to co-fund grants: you can pledge a co-funder to a round and give it a share of an application. See Co-funders on grants and rounds.

Record a co-funder

  1. Go to People > Co-funders and select Add a co-funder.
  2. Enter its Name, as the organisation names itself, and the Contact name and Contact email a pack is addressed to. Select Save co-funder.
  3. Select Choose projects and pick the projects it co-funds.
  4. Select Who speaks for it to give its people access, or invite a co-funder user from People > Reporting access.

Retire a co-funder that no longer co-funds anything. Its history is kept as it was, and nobody new can be given access to it.

Release a quarter

Open the quarter's report and select Co-funder packs. A pack is one co-funder's read of the quarter: only the projects it co-funds, without any answer a partner asked to keep internal, and without the Captain's own judgement. Once the quarter is finalised, select the release button beside the co-funder, which names it. Select Download the pack for a copy to send them.

What a co-funder sees

A co-funder signs in to the portal and sees Your co-funded projects: the quarters released to it, and for each project the status, outputs and outcomes its partner reported, in the partner's own words and figures.

Every quarter a co-funder opens is recorded, because the reader is outside your organisation. The What has been read tab on People > Co-funders lists those reads. The co-funder cannot see it.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.