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The onboarding walkthrough

After signup, Isla walks you through six short screens. Each one needs an answer before you continue — the only thing you can skip is the charity number.

  1. 1You — your name and what you do at the charity.
  2. 2Your organisation — country of registration, plus your Charity Commission number (optional). Give Isla the number and she pre-fills your details from the public register; or just type your organisation's name.
  3. 3Quick details — six facts (income, where you operate, organisation type, where you're registered, focus areas, who you serve). These decide which grants you qualify for.
  4. 4Share your documents — upload at least one document: your annual report, accounts, or governing document. Recent grant applications help too.
  5. 5Isla fills your profile — she reads your documents, the Charity Commission register, and your website, and answers as many of your charity profile's 127 questions as the evidence supports. She only ever fills blanks — nothing you've written is overwritten.
  6. 6Set Isla loose — a few keywords about your work and where you operate, then 'Find my funders' starts the first search.
Membrs onboarding — entering a Charity Commission number so Isla pre-fills the charity's details from the public register
Your organisation — give Isla your charity number and she pre-fills your details from the Charity Commission register.
TipEverything Isla fills stays editable — review it any time under Settings → Organisations → your charity. The fuller your profile, the more confident your eligibility checks.