funding project
Create New Project
In this guide, you’ll learn how to set up your Scout account and prepare your first project.
Step 1: Open the project selector
- Click the Project Selector at the top of the side menu.
- A dropdown will show all projects you own or collaborate on.
- At the bottom of the dropdown, click “+ New Project”.
Step 2: Fill in general details
- In the setup drawer on the right, add the following:
- Project Name
- Project Website (optional)
- Scout analyzes your website to generate an optimized project description for you.
- Project Description.
Scout Tips for Project Description
- Keep language simple and broad for better matches.
- You can always edit your project later.
- Avoid overly technical jargon—Scout matches your project against grants using broad keywords.
Example: “We are a San Francisco-based startup developing a solar-powered water purification system to serve rural communities.”
Step 3 (Optional): Upload files
- Add supporting files (company docs, bios, budgets, technical summaries).
- These improve AI accuracy when drafting proposals.
Step 4 (Optional): Invite Users
- Enter emails of colleagues.
- Assign them as Viewer, Writer, or Owner.
Team Permission
- Viewer can only evaluate grant matches and access existing proposals in View Mode.
- Writer can create and edit proposals and also add comments to proposals.
- Owner has all writer permissions, plus can manage projects, create and delete proposals, invite and remove project members.
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