Build a Corporate Social Investment strategy your leadership can approve.
Turn scattered community programs into a governed portfolio with evidence, approvals, budgets, risk, and board-ready reporting, in one operating toolkit built for emerging markets.
14-day trial. No card required. Explore a fully seeded demo portfolio instantly.
CSI Portfolio · 2026
LiveBeneficiaries
31,400
Programs
5 active
Evidence
72%
- On track
Community Health Outreach
Health
- At risk
Scholarship Support
Education
- On track
Youth Livelihood Training
Empowerment
- Pending
Community Water Project
Infrastructure
Built for the realities of community investment in energy, infrastructure, manufacturing, banking & telecoms
The problem
Good intentions are not the same as good governance.
Most CSI and CSR programs struggle in the same places, not because teams lack commitment, but because they lack structure.
Scattered activities
Programs run in silos with no single portfolio view or shared strategy.
Weak documentation
Field evidence lives in phones and inboxes, not an auditable record.
Hard-to-defend budgets
Spend cannot be tied back to approved programs, pillars, or outcomes.
Unclear approval logic
Memos are inconsistent and decisions are difficult to trace.
Inconsistent reporting
Every month the report is rebuilt from scratch under deadline pressure.
Weak impact measurement
KPIs are an afterthought, so impact claims do not hold up to scrutiny.
The toolkit
A governance-grade operating system for social investment.
The Strategy Toolkit converts a proven downloadable methodology into a guided, interactive application, so every program is designed, approved, delivered, and reported the same disciplined way.
- One governed portfolio from strategy to close-out
- Evidence captured and scored against every program
- Approval memos and budgets that trace to outcomes
- Risk register with automatic RAG ratings
- Board-ready monthly and annual reports in minutes
“Build a Corporate Social Investment strategy your leadership can approve, your communities can trust, and your auditors can follow.”
12
Modules
8
KPI categories
100%
Auditable
Who it's for
Built for the teams accountable for community investment.
CSR teams
Run a coordinated, defensible community investment program.
ESG teams
Connect social spend to ESG commitments and lender reporting.
Corporate Affairs
Protect licence to operate with evidence, not anecdotes.
External Relations
Track stakeholder sentiment and engagement systematically.
Foundations
Govern grants, beneficiaries, and outcomes end to end.
NGOs
Standardise program design, M&E, and donor reporting.
Consultants
Deliver client strategies and reports faster, with rigor.
What's included
Twelve modules. One disciplined workflow.
Everything a team needs to design, approve, deliver, monitor, and report, without spreadsheets scattered across the organisation.
Strategy Workbook
Build and score a complete CSI strategy across 12 guided sections.
Community Needs Assessment
Evidence-based prioritisation with a weighted scoring model.
Stakeholder Register
Influence-interest mapping, sentiment, and engagement tracking.
Program Design Canvas
Design programs from problem to sustainability and exit.
Approval Memo Builder
Generate clean, board-ready approval memos in minutes.
Budget & Investment Tracker
Approved vs committed vs actual, by pillar and community.
Risk Register
Automatic likelihood × impact ratings with RAG status.
Evidence Room
Field evidence checklists, completion scoring, and export.
KPI Bank & M&E
A library of KPIs with baselines, targets, and progress.
Monthly Report Builder
Executive reports that pull from every module.
Annual Report Builder
A publishable annual social investment report.
AI Prompt Pack
A curated prompt library for strategy, memos, and reporting.
Pricing that scales from a single consultant to an institution.
Start free, then choose Starter, Professional, or Institutional. Add advisory support when you need a hand from experienced CSI strategists.
See pricingIs this just a template store?+
No. It is a guided, interactive application. Templates give you a blank document; the toolkit gives you a governed workflow with scoring, approvals, evidence, RAG risk, and reporting that pull from live data.
Do we need technical skills to use it?+
No. Every module is a guided form. If your team can fill a spreadsheet, they can run a governed CSI portfolio here.
Is it suitable for African and emerging-market operations?+
Yes. The methodology, examples, and KPI bank are designed around host-community realities in energy, infrastructure, manufacturing, banking, and telecoms.
Can multiple people collaborate?+
Yes. Organisations support Owner, Admin, Editor, and Viewer roles, with all data isolated to your organisation.
Can we export reports?+
Yes. Registers export to CSV, and strategy summaries, approval memos, and monthly and annual reports have print and PDF-ready views.
How are payments handled?+
International payments run through Stripe, with a Paystack-ready path for Nigerian and African cards. You can also explore the full product on a free trial first.
Give your next program the governance it deserves.
Set up your organisation in minutes and build a strategy your board will recognise.