Help Center — Muvelo Finance

🚀 Quick Start Guide

Get from signup to your first funding match in under 10 minutes.

1

Create your free account

Go to finance.greentheris.com/auth.html, click "Create Account", fill in your name, organization, country and a password. No credit card required.

2

Create your first project

In the sidebar, click New Project. Fill in the 4-step wizard: sector, entity type, location (country and region), financing needs (amount, currency, instruments), and a project description. More detail = better matches.

3

Find Best Matches

Go to Matches in the sidebar. Select your project and click Find Matches. The 18-dimension engine scores all 1,018+ financing sources and returns the top matches ranked by compatibility.

4

Explore your matches

Each result shows a compatibility score, match reasons, eligible amount range, open/closed status, and contact information. Click View Profile to see full funder details.

5

Generate application documents

Go to Documents and select your project and language (EN/FR/AR/ES). Generate a Concept Note, Executive Summary, Pitch Deck, or a full Proposal Package. Download as PDF or Word.

Tip: The more details you add to your project (SDG goals, beneficiary type, co-financing plans), the more precise the match scores will be. A good project description alone improves matches significantly.

👤 Account & Login

Manage your profile, password, and session.

How do I reset my password? ▾

On the Sign In page, click Forgot password? below the Sign In button. Enter your email. If the account exists, you'll receive a reset link valid for 1 hour. In development mode, the link is returned directly in the response.

How do I update my profile? ▾

In the app, click Profile in the sidebar under Account. You can update your full name, organization, country, and role. Click Save Profile when done.

My session expired. What do I do? ▾

JWT tokens expire after 7 days. The app automatically attempts a token refresh on each API call. If the token is expired, you'll be redirected to the sign-in page. Simply log in again.

Can I have multiple accounts? ▾

Each email address can only be registered once. For team collaboration under one plan, use the Enterprise tier which supports multiple users under one organization.

💳 Plans & Billing

Subscriptions, upgrades, invoices, and cancellations.

How do I upgrade my plan? ▾

In the app, go to Plans & Billing in the sidebar. Click Upgrade on the plan you want. You'll be redirected to a Stripe checkout page. Pay securely — your account is upgraded immediately after payment.

How do I view my invoices? ▾

Go to Plans & Billing → Manage Subscription. This opens the Stripe customer portal where you can view and download all invoices, update payment method, or cancel.

Can I cancel at any time? ▾

Yes. Cancel any time from the Stripe portal. Your paid plan remains active until the end of the billing period. After that, your account reverts to the Free tier — your data is preserved.

Is there a yearly discount? ▾

Yes — 20% off on yearly billing. Pro goes from $49/mo to $39/mo billed annually. Enterprise goes from $199/mo to $159/mo billed annually. Select "Yearly" on the pricing page before checkout.

🔍 Funding Search & Explorer

Browse and filter 1,018+ verified funding organizations.

The Funding Explorer (sidebar → Funding Explorer) lets you search and filter the entire database of 1,018 funding organizations across 144 countries, 52 categories, and 2,514 contacts.

Keyword Search

Search by organization name, acronym, description, tags, or sectors. Results update in real time as you type.

Region Filter

Filter by world region: Africa, Asia, Europe, Americas, Middle East, GCC, or Global.

Category Filter

52 categories including climate funds, DFIs, SWFs, venture capital, Islamic finance, guarantees, mezzanine, and more.

Ticket Size Filter

Filter by minimum funding amount: $1M+, $10M+, $50M+, or $100M+.

Advanced Filters Pro

Filter by HQ country, funding instrument (Grant, Loan, Equity…), SDG goal, Islamic finance compliance, GCF accreditation, green bond eligibility.

Quick Toggles

One-click toggles for Islamic Finance, Foundations, Family Offices, Dev Banks, Climate Funds, and Open Now calls.

Excel Export Pro

Export the current filtered results to a formatted Excel file with all funder metadata.

Pagination

Results paginated at 24 per page with prev/next/jump navigation and total count.

🎯 Smart Matching Engine

18-dimension, 1,000-point scoring system that finds your best funding sources.

The Match Engine v2 scores every funder in the database against your project across 18 dimensions. Each dimension is weighted by relevance to financing success in development and climate finance contexts.

1

Create or select a project

Go to Matches. Select your project from the dropdown. Make sure the project has a complete description, sector, region, country, and funding amount.

2

Find matches

Click Find Matches. The engine applies hard eligibility pre-filters (sanctioned countries, amount range), then scores all eligible financing sources across 18 dimensions.

3

Review results

Results show: compatibility score (0–100%), probability percentage, match reasons, eligible amount, open status, contacts, and recommended next steps.

4

Get funding strategy

In the Match Engine page, switch to the Strategy tab to get a tailored funding strategy, or Co-Financing for blended finance scenarios.

18 scoring dimensions include: sector alignment, geographic eligibility, amount fit, climate impact, SDG alignment, ESG criteria, technology readiness, entity type match, instrument preference, co-financing openness, project maturity, beneficiary type, language, deadline status, track record requirements, and more.

📁 Project Workspace

Create, manage, and track your funding projects end-to-end.

Project Creation

4-step wizard: sector & entity type → location → financing needs → description & SDGs. Takes 2–5 minutes.

Project List

Card grid of all your projects with status, sector, and match count. Edit or delete any project.

Funding Pipeline

Kanban board (Identified → Preparing → Submitted → Under Review → Awarded) to track each application status.

AI Match Results

Each project gets a ranked list of funding matches with scores, reasons, and contacts.

Timeline Pro

AI-generated funding timeline showing which funders to approach in which order and when.

Documents Pro

Generate and store all application documents per project: Concept Note, Executive Summary, Pitch Deck, Risk Analysis, and more.

Saved Funders

Bookmark funders to your favorites list with personal notes.

GTS Score Pro

Grant Transformation Score — 8-pillar assessment of your project's fundability rating (0–1000).

📄 Document Generator

Generate professional funding documents in English, French, Arabic, or Spanish using AI.

1

Go to Documents

Click My Documents in the sidebar, or go to Proposal Generator for the full suite launcher.

2

Select your project and language

Choose the project to base the document on, and select the output language: EN, FR, AR, or ES. Arabic generates in RTL format.

3

Choose document type(s)

Generate a single document or the full Proposal Package (8 documents at once): Concept Note, Executive Summary, Funding Request Letter, Pitch Deck, Climate Impact Report, SDG Alignment Matrix, Budget Framework, and Risk Analysis.

4

Download

Once generated (typically 30–90 seconds), download as PDF. All documents are saved to your library for future access.

⚠️ Document generation requires a valid Anthropic API key configured in the server environment. Contact your administrator if generation fails.

📞 CRM — Contact & Relationship Manager

Track every contact, interaction, campaign, and funder relationship. Enterprise

Contact Database

Full CRUD for funding contacts with title, email, phone, LinkedIn, institution, region, and role. 2,514+ pre-loaded contacts.

Interaction Timeline

Log meetings, calls, emails, and follow-ups per contact with timestamps and notes.

AI Outreach Message

Generate personalized outreach emails to funding contacts using AI, based on your project and the funder's focus areas.

Campaigns

Create multi-contact email campaigns with message sequencing and follow-up scheduling.

Organization History

View and log the full relationship history with any funding institution — what was submitted, when, and the outcome.

KPI Dashboard

CRM stats: total contacts in outreach, replied, meetings booked, funded relationships, and overdue follow-ups.

Follow-up Reminders

Set and track follow-up dates per contact. The CRM dashboard flags overdue items.

Excel Export Pro

Export your entire contact list or filtered results to Excel in one click.

📊 Dashboard

Real-time analytics and opportunity feed for your funding pipeline.

The main dashboard (first page after login) aggregates live data from all platform modules into a single overview. It refreshes every time you open it.

KPI Tiles

Total funders, open opportunities, total funding volume in database, and countries covered.

Top Recommended Funders

AI-scored ranking of the funders most likely to match your active projects, updated after each match run.

Deadline Alerts

Upcoming funding deadlines across all tracked opportunities — color-coded by urgency.

Opportunities Feed

Live funding opportunities from World Bank, AfDB, ADB, GCF, IATI, OECD, UN, OCHA, EIB, and more.

SDG Coverage Map

Visual breakdown of how many funders in the database cover each of the 17 UN Sustainable Development Goals.

Smart Recommendations

Contextual recommendations based on your projects and recent activity.

📈 GTS Score Engine

Grant Transformation Score — 8-pillar fundability assessment for your project. Pro

The GTS (Grant Transformation Score) evaluates your project across 8 key pillars that funders and grant committees typically assess. The score ranges from 0 to 1000.

Impact Potential

Does the project address a significant, measurable problem? How many beneficiaries does it reach?

Financial Viability

Is the budget realistic? Are financial projections credible? Is there a revenue model?

Team Capacity

Does the team have the experience and institutional capacity to execute?

Innovation

Does the approach use new technology, a new model, or solve a gap in a novel way?

Sustainability

Will the project continue after the grant ends? Is there a path to financial independence?

Climate Alignment

Does the project address climate change mitigation, adaptation, or environmental resilience?

SDG Alignment

How many UN Sustainable Development Goals does the project contribute to?

Implementation Readiness

How ready is the team to start? Are legal, regulatory, and operational conditions met?

How to use GTS: Go to GTS Score Engine in the sidebar. Select a project. Fill in the scoring inputs. Click Calculate Score. Then click AI Narrative to get a written analysis of your score and how to improve it.

🌱 Climate Finance Module

Assess climate eligibility, carbon instruments, and access GCF/GEF/adaptation funds.

Climate Assessment

Advanced analysis of your project's climate impact, mitigation potential, and adaptation relevance.

Climate Funders

Filtered view of all climate-specific funders: GCF, GEF, Adaptation Fund, LDCF, SCCF, EIB, AfDB Green H2, and more.

Carbon Instruments

Carbon credit analysis: which buyers (Microsoft, Stripe/Frontier, South Pole) are appropriate for your project type.

SDG Alignment Matrix

Visual matrix of how your project aligns with each SDG and the funders that prioritize those goals.

GCF Accredited Funders

Filter to show only GCF-accredited national implementing entities and multilateral implementing entities.

Quick Assessment

Fast climate eligibility check without a full project — useful for initial scoping.

⚡ Public REST API

Integrate Muvelo Finance data into your own applications. Enterprise

Authentication: All API requests require a Bearer token in the Authorization header. Obtain your token by logging in via POST /api/auth/login.

Base URL

https://your-instance.finance.greentheris.com/api

Authentication

POST /api/auth/login
Content-Type: application/json

{
  "email": "you@example.com",
  "password": "your-password"
}

Response:
{
  "token": "eyJhbGciOiJIUzI1NiIs...",
  "user": { "id": 1, "email": "...", "name": "..." }
}

Key Endpoints

GET  /api/funds                 — Search funders (filters: search, region, category, hq_country, sdg, islamic, gcf...)
GET  /api/funds/:id            — Get funder details
GET  /api/funds/:id/contacts   — Get funder contacts
GET  /api/funds/meta           — Get categories and countries for dropdowns
GET  /api/funds/stats          — Platform statistics
POST /api/match/quick          — Anonymous quick match (no auth required)
POST /api/match/analyze/:pid   — Run AI match for a project (auth required)
GET  /api/match/results/:pid   — Get match results
GET  /api/intel/opportunities  — Live funding opportunities
GET  /api/intel/deadlines      — Upcoming deadlines

Rate Limits

All authenticated endpoints: 100 requests/minute. Analysis endpoints (match, generate): 10 requests/15 minutes. Webhook endpoints: no limit.

🔒 Security & Privacy

How we protect your data and account.

JWT Authentication

All sessions use HS256-signed JWTs with 7-day expiry. Tokens are stored in localStorage and sent as Bearer headers.

Password Security

Passwords are hashed with bcrypt (cost factor 10). Plain-text passwords are never stored or logged.

Rate Limiting

API endpoints are rate-limited (100 req/min general, 5 req/min login, 10 req/15min AI). Prevents brute-force and abuse.

OWASP Headers

Helmet.js sets security headers: CSP, HSTS, X-Frame-Options, X-Content-Type-Options, and Referrer-Policy on all responses.

Role-Based Access

Three roles: user (default), admin. Admin routes are protected by adminRequired middleware. Plan-gated routes enforce subscription tiers.

Audit Logs

All login, registration, and key actions are logged in the activity_log table with timestamps and user IDs.

Data Encryption

All traffic is encrypted via HTTPS/TLS in production. Database credentials are stored in environment variables, never in code.

GDPR Compliance

Users can request data export or deletion. No personal data is sold or shared with third parties. Privacy Policy at /privacy.html.

❓ Frequently Asked Questions

Quick answers to the most common questions.

Does Muvelo Finance guarantee I will receive funding? ▾

No. Muvelo Finance is a research, analysis and preparation platform. We identify the best-fit funding sources and help you prepare competitive applications. The final decision always rests with the funding institution.

How current is the funding directory? ▾

The database of 1,018 funding organizations is maintained through a combination of automated sync connectors (World Bank, AfDB, ADB, GCF, IATI, OECD, UN, OCHA, EIB) and manual verification by our research team. Open/closed status is checked periodically.

What types of projects does Muvelo Finance support? ▾

Muvelo Finance covers all project types: infrastructure, energy, agriculture, water, health, education, technology, climate, social, and more. It covers all entity types: NGOs, governments, private companies, startups, SMEs, cooperatives, and research institutions.

Is there a mobile app? ▾

Not yet as a native app. The web platform is fully responsive and works on mobile browsers. A native iOS/Android app is on our roadmap.

Can I use Muvelo Finance for Islamic finance projects? ▾

Yes. The database includes dedicated Islamic finance funders and you can filter by "Islamic Compliant" to see only Sharia-compliant instruments. The matching engine respects Islamic finance constraints.

In which languages can I generate documents? ▾

Documents can be generated in English, French, Arabic (with RTL layout), and Spanish. The platform writes natively in the selected language — it does not translate from English.

How do I contact support? ▾

Email us at support@finance.greentheris.com. Enterprise customers have a dedicated account manager. Response time: <24h for Pro, <4h for Enterprise.