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Run a portfolio of clients without rewriting every story.

Client workspaces, portfolio totals and a shared intake form — built for LEOs, BICs and consultants.

app.legrant.ai / library
Bláth Botanicals/Library

Reusable content · Galway · Startup

Write the story once

Saoirse’s blocks fill every application for this client. Switch workspace and the next company has its own.

  • Organisation profile

    Priming · Voucher

    86 words
  • Project summary

    Priming · Voucher

    74 words
  • Commercialisation and IP

    Priming

    61 words
  • Problem and need

    Not used yet

    40 words
  • Clients under one adviser seat

  • Portfolio requested vs awarded

  • Shared intake links

  • Stages and counties at a glance

Every client on one board

Stage, county, eligible euro and next deadline for Bláth Botanicals, Corrib Medical, Loop Textiles and the rest of the sample portfolio.

  • Switch workspaces without losing context
  • Sample clients mirror real LEO caseloads
  • Clients nav active in adviser mode
app.legrant.ai / clients
LEO Cork City/Clients

Portfolio

5 active clients

Adviser
ClientCountyEligible €Deadline
Bláth BotanicalsGalway€90k38d
Corrib Medical Devices LtdGalway€121k39d
Loop Textiles CLGDublin€93k48d
Harbour Digital LtdWaterford€99k44d
Beara Community Energy CLGCork€121k38d

Portfolio totals that roll up

Requested, awarded and in-progress across open clients — with a per-client progress bar for reporting to your board.

  • Requested vs awarded at a glance
  • Per-client progress bars
  • Export-ready for quarterly reviews
app.legrant.ai / clients / report
Clients/Portfolio report
AMCONW+1

Adviser portfolio

Totals across open clients

Requested
€530k
Awarded
€60k
In progress
2
  • Bláth Botanicals€80k
  • Corrib Medical Devices Ltd€115k
  • Loop Textiles CLG€150k
  • Harbour Digital Ltd€185k

Intake your client fills once

Share a form branded as “from your adviser”. Their answers seed the workspace profile — no retyping into Legrant.

  • Shared-by-adviser banner
  • Organisation, stage and contact
  • Submits into the client list
app.legrant.ai / intake
Shared intake/New client
Shared by your adviser · LEO Cork City

Client intake

Fill this once; it seeds the workspace profile.

  • Organisation

    Harbour Digital Ltd

  • County

    Galway

  • Stage

    Startup

  • Contact

    Siobhán Byrne

  • Email

    siobhan@harbourdigital.ie

  • Focus

    SaaS for coastal tourism operators

Submit to adviser

Spend your time on the calls you can win.

Open the sample workspace and see how Tideline Water finds, drafts and tracks its funding.

Join Legrant