Federal grant discovery, tracking, and submission platform for the three AITCH family foundations: Today's Child Foundation (TCF), Ifoma Foundation (IFM), and AITCH Conservation Foundation (ACF). The platform automatically scans Grants.gov for mission-aligned opportunities using foundation-specific keywords and guardrails, generates AI-powered application drafts using Claude, tracks opportunities through the full application lifecycle, and sends automated email alerts when new matching grants are posted.
Features
- Dashboard with financial summaries and upcoming deadlines
- Automated opportunity scanner with relevance scoring
- Manual search with keyword, agency, ALN, and category filters
- Application tracker with status pipeline (Identified through Awarded)
- AI-powered submission draft generator (8 narrative sections)
- Grant finances tracker with awarded and pipeline totals
- Configurable email alert filters with scheduled delivery
- Foundation manager with per-entity keywords and categories
- CSV/JSON export for all data views
Foundation Scope
- TCF — Adoption advocacy, family support, youth development
- IFM — Vision care, eyewear assistance, eye health education
- ACF — Wetlands preservation, wildlife habitat, environmental education
How to Use
- Sign in with your email and password. Access is scoped by foundation role.
- Use the foundation filter in the top bar to view data for a specific foundation or all three.
- Click Run Full Opportunity Scan on the Dashboard to search Grants.gov for new matches.
- Review scan results and click Track to save opportunities to the Application Tracker.
- In the Tracker, update each opportunity's status as it progresses. Click Draft to generate an AI-powered application.
- Review and edit drafts in the Submissions view. Use Preview for a print-ready formatted document.
- Set up Email Filters to receive automated alerts when new grants match your criteria.
Expired opportunities are automatically labeled. Mission guardrails prevent cross-foundation contamination.
Launch Grants S2S →Investment portfolio rebalancing tool for 52nd Street Capital Group. Calculates precise buy orders across five brokerage accounts based on target allocation percentages and real-time market prices. Supports both ETF (whole-share) and mutual fund (dollar-based) order calculations. Includes AI-powered market recommendation and full portfolio drift analysis with account-aware tax logic.
Features
- Live market prices via Yahoo Finance (auto-refreshed)
- New Investment mode with buy order calculations
- Portfolio Rebalancer with drift analysis and sell/buy orders
- AI Market Recommendation with real-time reasoning
- AI Rebalance Analysis with tax-aware strategy
- Strategy presets: Aggressive, Moderate, Conservative, S&P 500
- Copy to clipboard and print-friendly output
Accounts
- Schwab Solo 401(k)
- Fidelity Trust
- Fidelity Roth IRA
- Wells Fargo Roth IRA
- Fannie Mae 401(k)
How to Use
- Sign in with your email and password.
- Choose New Investment to calculate buy orders for new cash, or Rebalance Portfolio to analyze drift on existing holdings.
- Select a brokerage account and enter amounts or current holdings.
- Set allocation manually, choose a preset, or click AI Market Recommendation.
- Review orders and click Copy or Print.
Tax-advantaged accounts get full rebalance recommendations. Taxable accounts prefer contribution-based correction.
Launch Rebalancing Calculator →Management services agreement reporting system for 52nd Street Capital Group. Generates structured invoice receipts and financial reports (monthly, quarterly, annual) with revenue, COGS, operating expenses, payroll, and auto-calculated trial balances. Supports file uploads for supporting documentation and email distribution to configured recipients.
Features
- Dashboard with receipt, report, and file counts
- Invoice receipt creation with auto-numbering and line items
- Monthly, quarterly, and annual report generation
- Revenue, COGS, operating expenses, and distribution tables
- Payroll tracking (W-2 count and processor)
- Auto-calculated trial balance with imbalance warnings
- Document upload with drag-and-drop
- HTML preview and print-ready output
- Email distribution to configured recipient list
Report Types
- Invoice receipts (1st-15th and 16th-End periods)
- Monthly MSA reports
- Quarterly MSA reports
- Annual MSA reports
How to Use
- Sign in with your email and password.
- Use Create Receipt to generate a new invoice. Select the period, add line items, and save.
- Use Create Report to build a financial report. The trial balance calculates automatically.
- Upload supporting documents in the Files tab using drag-and-drop.
- Use Preview to review formatting before finalizing.
- Configure email recipients in Settings, then mark reports as Sent to distribute.
Trial balance must be balanced before a report can be finalized. Status flow: Draft → Sent → Archived.
Launch MSA Reporting →Comprehensive bookkeeping and tax preparation system for all AITCH Holdings entities. Features an AI-powered document processing pipeline that automatically analyzes uploaded financial documents, extracts transactions, generates financial statements, and maintains balanced books. Runs daily or on-demand.
Features
- AI document processing pipeline (daily automated or on-demand)
- Multi-entity management across 8 holding entities
- Drag-and-drop document upload with auto-categorization
- Automated transaction extraction from bank statements and invoices
- Auto-generated income statements, balance sheets, and trial balances
- Tax preparation workbook with year selector
- Trial balance with auto-calculation and balance warnings
- PDF export and multi-entity ZIP download
Supported Entities
- 52nd Street Capital Group
- AITCH Conservation Foundation
- AITCH Enterprises
- AITCH Holdings
- AITCH Land Group
- Howell Holdings
- Ifoma Foundation
- Today's Child Foundation
How to Use
- Sign in with your email and password.
- Upload bank statements, invoices, and receipts via the Upload tab.
- Click Process Documents on the Dashboard to run AI analysis, or wait for the daily 6 AM automated run.
- Review extracted transactions and auto-generated financial statements.
- Navigate to Tax Prep to review the auto-populated workbook for each entity.
- Verify the Trial Balance is balanced, then export the workbook as PDF.
The AI pipeline processes up to 20 documents per daily run. Documents are archived after processing.
Launch Enterprise Bookkeeping →Patent portfolio tracking and USPTO correspondence management system for AITCH Technologies. Monitors patent prosecution status across 10 patent-holding entities in the construction, agriculture, and energy sectors. Tracks applications from pre-filing through grant, logs all USPTO correspondence and office action responses, and provides a submission wizard for new patent filings.
Features
- Dashboard with portfolio overview and recent activity
- Patent portfolio browser with sector and status filters
- USPTO sync for live prosecution status updates
- Correspondence log for office actions and responses
- New patent submission wizard (Provisional, Utility, PCT, Design)
- ODP notice tracking with priority flags
- Sector breakdown (Construction, Agriculture, Energy)
- Detail panel with full patent metadata on click
Patent Status Pipeline
- Pre-Filing — Application in preparation
- Filed — Submitted to USPTO
- Preexam — Awaiting examiner assignment
- Docketed — Assigned to examiner
- Examination — Under active review
- Allowed — Approved, pending issue
- Granted — Patent issued
How to Use
- Sign in with your email and password.
- The Dashboard shows a portfolio summary with total patents, pending actions, and recent updates.
- Click Sync with USPTO to refresh patent statuses from the USPTO database.
- Browse the Patent Portfolio tab. Filter by sector or status.
- Click any patent card to view full details including filing dates, claims, and examiner notes.
- Use the Correspondence tab to log office action responses and track deadlines.
- To file a new application, go to Submissions and follow the step-by-step wizard.
Status badges are color-coded by prosecution stage. ODP notices display with red/amber priority flags for urgent deadlines.
Launch Patent Monitor →Operationalizes the Howell Legacy Group cash flow model across every active and pending entity in the cascade. Automates the 30/40/20/10 allocation framework at AITCH Holdings, models the 52SC MSA + AUM waterfall, tracks the Caitlin Way DSCR mortgage + intercompany loan, and enforces all 14 Business Rules from PRD v2.0 (including Kenneth Lynch 33% exclusion and the Welannee Blvd capex exclusion).
Features
- Dashboard with 52SC waterfall, Caitlin Way model, and AITCH Holdings allocation
- Entity registry with cascade tiers and pipeline-inclusion flags
- Versioned configuration with effective dates (MSA fee, AUM balance, W-2, allocation %)
- 30/40/20/10 compliance check with 1% tolerance (BR-01)
- 52SC shortfall detector with minimum-MSA-to-breakeven (BR-06)
- Caitlin Way DSCR coverage check (BR-09) and leaseback alerts (BR-11)
- Intercompany loan receivable tracker (BR-10)
- Immutable audit log on every data change (NFR-03)
Business Rules Enforced
- BR-01 30/40/20/10 split at AITCH Holdings
- BR-02 Kenneth Lynch 33% excluded from all calculations
- BR-03/04 52SC MSA + AUM + fixed-cost waterfall
- BR-05 Cascade flow sequence
- BR-08 Welannee Blvd excluded from pipeline
- BR-09/10/11/12 Caitlin Way rules
- BR-13 Foundations excluded until revenue confirmed
- BR-14 IRC §706(c) 2026 period split
How to Use
- Sign in with your email and password.
- Review the Dashboard for the live 52SC waterfall, Caitlin Way model, and 30/40/20/10 allocation.
- Use the Configuration tab to update MSA fee, AUM balance, H&L annual net, and any allocation parameters. Changes are saved with effective dates.
- The Entities tab lists the full registry with tier, bank, income type, status, and pipeline-inclusion.
- Active warnings (shortfalls, DSCR gaps, allocation drift) appear on the Dashboard and in the Alert Center.
Phase 1 live: Dashboard, Entities, Configuration. Phase 2 adds the distribution ledger, AUM history, and quarterly compliance workflow.
Launch Cash Flow Pipeline →Authoritative source of truth for all HLG entities. Upload legal documents (CP-575 EIN letters, Delaware formation certificates, operating agreements, board resolutions, good standing certificates, 501(c)(3) determinations, SAM.gov registrations, banking resolutions, amendments, trust agreements) and Claude AI extracts structured data with field-level confidence scores. Low-confidence extractions route to a human review queue; confirmed data populates the entity registry, compliance calendar, and document vault with a full audit trail.
Features
- Dashboard with entity count, doc completeness, review queue, and 30-day deadlines
- Entity registry with EIN masking, completeness score, compliance status
- Live four-tier cascade org chart with BR-09 charity independence
- Drag-and-drop upload with in-browser PDF/DOCX text extraction
- Claude Sonnet 4.6 extraction for 12 document types with confidence scoring
- Two-panel extraction review (original document + extracted fields)
- Human review queue for fields < 0.85 confidence (BR-04)
- Compliance calendar with DE franchise tax + Form 990 auto-seeding
- Document vault with search, type filter, and versioning (BR-03)
- Immutable audit log on every write (NFR-04)
- CSV and printable PDF reports (entity summary · doc inventory · compliance deadlines · audit log)
Business Rules Enforced
- BR-01 Source of truth (CP-575 for EIN, DE cert for file#) — conflicts require resolution
- BR-02 No fabrication — missing fields return null + 0.0 confidence
- BR-03 Immutable documents with version history
- BR-04 <0.85 confidence routes to human review queue
- BR-05 Cascade hierarchy enforcement (Trust → Trustee → Holding → Ops)
- BR-06 Compliance deadline tracking per entity
- BR-07 Completeness scoring across required documents
- BR-08 Sensitive data (EIN, account) masked in UI
- BR-09 Foundations shown as independent charities
- BR-10 Audit trail on every write
How to Use
- Sign in with your email and password.
- Browse the Entities tab to see the full HLG registry seeded from the Cash Flow Pipeline canon.
- Go to Upload, pick the entity and document type, then drop the PDF / DOCX / image. Text is extracted in your browser, Claude extracts structured fields, and the review pane opens automatically.
- Correct any fields flagged amber or red, then click Confirm & Apply to Entity to write the extracted values back to the entity record.
- Use the Compliance tab to mark filings complete — next due dates auto-calculate for recurring items.
- Low-confidence items gather in the Review Queue. Items older than 48h trigger a dashboard alert.
The 30+ entity target is reached by adding each of the 10 AITCH Technologies patent subsidiary LLCs through the Entities → Add entity form once their names are confirmed.
Launch Entity Compliance →Authoritative banking registry for all HLG entities — full account numbers and ABA routing numbers across Fidelity, Charles Schwab, Wells Fargo Commercial, Truist, and US Bank. Sensitive fields are masked by default (last-4 only) and a Reveal action requires a written reason that is logged to an immutable audit trail with IP and user agent. Account numbers are populated by scanning the bank-statement PDFs already stored in the Enterprise Bookkeeping platform with Claude Sonnet 4.6 — proposals are reviewed and confirmed, never silently written.
Features
- Institution summary dashboard with per-bank account counts
- 20 seeded accounts from the PRD v3.0 registry
- Masked account & routing numbers by default (last-4)
- 30-second timed reveal with reason + actor + IP audit log
- Claude statement scan against bookkeeping-docs bucket
- Side-by-side proposal review before writing to the registry
- CSV and printable PDF exports (masked by default)
- Gated FULL-number export requiring reason + actor
- Reveal log and audit log viewers
Institutions Covered
- Fidelity Investments — Trust custody
- Charles Schwab — Corporate trustee + Solo 401(k)
- Wells Fargo Commercial — Primary operating + real estate
- Truist Bank — 52SC, H&L operations, GMG
- US Bank — all three 501(c)(3) public charities
How to Use
- Sign in with your email and password.
- Browse the Accounts tab — all numbers are masked by default.
- To see a full account or routing number, click Reveal and supply a written reason. The reveal lasts 30 seconds and is logged.
- Go to the Scan Statements tab, pick an entity, and run the scan. The system pulls its latest bank-statement PDFs from the bookkeeping bucket, Claude extracts full account + routing details, and proposals appear for you to confirm before writing.
- Check the Reveal & Audit Log for a complete, immutable history of every sensitive access.
Classified: Do not transmit via unencrypted channels. Full-number exports require an explicit reason written into the audit log.
Launch Master Banking →The family office wealth platform. Aggregates every data source the group already has — entity registry, banking accounts, cash flow pipeline, AUM history, intercompany loans — into a single consolidated view of net worth, portfolio allocation, cash flow runway, and forward-looking decisions. Integrates with the Portfolio Rebalancer via deep-link, and uses Claude Sonnet 4.6 to run what-if scenarios ("should we buy Caitlin Way?") against the full current state, including all 14 Business Rules from the Cash Flow Pipeline.
Features
- Global Wealth Map — cascade tree with rolled-up NAV per entity; BR-02 applies 67% on H&L upstream
- Portfolio Overview — asset-class allocation bars + top positions with gain/loss
- Holdings editor — per-account securities with bulk price updates
- Non-Market Assets — real estate, IP, private investments (Caitlin Way & Welannee pre-seeded)
- Managers — roster + performance snapshots (YTD/1Y/3Y + fees)
- Cash Flow Forecast — 12-month projection from cf_config + cf_ledger (MSA, AUM, salary, FICA, DSCR, Caitlin rent, K-1 distributions, 30/40/20/10 split)
- What-If Scenarios — Claude analyzes any proposed action against NAV, liquidity, allocation drift, tax, and BR compliance
- Rebalancer deep-link — hand the current top-10 positions straight to the Rebalancing Calculator
Integrations
em_entities— entity registryfi_accounts— banking accounts from Master Bankingcf_config/cf_ledger— Cash Flow Pipelinecf_aum_history— AUM snapshotscf_intercompany_loans— AITCH Land Group receivables- Portfolio Rebalancer — deep-link with holdings query param
How to Use
- Sign in with your email and password.
- Open Holdings and add positions per brokerage account (use Update Prices for bulk price refresh).
- Check the Global Wealth Map to see the roll-up, and Portfolio Overview for allocation + top holdings.
- Review the Cash Flow Forecast — it pulls directly from the Cash Flow Pipeline's config.
- Use What-If Scenarios to test decisions before you make them. Describe the move in plain English (e.g., "Should we proceed with the $760k Caitlin Way purchase?"); Claude returns a verdict plus NAV/liquidity/allocation/tax/risk analysis against your actual current state.
Market prices are manually maintained (Phase 1) — Claude's market analysis draws on its knowledge. A live market-data feed can be added without schema changes.
Launch Wealth Management →