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Case Study

How Fidelidade streamlined its grant workflow with the AI Grant Consultant

Features

Case Studies

FAQs

Pricing

About Us

Hiring🔸

Contact Sales

Case Study

How Fidelidade streamlined its grant workflow with the AI Grant Consultant

Features

Case Studies

FAQs

Pricing

About Us

Hiring🔸

Contact Sales

Case Study

How Fidelidade streamlined its grant workflow with the AI Grant Consultant

The partnership between Granter and Fidelidade began even before the AI Grant Consultant was fully conceptualized. At that stage, the first version of the platform supported the preparation of early SIFIDE drafts, helping Fidelidade streamline part of its internal processes.

The collaboration continued during the Protechting Program, where Granter took part in mentorship activities with the Fidelidade, Fosun, and Hospital da Luz Learning Health teams, and it was later selected for the China Roadshow, where engaged with potential new partners and investors.

Throughout this journey, Fidelidade offered valuable operational insights. Their processes, challenges, and expectations played a central role in shaping and refining the platform.

Throughout this journey, Fidelidade offered valuable operational insights. Their processes, challenges, and expectations played a central role in shaping and refining the platform.

The Challenge

Complex coordination across teams and opportunities

Complex coordination across teams

and opportunities

Complex coordination across teams

and opportunities

Complex coordination across teams and opportunities

Fidelidade already maintained a well-structured grant application workflow. However, the complexity of coordinating efforts across multiple stakeholders, including companies within the group, diverse departments (e.g. innovation, finance), and external consultants, created significant operational friction.

SIFIDE Applications

As one of the most relevant incentives for the Fidelidade Group, SIFIDE (the Portuguese tax incentive for corporate R&D) demanded careful management. Given the size of Fidelidade and the number of eligible projects, the team had to handle numerous applications simultaneously, each demanding intensive coordination between departments before involving the external consultants.

The core challenge was to accelerate the pre-consultant phase and deliver high-quality draft applications (complete, coherent, and well-structured) ready for final review and submission.

Without dedicated resources to search, filter, and assess grants, the team lacked clarity on which opportunities were aligned with their goals and whether they were even eligible.

This created a clear gap. CLEC needed a way to understand which European grants existed in the areas of innovation and entrepreneurship, and identify which opportunities were truly aligned with their projects and objectives.

Without this support, the team felt they were consistently missing out on grants that could meaningfully contribute to their initiatives and to the student experience.

Limited reach beyond national grants

Despite a mature internal process for SIFIDE, Fidelidade’s engagement with European grant opportunities remained minimal.

The main barriers included a fragmented ecosystem with calls spread across multiple portals, lengthy and complex documentation, and unclear eligibility criteria, all of which often led to missed opportunities due to time constraints or lack of awareness.

As a result, expanding into European grants required a more structured, efficient and scalable approach to identify, evaluate, and pursue relevant opportunities.

Without dedicated resources to search, filter, and assess grants, the team lacked clarity on which opportunities were aligned with their goals and whether they were even eligible.

Solution

A specialized pilot with two agents

To address these challenges, Granter implemented a pilot program tailored to Fidelidade. Two agents were developed and trained using detailed information about Fidelidade’s business and past applications. One agent was dedicated to Fidelidade Companhia de Seguros, the other to FID I&D. The pilot currently deploys two core modules:

Match

Identifies the most relevant national and European opportunities aligned with the company’s projects

and strategic goals

Apply

Assists in crafting and structuring grant applications, including SIFIDE and new European grant calls

Objectives

From efficiency gains to broader funding reach

From efficiency gains to broader

funding reach

From efficiency gains to broader funding reach

Save Time

Reduce the time spent on drafting and

coordination by up to 90%

Optimize and accelerate the preparation process for SIFIDE applications, while ensuring high-quality submissions to the consultants.

Boost Submissions

Support informed

decision-making

Increase in the total number of grant

applications by up to 25%

Broaden the grants portfolio by identifying and

capturing relevant European funding opportunities

Status

Live deployment and ongoing evaluation

The pilot is currently in its initial phase of a planned 12-month cycle.

Onboarding is complete, the two agents are live, and the platform is actively being used to identify new opportunities and begin drafting applications. Preliminary results will be evaluated at the 6-month mark.