AN INSTRUMENT FOR RESEARCH LEADERSHIP · RESEARCH YEAR · FY2026

Navigating funding opportunities, and what matters.

The CHELCIE Capital Compass is a working instrument for research institutions reconciling the commitments they have made against the funding still available to keep them. One workspace, from mandate to award.

RESEARCH PILLARS
04
reconciled to mandate
PIPELINE STAGES
05
identify to authorized submission
APPROVAL ROLES
06
with audit trail
LEGAL POSTURE
Prep
not submit-on-behalf
THE INSTRUMENT

Two products, one workspace.

The Compass is at once an operating system for execution— priorities, approvals, post-award, stakeholders — and a funding pathway engine that moves an initiative from identify, to match, to prepare, to authorized submission.

Every seam between the two is instrumented. A discontinued line surfaces the pathways that could replace it. A matched opportunity opens the approval routing that will clear it. Nothing is left on a whiteboard.

MODULES

What the Compass holds.

Research priorities
The committed research portfolio, reconciled line by line against the funding that supports it.
Gap analysis
Baseline commitment, current position, and the replacement pathway required to close the difference.
Pathway finder
An initiative moves through identify, match, prepare, and submission prep — with reflections captured at every stage.
Opportunity inbox
Matched funders staged from screening through submission, ordered by alignment with mandate.
Approval routing
Five-stage, six-role multi-stakeholder routing with certification text and an immutable audit log.
Post-award
Active awards, reporting obligations, drawdown, and lines under active watch.
POSTURE

Prep and package. Never submit-on-behalf.

The Compass prepares the package, routes it through the institution's approvers, and hands it to the authorized signatory. The submission itself is the institution's act — recorded, attested, auditable.

This is the legal firewall, and the product value: a defensible instrument that a Sponsored Programs office can adopt without changing who signs.

ENTER

Open the Compass on the Harvard Chan C-CHANGE portfolio.

The pilot cockpit is live. Begin at Command, or trace the APECS worked example end-to-end from priority to authorized submission.