AI prospect research
Type a name: in 1–3 minutes you get capacity, affinity, board seats, giving and network — with sources.
Suggested ask
The AI tells you how much to ask — with a range and rationale — based on capacity, affinity and your typical amounts.
News with signals
Recent mentions, each flagged as an opportunity or a risk. An alert tells you when the timing is right.
Writes the first draft
Cultivation emails in real time. You add the real words and the signature — the app removes the blank page.
Mimics your style
Upload your best emails: the AI picks up your tone and rhythm for every prospect.
Chat that acts
Ask for advice on a prospect and, from the same screen, create a task, change stage or write an email.
Email sequences
A series of touches spread over time, generated and editable. Mark what you've sent.
Pre-call briefing
A single sheet, in one click: how to open, what to talk about, what to ask, plan B.
Schedule the call
From the briefing, download the calendar event, with a reminder one hour before.
Relationship map
Who knows whom in your CRM, and who can introduce you to the donor you care about.
Global search ⌘K
Press ⌘K anywhere: jump to a prospect or a section in a second.
Decision-maker emails
Find the emails of the right people in a company (via Hunter, optional).
Targeted deep dives
Want just the wealth, or just the network? Launch a search dedicated to that part.
Verified sources
The app checks that the cited links are live and flags it. No profiles built on thin air.
Clear pipeline
From the first time you identify them to the final thank-you. Bulk actions across multiple prospects too.
Tasks and reminders
What to do today, what's overdue, the next seven days. Per prospect or overall.
Goals and forecast
How much you want to raise, how much is in the pipeline, where you stand.
What you spend on AI
Every call tracked: cost, time, errors. No surprises.
PDF for the board
A nicely laid-out profile, ready to bring to the meeting.
Tags, import, duplicates
Import a CSV, find and merge duplicates, organize with tags.