Solutions / Donor Prospecting Intelligence

Capacity and propensity are two different questions. This keeps them that way.

A fifty-one-agent research pipeline builds one evidence-cited dossier per major donor prospect — identity confirmed, wealth capacity and giving propensity scored separately, the relationship network around them mapped with warm-introduction paths, and a recommended cultivation plan at the end. It’s real, working code, and it’s currently in a controlled rollout, not open to every account.

Ask about early access See how a dossier gets built

Where this actually stands today

This is not a roadmap slide. The orchestrator, the nine-family agent sequence, and a staff-facing dashboard all exist and run end to end. What’s missing is availability: the rollout flag that opens it defaults off per organization, and no organization has been through the rollout yet.

How one prospect’s dossier actually gets built

ANIMATED SEQUENCE — ONE PROSPECT’S DOSSIER, NOT A SCREEN RECORDING

Name in, identity confirmed

A single name or a natural-language request goes in. Discovery agents disambiguate exactly who this is before any deeper research spends a token on the wrong person.

What comes out the other end

TWO SEPARATE SCORES

Wealth capacity and giving propensity, always kept apart — never averaged into one number that answers neither question.

A MAPPED NETWORK

Board, corporate, and foundation ties as a graph with a warm-introduction path and a relationship-strength score per connection.

A CULTIVATION PLAN

A recommended first ask plus a four-stage plan — shared ground, warm introduction, deepen engagement, reassess readiness.

FAQ

Can I actually turn this on for my organization today?

Not yet for essentially anyone. It's real, working code — its own database schema, orchestrator, and staff dashboard all exist — but access is gated behind a single organization-level rollout flag that defaults off, and the controlled rollout itself (small pilot group, then wider expansion, then general availability) hasn't started. We'd rather tell you that directly than show a screenshot implying your account can use it right now.

Why keep wealth capacity and giving propensity as two separate numbers?

Because collapsing them into one score hides the exact decision a fundraiser actually has to make. A prospect can plausibly afford a large gift and still be unlikely to make one, or the reverse — a moderate-capacity prospect who gives reliably. Two separate scores let staff decide the right ask and the right approach instead of chasing one blended number that answers neither question well.

Does anything in this pipeline contact a donor on its own?

No. Every one of the fifty-one registered agents researches, scores, or drafts a recommendation for a person to review — none of them sends an email, places a call, or otherwise reaches a prospect. Approving actual outreach is kept as its own distinct review type, separate from every other kind of check the system runs.

What happens when two sources genuinely disagree about a prospect?

The disagreement itself becomes part of the record. A dedicated agent investigates and either resolves it in favor of one source, marks both as stale, or leaves it open for a person to decide — whichever of those is actually true is what shows up in the dossier, not a single confident-looking number that quietly picked a side.

How is this different from the prospect-research tool that's already live?

Nonprofit Prospect Research is available today: a request-based search over local businesses and IRS-registered foundations, scored on seven visible signals. This pipeline is a different scale of thing — a single-prospect, evidence-cited dossier with relationship mapping and a cultivation plan, typically aimed at major individual donors and foundations you've already identified — and it's the one still behind the rollout gate.

WANT SOMETHING YOU CAN USE TODAY?

Start with Nonprofit Prospect Research

It's live for every account now — request-based, scored on seven visible signals.

See Nonprofit Prospect Research

Ask about early access

The controlled rollout hasn’t started. Talk to us about a pilot, or start with what’s live today.

Talk to us See what's live today