ProspectLive aggregates wealth, giving and public-record data into one profile per prospect, then watches that profile for change. You learn about it when its relevant, not at the next screening.
Board service alongside two current donors raises her modeled affinity from 0.71 to 0.84. Capacity is unchanged at $2,450,000. A cultivation touch in the next three weeks is well timed.
SEC Form 4 filing, cross-referenced with two property records in Travis County. Capacity revised upward.
Everything a gift officer needs to judge capacity and timing, with the evidence behind each field.
Wealth indicators, giving history, employment and relationships, reconciled into a single record that updates as its sources change.
Life events, wealth changes and new public gifts reach your feed within a day of the underlying record moving.
A modeled giving capacity in dollars and an affinity score from 0 to 1, each traceable to the records that produced it.
ADI cross-references sources, flags stale or conflicting fields, and proposes amendments for you to accept or reject.
Timing, ask amount and talking points drafted from capacity, affinity and the prospect's own giving pattern.
Cluster prospects by capacity, geography and officer bandwidth, and rebalance when a portfolio drifts.
Import portfolios of prospects, add data manually, or let ADI help you copy in information from files, text, or screenshots.
Records are matched against wealth, property, securities, foundation and public giving data, then de-duplicated into one profile.
Assign prospects to portfolios. Changes arrive in your feed, tagged, summarized and ranked by what they mean for the ask.
Let ADI help you build custom engagement plans, remind you of upcoming events, and proactively draft communications, call scripts, or copy to be best prepared to engage.
ADI is the research assistant inside ProspectLive. Ask it to audit a profile, draft an outreach plan or segment a portfolio, and it works from the same records you can see.
Audit Eleanor Whitfield's profile before Thursday's briefing.
Sign in to pick up your portfolio, or ask us for a walkthrough with your own data before you commit to anything.