Get started
Send two files. Get an institutional-grade read in a one-hour walkthrough.
Tell us a little about your organization and the CRM you run on. A strategist reviews your file profile and follows up to arrange the two exports we need. There is no integration project and no upload on this page.
- 01
Tell us about your file
The short form below: who you are, your organization, and the system your donor data lives in.
- 02
A strategist follows up
We reply within one business day to arrange a secure exchange of your contacts and gifts. Files never move through this page.
- 03
Walk through the review
We rebuild your first analysis, included with every plan, and sit with you to name the first three moves.
Prefer to talk it through? Virgil, our intake assistant, an AI, can check the fit in about five minutes. Start the conversation
No tracking scripts run on this site. Your donor file never moves through this page.