Prospect Research demo
One printable page before every visit, every figure cited, every weak or protected detail left out and shown 1:31
What the demo shows
Gift officers get cited prospect profiles from CRM, giving history and public filings
A gift officer asks in plain words and one printable page builds in place: the relationship to the university, a capacity range with its sources under it, affinity, giving history, what to avoid and open questions, with every source and its date in a column beside it. A verification agent keeps a wealth figure only when two independent sources agree and strikes the rest into a visible Removed list; a privacy agent keeps out protected details and FERPA education records and honors GDPR objections. A rating change is only proposed; a prospect research analyst approves it with a reason code.
Transcript
- Prospect Research gives gift officers a cited, one-page brief on any prospect.
- Two percent of donors give eighty-nine percent of college gift dollars.
- Claire asks for a brief before Thursday's lunch.
- Agents read the CRM, giving history, property, company filings, foundation returns and news.
- Forty seconds later: civil engineering, class of ninety-six, eleven years of giving.
- Capacity: one to two and a half million dollars, from three cited sources.
- A blog's forty-million net worth had one source, so the agent removed it.
- The privacy agent kept out health, religion and a family member's student record.
- Each value opens the passage it came from.
- An analyst, not the gift officer, approves the rating change from C to B.
- Every source, view and decision is logged, ready to export.
- Now ninety-six percent of visits get a brief, up from thirty-four.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.