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Development Office Automation

Your team should be raising money. Not buried in admin.

We build AI agents that handle gift entry, thank-yous, grant deadlines and prospect research, inside the tools you already use. Grounded in ethics. Transparent by design. Built to protect your data and your mission.

How it works

Three steps. One fee.

01

Diagnose

We map every recurring process and rank what agents can take on.

02

Build

A workflow for each one, in your voice, on your systems.

03

Hand off

We train your team and document every workflow.

What we automate

The work that eats your week.

ProcessWhat the agent doesTime back*
Gifts and thank-yousLogs every gift and drafts a personal thank-you the day it arrives.4–6 hrs a week
GrantsVerifies every deadline. Drafts every proposal two weeks early.8–12 hrs a proposal
Prospect researchFinds and qualifies foundation, corporate and individual prospects, then builds profiles, dossiers and outreach.Up to 10 hrs a week
Moves managementLogs every donor touch. Flags every next step.2.5–4 hrs a week
Internal workReports, follow-ups and meeting prep.2.5–5 hrs a week

*Conservative estimates.

What changes

Nothing slips.

No missed thank-yous

Every donor thanked the day the gift lands.

No missed deadlines

Drafts ready two weeks out, not the night before.

Sharper forecasts

Asks sized on evidence, not guesses.

A pipeline you can trust

Every donor touch logged, every time.

Turnover-proof

Knowledge lives in the workflows, not one person's head.

Our AI principles

Ethical. Transparent. Built to protect.

Your data, your donors' trust and your mission come first. Every workflow is designed around them.

People decide

Agents draft. Nothing reaches a donor or funder without your sign-off.

Nothing hidden

Every workflow is documented: what it does, what it reads, and why.

Grounded in fact

Every claim traces to a verifiable source. Anything unverified is flagged, never asserted.

Your data stays protected

Workflows run in your own systems, with access limited to what each task needs.

Your mission, intact

Your voice, your values, your approved language. Nothing off-message.

Free assessment

How many hours are you losing?

15 questions. 5 minutes. See what agents could give back.

Think of a typical month. Rough numbers are fine.

Investment

$2,750

The diagnostic and every workflow it recommends. One flat fee.

Quick ROI calculator

a year in staff time
first-year return
to pay for itself

Based on typical volume for a team your size, at the low end of what our workflows deliver. Get your exact number →

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Clients

Organizations we have served

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