Team

A small desk, organized so every note is checked.

Five roles, each with one job, between a public record and the brief on your desk.

Roles

01

Founder and CEO

Sets the research standard and the honest rules every note follows, and answers to clients for both.

02

Head of Sales and Partnerships

Works with outsourced CFO and accounting firms to understand the nonprofits they serve best.

03

Research Desk

Finds the award, reads the filings, and labels every claim Verified, Inferred, or Unknown.

04

Quality Review

Checks each source and each label before a note leaves the desk.

05

Client Delivery and Operations

Delivers the briefs on schedule and keeps each engagement running smoothly.

Financial documents laid out on a sage green desk
The research desk works from public records: award data, Form 990s, and audit filings.

The handoff

Every note passes through three hands.

  1. Research

    The Research Desk pairs an award trigger with a finance capacity signal and labels the evidence.

  2. Review

    Quality Review checks every source, every date, and every label.

  3. Deliver

    Client Delivery sends the brief: why now, the likely objection, who to approach, and an opening line.

Careers

We are not hiring yet.

If you would like to hear when that changes, write to [email protected].

Email us

Judge the research for yourself.

$149 pilot · 14 days · 5 opportunities · no auto-renewal