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Prospect Research

Our team of research analysts fill the void whether you're trying to price a product or analyze fundraising potential.​ We'll help you understand the market, no matter if the goal is a nationwide product launch or a capital gift campaign.

For fundraisers, we offer specific services in determining ask capacities, asset analysis, large data acquisition/enrichment, and prospecting.​


We help you build a system that leverages research and data/lead management to identify potential. Especially in the non-profit world, it is about finding the right prospect for the right program using the right connections. 


Our core services include:

  • Qualitative information such as contact details, biographical history, career history, mergers and acquisitions, education, civic and professional affiliations, awards and recognition, social ties and personal interests


  • Quantitative information such as known asset holdings, industry analysis, public and private company portfolio analysis, giving pattern analysis, philanthropic history, and political giving 


  • Full in-depth dossiers for deep background 


  • One-page summaries for quick hits or when briefing senior leadership and volunteers

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