I work across clients or teams
Give every client a clearer path to funding.
You should not have to rebuild your research process, lose track of client work, or switch between disconnected systems every time you serve a new nonprofit.
The problem
More organizations create more research—and more places to lose the answer.
Grant writers, consultants, grantmakers, and Enterprise teams need consistent research across many organizations. Scattered tools and spreadsheets make collaboration slower and recommendations harder to defend.
Your expertise should be spent interpreting opportunities, not reconstructing the same research process.
The outcome
Manage every client while keeping the full power of Enterprise research.
Move from finding an organization to delivering a well-supported recommendation without losing the client context along the way.
The approach
Match the research path to the work your team performs.
We will help you choose the right level of access without asking your team to assemble disconnected tools.
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1
Build your client portfolio
Find organizations, share your Research Invite Code, and approve the clients you are ready to serve.
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2
Research in the right context
Open a client and use one connected path for nonprofit, funder, grant, prospect, person, and relationship research.
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3
Share the right next step
Track status, keep private working notes, choose what the client sees, and export evidence they can act on.
The proof
Professional depth with a guided experience.
Business and Enterprise access support serious research without turning the platform into a collection of disconnected databases.
For professional researchers
Manage clients and use full Enterprise research power without starting from zero each time.
See how it worksFor grantmakers and foundations
Understand organizations aligned with your giving goals and community strategy.
See how it worksFor Enterprise research teams
Use deeper prospecting, larger relationship networks, collaboration, and exports.
See how it worksEnterprise includes the Professional Researcher Workspace, Prospect Search Genie, advanced relationship research, larger list capacity, and client-ready exports.
