GradRoots
Data Room
Where we are on our journey to transform fundraising forever
1. What This Is
GradRoots is building the first agentic core designed explicitly for philanthropy.
Philanthropy is uniquely positioned for AI-driven innovation. It is a trust-based, relationship-driven domain where much of the operational work is repetitive, administrative, and cold—yet the outcomes are deeply human. That makes it ideal for a low-touch, human-in-the-loop model that increases efficiency without sacrificing stewardship or integrity.
Foundations and philanthropic organizations face a critical mandate: steward every donated dollar with maximum efficiency and impact.
Today, they operate on fragmented, legacy systems built for a different era. Tools like Raiser's Edge were not designed for automation, mobile engagement, or intelligent orchestration. As a result, fundraising remains labor-heavy, expensive, and administratively constrained.
GradRoots is building the AI-powered infrastructure for the future of the social safety net.
We began by replacing legacy donor management systems with an AI-native platform that:
- •Automates outreach and campaign management through agentic AI
- •Simplifies giving with modern, Venmo-like donation flows
- •Reduces cost per dollar raised by removing cold administrative burden
- •Equips boards and executives with mobile-first operational tools
We let AI handle the cold-temperature tasks—data enrichment, reminders, reconciliation, campaign orchestration—so human leaders can focus on warm-temperature work: relationships, trust, vision, and impact.
Over time, GradRoots will support the full spectrum of philanthropy—from community foundations to mutual aid networks—ensuring that civil society remains strong even as public safety nets shift or shrink.
Our mission is simple and durable:
Secure the future of giving.
One organization at a time.
2. What Stage We're At
Product
Live, in-market, actively deployed
Customers
Paying institutional customers with repeat usage
Revenue
Early but real, with clear expansion paths
Market
Large, fragmented, under-automated, and labor-constrained
Objective
Build the category-defining AI operating system for institutional philanthropy and student support
3. Why We're Building This
Philanthropy is not a niche vertical. It is a core pillar of social stability.
Every scholarship awarded, every emergency grant distributed, every workforce program funded runs through systems that were designed before automation, before mobile, and long before AI.
We believe this is a structural inefficiency hiding in plain sight.
GradRoots is built on a simple premise:
If you reduce the cost per dollar raised and increase operational intelligence, you expand the effective size of the social safety net—without new legislation.
That leverage matters.
We are not building incremental tooling.
We are building the operating layer for the future of giving.
4. Our Data
Click in and learn about us. Each section is designed to give you a comprehensive view of our business, team, and trajectory.
01 – Executive Overview
Start here to understand the narrative, positioning, and ambition.
02 – Product & Technology
How the system works, what is automated vs assisted, and why this is hard to replicate.
03 – Market & Strategy
Market definition, customer segments, and competitive dynamics.
04 – Traction & Metrics
Evidence of demand, usage, and early signal strength.
05 – Financials
Historical performance, forecasts, and unit economics.
06 – Team & Governance
Founders, advisors, and operating discipline.
07 – Risk & Open Questions
Known challenges and how we are addressing them.
08 – Legal Documents
Corporate formation and governance materials.
Everything is labeled, dated, and versioned. If something raises a question, it is likely addressed somewhere in the room.
5. Our Operating Philosophy (Briefly)
GradRoots is built on a few non-negotiable beliefs:
Automation should reduce cognitive and administrative load, not add dashboards
Institutions don't lack intent—they lack modern tools
AI should augment judgment, not replace it blindly
The best platforms feel calm, obvious, and inevitable
You will see these principles reflected across product design, metrics, and governance.
6. Primary Contact
For diligence questions, data requests, or follow-ups:
