caraAI

How it works

One AI layer between
your data and your team.

CARA — the Centralized Advancement Research Agent — sits on top of every data source your advancement office touches. It structures, enriches, and watches your entire donor universe — so your researchers can focus on strategy, not data entry.

YOUR DATACARAYOUR TEAMYour CRMRE NXT / Salesforce / BloomerangSpreadsheets & NotesExcel, Google Sheets, PDFsPublic DataSEC, IRS 990, real estate, newsIngestion EngineNormalize + deduplicateLive OntologyPeople, orgs, gifts, eventsAI AgentsResearch, monitor, matchDonor Briefings60-second prospect profilesPortfolio AlertsMonday morning digestRelationship MatchingCross-org warm paths
01Ingestion

Connect every source you have

CARA pulls from your CRM (Raiser's Edge, Salesforce, Bloomerang, Neon), plus the spreadsheets, meeting notes, and event lists that live outside it. Everything is normalized and deduplicated into a single canonical dataset — no manual cleanup required.

  • Direct CRM connectors with incremental sync
  • CSV / Excel / Google Sheets bulk import
  • Automatic entity resolution across sources
02Ontology

A live knowledge graph of your network

Every donor, company, foundation, board seat, gift, and life event becomes a node in a structured ontology. Relationships between entities are inferred and maintained automatically — so your data isn't flat rows, it's a connected map of your world.

  • People, orgs, foundations, gifts, events, board seats
  • Relationship edges inferred from co-occurrence and context
  • Continuously enriched against public records and filings
03AI agents

Agents that research, monitor, and match

CARA's AI agents run across your ontology and the open web simultaneously. They don't just answer questions — they proactively watch for changes, surface opportunities, and flag risks before your team has to ask.

  • Research agent: full prospect profiles in under 60 seconds
  • Monitor agent: watches for liquidity events, board moves, peer gifts
  • Match agent: cross-references gala lists, peer donor rolls, your database
04Outputs

Intelligence your team actually uses

Everything surfaces where your team already works. On-demand briefings before a meeting. A Monday morning digest of what changed in your portfolio. Priority lists ranked by signal, not gut feel. Every claim cited to its source.

  • Donor briefings with capacity, affinity, and talking points
  • Weekly portfolio alerts delivered to email or Slack
  • Relationship maps showing warm paths to new prospects

Integrations

Connects to what you already use.

Raiser's Edge NXT

CRM

Salesforce NPSP

CRM

Bloomerang

CRM

Neon CRM

CRM

SEC EDGAR

Public data

IRS 990 filings

Public data

Real estate records

Public data

News & press

Public data

Google Sheets

Import

Excel / CSV

Import

See it in action.

We're onboarding prospect research teams now. Join the waitlist and we'll walk you through how CARA fits your workflow.

caraAI · Centralized Advancement Research Agent© 2026