I work across clients or teams

Give every client and researcher a clearer path forward.

Managing multiple missions, prospect lists, researchers, and recommendations should not mean rebuilding the process for every organization.

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

Research consistently across clients, organizations, and teams.

Create a clearer shared process without limiting the depth serious nonprofit research requires.

Research any nonprofit, foundation, leader, grant, or relationship.
Use repeatable workflows across multiple clients and missions.
Uncover established, emerging, and overlooked funding prospects.
Export and share research that supports stronger recommendations.
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.

  1. 1

    Tell us about your workflow

    Share the organizations you serve, the people who research, and the decisions your team needs to make.

  2. 2

    Use one connected research path

    Bring nonprofit, foundation, grant, person, prospect, and relationship research together.

  3. 3

    Coordinate the next action

    Share evidence, export results, and help each client or team move forward with confidence.

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.

Enterprise includes Prospect Search Genie, advanced relationship research, larger team capacity, and professional exports.

Let us help simplify the research behind your team.

Tell us how you work. We will recommend the clearest CharityEZ path.

Book a Demo