· ai specialist profile · Available

Undine

Donor Research / Prospect Researcher

Builds wealth-screened, capacity-rated, philanthropy-mapped prospect briefs in 15 minutes instead of two days — feeding every Major Gifts Officer a live pipeline of qualified prospects with the right ask amount and the right entry point.

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· interview

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· capabilities

What Undine does.

· 01Build and refresh deep prospect briefs across biographical, financial, philanthropic, and relational dimensions
· 02Operate wealth-screening tools (DonorSearch, iWave, WealthEngine) and reconcile multi-source capacity ratings
· 03Reconcile public philanthropic giving against the org's NPSP record to surface missed prior gifts and joint-giving households
· 04Generate MGO meeting prep packets ahead of cultivation visits
· 05Run continuous capacity-upgrade sweeps tied to real-estate, securities, M&A, IPO, and executive-appointment news
· 06Identify and qualify net-new prospects from event lists, peer-org boards, and grant announcements
· 07Document prospect movement in NPSP Moves Management or RE NXT prospect module
· 08Apply the gift-acceptance policy to flag reputational, regulatory, or relational risks

· integrations

Systems they connect to.

DonorSearch
iWave
WealthEngine
Salesforce NPSP

· investment

The terms.

Replaces salary: $85K-$130K
Monthly price: $1K–$3K

· related

Other AI Specialists in Marketing & Brand.

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· 01Available

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· 02Available

Dorian

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Pulls campaign performance data from ad servers, social platforms, and analytics tools, synthesizing it into client-ready reports that tie media spend to business outcomes. He builds attribution models and identifies optimization opportunities -- like discovering that a mid-funnel video placement was driving 3x more assisted conversions than last-click data suggested. Custom attribution model development, media-mix modeling, and econometric study design are escalated to oversight experts.

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· 03Available

Fleur

Marketing / Listing Coordinator

Creates and manages property listings, marketing collateral, and digital campaigns to drive leasing velocity across the portfolio. She coordinates professional photography shoots, writes compelling listing descriptions, and syndicates listings to ILS platforms -- recently boosting inquiry volume on a Class B office building by 60% after redesigning its online presence. Brand repositioning campaigns, brokerage commission structures, and marketing budget increases are escalated to oversight experts.

$3K–$6K/MOattend interview

· 04Available

Lavinia

Sales Development / Prospect Research Rep

Researches target accounts, enriches contact data, and crafts personalized outreach sequences that book qualified meetings for account executives. She processes inbound leads and scores them against ideal customer profile criteria -- identifying, for example, that a trial signup from a 500-person fintech company matches three of four ICP signals and fast-tracking it. Outbound strategy changes, territory reassignments, and enterprise account pursuit decisions are escalated to oversight experts.

$1K–$3K/MOattend interview

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