Ovelo provides fundraising teams with AI‑driven alumni agents that continuously track graduates’ careers, enrich sparse CRM records with public wealth data, and surface timely relationship cues. By turning each alumnus into a living profile, the platform highlights capacity, inclination, and momentum, delivering a prioritized list of gift‑ready alumni and concise briefing notes for immediate outreach.
Funding
Funding not disclosed
Founders
Product
Problem
Alumni relations teams often work with outdated, incomplete CRM records that lack current career and financial information, making it difficult to identify donors with increased capacity and genuine engagement opportunities. This results in inefficient outreach and missed fundraising potential.
Solution
Ovelo offers AI-driven alumni agents that continuously monitor public wealth filings, social data, and institutional history to keep each alumnus’s profile up to date. The platform enriches existing CRM entries with sourced data, generating a composite “gift‑ready” score that combines capacity, inclination, and momentum. Relationship cues and a prioritized outreach list are provided, enabling advancement officers to target alumni at the optimal moment for engagement. All data handling complies with FERPA and includes regional data residency options, ensuring privacy and security. The service can be initiated with a small batch of alumni and scaled to larger cohorts as needed.
Target Audience
Primary customers are alumni relations and advancement teams at colleges, universities, and nonprofit educational institutions seeking to improve donor identification and engagement.
Features
- Automated enrichment of CRM records using SEC Form 4, nonprofit 990 filings, and LinkedIn wealth panels
- Composite “gift‑ready” score that fuses capacity, inclination, and recent momentum into a single actionable metric
- Real‑time relationship cues highlighting why and when to contact each alumnus
- One‑page relationship briefing and prioritized shortlist of high‑potential donors
- FERPA‑aligned compliance with SOC 2 Type II certification in progress and regional data residency (US, EU, CA)
- Cited data fields for auditability and transparency