01 – Executive Overview

Building the Agentic Core for Philanthropy

Our Thesis

GradRoots is building the first agentic operating core designed explicitly for philanthropy.

Philanthropy is one of the most important coordination systems in civil society. It funds education, workforce retraining, veterans services, emergency aid, healthcare access, and upward mobility. Yet the infrastructure powering this work remains manual, fragmented, and structurally inefficient.

Legacy systems like Blackbaud Raiser's Edge were built for record-keeping in a pre-AI era. They optimize for contract lock-in and margin preservation, not fundraising outcomes.

We believe fundraising is not a static workflow problem.
It is a leverage problem.

AI enables a fundamental shift: separating cold administrative work from warm human stewardship.

GradRoots replaces legacy donor systems with an AI-native platform that automates outreach, simplifies payments, and materially reduces cost per dollar raised.

Our long-term ambition is to become the infrastructure layer for the future of the social safety net.

Origin & Earned Insight

GradRoots did not begin as a trend-driven idea.

After leaving Kangarootime following a private equity transition, I volunteered inside a Southern California community college foundation that had effectively shut down. I helped rebuild fundraising operations from scratch.

What I discovered was an earned secret:

The organizations that power the social safety net are running on broken infrastructure.

  • Advancement teams are under-resourced.
  • Legacy software is expensive and inefficient.
  • Money meant to create impact is lost to friction and manual effort.

At the same time, AI is reshaping the labor market and accelerating economic transition. As displacement increases, institutions like community colleges and foundations will matter more, not less.

The software that powers them must change.

What We're Building

GradRoots includes:

Agentic campaign management
Automated donor enrichment and segmentation
"Venmo-like" payment flows
Board-ready mobile tools
Autonomous reconciliation and reporting
Mission Control: stateful AI orchestration of fundraising workflows

AI handles cold-temperature tasks — research, reminders, reconciliation, workflow coordination — so human leaders focus on relationships and trust.

Why Now

Three forces converge:

  • 1.Rising administrative burden in philanthropy
  • 2.Increasing reliance on private funding as public safety nets strain
  • 3.The emergence of stateful agentic AI capable of orchestrating workflows safely

Philanthropy is uniquely suited for human-in-the-loop automation. It is trust-based, structured, and repeatable.

The infrastructure shift is overdue.

Long-Term Vision

We intend to support the full spectrum of philanthropy:

Community college foundations
Universities
Healthcare institutions
Community foundations
Mutual aid networks

If we reduce cost per dollar raised and increase operational intelligence, we expand the effective capacity of civil society without new legislation.

Mission: Secure the future of giving.
One organization at a time.