Services

Anything...

Ultimately, Itasca Partners LLC can help with anything related to fundraising strategy, especially where insights and information are concerned. A sampling of specific offerings is listed below.

Campaign assessment and analysis & planning

• Data-informed goalsetting and scoping

• Campaign plan development

Data and Reporting

• Predictive modeling

• Crystal reports development and creation

• Dashboard & visualization development

Prospect Research

• Full biographical profiles

• “Cocktail bios”

• Basic financial capacity or wealth screening verifications

• Full financial capacity 

• Complex financial analysis (e.g., public company insiders, venture capital and private equity, private company ownership, etc.)

• Prospect prioritization

Training and Consultative

• New researcher training

• Prospect development program assessments

• Prospect management/moves management systems