Welcome to Agentic Portfolio Engine thatkeeps a book at the size an officer can actually work.
Most books hold hundreds of names an officer will never reach. Risely's agents keep each one at the size a person can work, ranked by readiness, with the next move drafted. The officer approves every move.
One officer's book
before
340
names, most untouched this year
The book gets cut to the work one person can do.
A book of 340 names is a filing cabinet. Risely holds each one at 125 an officer can genuinely move, and sends the rest back to the annual fund where they get worked properly.
The book, cut to the work
the whole file
125
an officer can move these
340
the file before the cut
The names that come out go back to the annual fund, where they get worked properly instead of sitting in a book nobody opens.
Readiness decides the order.
Every place on the list carries the reason it earned, so a director can argue with the ranking rather than guess at it. Alphabetical order never described anybody's week.
Who is at the top of the book, and why
Every rank carries its reason, so a director can argue with the order instead of guessing at it.
A dormant name surfaces the week its signals fire.
Three years of quiet end in one pass, because a filing cleared, a reunion registration landed, and three appeals got opened. Risely re-ranks the record and drafts the discovery visit.
Three signals in one week
Three dormant years end in one pass, and a discovery visit gets drafted for the officer to approve.
Every move waits for the officer's yes.
Risely drafts, ranks, and holds. Nothing advances on this board without a person deciding, and no draft on it reaches a donor by itself.
The draft waits on the officer
nothing sent
Risely drafts and ranks. The officer decides, and no move leaves the board without that decision.
One thing moves. The book re-ranks.
A gift posts, a visit gets logged, an officer leaves, a prospect goes quiet. Any of them changes who is ready, and every one runs the same way.
A signal lands
a filing, an event yes, an opened appeal
Risely re-scores the record
readiness moves, and the rank moves with it
The book re-ranks
one dormant name reaches the top
The next move drafts
a dated discovery visit
The officer says yes
nothing advances without it
What changes, and how it runs.
Every book stays workable
125 prospects an officer can truly move, rebalanced as the signals change.
No prospect goes quiet unnoticed
Dormant names surface the week their signals fire, with the reason attached.
More asks reach the table
Officer hours go to visits and asks, which are the two things only a person can do.
The technical read
Connects read-only to your CRM, gift ledger and alumni record to start
An officer approves every move and every rotation
Every rank change lands on an append-only log
Runs alongside what you have. Nothing rips out.