Welcome to Agentic Portfolio Triage thatsorts a portfolio by motion instead of by memory.

A major-gift portfolio gets managed from memory, so the officer works whoever emailed last. Risely's agents read the motion across the whole book and sort it honestly, and the officer works the names that matter.

See it on a real portfolioThe office

One officer's portfolio · 142 relationships

reading the motion

6

Move now

open loops and real motion

31

Cultivate

warming on a drafted cadence

12

Release

silent through four cadences

Real motion decides who gets the week.

An opened appeal, a reunion registration, a filing, a two-year silence. Risely's agents read all of it across the whole portfolio, and silence counts as much as movement.

What Risely counts as motion

An appeal opened three times in a weekwarming
An unprompted reunion registrationwarming
A filing on a company an alumna foundedcapacity moved
Two years of silence through four cadencescold

Silence is a signal too. A portfolio managed from whoever emailed last never reads it.

Six names carry a drafted next move.

Each one has an open window and a reason it is open. The officer starts Monday with six conversations to have rather than a list of one hundred and forty-two names to feel guilty about.

Move now, with the move drafted

waiting on the officer

A lapsed major donorRe-engagement call

three appeals opened after two dark years

An alumna whose company soldDiscovery visit

the filing cleared this month

A donor with a closing pledge windowPledge conversation

the window shuts this quarter

A reunion-year alumnaReunion coffee

she registered and has never been visited

Major gifts are won and lost inside windows. These are the ones open this week.

A warming prospect stays on a drafted cadence.

Risely drafts the touches for the cultivate tier and a person approves each one, so warming carries on between officer visits rather than depending on them.

The warming tier

31 relationships

Impact note on the fund they gave tothis monthdrafted
Invitation to the department lecturenext monthdrafted
Year-end summary of what the fund didDecemberdrafted

Risely drafts the cadence. A person approves each touch and sends it, so warming continues between officer visits.

A release comes with the silence that justifies it.

Two years and four cadences of nothing, laid out on the record. Letting go stops being an admission of failure, and the slots open for names with motion.

Recommended for release

12 records

·No reply through four cadences
·No event attendance in two years
·No gift since the last officer left
·No open loop anywhere on the record

Back to the annual fund, with the reason logged. Letting go becomes a reading of the record rather than an admission of failure.

One thing moves. The week re-sorts.

An opened appeal, an event registration, a pledge window closing, a reply that never came. Any of them changes the week, and every one runs the same way.

  1. An appeal gets opened

    after two dark years

  2. Risely re-reads the motion

    opens, events, filings, silences

  3. The record changes tier

    release becomes move now

  4. The next move drafts

    one row, one review

  5. The officer's week re-orders

    before Monday starts

Agentic Portfolio Triage never works alone.

Moves Managementruns the arc on the names that moveMorning Triagecuts a caseload the same way one office overAd-hoc Analysisanswers the pipeline question a VP asks mid-quarter

see the full advancement office →

What changes, and how it runs.

The week starts from the record

Six live conversations arrive, each with the window that makes it live.

Warming continues between visits

The cultivate tier runs a drafted cadence that a person approves.

The portfolio stays a working portfolio

Cold names go back to the annual fund with the reason logged.

The technical read

Connects read-only to your CRM, appeal log and event records to start

An officer approves every move, every touch and every release

Every placement and its reason land on an append-only log

SOC 2 Type IIFERPAGDPR

Runs alongside what you have. Nothing rips out.

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