Welcome to Agentic Wealth Screening thatscreens the week a signal fires.
An annual batch is stale the day it lands. Risely's agents watch for the moments that change capacity or warmth, screen those records that week, and hand a gift officer the band and the window together.
Capacity screen · triggered by a signal
running
The signal
A company changed hands this week, and the filing is public.
Estimated band
$250K to $500K
an estimate and a research signal
Recommended: assign this record to a gift officer this week, because reunion weekend is the window.
A gift officer decides whether to call, and what to say.
The screen runs the week the signal fires.
A batch discovers a spring liquidity event the following winter, by which time every peer institution has already called. Risely's agents screen a record the week something changes on it.
One giving year, two ways to screen
The annual batch
One pass runs at the end. A spring event surfaces the following winter.
A dormant record re-rates in one pass.
The file that carried no band this morning carries a sourced estimate this afternoon, because a filing cleared and Risely matched it. The estimate stays labelled as an estimate.
One record, re-rated
before the filing
On file this morning
An alumnus, class of '04, lapsed since 2023.
No capacity band, because the last batch found nothing.
On file this afternoon
$250K to $500K
This is an estimate, and the four records that produced it are attached.
Risely reads what the institution already holds.
The gift ledger, the alumni record, the event registrations, and the public filings anyone can look up. Risely acquires no wealth data on your behalf, and the sources sit on the record so an officer can name them.
What the screen is allowed to read
Already yours
Genuinely public
Risely reads what the institution already licenses and what anyone can look up. Nothing beyond that gets acquired on your behalf.
The window matters as much as the band.
Timing is most of major gifts. Risely names the reunion, the fund's close, and the anniversary of the last gift, so the officer knows which weeks are worth spending.
Windows on this record
Reunion weekend
it is weeks away, and the record is already registered
Fiscal close
the fund the alumnus gave to closes in June
Anniversary of the last gift
the month the lapse began
A band without a window is trivia. Risely hands the officer both, and the officer decides what to do with them.
One thing moves. The screen re-runs.
A filing, a board seat, a reunion registration, three opened appeals after two dark years. Any of them changes the picture, and every one runs the same way.
A filing clears
a company changes hands on a public docket
Risely matches the record
the founder sits in the alumni file
The band re-rates
it is sourced, dated, and marked as an estimate
A researcher confirms it
one record, one review
The officer gets the window
reunion is weeks away, not months
What changes, and how it runs.
Screening stops being an annual event
A record gets read the week something changes on it.
Officers call inside the window
Reunion month, while the alum is already leaning back toward campus.
Every band can be defended
The records that produced it sit underneath it, so the file survives a hard question.
The technical read
Connects read-only to your CRM, gift ledger and alumni record to start
A researcher confirms every band, and a gift officer decides every call
Every source lands on an append-only log
Runs on the data you already license. Nothing new gets acquired.