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Adam Martel
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Adam Martel is a prominent entrepreneur and investor based in Boston, Massachusetts. He is best known as the CEO and Founder of Givzey, a company that specializes in creating digital solutions for gift agreements in the nonprofit sector. Givzey aims to streamline the process of securing multi-year pledges from donors, enhancing fundraising strategies for various organizations.24
Career Overview
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Givzey (December 2021 - Present): Martel leads Givzey, which focuses on digitizing and automating gift documentation solutions, helping nonprofits scale their fundraising efforts effectively.24
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Gravyty (July 2016 - December 2021): Prior to Givzey, he co-founded Gravyty, an artificial intelligence company that developed tools to improve fundraising efficiency for nonprofits. Gravyty was notable for being the first AI-enabled platform in its space and successfully exited through a merger with another firm in 2021.135
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Launchpad Venture Group (March 2020 - Present): Martel serves as an investor at Launchpad Venture Group, an angel investment group that supports early-stage companies. His involvement with Launchpad has allowed him to contribute to various startups while also leveraging his experience as a founder.45
Education
Adam Martel holds an MBA from Babson College, where he also worked as a major gifts fundraiser. His educational background has significantly influenced his entrepreneurial journey, particularly in understanding the nonprofit sector's dynamics.14
Skills and Contributions
Martel's experience as a fundraiser and his entrepreneurial ventures have equipped him with essential skills in relationship building, strategic planning, and team leadership. His work has been characterized by a focus on utilizing technology to solve complex problems within the nonprofit space, demonstrating an innovative approach to fundraising challenges.235
In summary, Adam Martel is a dynamic figure in the intersection of technology and nonprofit fundraising, recognized for his leadership roles in both Givzey and Gravyty, as well as his contributions as an investor at Launchpad Venture Group.
Highlights
I've dedicated my life to inventing the bleeding edge of fundraising technology because I believe that inventing for the Social Good sector has the ability to change the world. Today is the most important day in our journey as we launch Version2.ai, an AI research and design lab focused entirely on inventing, building and scaling the first fully autonomous frontline fundraiser, powered by artificial intelligence.
Many people believe that it’s impossible to build a fully autonomous fundraiser, especially for a profession built on relationships that drive outcomes. Autonomous fundraising is, indeed, a moonshot, but it’s a worthwhile endeavor.
Through our R&D, we will prove that it’s possible for autonomous fundraisers work alongside traditional fundraisers (and most-likely for traditional fundraisers). Version2’s success will have a deep, lasting, and consequential impact, not only on the future of fundraising, but on humanity as a whole. Transparency, privacy and opt-in engagement will be at the core of all we do as we strongly believe that donors should have the opportunity to decide whether they want to engage with a traditional fundraiser or an autonomous one.
With technology as a starting point, we’ve partnered with Matthew Lambert and the visionary, inspiring and courageous fundraising team at William & Mary, William & Mary Foundation, University Advancement at W&M to prove that autonomous fundraising is both possible and inherently good, both for nonprofits and for donors.
Through our partnership, we will utilize autonomous fundraisers to reimagine the donor experience as we work to reinvent the student phonathon program, execute campus connections between donors and appropriate program leaders, scale alumni campus engagement and lifelong learning opportunities, facilitate annual unrestricted gift solicitations, and execute multiple stewardship opportunities that break through the digital threshold -- including mailing branded thank-you gifts and sending hand-written postcards, powered by ai-enabled robotics.
The fully autonomous fundraiser is unlike anything you’ve ever experienced and we look forward changing the world together.
Welcome to the future of fundraising.
https://www.version2.ai/
#fundraising #ai #nptech #fundraisingstrategy #philanthropy #changetheworld #nonprofittechnology #nonprofitleadership #nonprofit #nonprofits #charitablegiving #socialgood
Welcome to The Future of Fundraising.
Over the past year, my team and I have had more than 1,000 meetings with fundraising leaders across the nonprofit spectrum to learn more about their gift documentation, gift formalization, and gift fulfillment processes. No matter the type of organization, Higher Education, Independent Schools, Healthcare, Public Media, Museums, Cause-Based Organizations, or Faith-Based Organizations, we’ve observed that they all have what we are now calling a “Messy Middle.”
The messy middle is the time between when a donor is at the height of their excitement and belief in the mission of the organization – the moment they commit to their gift, and when that gift is closed. In that messy middle, there are forms, templates, revisions, approvals, signatures, layers of bureaucracy, compliance concerns and more. There are often multiple people who need to approve the gift and, every day that goes by, the donor’s sentiment is at risk.
At best, the messy middle can be organized, well-communicated and straightforward, leaving the donor with a wonderful impression of the experience and an expedited timeline to impact. At worst, the messy middle can ruin the relationship with the donor and sour the trust in the organization that the donor had when they committed to their gift. We saw countless examples of donors lowering their gift, canceling it all together or pledging to never make an other gift, all because of their experience in the messy middle. And this is why I believe we need to spend more time focused on finding efficiencies and considering the donor experience in the messy middle.
I’d like to invite you to join our team for a conversation on Thursday, April 4, as we present our findings on the Messy Middle. This session will cover best practices for eliminating donor risk associated with this stage of closing a gift and ways your organization can streamline the time between commitment to close to ensure all donors have an extraordinary experience with your organization. (https://lnkd.in/evGq-6FZ)
#Fundraising #FundraisingJobs #nptech #nonprofittechnology #nonprofits #nonprofit #fundraisingstrategy #philanthropy
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Mesh is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Mesh as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Mesh offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Mesh isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
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