The first wealth intelligence platform built for complex-asset philanthropy.
Cofera is the AI-native wealth intelligence platform that identifies holders of private and alternative assets — pre-IPO equity, carried interest, LP positions, founder stock, and more — the illiquid asset classes that produce the largest gifts and that incumbent screening tools systematically miss.
Incumbents read W-2 income, public stock, and real estate. Cofera finds the illiquid assets — and it screens the household, not just the individual.
No competitor meaningfully identifies individual holders of illiquid alternative assets — LP lists are confidential by contract, so the database doesn't exist for anyone. Cofera infers it from public proxy signals.
Cofera's AI-driven platform continuously improves the canonical identity graph to provide fresh data.
Surfaces and fully enriches spouses, partners, and adult children — the "surgeon married to the teacher" case that single-person screening misses entirely.
Built end-to-end on the Anthropic API. The marginal cost of intelligence is AI tokens, not expensive data licenses — a structurally lower cost base than the incumbents.
One platform that scales with you — from a focused complement to a full replacement.
Pre-IPO equity, carried interest, LP positions, founder stock, closely-held business equity, and mineral rights.
Ranks likely fund LPs from public proxy signals — a capability no competitor has.
One record per person, authority-weighted resolution, field-level provenance, and per-fact freshness.
Surfaces and fully enriches spouses, partners, and adult children alongside the primary prospect.
Separates gross compensation, net worth, and realistic gift capacity — with methodology disclosed per prospect.
Natural-language and structured-filter search across the canonical graph, without uploading a list first.
Public-source philanthropic history, cause taxonomy, and propensity scoring.
Liquidity events, job changes, IPO signals, and death-of-family triggers as they happen.
Raiser's Edge NXT and Salesforce NPSP live today, with more on the roadmap.
Two modes, three tiers each. Start alongside your current tools and expand at your own pace — the same platform, no re-onboarding, no data migration.
Every record you upload — all 25,000 on Starter — gets full canonical identity resolution, alternative-asset discovery, household enrichment, capacity and LP scoring, a complete prospect card with citations, and ongoing freshness updates. No per-record gate, no reveal required.
Browse the AI search interface freely — names, titles, affiliations, asset flags, and capacity tiers across the whole canonical graph, with nothing consumed. A reveal is used only when you add a net-new person — someone not in your uploaded file — to your active list for ongoing enrichment.
Search reveals are a list-growth gate, not an information gate — seeing the intelligence is always free. The quarterly allowance simply caps how fast you grow your actively-managed pipeline with people Cofera runs ongoing enrichment for on your behalf.
Sold alongside your existing incumbent — DonorSearch, iWave, WealthEngine — adding the alternative-asset and household layer they can't see. Typically priced at 30–60% of what you already pay your incumbent.
Small nonprofits and regional colleges
Mid-tier universities, hospitals, large nonprofits
R1 universities, large nonprofits, wealth managers
Replaces the incumbent entirely with the full intelligence stack on one platform. Priced at parity-plus-premium — upgrading from Complement roughly doubles your Cofera spend but eliminates the incumbent spend, so total cost stays flat or better.
Small nonprofits and regional colleges
Mid-tier universities and hospitals
R1 universities, national nonprofits, wealth managers
Designed so the math always favors expanding with Cofera.
Complement is priced as an additive purchase — typically 30–60% of what you already pay your incumbent, for what your incumbent can't find.
Standalone is priced against the incumbents. Upgrading from Complement roughly doubles Cofera spend but eliminates the incumbent, keeping total cost flat or better.
Move from Complement to the matching Standalone tier at any time. Unused subscription credits prorate against the Standalone fee — and there's no data migration.
Need more than your quarterly search reveals? Additional reveals run $25–50 each, negotiated per contract — never a surprise.