FOR FINANCE DIRECTORS

Calibrated asks. Ranked call sheet. Closed gap by Friday.

Finance directors build the morning call sheet by hand. PollCap does it overnight using four government data sources to size every ask, then ranks the list by capital probability so the team calls the right donor first.

What you get

Three things FD teams stop doing by hand

4-axis ask calibration: SEC executive comp, Form ADV AUM, HMDA mortgage records, donor giving history.

Reactivation engine surfaces dormant high-capacity donors before the filing close.

Stripe Connect attribution loop closes asks back to the originating signal.

The pattern we see

What is actually broken for FD teams today

1

Builds the call sheet by hand every morning by cross-referencing four sources.

2

Has no insight model for which donors are likely to double their gift this quarter.

3

Sees a max-out donor in the file but cannot find the household member who is still eligible.

When PollCap fires

The signals that trigger outreach for FD teams

PollCap watches public filings, civic activity, and news. When one of these signals fires for a campaign in your universe, the system surfaces it with reasoning, sourced citations, and a calibrated next action.

FILING_DEADLINE within 14 days

Cash-on-hand projection below 3 weeks of burn

REACTIVATION_OPPORTUNITY in dormant high-capacity donors

Stripe Connect donation event firing a network unlock

Sample finding

A finance director had 280 max-eligible donors in the file. PollCap surfaced 14 spouses who had not given but were eligible. $43K in 7 days from that one signal.

This is the kind of finding PollCap surfaces for FD teams in the first week. Specific to your file. Cited to a real signal.

Recommended starting point

Where most FD teams start

Recommended

PollCap Core

Real-time capital signal engine and full donor intelligence suite.

$799/mo

  • Morning Brief — AI-generated daily action plan
  • Capital Engine — 6-section strategic brief on demand
  • Donor scoring with explainable 7-factor breakdown
  • FEC enrichment — pull public federal contributions per donor
  • Congress.gov policy footprint on every opponent
  • Committee drill-in with analyst brief on any giving recipient

Questions FD teams ask first

Real objections from real conversations, answered honestly.

We have an analyst who builds the call sheet.
Then they get their morning back. The analyst spends it on relationship work, not list-building.
I do not trust AI for an ask amount.
Ask sizing uses SEC DEF14A comp, Form ADV AUM, HMDA mortgage records, and the donor's giving history. The number is built from four government data sources, not a model hallucination.

Built for FD teams. Live today.

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