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MEERKAT BRIEFS

Political Fundraising

From the List to the Bundler

Political Fundraising cover page

From the list to the bundler. Who can max out, who hasn't given, and who in your network can bring ten more. Capacity grounded in property.

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Every campaign has the same lists everyone else has. The unlock is not another rented file. It is the intelligence layer underneath: who can give to the max, who has not given yet, and who in your existing donor network can bring ten more like them.

Every campaign rents the same list. The campaigns that win the next cycle will compete on the intelligence layer underneath, not the names on the page.

Mary Shea, PhD · Co-Founder & CGO · former Forrester Principal Analyst

What you get on day one

  • 200M consumer records linked to households, employers, and capacity signals
  • 3B+ property attributes across every state: the strongest capacity grounding outside FEC filings
  • 85M professional profiles for employer, industry, and PAC-relevant context
  • 1 endpoint into NGP VAN, ActBlue, NumeroCRM, and your call-time tools

The Reality: same list, same August

Every campaign rents from the same vendors and ends up with the same names. By the third quarter, the reliable donors are tapped out, the ask amounts are guesses, and the call-time list is built on hope.

  • Capacity is a guess. The $250 ask goes to the $25K donor. Without verified property, employer, and household signals, the ask amount is whatever the last gift was.
  • Bundlers can't see their network. A great bundler has a 500-person network and can name 20 at any review. The other 480 are the ones the finance director needs.
  • Call time is wasted time. Wrong numbers, disconnected lines, donors who already maxed out or moved out of district. The candidate's most valuable hour burns on a sheet that was wrong when it printed.

The Intelligence Layer: six dimensions of a donor, one endpoint

  • Capacity · wealth — What they can give. Net worth tiers grounded in property, equity, and verified holdings.
  • Property · holdings — Where they live, what they own. District alignment, in-state status, and the largest single wealth signal.
  • Career · employer — Industry, role, PAC context. Title, employer, sector, equity events.
  • Household · spouse — The other half of the max-out. The second name on the joint check.
  • Reach · verified contact — Verified mobile, personal email, mailing address, refreshed continuously.
  • Match · bundler graph — Who knows whom. The relationship graph from your bundlers and major donors to every prospect on the file.

Every dimension respects every contribution rule and gives finance, call time, and the bundler corps the same source of truth.

The Ah-Ha: bigger asks, warmer asks

Right ask, right donor: from a $250 ask to a max-out check. A donor gave $250 last cycle, so your CRM asks for $250 again. She owns a $4M primary home, a vacation property, and her husband just sold his company. With Meerkat OS, the capacity score surfaces her as top-tier, the ask is the right ask, and two checks come in by Friday.

The bundler multiplier: the 480 names your bundler couldn't name. Your top bundler has hosted three events and tapped the same dozen colleagues each time. With Meerkat OS, you hand him forty specific names from his own network: verified capacity, no prior giving, matched district. The next event has 80 RSVPs.

  • 30 min of candidate call time on a sheet that returns the hour
  • 0 screens to schedule or pay for: the file refreshes every time it is called
  • 1 file that holds capacity, household, employer, contact, and bundler graph

For Your Team: plugs into the tools you already run

Meerkat OS is the intelligence layer underneath the CRM, the call-time tool, and the donor pages your team already lives in.

Before Meerkat OSWith Meerkat OS
Ask amount equals the last giftAsk amount grounded in verified capacity
Spouse and household blank in CRMJoint household capacity on every donor
Bundlers tap the same 12 every eventSpecific names from each bundler's full network
Call sheets built on stale numbersVerified mobile and email, refreshed
Capacity screens once a quarterLive capacity, refreshed the day a property sells
Same email to every donorIndustry, district, and capacity-tailored asks

Connectors live across Campaign CRM (NGP VAN, ActBlue, NumeroCRM, Anedot, WinRed, CallTime.AI, Salesforce), Compliance & Reporting (FEC filing, state systems, Numero, Aristotle), Communication (Gmail, Outlook, Slack, Mailchimp, Constant Contact), and AI Surfaces (Claude, ChatGPT, Gemini).

Get Started: a pilot on your donor file

The fastest way to see what Meerkat OS does is to point it at the file you already know. Send us a recent donor segment. We send back the same file, transformed, in time for next quarter.

  1. Send us a segment. A few thousand donors from a recent appeal or target call-time list. Names, contact, gift history if you have it.
  2. We complete the picture. Within days, the same file comes back with verified capacity, household composition, employer and industry context, refreshed contact, and the bundler graph.
  3. You see the lift. Identify the under-asked donors hiding in your file. Hand bundlers specific names from their own networks. Build call sheets that earn back the candidate hour.
  • No multi-year contract. Pilot first, scale when the lift is clear.
  • Your data stays yours. We enrich it. We do not resell it.
  • Connectors live for NGP VAN, ActBlue, NumeroCRM, and the major campaign stacks.
  • Built for federal campaigns, statewide races, party committees, and PACs alike.

Every donor is a capacity. Every bundler is a network.

Tell us about your file. We will show you the money already in it. Let's Connect