Code-fi vs DonorTrends

Code-fi is a web-based gift-capacity analytics and knowledge platform for prospect research. Users enter variables to build and export bespoke wealth profiles, including compounded wealth and liquidity insights. Its estimates cover salaries, bonuses, dividends, long-term rewards, share valuations, and career earnings for roles around the world. The product estimates board-level income across 85 sectors and also covers specialist work such as accounting and legal partners, private equity, and hedge funds. For private-company ownership valuations, Code-fi says it analyzes more than 5 million company sales records. Its Predictor uses AI technology to estimate missing financial variables. Listed data coverage includes the UK, US, Australia, China, Malaysia, Hong Kong, Japan, Singapore, South Korea, India, and Europe. Researchers can start with career information from LinkedIn or a biography and may add company financials from ZoomInfo in the US or Companies House in the UK. Support includes educational videos, Role IQ, user groups, and one-to-one sessions with financial analysts. The maker says it suits beginner and advanced researchers.

DonorTrends is a web service for fundraising analysis and advice. Its portal provides reports for organizations seeking to improve fundraising programmes, with reports described as ready within minutes. A dashboard covers donor retention, upgrade opportunities among middle and major donors, lifetime value, and key statistics. The MAAP report applies 10 predictive models to identify likely upgraders, monthly donors, reactivatable donors, legacy donors, campaign responders, and potential middle and major donors; delivery can be within a day after data is received. Member Metrics examines five years of retention and giving behavior when members also donate. A socio-demographic report analyzes donor databases using 50 characteristics, including affluence, family structure, housing, residence, and age. Custom reports can address payback times, investment analyses, scenarios, response statistics, and dashboards. The Fundraising Benchmark compares anonymized data across more than 20 KPIs and multiple years. Pricing is on request.