Ultimately, Itasca Partners LLC can help with anything related to fundraising strategy, especially where insights and information are concerned. A sampling of specific offerings is listed below.

Campaign assessment and analysis & planning

  • Data-informed goalsetting and scoping

  • Campaign plan development

Data and Reporting

  • Predictive modeling

  • Crystal reports development and creation

  • Dashboard & visualization development

Prospect Research

  • Full biographical profiles

  • “Cocktail bios”

  • Basic financial capacity or wealth screening verifications

  • Full financial capacity

  • Complex financial analysis (e.g., public company insiders, venture capital and private equity, private company ownership, etc.)

  • Prospect prioritization

Training and Consultative

  • New researcher training

  • Prospect development program assessments

  • Prospect management/moves management systems