Stay up to date with the latest new features in ProspectAI.
August 2025
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Review and edit donor report content
All AI-generated content in donor reports can now be edited and marked as approved. Clicking on any purple text displays a variety of editing options, including the ability to mark the copy as reviewed and accepted, which will change the font color to black.
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Source confidence indicators
The sources listed at the end of a donor report now each include an indicator showing ProspectAI's level of confidence that the source refers to the correct individual. A green bar indicates a high level of confidence, while sources with yellow and red confidence signals should be verified by a human.
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Add or remove data sources from a donor report
Occasionally donor reports may include an incorrect source or miss a relevant source. To add or remove sources from your report, scroll down to the Sources card at the bottom of the report, and click the pencil icon at the top right corner. Confirm the changes to re-run the report based on the updated source list. Re-running a report with updated sources does not affect your search credit balance.
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Delete previous donor reports
Clean out the Past Reports tab by selecting any report(s) that you no longer want to store in the Dataro app and choosing the Delete option from the Take Action menu. Your selected donor reports will be permanently deleted, although you can run a new search at any time for a new, up-to-date donor report.
- Conversation starters and key readings
Find even more information available in your donor reports, with the addition of Conversation Starters (interesting facts or connection points that can be useful in building rapport) and Key Readings (a selection of high-value sources that are worth reading in their entirety).
July 2025
- Introducing ProspectAI
ProspectAI is the fastest, most comprehensive, and most up-to-date prospect research tool available to fundraisers today - combining the scope and efficiency of a wealth screening tool with the flexibility and reasoning of a human researcher. Learn more about ProspectAI here.