Know who to call.
Know what to ask.
PollCap watches 22 government sources and a live news stream for the wealth events that matter — insider sales, M&A closes, IPO lockups, promotions — then routes them into a daily call sheet with calibrated asks and scripts that reference the event by name.
D. Raman just sold $2.4M
Ask $7,000SVP, Helix Dynamics — max-federal eligible, past $8,600 across two cycles. Call today.
14-day free trial · No credit card for demo · Cancel anytime
12
Signal types
22
Government sources
15min
FEC sync interval
<10min
Setup to first call sheet
The Signal
This is what a call sheet looks like at 6:03 AM
Wealth events fire overnight. By breakfast, they’re ranked, sized, and scripted — the three donors below are illustrative of what surfaces on a real morning.
D. Raman
Call within 7 daysJust sold $2.4M in company stock
SVP, Helix Dynamics — 10,450 shares disposed on 04-14. Max-federal eligible and has given $8,600 across two cycles.
“Congrats on the exit — want to put some of it to work where it actually moves the needle?”
K. Alvarez
Reach out this weekM&A closing — $340M cash + roll
Co-founder of MedTech startup acquired by Meridian Surgical. Never given federally but spouse maxed to a 2024 Senate candidate.
“We were following the Meridian announcement — timing is perfect for an intro call.”
J. Park
Call todayNamed Partner at Wexler & Crane
Confirmed via press wire yesterday. Historical $2,800/cycle at previous firm — capacity just stepped up a tier.
“Saw the Wexler announcement — huge. Reaching out early to catch you before the dust settles.”
Names are illustrative. The pipeline is not. Every morning at 6 AM ET, PollCap runs identity resolution → capacity modeling → wealth-event detection → ask calibration → script generation on your entire donor universe.
See it in action
Built for speed. Designed for clarity.
Every screen answers one question: what should my finance team do right now?
Sarah Chen
Signal Score Analysis
Signal Score
88% confidence
Top-tier donor with accelerating momentum. Recent event attendance + consistent high-dollar giving makes this a prime conversion target for major gift ask.
Donated 3 days ago — active window
4 donations in last 12 months
Avg $2,125 — major donor tier
Accelerating velocity — 2x last quarter
Conversion Plan
Follow-up gratitude for event attendance + momentum ask. Healthcare angle.
Suggested Ask
$5,000
Timing
Channel
EVENT CALL
Priority
92/100
Giving History
Martinez for Congress
Apr 12, 2026
Sen. Warren (MA)
Jan 8, 2026
Rep. Clark (MA-5)
Sep 15, 2025
MA Democratic Party
Mar 22, 2025
Contact
Inferred emails
Capital Intelligence
Recent Signals
- EVENT ATTENDANCE
Healthcare Advocacy Dinner
Apr 14, 2026
- FEC CONTRIBUTION
$2,500 to Sen. Warren (MA)
Oct 18, 2025
- BOARD MEMBERSHIP
MA Healthcare for All — Board Member
Aug 10, 2025
Affiliations
MA Healthcare for All
Board Member
Women in Healthcare Leadership
Member
Enriched + rescored
Every donor enriched from 8 government sources. Signal score, conversion plan, wealth tier, political lean, affiliations, inferred emails, and network connections — in one view.
Capital signal layer
Where the money just became liquid — in real time
22 government sources and a live news layer fused into one signal stream. Insider sales, M&A closes, IPO lockups, promotions — every wealth event routed to the donor in your universe who just became ready to write a check.
22
Gov sources
SEC, FEC, IRS 990, ADV, USASpending, USPTO, Congress, LDA + more
12
Signal types
Insider sales, M&A, IPO, promotions, patents, settlements + core 6
6
Wealth events
Liquidity & career triggers routed into daily call sheet
4-axis
Capacity model
Exec comp + AUM + mortgage + officer graph
1→100
Lookalike fan-out
Every conversion surfaces 100 similar prospects
15min
FEC sync
Real-time contribution tracking
Daily automated pipeline — runs every morning at 6 AM ET
Identity Resolution
Deduplicate + canonical donors
Capacity Model
SEC + ADV + HMDA + officer graph
Wealth Events
6 liquidity & career triggers
Scoring
RFM + momentum + event composite
Clusters
Employer + household networks
Conversion Plans
Ask + timing + channel + hook
For Consultants
One workspace. Every campaign.
Manage a portfolio of campaigns from a single dashboard. Shared intelligence. Reusable playbooks. Role-based access. White-label reports.
Multi-Campaign Dashboard
Aggregate raised, donor count, and pipeline stage across every campaign. One view, full portfolio.
Campaign Switcher
Switch contexts instantly. Compare performance, spot cross-campaign patterns, and identify shared donor networks.
Reusable Playbooks
Build outreach sequences once, deploy across campaigns with per-campaign overrides. Version-controlled.
Cross-Campaign Intelligence
Identify donors who give to multiple campaigns, shared employer clusters, and network overlap automatically.
Team Management
Role-based access: canvasser, field director, finance director, campaign manager. Invite team members with granular permissions.
Workspace Branding
Custom logo, colors, and branded exports for your consulting firm. White-label reports for client campaigns.
Workspace
Apex Political Consulting
$227,400
Total Raised
$48,200
Last 30 Days
493
Total Donors
3
Active Campaigns
Martinez for Congress
248 donors · $127,400 raised
Chen for State Senate
156 donors · $68,200 raised
Rivera for City Council
89 donors · $31,800 raised
How it works
From signal to donation in one loop
01 · Detect
A wealth event fires
An insider sale, M&A close, IPO lockup expiry, patent grant, settlement, or executive promotion lands in the news or a government filing. PollCap catches it.
02 · Resolve
Match to a real donor
Identity resolution links the event to a canonical donor in your universe — or flags a new prospect you didn't know you had.
03 · Size
Calibrate the ask
Executive capacity model fuses comp, AUM, mortgage, and giving history into a realistic ask — not a naive FEC max-out heuristic.
04 · Act
Call sheet with script in hand
You wake up to a ranked list: who to call today, how much to ask, why today, and a script that references the event by name.
05 · Convert
Accept the donation, unlock the network
Branded Stripe pages close the loop. A conversion fires the lookalike engine — 100 similar donors surface by tomorrow morning.
Platform
Six engines. One capital deployment loop.
Wealth-event signal, capacity modeling, execution, payments, compliance, and command — built together as one loop, not bolted on.
12 triggers that find liquid money
- Insider stock sales (SEC Form 4)
- M&A / acquisition liquidity (8-K)
- IPO lockup expiries + exits
- Executive promotions (live news)
- Patent grants + settlements
- Reactivation + velocity spikes
Know the real number to ask
- SEC DEF 14A executive comp
- Form ADV RIA AUM brackets
- HMDA mortgage size as capacity
- OpenCorporates officer footprint
- Federal contractor (USASpending × FEC) score
- FRED macro-adjusted ask sizing
One-button capital plans
- “Raise $100K this month” path generator
- Daily Morning Brief + call sheets
- AI scripts referencing the live event
- Pledge tracking (soft/hard × open/fulfilled)
- Multi-channel outreach drafting
- Capital Engine 6-section strategic brief
Close the loop end-to-end
- Stripe Connect — money goes to you
- Branded donation pages + smart links
- Attribution back to the originating signal
- Recurring + one-time contributions
- Conversion → lookalike engine (1 → 100)
- Network unlocks on every close
Finance-grade by default
- OFAC sanctions screening on $5K+ asks
- 6-rule contribution validation engine
- Immutable audit log on every action
- FEC Schedule A exports, one click
- Stripe reconciliation for treasurers
- Velocity + duplicate detection
A cockpit, not a spreadsheet
- Morning Brief as the daily habit loop
- Donor profiles with event timeline
- Competitive intel on rival campaigns
- Field ops + walk lists (Mapbox)
- Escalation queue for finance director
- Consultant workspace — many campaigns, one dashboard
Why PollCap wins
One platform vs. four separate tools
Not check marks. Specific capabilities.
| PollCap | CRMs | Analytics | Payments | |
|---|---|---|---|---|
| Wealth-event triggers | Insider sales, M&A, IPO, patents, promotions | None | None | None |
| Executive capacity model | SEC comp + AUM + mortgage + officer graph | None | Static net-worth estimate | None |
| Government data sources | 22 federal + state network, fused live | 1–2, manual import | 3–5, batch refresh | None |
| FEC data sync | Every 15 minutes | Manual import | Weekly / monthly | None |
| Donor scoring | 12 signal types, explainable reasoning | Manual tags / notes | Basic lead scoring | None |
| Prospect discovery | 1 conversion → 100 lookalikes | Manual search | Basic suggestions | None |
| Conversion plans | Per-donor ask + timing + channel + script hook | None | None | None |
| “Raise $100K this month” | One-button sequenced execution plan | None | None | None |
| Compliance gate | OFAC screen + 6-rule engine + audit log | Basic logging | None | Basic receipt |
| Integrated payments | Stripe Connect → direct to campaign | None | None | Processing only |
Results
Campaigns using PollCap raise more money
Not because they have more data. Because they act on the right data at the right time.
Higher conversion
AI scoring identifies donors most likely to give right now — not last quarter.
Larger asks
Calibrated amounts based on giving history, wealth, and contribution limits.
Faster execution
Signal to outreach in minutes. Call sheets, scripts, and donation links — instantly.
Zero missed signals
Real-time triggers catch first-timers, reactivations, velocity spikes, and maxed contributors.
Trust
Built for campaigns that need to get it right
FEC-ready exports
Schedule A format, one click. Employer, occupation, address, amounts — normalized.
Stripe reconciliation
Match every charge against your records. Catch discrepancies before your treasurer.
Immutable audit trail
Every donation, refund, flag, and change logged permanently. Never editable.
Configurable compliance
Contribution limits, duplicate detection, velocity checks — all customizable.
Pricing
One price. Every feature. No surprises.
PollCap Core
Real-time capital signal engine and full donor intelligence suite.
- 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
- Call sheets, outreach drafts, segment discovery
- Unlimited donors, events, opponents, and imports
- 14-day free trial, cancel anytime
Questions
Frequently asked
How does PollCap know who to call for money today?
We monitor 22 government data sources and a live news layer for wealth events — insider stock sales, M&A closes, IPO lockup expiries, patent grants, legal settlements, and executive promotions. When an event fires against a donor in your universe (or a prospect we resolve to), it surfaces at the top of your call sheet with a calibrated ask amount and a script hook that references the event by name.
How is this different from Numero or NGP VAN?
Numero tracks what happened. PollCap tells you what to do next. Legacy CRMs are passive ledgers — you still have to decide who to call, how much to ask, and why. PollCap takes that decision off your plate every morning.
How does the executive capacity model work?
For each donor with an employer or officer role, we fuse four signals: SEC DEF 14A named-executive comp, Form ADV AUM brackets for RIAs, HMDA mortgage size as a capacity proxy, and OpenCorporates officer footprint. The output is a realistic max ask — not the naive FEC limit everyone else uses.
What does the $799/month cover?
Everything. Unlimited donors, events, opponents. Wealth-event signal engine, executive capacity modeling, AI call sheets, Capital Engine, Stripe donation pages, OFAC compliance gate, field operations, territory mapping, and the AI copilot.
Can I accept donations through PollCap?
Yes. Stripe Connect onboarding takes minutes — money flows directly to your campaign account. Every donation is attributed back to the originating signal, feeding the lookalike engine: one conversion surfaces 100 similar prospects by the next morning.
Is it compliant for campaign finance?
Full compliance suite: OFAC sanctions screening on major asks, contribution limit validation, duplicate detection, velocity checks, immutable audit logs, FEC Schedule A exports, and Stripe reconciliation for your treasurer.
How quickly can I get started?
Under 10 minutes. Create an account, import donors, and PollCap scores, enriches, and wealth-events-tags them immediately. Your first AI call sheet — with named targets and calibrated asks — is ready in seconds.
Is PollCap built for consultants managing multiple campaigns?
Yes. Consultant workspaces give you a single dashboard across every campaign you manage — shared donor intelligence, reusable playbooks, role-based team access, cross-campaign analytics, and white-label branding for your firm.
Which government data sources feed the engine?
22 federal sources plus a state election-board network. Federal: FEC (every 15 minutes), SEC EDGAR, SEC Form ADV, IRS 990, Congress.gov, Senate LDA lobbying, USASpending, OpenCorporates, CourtListener, USPTO, DOL Form 5500, HMDA, HUD, Census, BEA, FRED, OFAC, GLEIF, ProPublica Campaign Finance, FollowTheMoney, GNews, and Zillow. State network covers California, New York, Texas and is expanding.
Nothing like this has ever existed.
Your campaigns deserve it.
Start your 14-day free trial. Import your donors and get your first AI call sheet in under 10 minutes.