Gift Capacity Engine & Knowledge Platform

Subscribers

  • "It is tremendous!"

    Head of Data & Research, The University of Exeter

  • "Code takes the guesswork out of research"

    Research Manager, The University of Liverpool

  • "Code is a great tool for estimating our prospects income, wealth and capacity! I like that the product is frequently updated and is supported by a monthly user group."

    Prospect Identification Analyst, The University of Nebraska

  • “Code is a revolutionary tool for researchers in the charity sector. Within five minutes of being shown what it could do I wanted to subscribe."

    Research Manager, WWF

  • "Code is incredibly useful. Not only has it given us increased confidence in our capacity calculations but has also enabled – for the first time - to provide quick and reliable estimates for private company liquidity events."

    Head of Philanthropy Research, LSE

  • “Code has been a game changer for our research. The data enables us to have much more accurate understanding of the true gift capacity of a prospect in a short space of time."

    Head of Research, The University of York

  • “Code is an invaluable tool for any researcher. It takes complex financial data and makes sense of it, adding more clarity and nuance to prospect research."

    Associate Director, Research, Kew Gardens

  • Code-fi has been a huge help! It has allowed us to rate prospects with greater efficiency and accuracy, and proved an indispensable tool in developing our teams knowledge and understanding. Access to additional support sessions has been equally valuable.

    Research & information Officer, University of Newcastle

  • “When I came across Code-fi, it revolutionised how we researched individuals. We were able to standardise our approach and the ability to stack components of income and wealth have been so useful in calculating net worth. Going forward, this has laid the foundations of good data across our database.”

    Senior Prospect Research Officer. Christian Aid

Built by researchers with university educators, Code-fi is a first of its kind Gift Capacity Engine & Knowledge Platform that increases the ease, reach and accuracy of capacity ratings >

Jonathan Jeffery

Co Founder - Financial Analyst, Author & Academic, says:

“Whilst working with the philanthropy sector common challenges faced by researchers became apparent, such as finding reliable income data for senior roles, salaries, bonuses, dividends & long term rewards, a lack of international data and learning complex analysis like share valuations, compounded wealth or fund returns. This can lead to underestimating, overestimating or missing prospects entirely.

Rather than trying to solve this by building a database of qualified prospects that will never cover everyone or stay up to date at the point of need, we thought it much better to build a platform that equips researchers with the right data, tools and knowledge they need to make their own accurate assessments. The ability to research anyone, anywhere, any time!

Code-fi encompasses all this and more, giving researchers a real boost in confidence and effectiveness.”

What does Code-fi do?

Code-fi allows users to enter variables to build and export bespoke wealth profiles of their prospects, including automation of complex earnings insights such as compounded wealth and liquidity.

Global Earnings Data

Wealth Profiles

Through a series of analytical tools that utilises real company data, Code-fi predicts salaries, bonuses, dividends, Long Term Rewards, share valuations and career earnings of key roles across the globe.

Knowledge & Education

Code-fi provides a full environment of education support, through Role IQ, Academy, User Groups and 121 professional support with financial analysts.

“A scientific calculator for prospect research"

"A financial analyst sat at your desk!"

"The swiss army knife of prospect research!"

Key Tools

Board Roles

Using real data, Code-fi will predict income for prospects at Board Level (CEO, CFO, Execs etc.) of all company types & sizes across 85 sectors

Specialist Roles

Code-fi will estimate income for specialist roles like Accounting & Legal Partners, Private Equity, Hedge Funds & more

Career Earnings

Using real tax, savings & investment data, Code-fi will predict the compounded wealth of a prospect built over their career

Smart Valuation

Analysing over 5m company sales data, Code-fi will value private company ownership of any company size, a primary source of major gift wealth

Predictor

Using AI technology, Code-fi will predict missing financial variables, allowing research to be completed on all prospects

Ask Planner

Code-fi helps teams better time their asks by outlining advantageous business & financial life cycles

Academy

Code-fi provides educational videos, Role IQ, user groups and 121 sessions, giving researchers & fundraisers alike training and development at the point of need

Why Code?

Based on Real Data

Code-fi’s analytical tools analyses a global database of 9,900 PLCs and 11m+ targeted LTDs across 85 sectors, providing grounded insights on prospect earnings

Unmatched Wealth Data

Code-fi provides over 1m data points on salaries, bonuses, dividends, long term rewards, fund returns and savings & investments, and over 5m company sales data, allowing users to predict the wealth of prospects with ease

International Resource

Code-fi is a truly international resource, providing earnings and wealth data across UK, US, Australia, China, Malaysia, Hong Kong, Japan, Singapore, South Korea, India & Europe

Established Sources

Code-fi’s data is gathered from 62 established sources: FTSE All Share / New York Exchange / ASX / ONS UK / Companies House / M&As / Euronext Paris / Deutsche Börse / NASDAQ / SEC / ASIC / AIM / Global Economic / BEA

Tailored Results

Code-fi is not one size fits all. Users can use Modifiers to tailor their predictions to the specific nuances of their prospects career, providing informed, balanced and accurate gift capacity insights

Research Anyone

Code-fi has mapped the earnings of key locations internationally, providing insights on all major prospect scenarios

11 Analytical Tools

Code-fi’s provides 11 analytical tools to cover all prospect wealth assessment scenarios, from board level prospects, to high earning professions, to compounded wealth and corporate donations.

Increase Reach

Code-fi provides tools like Smart Valuation and Predictor that allows analysis of prospects otherwise difficult to qualify, opening up new channels of prospects

Increase Accuracy

Never miss, underestimated or overestimate prospects again! Mapping prospect earnings, along with analyst tools + support, Code-fi increases the accuracy of gift capacity ratings

Level Up Giving

Tools like Profiles and Ask Planner means you can provide your fundraisers with insights on business cycles, asset composition and liquidity enhancing ask timing, conditional and blended giving pledges

Advance You & Your Team

Code-fi teaches correct analysis through its tools and creates team consistency. It also expands researcher knowledge through the Academy and 121 support sessions

Frequently Asked Questions

  • Code-fi is annual subscription giving unlimited access to all the tools, data and knowledge support services

  • Code-fi is suitable for beginner or advanced researchers alike across the US, UK, Australia and beyond. Those with less experience will benefit greatly from having all wealth data mapped, making gift capacity analysis easy - it is also a great training tool! Those with more experience can use Code-fi to qualify complex prospects, opening up new channels for prospecting, see the question on project ideas.

  • Code-fi only needs basic career information to provide users with an informed gift capacity for your prospect obtained through Linkedin or bio. If a prospect is associated with a company, like being an owner, basic company financials from something like Zoom Info (for US) or Companies House (for UK), will allow users to get further insights from. Otherwise there is a proprietary Predictor built into Code-fi allowing for any missing financial information to be predicted using established financial analyst methodologies.

  • Fundraisers are often faced with making big gift asks of wealthy prospects who own complex assets or work in specialist careers. Code-fi helps fundraisers understand the assets and careers of their prospects through its Role IQ, Academy, Ask Planner and Profiles. These help fundraisers understand the daily concerns of their prospects, what funds may be more liquid right now, and to better time asks during more lucrative periods of business life cycles.

  • Code-fi is an aid for all prospecting scenarios and can assist with multiple research projects. Explore just some project ideas below:

    1. Qualify existing finance prospects, like Hedge Funds or Private Equity, with accurate insights on fund returns

    2. Qualify senior prospects with extensive bonus & Long Term Reward data

    3. Qualify all your business owners shareholdings & open the door to a Founders Pledge program (see Imperial College London’s example)

    4. Update your prospect Profiles with Ask Planning strategies

    5. Revisit prospects with low visibility using the Predictor

    6. Embark on a international research project with global data

    7. Create a corporate campaign with informed capacities

    8. Train new or advance existing staff, and establish research consistency across teams

    Further guidance on all projects and more is provided in our 121 sessions

  • The cost of Code-fi provides a competitive pricing structure which varies depending on team size. Book a trial using the link below where we’ll meet your team to understand your needs, demo the product and give you access.

Book a Demo