AI That Does the Work
Your fundraising team
just got five new
AI staff members.
They find grants overnight. Cultivate donors while you sleep. Draft proposals in your voice. Send the right message at the right time. And they ask permission before anything risky.
DonorOS is the platform. NorthPath Meridian is the AI brain. Together, they are the first fundraising system that works autonomously on your behalf.
What Happens Monday Morning
6:00 AM
Grants Agent finds 3 new federal opportunities matching your programs.
7:00 AM
Council deliberates. Development Agent flags one aligns with a major donor.
8:00 AM
You get a Slack message: "3 grants found. #1 rated 92% match. Draft LOI ready. Approve?"
8:01 AM
You reply "Approve #1." LOI submitted. Board update drafted. Donor touchpoint scheduled.
You
Sip coffee. Your AI team handled the rest.
The Problem
You are running a million-dollar operation with a skeleton crew.
Your team is talented. But they are buried in grant deadlines, donor follow-ups, board reports, and event logistics. The big opportunities slip through the cracks because nobody had time to look.
Grant deadlines missed
Your team finds opportunities after they close. Nobody has time to monitor every funder portal daily.
Donors go silent
A major donor gave $50K last year and nobody followed up. By the time you notice, they have moved on.
Proposals start from scratch
Every LOI is a blank page. Past wins, impact data, and your unique voice are scattered across drives.
The Solution
Two platforms that work together
so your team doesn't have to work harder.
DonorOS is where your data lives. NorthPath Meridian is the AI that acts on it. Use them together for full autonomy, or start with DonorOS to unify your fundraising first.
DonorOS
Your Fundraising Command Center
One platform for grants, donors, proposals, and workplace giving. Stop switching between spreadsheets, portals, and databases. See your entire fundraising operation in one place.
NorthPath Meridian
AI Agents That Execute
Five specialized AI agents that work around the clock. They deliberate like a team, execute real tasks, and pause for your approval on anything high-stakes. This is not a chatbot. It is a staff.
DonorOS Platform
Stop chasing data. Start closing gifts.
DonorOS unifies everything your fundraising team touches into one intelligent platform: grants, donors, proposals, workplace giving, and journey tracking. Built from 20 years of actually running these operations.
Find Funding Faster
AI Lead Discovery
Stop finding grant opportunities after they close. DonorOS scans millions of data points continuously to surface your next major supporter or funding match before anyone else sees it.
- Wealth signals and capacity indicators in real time
- Prioritized outreach recommendations
- Affinity scoring matched to your specific mission
- Connection pathways through board and alumni networks
Never Leave Money on the Table
Automated Workplace Giving
Most nonprofits leave 60% of matching gifts unclaimed. DonorOS automatically identifies matching opportunities, notifies donors, and tracks reconciliation so every dollar is captured.
- Automatic matching gift identification at point of donation
- Corporate program database with 20,000+ companies
- Automated donor notifications and follow-up
- Variance detection and reconciliation reporting
Grant Management
From Discovery to Funded
Stop starting proposals from scratch. DonorOS remembers your wins, knows your voice, and drafts in seconds what used to take days.
Grant Copilot
Ask "Am I eligible for this?" and get a verified answer with live funder guidelines in seconds. AI matches your programs to funding opportunities automatically.
Smart Proposal Drafting
AI drafts proposals in your organization's voice using your past successes and program outcomes. Review, refine, submit. What took a week now takes an afternoon.
Donor Journey Tracking
See every interaction, gift, and touchpoint in one timeline. Know exactly where each donor is in their journey, and what to do next to move them forward.
NorthPath Meridian
Not a chatbot. An AI team that does the work.
Most AI tools wait for you to ask a question, then give you advice. Meridian is different. Five specialized agents work proactively on your behalf: they find opportunities, draft communications, execute tasks, and route anything high-stakes to you for approval.
The difference? You wake up to work that is already done, not a to-do list.
Your Five AI Staff Members
Development Agent
Cultivates donors, scores prospects, flags lapsed relationships, drafts personalized outreach.
Grants Agent
Scans for new opportunities, checks eligibility, drafts LOIs, tracks deadlines and compliance.
Comms Agent
Writes in your brand voice, drafts board updates, thank-you letters, and campaign messaging.
Operations Agent
Monitors compliance, generates reports, flags operational risks, tracks KPIs.
Engagement Agent
Plans events, manages volunteer outreach, tracks community engagement metrics.
What makes this different from every other AI tool
Most AI gives you advice. Meridian gives you outcomes.
It executes, not just advises
Other tools say "you should email this donor." Meridian drafts the email, sends it through your SMTP, and logs it to the CRM.
Typical AI: "Here's a draft email"
Meridian: Email sent. CRM updated. Follow-up scheduled.
Five minds, not one
Agents deliberate like a real team. The Development Agent says "cultivate this donor." Operations Agent responds: "They haven't been thanked for last year's gift. Do that first."
Typical AI: Single perspective, no pushback
Meridian: Weighted council vote with dissent surfaced.
You stay in control
Set your guardrails in plain English. "Never contact donors more than 2x per month." "Always get approval before sending grants over $50K." The agents obey.
Typical AI: No autonomy controls
Meridian: 6-level autonomy model. Full audit trail.
Meets you wherever you are
Urgent items find you. Low-priority work happens silently in the background. You choose the channels.
Slack
Approve actions inline
Daily digests and alerts
SMS
Critical notifications
Voice
Call when it matters
Dashboard
Full operational view
Already in production across 4 industries
The same architecture. Different agents. Different industry. Same proven results.
DonorOS
Nonprofit
Donor cultivation, grant research, proposal drafting, stewardship
SkillsOS
Higher Education
Curriculum alignment, skills gap analysis, workforce mapping
Lunara
Health Technology
Patient engagement, care coordination, content generation
Org Realignment
Strategy
Restructuring, change management, strategic planning
Enterprise
Manufacturing
Post-acquisition data reconciliation across D365 and legacy ERP
See everything. Approve what matters.
The dashboard shows what your AI team is doing, what they need your approval for, and the results of everything they have completed. One screen. Full visibility.
- Live KPIs: pipeline value, tasks completed, approval queue
- One-click approval or rejection with full context
- Complete audit trail on every decision and action
- Embeddable chat widget for your public website
How It Works
Three steps. Then it runs itself.
Getting started is simple. There is no six-month implementation. No data migration headache. You describe your organization, set your guardrails, and the agents start working.
Tell us who you are
Describe your mission, programs, and constraints in plain English. The system builds an AI profile of your organization including brand voice, priorities, and operational rules.
30-minute setup call
Set your guardrails
Choose your autonomy level: what agents can do freely, and what requires your approval. "Auto-send thank-you notes. Get approval before grant submissions over $25K."
6 autonomy levels, full HITL control
Watch them work
Agents begin their schedules: scanning grants, reviewing donor pipelines, drafting communications. You get notified on Slack, email, or SMS when they need you. Otherwise, they handle it.
First results within 24 hours
For SaaS Platforms
Add autonomous AI to your product
NorthPath Meridian plugs into any SaaS platform through a single webhook. Your platform sends organizational context. Our agents return intelligence and execute actions. White-label available. Works for nonprofit, EdTech, HealthTech, or enterprise platforms.
Discuss PartnershipSingle Webhook Integration
One REST endpoint. Send org context, receive agent intelligence.
White-Label Ready
Your brand, your interface. Meridian runs invisibly behind the scenes.
Organization-Level Isolation
Every customer gets their own isolated workspace. Data never crosses boundaries.
Who Built This
Built by someone who ran these operations for 20 years.
"I have watched talented teams miss opportunities because they were buried in administrative work. I built this so the next generation of nonprofit leaders never has to choose between strategy and execution."
Jeremy Estrella served as Associate Vice President and Dean at Portland Community College, leading teams of 100+ across workforce development, community engagement, and institutional advancement.
DonorOS and NorthPath Meridian were not built in a lab. They were built from real frustration with disconnected tools, missed grant deadlines, and donor relationships that fell through the cracks because nobody had bandwidth.
This is not a consultant's theory. It is a practitioner's solution.
Get Started
See what your AI team looks like.
30-minute call. We will show you what Meridian's agents would do for your specific organization and fundraising goals. No pitch deck. A live walkthrough.
Or tell us about your situation
We will get back to you within 24 hours with a tailored response.