Knowledge Graph

    Every document your team ever wrote, finally searchable.

    Grace builds a permanent knowledge graph from your structured CRM data and the unstructured intelligence buried in staff notes, emails, board minutes, and program reports. Ask any question. Get a cited answer.

    The Problem

    Your CRM holds the records. Your team's heads hold the meaning.

    The richest context about your donors - why they give, who introduced them, what they care about - lives in scattered notes, old emails, and the memories of people who may not be there next year. The knowledge graph is how that meaning becomes a permanent organizational asset.

    What Grace Does

    Built for the way development teams actually work.

    Connects structured + unstructured

    CRM records, gift history, event data on one side. Staff notes, emails, meeting minutes, program reports on the other. Grace unifies both into a single graph.

    Ask anything in plain English

    'What's the story between us and the Chen family?' 'Who introduced the Sunrise Foundation?' 'Which board members know Robert M.?' Grace answers from your actual records.

    Relationships, not just records

    The graph captures connections: donors to other donors, donors to board members, staff to historical conversations. The map of your network becomes queryable.

    Grows with your team

    Every new note, email, or document added to the system enters the graph automatically. Knowledge compounds permanently - never resets when staff turn over.

    Your tenant, your data

    The graph is isolated to your organization. Never shared, never used to train public models. Your relationship history is yours, full stop.

    No data migration required

    Grace reads from your existing systems - Salesforce, Bloomerang, RE NXT, Gmail, Google Drive - without moving or duplicating your data.

    See It In Action

    Ask Grace. Get answers grounded in your data.

    Every response cites its source.

    SD
    What's the full story between us and the Sunrise Foundation?
    Grace
    Sunrise Foundation - relationship since 2019. Introduction: board member J. Liu, Q3 2019 board minutes. Giving: $450K cumulative across 3 grants. Last grant $150K (FY24), reporting due Jan 2026. Current contact: Anita Mendoza, program officer (replaced Karen Lee in 2023 - staff note J. Rivera). Open threads: J. Liu mentioned a new initiative fund in the Q3 2025 board call - no follow-up logged.↗ Board minutes (2019, 2025) · Salesforce CRM · Staff notes (J. Rivera, 2023)
    SD
    Who else in our network knows Anita Mendoza?
    Grace
    Two connections: David Chen (your board chair) - co-served on the regional grant-makers panel 2022. Maria Lopez (development) - exchanged emails about a 2024 capacity-building cohort.↗ Public org records · Gmail
    How It Works

    From your data to a real outcome.

    01
    Connect your existing sources
    CRM, email, document repository. Setup takes under 5 minutes. No migration.
    02
    Indexing builds the graph
    Structured records and unstructured documents are parsed, deduplicated, and connected into a single queryable model.
    03
    Query in plain English
    Ask Grace anything. Every answer cites the specific record, note, or document it came from.
    04
    Knowledge compounds
    Every new touchpoint your team adds to your systems enters the graph automatically. Your institutional memory grows with you.
    Get Started

    Turn your team's knowledge into a permanent asset.

    Start your free trial. Connect your sources in under 5 minutes and see your knowledge graph come together.

    Start Free Trial →Schedule a 20-min call

    4-week free trial · No credit card · No commitment

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