
US Demo
WEBINAR
Tuesday, Sept 10th, 2024
12pm-1pm CT
Presented by
Joshua Birkhoz
Jason Briggs
Jonathan Jeffery
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We invite you to join us as we demo Code-fi for US researchers!
Built by researchers with university educators, Code-fi is a first of it’s kind global Gift Capacity Engine & Knowledge Platform that increases the ease, reach and accuracy of capacity ratings.
In this session we will cover:
The research challenges Code-fi seeks to address > Finding reliable information on senior salary, bonuses, dividends and fund returns, lack of international wealth data, private share valuations and training & development at the point of need.
The ways Code-fi can be used to expand prospecting reach > Particularly use in researching company owners, establishing compounded wealth and fund returns (Hedge Funds & Private Equity).
What Code-fi can do > Key features and tools live on the platform, including Board Roles, Specialist Roles, Smart Valuation, Profile Builder and Academy.
“We’ve seen lots of innovation in the prospect identification stage but little in the way of prospect qualification, establishing a prospects gift capacity. Code-fi is one of the best innovations I’ve seen in the space in decades.” - Joshua Birkholz
Register To Join Webinar Below
Tuesday, Sept 10th 2024, Live Webinar, 12pm-1pm CT