Fundraising Fox
Latte
Techstars '23Techstars '23Techstars '23New York City, US · Founded 2022 · 11 employees on LinkedIn · 2 known investors
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Latte is an AI operator that automates data workflows for higher-education teams, handling tasks like mentorship programs, admissions outreach, alumni event management, and reporting with human approval built in. It integrates with tools such as CRMs and student information systems and is accessible via email, text, WhatsApp, Slack, and phone, with FERPA compliance and audit logging.
Also known as Latte · latteconnect.com
Founders & leadership
Latte was founded in 2022 by Jerry C..
Investors · 2
How we know: the Techstars portfolio · open dataset · Top 3000 Accelerator Startups (no YC) 2026-08 · Not right? Tell us
Company profile
researched Sep 2026Latte builds an AI agent for fundraising and advancement teams that works inside the constituent relationship management systems an organization already uses, such as Blackbaud Raiser's Edge, alongside adjacent tools like wealth-screening service Gift Smart and volunteer management system VolunteerHub. The product is positioned around removing manual work from development operations: data entry, follow-ups and reporting. Users interact with it through a chat-style command interface, asking it to find records, run a task, or execute a command.
Published workflows include pulling segmented prospect lists (for example, combining giving history with wealth-screening criteria such as lifetime giving and capacity thresholds, then saving the result back to the CRM as a list), preparing donor briefings ahead of meetings and delivering them by an outbound phone call, running nightly duplicate-record scans across connected systems and proposing merges, triaging advancement inboxes and shared aliases into substantive donor activity versus items needing replies versus noise, drafting personalized replies grounded in each constituent's giving history and open asks, converting uploaded meeting notes (.docx files) into structured contact reports with action items and next steps, and screening uploaded contact lists for capacity and mission fit using wealth signals, career data, philanthropy records and public sources such as county records and ProPublica 990 filings. Other listed workflows cover daily priorities and grant discovery.
Governance features are a stated part of the product: writes back to the CRM require human approval, all actions are recorded to an audit trail, original records are preserved so merges and other changes can be rolled back, and drafted emails are not sent until approved. Latte is also documented in NYU's startup catalogue as an AI agent that runs mentorship programs, built for career services and alumni relations teams.
Founding story
Latte is listed in NYU's startup catalogue with founders Jerry Chen (Stern '25) and Juntao Xu.
Business model
Latte sells software to fundraising and advancement organizations, with prospective customers directed to book a demo and existing customers supported by email per organization instance. A partner program is referenced on the company's site.
▸Full profile — market position, technology, go-to-market
Market position
Positioned as an AI agent layered on top of existing fundraising CRMs rather than a replacement system of record, with emphasis on governance controls such as approval gates, audit logging and rollback.
Technology
An AI agent that connects to fundraising systems of record and adjacent data sources — Raiser's Edge, Gift Smart wealth screening and VolunteerHub are named — and operates on them through a conversational command interface. It performs record retrieval and segmentation, duplicate detection and merging, email triage and drafting, parsing of uploaded .docx and .xlsx files into structured CRM objects, prospect research and scoring against public records including county records, ProPublica 990 data and professional profiles, and outbound voice briefing calls. Controls include human approval before CRM writeback, audit-trail logging of all actions, and rollback of changes with originals preserved.
Go-to-market
Inbound demo requests through the company website, an email support channel that references customer organization instances, and a partner program.
Nonprofit fundraising and development teams, and university career services and alumni relations teams; product materials address major-gift officers and advancement staff working in Raiser's Edge.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
▸Research sources · 8
primary sources listed
- Lattelatteconnect.com · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Latte do?
- Latte is an AI agent that handles CRM data entry, follow-ups and reporting for nonprofit and university fundraising teams.
- Who founded Latte?
- Latte was founded by Jerry C. in 2022.
- Who are Latte's investors?
- Latte's investors include Samvid Ventures, Techstars.
- Where is Latte headquartered?
- Latte is headquartered in New York City, US.