Momentum
Sandy, US · Utah LLC · 4 known investors
Momentum is an AI assistant for nonprofit fundraising teams that helps gift officers prioritize donors, draft personalized outreach emails, and automatically sync activity to their CRM. It integrates with email and CRM platforms and provides wealth and capacity data plus daily task summaries to support major and mid-level giving.
Founders & leadership
JP
Jeff PedersenCEO
JC
Jon ColbertCFO
Investors · 4
Reported raises · per SEC filings
Form D private placements$958.6K disclosed across 2 of 3 rounds · 2019–2024
▶$357KraisedNov 2020 · 4 investors · RetailingRule 506(b)
▶$357KraisedNov 2020 · 4 investors · Retailing
Rule 506(b)Officers, directors & promoters on the filing
- Jeff PedersenExecutive Officer
- Jon ColbertExecutive Officer
- Offering amount
- $500K
- Amount sold
- $357K
- Minimum investment
- $1.9K
- First sale
- Oct 2020
- Incorporated
- Limited Liability Company, Utah
- Federal exemptions
- 06b
▶$601.6KraisedJul 2019 · 13 investors · RetailingRule 506(b)
▶$601.6KraisedJul 2019 · 13 investors · Retailing
Rule 506(b)Officers, directors & promoters on the filing
- Jeff PedersenExecutive Officer
- Jon ColbertExecutive Officer
- Offering amount
- $650K
- Amount sold
- $601.6K
- Minimum investment
- $1.7K
- First sale
- Jul 2019
- Incorporated
- Limited Liability Company, Utah
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 6
by search overlapGoFundMe52 shared keywordsGoFundMe is an online fundraising platform, launched in 2010, that lets individuals and organizations raise money and support each other. Through its 2022 acquisition of Classy, now GoFundMe Pro, it also provides fundraising software for nonprofit organizations.
Bonterra50 shared keywordsBonterra provides software and data infrastructure for nonprofits, foundations, governments, and corporations to manage fundraising, grantmaking, case management, and donor relationships. The platform serves mission-driven organizations seeking to coordinate social good efforts and leverage data insights to maximize charitable impact.
Blackbaud46 shared keywordsBlackbaud provides cloud software for social impact organizations — including nonprofits, schools, foundations, and companies — covering fundraising, financial management, grantmaking, corporate giving programs, and school administration. Its tools use a proprietary social impact dataset and AI to support donor prospecting, fund accounting, and grant lifecycle management.
Funraise43 shared keywordsFunraise provides fundraising software for nonprofits, offering tools for donor management, email outreach, automation, tracking, and reporting.
Givebutter41 shared keywordsGivebutter offers all-in-one fundraising software for nonprofits, including donation forms, events, auctions, a built-in donor CRM, and marketing tools across email, text, and direct mail. It charges 0% platform fees and provides a Givebutter Wallet that earns 2.5% APY on funds raised.
Zeffy37 shared keywordsZeffy operates a 100% free, all-in-one fundraising and donor management platform for nonprofits and charities, offering tools such as donation collection and volunteer management. It serves nonprofits across the United States and Canada and is a Certified B Corporation.
Companies competing with Momentum for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Accelerating Dual Momentum Investingengineeredportfolio.com · Mar 2021Frequently asked questions
- What does Momentum do?
- Momentum is an AI assistant for nonprofit fundraising teams that helps gift officers prioritize donors, draft personalized outreach emails, and automatically sync activity to their CRM. It integrates with email and CRM platforms and provides wealth and capacity data plus daily task summaries to support major and mid-level giving.
- Who are Momentum's investors?
- Momentum's investors include Betaworks, Metaplanet, Ulu Ventures, Very Serious Ventures.
- How much funding has Momentum raised?
- Momentum has disclosed $958.6K raised across 2 of its 3 known rounds.
- Where is Momentum headquartered?
- Momentum is headquartered in Sandy, US.



