What MarketSmart does

MarketSmart is a privately held software and services company that operates a donor-driven major gift fundraising platform targeting enterprise nonprofit organizations. Its core system combines a Donor Discovery Survey, an engagement scoring algorithm that fuses survey verbatim responses with online behavioral signals, an automated Virtual Gift Officer for email cultivation, VIP Microsites for donor self-qualification, and a real-time prioritization dashboard that integrates with nonprofit CRMs. The company augments its software with a done-for-you service team that includes Donor Engagement Strategists, Implementation Specialists, Web Designers, Copywriters, and a Service Desk, positioning the offering as a software-enabled managed service rather than pure self-serve SaaS.

MarketSmart's commercial model is built around annual, non-cancellable subscriptions priced custom to each organization based on size and donor database volume, with eligibility for a 10:1 ROI Guarantee that requires buyers to spend at least $1M annually on fundraising and hold at least 10,000 viable donor email addresses. Go-to-market is sales-led direct enterprise, supported by an inbound content engine (a flagship 'Engagement Fundraising' book by CEO Greg Warner, a research series anchored by Dr. Russell James, webinars, eBooks, and free tools such as the DAF Widget connecting to over 900 donor-advised funds). A complimentary Opportunity Analysis, valued at $7,500, serves as the primary lead qualification mechanism.

The company is incorporated as MarketSmart, L.L.C. in Maryland, headquartered in Annapolis, and is founder-led with no disclosed institutional funding. It has served hundreds of nonprofit organizations over 15 years, with named customers spanning higher education, healthcare systems, hunger relief, international development, advocacy, arts, philanthropy services, and housing. No revenue, headcount, or specific founding date is disclosed in available sources.

Name

MarketSmart

Legal name

MarketSmart, L.L.C.

Website

https://imarketsmart.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

MarketSmart provides a donor-driven major gift fundraising platform combining surveys, engagement scoring, automated email cultivation, and a real-time prioritization dashboard, delivered with done-for-you services to enterprise nonprofit organizations spending $1M+ annually on fundraising.

Ownership category

akta.pro rank

Headquarters

HQ city

College Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription-Based Software and Services: MarketSmart operates as a software-enabled service (not pure SaaS), offering a turnkey, done-for-you engagement fundraising platform and services on an annual subscription basis. Subscriptions include a microsite, custom survey development and distribution, automated cultivation campaigns, dashboard access, real-time alerts, and dedicated support team services. The minimum contract is one-year, non-cancellable for the 10:1 ROI Guarantee qualification. Pricing is customized based on organization size and donor database volume.
2. Professional Services (Done-for-You Support): Ongoing managed services are included as part of the subscription, including dedicated Donor Engagement Strategists, Implementation Specialists, Web Designers, Copywriters, and a Service Desk team that handle content creation, campaign management, and CRM integration. This done-for-you model reduces the need for client staff to manage the system.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

MarketSmart provides an Engagement Fundraising System for large nonprofits that combines a donor Discovery Survey for self-qualification, automated Virtual Gift Officer email cultivation, and a real-time prioritization dashboard. The platform is paired with done-for-you services such as Opportunity Analysis, campaign setup, and ongoing Donor Engagement Strategist support to help charities identify, cultivate, and convert major, mid-level, and legacy gift donors.

Product overview

MarketSmart is a donor-driven major gift fundraising platform combining software and done-for-you services. The core Engagement Fundraising System consists of three integrated modules: Smart Strategy (donor-driven lead qualification), Smart Software (technology and automation with surveys, email automation, VIP microsites, and a prioritization dashboard), and Smart Support (dedicated team of strategists, designers, copywriters, and service agents). The platform is complemented by standalone tools including the DAF Widget (connecting to 900+ donor-advised funds), Fundraising Report Card (analytics), Bequest Potential Calculator (legacy gift estimation), and MajorGiftMotivator (weekly motivational emails). A complimentary Opportunity Analysis service helps nonprofits assess their ROI potential before subscribing.

Differentiator

Problem solved

Functional benefit

Brands

• DAF Widget: A free, easy-to-integrate widget that connects supporters to over 900 donor-advised funds, available at dafwidget.com.
• Fundraising Report Card
• MajorGiftMotivator
• 3-to-1 Major Gift Fundraising

Products and services

• MarketSmart Engagement Fundraising System
• Opportunity Analysis
• DAF Widget
• Fundraising Report Card
• Bequest Potential Calculator

Quantifiable outcome

• 10:1 ROI minimum guaranteed or money refunded — clients typically achieve $10 return for every $1 invested in year one
• +6 more outcomes

Named customers16 records

Segments6 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature7 records

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Bonterra: Suite of nonprofit software brands formed from mergers of Network for Good, EveryAction, and others, covering fundraising CRM, email, and donor engagement at scale. Comparable as a broad incumbent that overlaps MarketSmart's donor engagement and email automation capabilities as part of a wider portfolio.
• Blackbaud: Largest publicly-traded nonprofit software provider covering CRM, fundraising, financial management, and marketing. Comparable because its Raiser's Edge and Marketing solutions directly overlap MarketSmart's donor engagement and email automation use cases for large nonprofits.
• Salesforce.org (Nonprofit Cloud): Salesforce's nonprofit vertical offering Nonprofit Cloud and Marketing Cloud Engagement for donor management and personalized outreach. Comparable as a broad incumbent offering donor engagement automation and CRM that enterprise nonprofits may already use as a foundation.

Direct peers

• Classy (GoFundMe Pro): Online fundraising platform acquired by GoFundMe, focused on mid-market and enterprise nonprofits with donation forms, CRM, and engagement tools. Comparable as a direct competitor in the nonprofit major-gift and recurring donor engagement space.
• RaiseDonors: Online fundraising and donor management platform purpose-built for nonprofits. Comparable because it competes for the same mid-market nonprofit fundraising software budget with donation pages, CRM, and donor engagement features.
• DonorPerfect: Long-standing donor management and fundraising software for small and mid-sized nonprofits. Comparable in serving the same donor database and gift tracking workflows that MarketSmart's engagement scoring sits on top of.
• Givebutter: Modern online fundraising platform for nonprofits covering donations, events, peer-to-peer, and CRM. Comparable because it targets the same nonprofit fundraisers with donor engagement, though skewing smaller and more self-serve than MarketSmart's enterprise focus.
• Funraise: Online fundraising platform and CRM for nonprofits with peer-to-peer, recurring giving, and donor engagement features. Comparable as a direct competitor serving mid-market and enterprise nonprofits with donor engagement and major gift tooling.
• Bloomerang: Donor management and fundraising CRM platform purpose-built for small-to-mid nonprofits. Comparable because it targets the same mid-level and major-gift donor engagement use case with subscription SaaS, though with a more self-serve vs. done-for-you model.

Emerging players

• Keela: Nonprofit CRM with email automation, donor segmentation, and engagement scoring features. Comparable as a partial overlap in the donor engagement scoring use case, but positioned more toward small/mid-sized self-serve nonprofits.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/gregmarketsmart
• LinkedInlinkedin.com/company/marketsmart
• Facebookfacebook.com/iMarketSmart

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MarketSmart