What DiscipleData Inc does

DDI (Disciple Data Inc.) is a US-based, privately held software cooperative founded in 1978 and headquartered in Carmel, Indiana, that builds and operates DDI-Connect™, a fully integrated cloud-based SaaS platform purpose-built for Church Extension Funds (CEFs) and other non-profit financial ministries. The platform is engineered on Microsoft Dynamics 365 with Microsoft Business Central integration and unifies loan and investment portfolio management, CRM, accounting, secure browser and mobile account access, 24/7 support, and full disaster recovery. DDI-Connect is delivered under a SOC 2-compliant infrastructure and currently tracks more than $5 billion in client assets and thousands of daily transactions. The company reports adoption by over 60% of organizations attending the Denominational Investment and Loan Administrators (DILA) meetings.

DDI operates a subscription-based SaaS revenue model with annual, quote-based enterprise contracts and no publicly disclosed pricing. Go-to-market is an enterprise field-sales motion targeting religious financial institutions and denominational ministries, with a 'Request a Demo' funnel as the primary acquisition pathway. Distribution is direct-to-enterprise, and content marketing (website, SEO, client testimonials) carries the majority of demand generation, with only a minimal social media presence. The company's governance reflects its cooperative posture: a Board of Directors composed of representatives from across the denominational ecosystem, including Church World Service, Disciples Church Extension Fund, The Solomon Foundation, American Baptist Extension Corporation, United Methodist Church, and Christian Church Foundation. DDI also operates the Helping Hands Fund, which subsidizes smaller and growing ministries' access to the platform.

Strategically, DDI occupies a defensible but narrow niche. Its primary moat is vertical specialization and switching costs in CEF workflows, supported by 46+ years of category presence and a board embedded across denominational customer organizations. The company's growth narrative is rooted in continued penetration of religious financial institutions in the United States and adjacent non-profit fund-tracking use cases (e.g., humanitarian grant tracing at Church World Service), with no disclosed international footprint. There are no funding rounds, M&A activity, recent leadership changes, or AI/ML capabilities in the source set, and revenue figures have not been disclosed.

Name

DiscipleData Inc

Legal name

Disciple Data Inc.

Website

https://ddi.org

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

11–50 employees

Short description

DDI (Disciple Data Inc.) operates DDI-Connect™, a cloud-based SaaS platform built on Microsoft Dynamics 365 for Church Extension Funds and non-profit financial ministries, managing over $5 billion in assets for more than 60% of DILA organizations in the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Carmel

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: DDI operates as a Software-as-a-Service provider offering DDI-Connect on a subscription basis. The platform manages over $5 billion in assets for clients, suggesting a recurring revenue model based on software licensing and support services for Church Extension Funds.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

DDI sells DDI-Connect™, a fully integrated cloud-based SaaS platform built specifically for Church Extension Funds (CEFs) and non-profit religious financial ministries. The platform, powered by Microsoft Dynamics 365 and integrated with Microsoft Business Central, manages loan and investment portfolios, CRM, and back-office accounting services, currently overseeing over $5 billion in client assets.

Product overview

DDI offers a single unified product—DDI-Connect™—a fully integrated, cloud-based financial management software platform built specifically for non-profit ministries and church extension funds. The platform is powered by Microsoft Dynamics 365 and integrated with Microsoft Business Central to provide end-to-end functionality spanning loan portfolio management, investment tracking, CRM, and back-office accounting services. DDI-Connect is delivered as a Software-as-a-Service (SaaS) solution with 24/7 support, full disaster recovery protection, and mobile/online access for account holders to view balances, transaction history, and statements.

Differentiator

Problem solved

Functional benefit

Brands

• DDI-Connect™: The flagship cloud-based accounting and financial solution designed specifically for non-profit ministries. Powered by Microsoft Dynamics 365, it provides loan and investment portfolio management, CRM management, and accounting services with secure browser and mobile online access.

Products and services

• DDI-Connect™ Fully integrated cloud-based accounting and financial management solution designed for Church Extension Funds (CEFs) and non-profit religious ministries. Provides loan and investment portfolio management, CRM functionality, back-office accounting, 24/7 portal and support access, full disaster recovery, secure browser and mobile account access, and SOC 2 audit compliance.

Quantifiable outcome

• $5B+ in assets managed through the platform
• +2 more outcomes

Named customers8 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• MicrosoftcoreTechnology or IntegrationDDI-Connect is powered by Microsoft Dynamics 365 and integrated with Microsoft Business Central, providing the core technology infrastructure for the SaaS platform. This partnership enables the company to leverage enterprise-grade cloud infrastructure and deliver comprehensive organization-wide functionality from sales to back-office operations.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Jitasa: Outsourced accounting and financial services firm dedicated to nonprofit organizations, including bookkeeping, financial reporting, and audit prep. Comparable as a service provider addressing the same nonprofit financial management need, though delivered as services rather than software.
• ChurchTrac: Cloud-based church management software for small and mid-sized churches offering member, donation, and basic accounting features. Comparable as a faith-focused vertical SaaS player, though targeting smaller congregations rather than CEFs.
• FundCount: Accounting and portfolio management software for investment managers, hedge funds, and family offices. Comparable in loan/portfolio management functionality, though serves for-profit investment entities rather than church extension funds.

Direct peers

• Pushpay: Church engagement and management software company serving religious organizations with giving, donor management, and engagement tools. Comparable in targeting the same faith-based organizational buyers, with overlapping but not identical financial management capabilities.
• Shelby Systems / ShelbyNext: Provides church and ministry management software including financial, accounting, and donor management tools for religious organizations. Closely comparable to DDI as a vertical SaaS provider serving faith-based institutions, though broader in scope beyond CEF lending.
• Realm (ACS Technologies): Church management database from ACS Technologies covering member management, giving, and accounting. Comparable as a faith-based vertical SaaS suite sold into the same institutional buyer set as DDI.
• ACS Technologies: Faith-based software provider offering church management, accounting, and payroll solutions to religious organizations. Comparable as a long-tenured vertical SaaS player in the religious/nonprofit space with overlapping financial management functionality.

Others

• Yardi Systems: Large enterprise property/asset management software provider with vertical SaaS solutions across real estate and finance. Relevant as a comparable vertical-SaaS-for-niche-finance business model, though serving real estate rather than religious lending.

Broad incumbents

• Salesforce Nonprofit Cloud: Major CRM/ERP platform with a dedicated nonprofit offering, including grants and program management. Comparable as a horizontal incumbent that nonprofit financial institutions could adopt, putting pressure on vertical players like DDI.
• Microsoft Dynamics 365 Business Central: Underlying enterprise ERP/CRM platform that powers DDI-Connect. A broad incumbent that could natively serve nonprofit financial institutions, representing both a key technology partner and a potential competitive threat to DDI's specialized layer.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/DiscipleDataInc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 DiscipleData Inc