
ChalkBooks is a generative AI-powered CRM and prospect intelligence platform designed specifically for independent schools to automate and accelerate their development lifecycle. It automates manual tasks such as identifying, researching, and contacting donors, enabling school advancement teams to deliver hyper-personalized outreach, prepare prospect meetings quickly, and manage donor stewardship automatically. The platform helps schools grow donations by uncovering donor patterns through analytics and supports efficient donor communication to build trust. ChalkBooks is mission-driven, focusing on helping schools raise more funds for scholarships and programs, with a team dedicated to continuous growth and customer success. It is headquartered in Palo Alto, California, and serves top independent schools nationwide.

ChalkBooks is a generative AI-powered CRM and prospect intelligence platform designed specifically for independent schools to automate and accelerate their development lifecycle. It automates manual tasks such as identifying, researching, and contacting donors, enabling school advancement teams to deliver hyper-personalized outreach, prepare prospect meetings quickly, and manage donor stewardship automatically. The platform helps schools grow donations by uncovering donor patterns through analytics and supports efficient donor communication to build trust. ChalkBooks is mission-driven, focusing on helping schools raise more funds for scholarships and programs, with a team dedicated to continuous growth and customer success. It is headquartered in Palo Alto, California, and serves top independent schools nationwide.
Product: Generative-AI CRM and prospect-intelligence platform for independent school advancement
Headquarters: Palo Alto, California
Founded: June 2022
Team size: ~12 employees
Funding: Seed round reported Oct 10, 2023; total funding listed as $2,250,000 (USD)
Donor development and advancement fundraising for independent schools
2022
Education technology / Fundraising software
Seed round reported on Oct 10, 2023; Crunchbase lists funding with obfuscated details.