Total Portfolio Raised YTD
$10.6M
41 active clients
#1 Client YTD
Next Gen PAC
$1,347,386 raised
Fastest Growing
Guardian Fund
↑ 858% 3-month trend
Best Month (Jul)
$1.53M
Portfolio total — strongest YTD
Tier Key:
⭐ Elite — Top raise volume, lowest cost-to-raise
💪 Strong — Solid performers, healthy trajectory
📈 Building — Growing accounts, needs attention
⚠️ Monitor — Flagged for review
Client Leaderboard — YTD Gross Raise Ranked by total raised · Jan–Jul 2026
| # | Client | Tier | YTD Raised | 3-Mo Trend | Jan | Feb | Mar | Apr | May | Jun | Jul |
|---|
Jan Portfolio Raise
$789K
Month 1 baseline
Apr Portfolio Raise
$1.23M
Best Q2 month
Jul Portfolio Raise
$1.53M
Best month YTD ↑ +11.9% MoM
Jan → Jul Growth
+93.6%
Portfolio-wide raise growth
Total Portfolio Raise by Month
All active clients combined · January – July 2026
Monthly Client Raise Summary Jan – Jul 2026
| Client | Jan | Feb | Mar | Apr | May | Jun | Jul | YTD Total | Trend |
|---|
Total YTD Sends
64.4M
Across all channels
Highest Volume Channel
HF SMS
28.0M sends · 43.5% of total
Highest Impact Channel
P2P
25.6% of sends → 70.3% of results
P2P Efficiency Edge
2.7×
Results per send vs. HF SMS
Key Insight: P2P represents just 25.6% of total send volume but generates 70.3% of fundraising results from sends. HF SMS carries the volume — P2P carries the impact. Every incremental P2P send outperforms HF SMS by 2.7× on results. Growing the P2P mix is the highest-leverage channel decision we can make.
Send Volume by Channel
Share of total sends YTD (000s)
Fundraising Results by Channel
Share of send-driven fundraising results YTD
Channel Performance Breakdown — YTD
| Channel | Volume (000s) | % of Total Sends | Results Share | Efficiency Index | Key Takeaway |
|---|---|---|---|---|---|
| HF Email | 19,580 | 30.4% | 5.2% | Low | High volume, low conversion — list maintenance channel |
| HF SMS | 28,032 | 43.5% | 23.7% | Medium | Volume workhorse — solid but not the highest converter |
| HF MMS | 259 | 0.4% | 0.7% | Above Avg | Small volume, punches above its weight |
| P2P SMS / MMS / Video | 16,530 | 25.6% | 70.3% | ⭐ Highest | Dominant results driver — highest priority for growth |
| Total | 64,401 | 100.0% | 100.0% | — | — |