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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Make SEC Insider Research efficient, straightforward, timely, and precise. Explore how KALEIDOSCOPE's INSIDER FOCUS, a versatile AI-powered research platform, enhances fundraising campaigns by rapidly identifying corporate insiders, including executives and directors, with accuracy and ease. Tailored specifically for Prospect Research and Management, this cloud-based SaaS solution offers the adaptability to quickly create custom lists of pertinent individuals and access detailed Insider Profiles that feature active charts and all relevant data sourced from US SEC filings, supplemented with historical stock information. The platform's AI capabilities enable the extraction of data, summarization of employment contracts, identification of upcoming stock vesting timelines, and calculation of the "Net" value of stock transactions and historical stock donations. Additionally, it effectively maps connections with 990 Non-Profit entities and Investment Advisors that extend beyond public company links. Users have the option to upload personalized Watchlists and receive immediate or batch notifications regarding significant events. Experience the platform firsthand by requesting a demo or taking advantage of the free trial offer.

Description

You must build relationships with passionate, wealthy, and philanthropic-minded donor prospects. You might have already done extensive prospect research, wealth-screened your list and analyzed the giving history of your donors. You might have some information. You might have information. But what you really need are engagements - meaningful conversations and connections with qualified donors. Our Engagement Fundraising software-and-service-duo helps fundraisers get meetings with the most passionate and wealthiest supporters at the right times when they are interested in finding meaning in their lives through giving. Both you and your supporters will love the Engagement Fundraising process because it's truly donor-centric, leveraging technology to cost-effectively support your relationship-building efforts--with less pressure and more joy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

NationBuilder No 

Integrations

NationBuilder Yes 

Pricing Details

$120/user/month
$120 per month/user billed yearly
Free Trial Yes 
Free Version No 

Pricing Details

$240.00/year
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

KALEIDOSCOPE

Founded

2017

Country

United States

Website

kscope.io/insider-focus/

Vendor Details

Company Name

MarketSmart

Founded

2008

Country

United States

Website

imarketsmart.com

Product Features

Product Features

Fundraising

Alumni Management Yes 
Auction Management Yes 
CRM No 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management Yes 
Gift Matching Management Yes 
Grant Management Yes 
Membership Management Yes 
Mobile Giving No 
Payment Processing No 
Pledge Management Yes 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving No 
Volunteer Management Yes 

Nonprofit

Accounting No 
Committee Management Yes 
Donor Management Yes 
Dues Management Yes 
Event Management Yes 
Fundraising Management Yes 
Member Database No 
Membership Management Yes 
Social Media Management No 
Volunteer Management No 

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