FinTech Sandbox Partnership MAY 22, 2024 – DALLAS, TEXAS. Today, KALEIDOSCOPE becomes a Data Partner within the Fintech Sandbox Data Access Residency fulfilling a need for critical validation links from financial data to searchable, source securities filings. Fintech Sandbox is a unique, non-profit data source for entrepreneurs enabling them to...
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The Expressway to Corporate Insider Wealth and Connections
Believe it or not, SEC filings are a rich source of wealth and relationship information on corporate insiders. Oh, you could manually scour EDGAR (sec.gov), but it's a time-intensive, soul-sucking journey. It's kinda like getting stuck behind a tractor on a 2-lane country road when you're in a hurry. Researching...
Analyzing Past, Present and Future Insider’s Wealth
One of the key benefits of leveraging SEC filings is the ability to analyze past, present, and future insider wealth trends. By examining historical data, researchers can identify compensation trends, stock gift values and cycles of giving, which can impact fundraising strategies. This type of 'surfaced' analysis provides valuable insights...
Real-time Alerts on Corporate Insiders
There's nothing worse than giving a frontline officer 'stale' information on a prospect or donor. Imagine scheduling a visit only to find the prospect has changed jobs or companies, or the data you're working with is from two or three years ago. Your advancement teams need real-time alerts on Wealth...
Proxy Fights: Activist Investor’s Effect on Fundrasing
Spoiler alert! The growing pushback from activist investors towards corporate management is becoming more evident, with over 732 filings in the past 12 months providing insight into ongoing Board-level conflicts. The historic date of March 6th, 2024, marked a record-breaking number of proxy fight submissions to the SEC EDGAR system.So...