Export Insider Profiles . . . 1-2-3 Looking to give your Insider files a boost? It's a breeze to choose specific elements and export all the important data for insiders into a handy PDF file. The steps are straightforward. 1. In the Insider Focus section, navigate to the Profile view...
12 Prospect Research Essentials
12 Prospect Research Essentials . . . Liquid Cash (salary, bonus, non-equity incentives) "Net Value" of Stock Sales All Dates - Stock Sales Stock Gifting History Today's Value of Current Holdings (direct and indirect) Biographies & Pictures Board Relationships (current and historical) Alumni Discovery Employment/Severance Agreements Future Vesting Dates Import...
Kaleidoscope Using ChatGPT for Prospect Research & Wealth Screening
Kaleidoscope leverages ChatGPT and connects the dots for 99.99% accuracy in Insider Focus profiles! Tired of scouring SEC filings for elusive clues on potential donors? How about wealth screening on an executive or director. Or tracking down board relationships? Now you don't have to! Identify high-wealth individuals, alumni, or new...