Foundations/Non-Profits
- Proactively harvest names of new potential donors using Kaleidoscope's advanced searching.
- Quickly identify alumni, vet and qualify the capacity to give and view gifting history. Share & download related data in minutes.
- Find alumni profiles that include six layers of valuable information with just one search. Data includes bios, compensation, all their insider transactions, current values of remaining shares and gifting history.
- Don't just settle for proxy statements, let alerting on 8-Ks and other filings help you monitor career changes and promotions for alumni that are executives and directors.
Insider Focus
- Pinpoint High Net Worth Individuals that are directors and officers in public companies using wealth filters.
- Watchlists. Upload or create a list of known donors. Monitor stock transactions, compensation changes, news mentions and more!
- Generate and Export lists to Excel that include 12 key wealth and relationship indicators.
- Export custom PDF reports for individuals that include only the information you want – bios, business affiliations, current holdings, compensation info, stock sales, etc.
- Click here to learn more!
Academic Libraries
Get a comprehensive view of public companies and executives or pinpoint specific language within company filings using:
- Full-text searching on SEC Filings (1994-present), Exhibits, Agreements, Transcripts, NoAction Letters, Funds, SEC Litigation and SEDAR.
- Surfaced and aggregated data – including company profiles, extracted financial data, director/officer affiliations, news.
- Interactive charts and graphs provide visual insights on trends, activity levels and metrics.
