Kaleidoscope 360° Focus:
- Surfaces 12 layers of intelligence on publicly-held companies.
- Up-to-the minute Due Diligence Reports.
- Discover ESG initiatives.
- Monitor changes in institutional holdings and activist investors.
- Trend metrics for IPOs, secondary offerings, M&As and SPAC activity.
- Analyze risk factors of a spin-off, tender offer, offering circular, refinancing, or a merger.
- Evaluate credit and underwriting agreements.
- Peer Group research to identify changes in portfolios and identify new opportunities.
- Fund Alerts using keywords, phrases, Series Ticker, Series ID or Contract ID.
- Real-Time Alerts on earnings calls, corporate actions, financial updates, and more.
- Export financial statements from the filing or XBRL into Excel.
- Links to regulatory and compliance standards.
End of Day Stock Prices – Enriched with an interactive overlay of filings by date.
Transcripts of Earnings Calls – Read and listen to complete earnings calls.
Corporate Actions – Surfaced in Real-time. No hunting or digging.
Kaleidoscope surfaces critical actions that impact the financial health of companies and ultimately, investments.
Fundamental Financials – Compare 6 years of annual and 10 quarters of financial statements, all exportable to Excel.
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