Insider Wealth & Relationship Reports
Researching the vast ocean of SEC filings can be overwhelming and excessively time-consuming. But SEC filings contain a treasure trove of vital information about corporate insiders. Save time and effort with Kaleidoscope’s Insider Focus, designed specifically for surfacing Insider’s financial facts and connections. Insider Focus collect the facts about Insider’s wealth, gift history, current and historical relationships, and future wealth events from SEC filings into a single easy-to-view report, ready for download and portable to CRMs.
“I’ve been waiting since the days of 10-K Wizard for someone to come along and really do some innovative work around making SEC filings an easier to use and more powerful tool for PRM teams and then I witnessed what Kaleidoscope is doing and wasn’t surprised to learn the company was founded by the same founders of 10-K Wizard!”
Michael J. Foote
AVP, DEVELOPMENT OPERATIONS AND PERFORMANCE, DARTMOUTH COLLEGE
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Comprehensive Views
- Pinpoint high net-wealth individuals using filters on insider transaction types and amounts to create your custom lists.
- Insider Profiles instantly display the cash compensation for capacity to give, philanthropic trends, stock holdings and sales of insider shares, a vast network of relationships and even employment or severance agreements.
- Proactive Alerts. Receive Email Alerts on new information about organizations, watchlists or insiders to be more proactive in prospect research and development.
- Relationship Maps provide a full spectrum of accurate insider connections.
- Search Templates for future vesting dates, matching gift programs, donor advised funds, shares in mergers, and more.
- Get instant, direct access to verification details without navigating SEC filings
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Benefits
- Little SEC knowledge required.
- Streamline prospect research and successful fundraising with accurate up-to-date information.
- Real-time alerts on custom selections of Insider information, including news and press releases.
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Use Cases
- Non-Profit Fundraising
- Private Wealth Management
- Career Path & Relationship Connections
- Board of Directors Research
