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 and known donors and their business relationships.  Icons indicate their gifting history. Filter for latest and largest stock sales, or search for corporate foundations with grants, or upload your watchlist.  Alerts on names, career events, large stock sales or vesting dates keep your team informed with actionable intelligence.

Kaleidoscope’s Insider Focus does it all. 

Warm Intros? You have the relationship connections boldly presented via visual maps and highlighting University connections. Each links to its own profile for fast and easy review. Learn more. . .

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Financial Snapshot summarizes Stock Sales, Compensation, and a calculated Current Value of Holdings in 12 month or 36 month views.

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Cash Only Compensation streamlines capacity formulation. Includes salary, bonus, non-equity incentive compensation, and directors fees from current affiliated companies.

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Visual stock charts display the historical price trend.

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We’ve run the numbers for you. Each insider transaction is calculated and displayed. The total for Shares Sold appears in the Financial Snapshot

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