Insider Focus Client Centric Features

New this summer, Kaleidoscope launched a webinar series and gained even more valuable insight into the needs of Advancement Teams and Researchers in an ever-changing landscape. From Data extracted into easily downloadable excel to more specific filters, search by title and industry, and specific time period search, we continue to innovate and implement client requests. Need insights on future liquidity events, we’ve got you covered there too!

According to Jen Filla, renowned prospect research professional, “. . .in researching SEC filings, Kaleidoscope has liberated us from digging into EDGAR and various other sources to get details about wealth, stock holdings, employment agreements, etc., bringing it all together in one place with verification links to the source. It’s so easy.”

Join us on the webinar August 14, with guest panelist Sarah Price from BWF. Registration is still open and will include links to Sessions I & II if you missed.

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