Insider Focus
Stock holdings, sales, vesting dates and private-company stakes for the people on your list, with an alert the day it's filed.
How Insider Focus works →Advancement & Foundations
Capacity & Liquidity FactsDeliver Verifiable Outcomes.
Past, present and future. See the big picture on every prospect — bios, compensation, accumulated wealth, future wealth from shareholdings, vesting dates and planned sales, board memberships, cause affinities and prior giving — with a source for every figure.
- 3.5Mpeople profiles
- 612Knonprofit board members
- 13.2Mfoundation grants
- 1994–filing history
- 11.2Minsider transactions — sales, vesting, gifts
- 3.49Mnonprofits and foundations
The problem
Most screening tools stop one step short of the money
Wealth screeners hand you a modeled band. News monitors hand you a headline. Neither tells your gift officer what this person actually owns, when it vests, or where the number came from.
What you get instead
- Capacityholdings, pay, vesting and planned sales — filed figures
- Philanthropytheir foundation's grants and gifts of stock
- Affinitythe causes they fund and the boards they serve
- Connectionswho can introduce you, through shared seats
What solves it
Two products, one prospect profile
990iQ
Every foundation and nonprofit's financials, boards, grants made and grants received, year by year.
How 990iQ works →Why teams switch
We stopped defending the estimate. The filing is right there in the profile.
no estimatesdefensible in gift reviewpublic records only
Partners
Our partners
Donor-advised fund giving from DAFinitive®, now inside Insider Focus — a confirmed signal of intent next to capacity and timing.
Read the announcement →
The AI-powered fundraising operating system. As a Preferred Partner, Avid turns Kaleidoscope's donor intelligence into ready-to-launch campaigns.
Read the announcement →
Bilingual advancement consultants for higher education. A Founding Partner bringing Kaleidoscope's prospect intelligence to their network.
Read the announcement →Capacity you can defend
Talk to our team about how you work today, or start a trial and explore the platform yourself.
The details
Past, present and future
One prospect, every figure sourced (illustrative record)
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01 · Past · Philanthropy
$1.2M given last year through the Acme Family Foundation
Including scholarships at 3 of your peer universities, 2021–2025
From the foundation's 990-PF grant schedule
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02 · Present · Capacity
384,000 shares owned · EVP & Chief Operating Officer · trustee of the family foundation
Holdings and pay from Forms 4 and the proxy
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03 · Future · Liquidity
96,000 shares become cash on 14 March
Plus a pre-scheduled sale plan on file
granted vests planned sale vests nextAsk when the money arrives, not when the fiscal year ends
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04 · The proof
Every figure links to the filing it came from
Form 4 · 990-PF · Form 144
Defensible in a gift review
What's in the solution
Capacity, philanthropy, affinity and connections — from the record.
01 · Capacity
What they can give
Compensation, holdings, accumulated and future wealth — vesting dates and planned sales — each figure linked to its filing.
02 · Philanthropy
What they have given
Prior giving from the 990s of the foundations they run or sit on, plus gifts of stock reported to the SEC.
03 · Affinity
What they care about
The causes their foundation funds, the nonprofit boards they serve, and whether they already support your peers.
04 · Connections
Who can introduce you
Corporate and nonprofit board seats, co-investors and colleagues — the shortest warm path to a conversation.
The ask is a timing problem
Six moments that mean a prospect can suddenly give more.
- Stock vestsshares they've been promised become theirs on a known date
- They sell stockreported publicly within two days
- Their company is soldthe deal says what they get
- Their company raises moneyoften cash for the founders
- They join a boarda new connection to your network
- Their foundation givessee exactly what causes they already support
How your team uses it
One source, four jobs.
Prospect researchers
The scenario
You get a list of 200 names and two weeks. You need capacity ratings you can source, not a screener export you'll have to defend later.
Insider FocusPrivate Insiders990iQPath Explorer
How Kaleidoscope helps
- Real share counts, stock sales and pay for every insider on your list, each figure linked to the filing
- Private company wealth too: alumni at funded startups, with the latest round and an estimated stake
- Money that's coming — vesting dates, 10b5-1 sale plans and pending acquisitions, before it lands
- Personal foundations, nonprofit boards and donor-advised fund giving (DAFinitive®) in the same profile
- The warm path in through shared boards, companies and schools — then export it all, cited, for the gift officer
Major gift officers
The scenario
You have 90 relationships and one question per prospect: is now the moment to ask, and for how much?
AlertsInsider FocusM&A Intelligence
How Kaleidoscope helps
- See when their stock turns into cash
- Alerts when a prospect's company is acquired, files, or raises
- Board and foundation affiliations surface the warm introduction
- Talking points that cite a filing — credibility in the first meeting
- See giving history from 990s before you propose a number
Foundation & grants teams
The scenario
You need funders whose actual giving matches your program — and the person on their board who already knows your work.
990iQPath ExplorerAlerts
How Kaleidoscope helps
- Search every part of a foundation's tax return, not just the summary
- Rank funders by grants that look like yours, with amounts and years
- Multi-year giving trends separate a one-off from a pattern
- Trustee and officer overlap between funders and your own board
- Alerts when a tracked funder files a new 990
Advancement leadership
The scenario
You're accountable for pipeline quality and for what the shop pays per name. You need the portfolio to be defensible in a board review.
Insider FocusReportsAPIs
How Kaleidoscope helps
- Portfolio-level capacity built from filings, not vendor scores
- Every rating traceable — no surprises when a trustee asks
- Built only from public records, so there's no household data to explain to your board
- Push profiles into your CRM instead of another silo to license
The products
Five tools. Most teams start with the first three.
Insider Focus
The capacity numberFiled ownership and compensation per person — share counts, option grants, vesting schedules and last sales, pulled from Forms 3, 4 and 5 and summarised into one profile.
- Actual share counts, not a modeled wealth band
- Vesting dates and pre-scheduled stock sales, so you can time the ask
- Every figure linked to the filing it came from
- Alerts when a tracked prospect files
Explore Insider Focus →
3.5Mpeople profiles
Private Data
The new moneyPrivate wealth the SEC never sees. Funding rounds and M&A deals are captured as they are announced, resolved to the founders, executives and board members involved — so a prospect's liquidity shows up the day it happens, not at the next wealth-screen refresh.
- Every funding round and company sale, as it's announced
- Each deal resolved to the people behind it — searchable by school
- Estimated ownership and stake value per person
- Alerts the moment someone on your list raises or sells
Explore Private Data →
real timefunding and M&A capture
Path Explorer
The warm introductionFind how two people actually connect — shared boards, companies, schools and deals — shortest connection first, every link traced to its filing.
- Person to person, company, board or university
- Every connection shows where it came from
- Board and colleague ties from SEC, 990 and private data
- Export the path for the gift officer's briefing
Explore Path Explorer →
10paths found in one search
990iQ
The giving historyEvery field of the IRS 990 — not just the summary rows. Boards, officer compensation, grants made and received, and the schedules most tools drop.
- Full 990 text and tables, including pay and grant details most tools skip
- Rank funders by grants that look like yours
- Multi-year giving trends separate a pattern from a one-off
- Trustee and officer overlap with your own board
Explore 990iQ →
68,386990 CEO salaries
SEC Pro+
The document behind itThe filings themselves — search every word of every filing. When a gift officer asks where a number came from, this is the answer — the document, the paragraph, the date.
- Search every SEC filing since 1994, not just the ones you know about
- Jump from any figure straight to its source paragraph
- Export with citations attached, ready for a gift review
Explore SEC Pro+ →
1994–as-filed history
Every product in this solution
Start with two, add the rest as the shop matures. Highlighted are where most teams begin.
Full data catalog →Core platform
- Insider Focus Salary, bonus, current stock price, net sales value calculations and trading plans Prospect screening
- 990iQ Every 990 field — funders, grantees, board and pay Nonprofit intelligence
- Path Explorer The warm path in — shared boards, companies and schools Relationship mapping
- SEC Pro+ The filings behind every number, searchable Filing search
Data layers that feed it
- Capitalization Investors, Activists & Advisors — insider filings, fund holdings and adviser records Live
- Private Funding Private rounds, investors, valuations to the minute Live
- Mergers & Acquisitions Deals and terms — the payout event Live
- IRS 990 Foundations, boards, compensation, grants Live
- News News about your prospects, most important first Live
- Company Profiles Private companies and their people, from source Live
- Upcoming Company Events Earnings and scheduled events that move a stock Live
- Executive Contracts Employment, consulting and severance terms, with the clause Live
- SEDAR+ Canadian companies and executives Live
- Stock Data Prices, market cap and returns for every listed company Live
Workflow & delivery
- Alerts Vesting, sales, rounds, acquisitions, new 990s Triggers
- Reports Profile exports with citations attached PDF & export
- APIs Push profiles into your CRM or data warehouse CRM & data feeds
- AI Chat Ask across filings and news, get cited answers Ask in plain English
| How it compares | Kaleidoscope | Wealth screeners | News monitors |
|---|---|---|---|
| Wealth figures | Actual stock and pay, from public filings | Modeled estimate bands | Whatever the article says |
| Source | Form 4, 990, ADV — linked | Proprietary model | Press coverage |
| Timing | Vesting dates and sale filings | Refresh cycle, often quarterly | After the fact |
| Private wealth | Founders via funding rounds | Sparse or absent | Announcement only |
| Defensibility | Citation per figure | "Trust the score" | Anecdotal |
| Personal data | None — public records only | Core of the product | n/a |