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What is Insider Focus?

Enhancing the efficiency, clarity, and promptness of SEC Insider Research is made possible through KALEIDOSCOPE's INSIDER FOCUS, an adaptable AI-driven research platform that significantly bolsters fundraising initiatives by swiftly pinpointing corporate insiders such as executives and directors with impressive accuracy. Specifically designed for Prospect Research and Management, this cloud-based SaaS solution provides the flexibility to easily generate customized lists of relevant individuals and access comprehensive Insider Profiles enriched with dynamic charts and all pertinent information drawn from US SEC filings, along with historical stock data. Its AI functionalities facilitate data extraction, summarize employment contracts, identify forthcoming stock vesting schedules, and compute the "Net" value of stock transactions as well as historical stock donations. Additionally, it adeptly maps relationships with 990 Non-Profit entities and Investment Advisors, extending beyond just public company affiliations. Users can personalize their experience by uploading custom Watchlists and receive real-time or batch alerts about major developments. For those interested in exploring its capabilities further, a demo can be requested or a free trial can be utilized, allowing potential users to see the advantages of the platform firsthand while making informed decisions. This innovative approach not only streamlines the research process but also empowers organizations to leverage critical insights effectively.

What is AlmaConnect News?

AlmaConnect News functions as an all-encompassing tool for tracking prospects, tailored for teams involved in advancement and nonprofit fundraising efforts. It diligently oversees the continuous process of prospect research by aligning an institution's alumni and donor database with over 400,000 news and public data sources, ensuring that each connection is verified before notifying gift officers about significant life events, such as media coverage, SEC filings, employment changes, or the passing of individuals. In contrast to many services that cater exclusively to a limited number of VIPs, this platform provides comprehensive monitoring of the entire constituent database, ensuring that alerts regarding individuals, such as "John Smith," are specifically relevant to the intended person. Each mention is categorized into one of eleven actionable segments for advancement teams, encompassing wealth events, job changes, SEC filings and stockholdings, obituaries, awards, philanthropic activities, and more. Organizations in various fields, such as universities, independent schools, nonprofits, and healthcare foundations, utilize AlmaConnect News to refine their fundraising techniques and stay connected with their constituents. With its provision of timely and precise information, the platform enables these organizations to engage proactively with their communities and foster significant relationships. This enhanced capability not only supports immediate fundraising efforts but also lays the groundwork for long-term partnerships.

Media

No images available

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$120/user/month
$120 per month/user billed yearly
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

KALEIDOSCOPE

Date Founded

2017

Company Location

United States

Company Website

kscope.io/insider-focus/

Company Facts

Organization Name

AlmaConnect

Date Founded

2012

Company Location

India

Company Website

news.almaconnect.com

Categories and Features

Categories and Features

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