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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 Dataro?

Dataro harnesses the power of machine learning to identify your most promising donors, facilitating fundraising efforts that make the most of available resources while increasing overall contributions. By producing customized predictions for each donor in your database, Dataro guarantees that you can approach the right person at the perfect time with the appropriate request. The platform integrates smoothly with your CRM, enabling an in-depth analysis of giving trends and histories to anticipate future donor actions. This functionality allows for personalized donor interactions based on distinctive forecasts. Various organizations, from small grassroots movements to large-scale international nonprofits, value how Dataro improves their capacity to run successful fundraising campaigns. With fundraising insights readily available, teams can track results instantly and benchmark their achievements against similar entities to foster continuous improvement. Furthermore, Dataro simplifies the development of fundraising-oriented content that adheres to brand guidelines, allowing for faster delivery of customized communications to donors. This streamlined process not only saves valuable time but also fortifies donor connections, ultimately leading to greater success in fundraising endeavors. By providing actionable insights, Dataro empowers organizations to make more informed decisions that could significantly enhance their outreach efforts.

Media

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Media

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
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Dataro

Company Location

United States

Company Website

dataro.io

Categories and Features

Categories and Features

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