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Description
Develop strategies rooted in actual data, evaluate the potential of your donors, and monitor your advancement toward objectives in real time. Recognize potential opportunities and shortcomings within your donor network through a continuously updated capacity analysis. Explore the intricacies of both capacity and willingness data for your existing and prospective donors. Generate limitless annual giving and campaign scenarios to evaluate and monitor various objectives. Effortlessly communicate essential fundraising insights with executives and volunteers. With Beam Insights, you gain access to comprehensive support and expert analysis from the fundraising specialists at Campbell & Company. Our team oversees the setup process and addresses any inquiries you may have throughout. Utilize Beam Insights independently or in conjunction with fundraising guidance. Keep track of your giving potential and donation data with frequent updates that reflect the latest information added to your CRM or database. Enjoy personalized analysis tailored to your specific objectives and data, ensuring that your fundraising efforts are as effective as possible. This unique approach empowers organizations to make informed decisions that drive their missions forward.
Description
Make SEC Insider Research efficient, straightforward, timely, and precise. Explore how KALEIDOSCOPE's INSIDER FOCUS, a versatile AI-powered research platform, enhances fundraising campaigns by rapidly identifying corporate insiders, including executives and directors, with accuracy and ease. Tailored specifically for Prospect Research and Management, this cloud-based SaaS solution offers the adaptability to quickly create custom lists of pertinent individuals and access detailed Insider Profiles that feature active charts and all relevant data sourced from US SEC filings, supplemented with historical stock information. The platform's AI capabilities enable the extraction of data, summarization of employment contracts, identification of upcoming stock vesting timelines, and calculation of the "Net" value of stock transactions and historical stock donations. Additionally, it effectively maps connections with 990 Non-Profit entities and Investment Advisors that extend beyond public company links. Users have the option to upload personalized Watchlists and receive immediate or batch notifications regarding significant events. Experience the platform firsthand by requesting a demo or taking advantage of the free trial offer.
API Access
Has API
API Access
Has API
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Integrations
No details available.
Integrations
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Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$120/user/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Campbell & Company
Founded
1976
Country
United States
Website
www.campbellcompany.com/strategic-information-services/beam-insights/
Vendor Details
Company Name
KALEIDOSCOPE
Founded
2017
Country
United States
Website
kscope.io/insider-focus/