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Description
Enhance your decision-making capabilities by utilizing diligence profiles alongside customized reports that detail source wealth, affiliations, and potential concerns. By doing so, you can deepen your understanding of customers while effectively managing compliance and reducing regulatory risks through extensive intelligence. Delve into donor profiles for comprehensive insights regarding the financial capacity, previous contributions, affiliations, and lifestyles of High Net Worth Individuals (HNWIs). Additionally, you can explore liquid net worth to strategically cultivate relationships and improve engagement for successful fundraising efforts. Furthermore, gain valuable information about foundation affinities, historical donations, financial capabilities, interests, recent initiatives, and trustee details. This in-depth analysis equips you with vital knowledge necessary for making informed decisions and crafting strategic engagements that enhance your approach. With Diligencify's meticulously curated datasets focusing on both HNW and ultra-high net worth (UHNW) individuals, you can uncover insights that are unmatched in the industry. These insights will ultimately empower your organization to achieve its fundraising and engagement goals more effectively than ever before.
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
No details available.
Pricing Details
$1,999 per 6 months
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
Diligencify
Founded
2023
Country
United Kingdom
Website
diligencify.com
Vendor Details
Company Name
KALEIDOSCOPE
Founded
2017
Country
United States
Website
kscope.io/insider-focus/