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Average Ratings 0 Ratings
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.
Description
Eliminate uncertainty in fundraising efforts with Wisely, which offers immediate insights into potential donations, including who might contribute, the amount, and the optimal timing for outreach, allowing you to engage the most suitable donors. Tailored courses aim to enhance the skills of nonprofit professionals, fundraisers, and prospect researchers by deepening their understanding of various fundraising principles and providing valuable resources. The AI-driven fundraising platform from Wisely not only streamlines your donor management but also enhances the overall giving experience, increasing both contributions and satisfaction. By harnessing the power of artificial intelligence and machine learning, Wisely accurately predicts donor behavior, helping you to determine the right moment and amount to request. This innovative tool ensures users receive only pertinent information, freeing them to concentrate on nurturing donor relationships rather than being overwhelmed by administrative tasks, ultimately fostering a more effective fundraising environment. In this way, Wisely transforms the fundraising landscape, making it easier for organizations to achieve their financial goals.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$120/user/month
$120 per month/user billed yearly
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
KALEIDOSCOPE
Founded
2017
Country
United States
Website
kscope.io/insider-focus/
Vendor Details
Company Name
Wisely
Founded
2017
Country
Canada
Website
fundraisewisely.com
Product Features
Product Features
Fundraising
Alumni Management
No
Auction Management
No
CRM
No
Campaign Management
No
Contribution Tracking
No
Donor Management
No
Event Management
No
Gift Matching Management
No
Grant Management
No
Membership Management
No
Mobile Giving
No
Payment Processing
No
Pledge Management
No
Prospect Management
No
Raffles / Lotteries
No
Recurring Giving
No
Volunteer Management
No