Who owns it. Who funds it. Who gives to it.Every source, connected.

A cited data platform for SEC, private‑market and nonprofit filings.

Public and private company data, funding deals and M&A, insiders and ownership, advisers and nonprofits — matched into one profile, updated as they're filed, every line cited.

as of 14 Mar 2026
Prospectone identity · 5 sources
2 Jun 202514 Feb 202614 Mar 2026
RelationshipCounterpartySourceAs ofAgree
officer ofAcme Therapeutics, Inc.Form 4 · 14 Feb2026-02-123 / 3
holds384,000 sh · 10b5-1 planForm 4 Table I2026-02-122 / 2
co-foundedNorthwind Robotics, Inc.Form D · company site2025-06-023 / 3
raisedSeries B · $48MRelease 09:14 · Form D2026-01-212 / 2
principal atNorthwind Capital AdvisorsForm ADV Sch. A2026-02-102 / 2
trustee ofAcme Family FoundationIRS 990 Part VIIFY20242 / 2
holds title to12 Elm Street · $2.9MCounty sale record2024-09-031 / 1
Next liquidity event · 14 Mar 202696,000 sh vest — from the Form 4 that says so

Straight from the filing

  • SEC EDGARsince 1994
  • SEDAR+Canada
  • Form ADVadvisers
  • 13F & N-PORTholdings
  • Form Dprivate raises
  • IRS Form 990nonprofits
  • FDIC call reportsbanks

Find your solution

No more cutting and pasting between sources. Kaleidoscope does the heavy lifting for prospect research, wealth management, VC, hedge funds, credit and banking — everything collected, connected and calculated for you.

Advancement & Foundations

Prospect research and wealth screening that surfaces high-net-worth individuals, foundations and emerging wealth — with the capacity to give, a history of giving, and an affinity for your cause.

  • Updated the day it's filed, every figure linked to its source
  • Alerts on vesting dates, trading plans and IPOs
  • Holdings and sale values calculated for you
  • Foundation financials, boards, grants and grantees by year

An alumni list at a glance: latest stock sales, upcoming vesting and top companies (names blurred)

Wealth Managers & Advisors

Find clients before a liquidity event. Get alerted when someone's stock vests, their company sells, or they raise money, and see who can introduce you.

  • A watchlist of people about to come into money
  • An alert the day it's filed, with the filing attached
  • Introductions through shared boards and foundations
Private company deals across a client list, as they happen (names blurred)

Private company deals across a client list, as they happen (names blurred)

VC, Family Offices & PE

Private company funding data, the moment it's announced. See who's raising, who's about to, and the actual people behind every deal.

  • Funding alerts as soon as they're announced, confirmed by the SEC filing
  • Everything a family owns and runs (foundation, fund, advisory firm, companies) in one view
  • The real person behind every name on the paperwork
Private capital, last 30 days: company and fund raises from Form D, funding rounds and crowdfunding, every row linked to its filing

Private capital, last 30 days: company and fund raises from Form D, funding rounds and crowdfunding, every row linked to its filing

Hedge Funds, Quants & Data Teams

SEC filings and insider trading data, ready for your models. Every number links to its source, and history stays exactly as it was known at the time.

  • Every number traced to the exact sentence in the filing
  • Backtest-safeNothing is revised after the fact
  • Fund holdings and adviser data by API, bulk file, or AI assistant

NVIDIA: the snapshot, every holder in one list (13F, 13D/G, Form 4), then its connections out to Groq (people's names blurred)

Credit & Fixed Income

Private credit data from the filings. See how every lender values the same loan, when the debt comes due, and the early signs of trouble.

  • Three lenders, one loan, three different values, side by side
  • Who holds the bonds and when they mature
  • Early warningsMissed payments, bankruptcy, insiders selling
Ares Capital’s fund-held debt — maturity wall, bondholders and consensus prices from N-PORT

Ares Capital’s fund-held debt — maturity wall, bondholders and consensus prices from N-PORT

Bankers & Corporate Development

M&A comps and deal terms straight from the signed agreement. Build a comp set in minutes and see how long deals like yours take to close.

  • Comparable deals by size, structure and payment type
  • Breakup fees and key terms, with the page they're on
  • Time from announcement to close, and who advised
The M&A monitor: signed, pending and closed deals, each tied to the filed agreement and the proxy, vote or tender that moved it

The M&A monitor: signed, pending and closed deals, each tied to the filed agreement and the proxy, vote or tender that moved it

Testimonials

What our clients are saying

Research, investment and legal teams, in their words.

You can count me as a fan of kscope — it makes SEC research fun again!
Research DirectorInvestigative Consulting Group
Kaleidoscope has transformed how we analyze financial data. The comprehensive insights save us hours of research time.
Portfolio ManagerGlobal Investment Partners
The depth of SEC filing data available through Kaleidoscope is unmatched. It's become essential to our due diligence process.
Senior AnalystFortune Legal Advisory
Funding Intelligence: Spotting Emerging Wealth in Private Markets

October 21, 2026 · 12:00 PM ET

Free to join
Next webinar · October 21, 2026

Funding Intelligence: Spotting Emerging Wealth in Private Markets

Discover how prospect researchers can leverage insights from private funding data to identify people with emerging wealth, assess their capacity to give, spot future liquidity signals, and uncover affinity connections to the inve…

  • October 21, 2026 at 12:00 PM ET — free to join
  • With Elise Lynch
  • Live Q&A — CFRE continuing education eligible
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