Sample Prospect Dossier
Everything Kindora can pull together about one prospect.
This is the same view fundraisers see in the live product — capacity signals, public-record giving, property estimates, career history from your own LinkedIn export, AI-synthesized themes, and warm-intro paths in your network. The persona below is fictional.
Margaret Holloway-Chen
Managing Partner · Lantern Capital Group
Connection: Sandra Liu has known Margaret since the 2018 PRI summit and has indicated she is happy to make a warm intro.
Prospect score
94
Twenty-five years in private equity with a focus on climate-aligned infrastructure. Active board roles in conservation and arts.
Score breakdown
Composite
94
Capacity
96
Pacific Heights residence at $8.4M, 25-year private-equity track record, $48K total OpenFEC giving across 5 cycles. Capacity is documented at the high-net-worth tier.
Affinity
88
Climate-aligned infrastructure is her primary investment thesis and she has board roles at two conservation nonprofits. Strong mission overlap.
Accessibility
78
Reachable through both Margaret's professional network and our board chair's personal relationship. Replies same-day to warm intros.
Warm path
Best path is a Sandra-to-Margaret introduction, framed around the upcoming Coastal Resilience initiative. Skip cold email — Margaret reads but rarely replies to unfamiliar senders. Sandra has flagged that Margaret is exploring a fall 2026 commitment to one new climate-aligned organization.
Introduction approach
Lead with the Coastal Resilience theory of change (one paragraph), name Sandra as the connector, propose a 30-minute introductory coffee within 3 weeks. Do NOT ask for money in the first meeting — Margaret expects a cultivation arc, not a transactional ask.
Suggested cultivation sequence
- 1
Sandra emails Margaret with a one-paragraph intro and asks for a 30-min coffee
Email·Within 1 week·Sandra Liu - 2
30-min coffee at Margaret's preferred spot (Sightline Coffee, Hayes Valley)
In person·Weeks 2-4·ED + Sandra - 3
Follow-up email with 1-page Coastal Resilience brief and an invite to a site visit
Email·Within 5 days of the coffee·ED - 4
Site visit to Coastal Resilience pilot in Half Moon Bay
In person·6-10 weeks out·ED + Program Director - 5
Make the ask in person, $50K-$150K range, multi-year option
In person·Q3 2026·ED
Talking points
- Open with the Meridian board connection — she helped recruit two of our current trustees.
- She tracks measurable conservation outcomes; come in with acres-protected and watershed-mile numbers.
- Lead with climate-equity framing, not pure ecology — she's vocal that conservation must be inclusive.
Risk factors
- Heavy Q1 board calendar — ask should be set for mid-Q2
- Spouse is the primary day-to-day contact; route through him first
Fictional sample data — any resemblance to real persons is coincidental
Want this with your own donors?
Engagements typically run $10K–$20K, scaled to CRM size (most teams have 1K–10K contacts) and the level of hands-on advisory you want.
For context: comparable prospect research consulting runs $200–$400/hr — a project this size usually means 50–150 hours of analyst time. Kindora delivers the same artifact in 1–3 weeks, and the platform stays with you afterward.
Tell us a little about your team and we'll set you up — usually within a few business days.
Your contacts stay yours — public-record sources, opt-in LinkedIn uploads.