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.
Priya Ramanathan
VP, Climate Tech · Cottonwood Ventures
Connection: Eleanor knows Priya from the Austin Climate Founders network; happy to introduce.
Prospect score
72
Investor and operator focused on the climate-tech category. Active angel network in Austin.
Score breakdown
Composite
72
Capacity
71
Emerging tier — VP at a climate-tech VC, no real-estate signal yet, modest FEC trail. Career trajectory suggests near-future capacity growth.
Affinity
91
Climate-tech focus is exactly aligned with our adaptation programs. High thematic affinity.
Accessibility
70
Eleanor is willing to make an introduction. Direct access is feasible within 4-6 weeks.
Warm path
Priya is early-career but on a fast capacity trajectory. Cultivation now will pay off in 2-3 years. Don't over-ask early.
Introduction approach
Eleanor introduces, ED follows up with a peer-to-peer climate-tech conversation. Position as relationship-building first, not an ask.
Suggested cultivation sequence
- 1
Eleanor sends an intro email
Email·Within 2 weeks·Eleanor Brookings - 2
Coffee or Zoom intro with ED, focused on Priya's climate-tech work
In person·Weeks 3-5·ED - 3
Invite to a program-specific briefing (no ask)
In person·Q3 2026·Program Director - 4
First ask at a modest level ($5K-$15K) to establish the relationship
Email·Q4 2026·ED
Talking points
- She loves a clear theory of change and measurable outcomes — bring numbers.
- Her spouse (Eleanor Brookings) is already a $50/yr grassroots donor; consider a household-level ask.
Risk factors
- No major-gift history
- Career still in compounding phase
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.