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.
Marcus Okonkwo
Founder & CEO · Owl Creek Pictures
Connection: Maya has known Marcus from Sundance for ~6 years; she has explicitly offered to introduce him.
Prospect score
68
Documentary studio founder; frequent speaker on creator-economy topics. Reaches a large public audience through social posts.
Score breakdown
Composite
68
Capacity
54
Founder of a successful Atlanta indie production company. Capacity is solid but not HNWI; FEC giving is consistent but modest.
Affinity
79
His film projects have overlapped with climate-justice storytelling. Affinity is real but adjacent.
Accessibility
76
Maya can make an intro. Marcus responds well to creative-collaboration framings.
Warm path
Marcus prefers creative partnership framings over straight philanthropy. Pitch him a collaboration first (e.g., a documentary tied to one of our programs), then move to financial support.
Introduction approach
Maya intros via email, ED follows up with a one-page concept for a documentary series tied to our adaptation programs. Lead with the story, not the ask.
Suggested cultivation sequence
- 1
Maya emails Marcus with intro + one-page documentary concept
Email·Within 2 weeks·Maya Castellano - 2
30-min creative discussion on the concept
Phone·Within 4 weeks·ED + Comms Director - 3
Pitch a co-produced project with shared funding requirements
In person·Q3 2026·ED - 4
Convert to direct philanthropic relationship after the project
In person·Q1 2027·ED
Talking points
- Engage him as a megaphone first, donor second.
- Reference his recent public posts about community storytelling — he engaged with our last campaign.
Risk factors
- Filming schedule makes calendar windows narrow
- May be over-asked by other Atlanta nonprofits
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.