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.
Joaquin Delacruz
Chief Investment Officer · Patrick Bay Realty Trust
Connection: Margaret Holloway-Chen mentioned Joaquin's name but they are colleagues, not personal connections.
Prospect score
86
Lifelong Los Angeles resident; 20-year career in commercial real estate. Concentrated Southern California giving footprint.
Score breakdown
Composite
86
Capacity
89
CIO at Patrick Bay Realty; HNWI capacity confirmed by Brentwood property + multi-cycle FEC giving. Real-estate giving patterns suggest LA-specific focus.
Affinity
71
Bipartisan giving + LA-focused. Best fit is a Los Angeles regional initiative; less aligned with national-level work.
Accessibility
58
Margaret can name-drop but not personally introduce. ED would be cold-warm reaching out.
Warm path
Joaquin is best approached for an LA-specific program. National-level pitches are unlikely to convert. Margaret's referral is useful but not a direct intro.
Introduction approach
Lead with an LA-anchored initiative (e.g., the South LA Climate Adaptation pilot). Reference Margaret as the source of the introduction, but be ready to stand on the merits without her.
Suggested cultivation sequence
- 1
Cold email referencing Margaret's name and LA-specific program
Email·Within 2 weeks·Development Director - 2
If responsive, schedule a 20-min phone call
Phone·Weeks 3-5·ED - 3
Send LA-program brief
Email·Within 1 week of call·Development Director - 4
Ask for a $40K-$100K commitment for LA-specific programming
Phone·Q3-Q4 2026·ED
Talking points
- Pitch must be LA-specific or it won't land.
- Emphasize coastal-resilience programming for the strongest emotional pull.
Risk factors
- Strict 'no national orgs' rule — keep the pitch LA-focused
Fictional sample data — any resemblance to real persons is coincidental
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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.