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.
Henrik Lindqvist
Senior Managing Director · Riverpoint Asset Management
Connection: Margaret introduced Sandra to Henrik at a 2025 finance industry event; Sandra knows him casually.
Prospect score
84
Career investor; primary residence in San Francisco, vacation home in Aspen. Donates politically across two states.
Score breakdown
Composite
84
Capacity
87
Senior Managing Director at Riverpoint, $4.9M Russian Hill condo + Aspen secondary residence, $31K bipartisan FEC giving. HNWI capacity is well-documented.
Affinity
73
Bipartisan giving + outcomes orientation. Good fit for evidence-driven program pitches; less aligned with values-driven storytelling.
Accessibility
72
Margaret can introduce. Henrik returns most warm intros within a week.
Warm path
Henrik wants results, not narrative. His bipartisan giving suggests he prefers efficacy over ideological alignment. Cost-per-outcome framings convert well.
Introduction approach
Frame the work in efficacy / cost-per-outcome terms; mention his bipartisan giving suggests he wants results, not narrative. Avoid ideologically loaded language. Margaret introduces, ED follows with a metrics brief.
Suggested cultivation sequence
- 1
Margaret email intro to Henrik
Email·Within 2 weeks·Margaret Holloway-Chen - 2
30-min Zoom — present cost-per-outcome data + program model
Phone·Weeks 3-5·ED - 3
Send a 2-page metrics report + ask range
Email·Within 1 week of call·ED - 4
In-person follow-up if traction
In person·Q3 2026·ED
Talking points
- Lead with efficiency metrics. He'll ask for them anyway.
- Avoid partisan framing — his FEC trail is bipartisan.
Risk factors
- Vocal about wanting low-overhead orgs — be ready with efficiency metrics
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.