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.
Rodney Thackeray
Principal · Thackeray Holdings
Connection: No identified warm path; flagged for awareness, deprioritized for active cultivation.
Prospect score
65
Made a $50K leadership gift in 2018 then went quiet. Capacity remains intact.
Score breakdown
Composite
65
Capacity
82
Principal at Thackeray Holdings (private investor). Significant Boston wealth signals + multi-cycle Republican giving. Capacity is real but giving patterns suggest narrow philanthropic appetite.
Affinity
48
Conservative giving pattern; values-based affinity is uncertain. Best fit if we have a market-based or efficiency-framed pitch.
Accessibility
38
No mutual connections identified. Cold-cold outreach territory.
Warm path
Rodney's giving pattern is narrow and ideologically aligned. We don't have a strong pitch for him without a mutual connection making the values bridge. Deprioritize unless a warm path emerges.
Introduction approach
Defer cultivation until a mutual connector is identified. Watchlist only.
Suggested cultivation sequence
- 1
Add to watchlist; do not actively cultivate
Email·Now·Development Director - 2
Re-evaluate quarterly if a mutual connection surfaces
Email·Quarterly·Development Director
Talking points
- Do not lead with an ask. Lead with curiosity about what changed.
Risk factors
- Unknown reason for the giving stop
- May have shifted philanthropic priorities entirely
- Final 2018 gift was conditional — unclear if condition was met
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.