A.I. and machine learning has entered the mainstream with promises of software applications that can assist us to do more and do it much faster. In this environment, Raul Peralta, CEO and Founder of Kaleidoscope explains how Kaleidoscope goes beyond the traditional search engine approach to deliver a platform that acts as a co-pilot to prospect research professionals trying to make sense of SEC filings.
In this Prospect Research #ChatBytes interview, you get to hear the Kaleidoscope backstory – how the technology has evolved to create this new kind of research tool.
And, no worries! Raul isn’t trying to tell you that Kaleidscope can take over your job, but it can drastically reduce the time you spend on SEC filings. For example, it can transform what might have once been a stumbling block in early prospect qualification research into just a few clicks.
Kaleidoscope strikes a balance between doing the calculations for you in the format you need for fundraising research and making the original filings fully accessible and searchable manually.
Tune in to learn how Kaleidoscope makes the magic happen – but also about what the future promises for other tricky financials, such as Form ADV filed by registered investment advisors.
Additional Resources
Apra PRSPCT-L | You need to create a free account with what is now officially the Apra Exchange forums, but it originated as an old fashioned list-serv called PRSPCT-L. You’ll find an active community of prospect research professionals asking and answering questions across a wide range of topics.
