Products and Services

Independent verification of a fund manager’s capacity to deliver promised impact

Applicable to any type of impact fund
Evaluates alignment of a fund’s impact thesis relative to governance and management oversight, portfolio composition, impact measurement and monitoring, and impact management policies and practices
Grounded in 15 years of experience assessing U.S. community investments

Integrated solution for collecting, organizing, and analyzing impact and financial data

Supports collection of investor-defined impact metrics, as well as narrative reports, visuals and videos
Alignment with existing accounting and emerging impact frameworks and taxonomies
User-defined analysis based on historical results and forecasted targets
Automated alerts to remind data contributors and notify stakeholders when data reports are available

In-depth due diligence and monitoring tools that support decision-making for CDFI investments

Rating Reports: In-depth annual analysis and ratings of Impact Management and Financial Strength and Performance
Performance Data: Standardized quarterly financial performance and impact data with key performance indicators
Investment Navigation Tools: CDFI selection using impact filters, performance-based peer analyses

Explore rated, reporting, and certified funds.

Ready to talk?