Services

Start-up Operations

We support new ventures of all types (including nonprofit, for-profit, and activism) as founders seek to launch and establish organizations working for social good.

We offer services in the following areas:

• Strategy and Planning

• Governance

• Product Development

• Accounting

• Insurance

• Marketing

• Website Development

• Digital Infrastructure

• Project/Program Management

Impact / Mission Investing

We support organizations with envisioning, strategizing, and articulating the purpose, governance, and policies and procedures necessary for best practice impact investing.

We provide pipeline management, due diligence, deal execution, and portfolio management for impact and mission investments, including:

• Affordable Housing

• Agricultural

• Ecosystem Support

• Economic Development

• Education

• Green and Environmental

• Health Care

• Nonprofit

• Small Business

Portfolio Monitoring

We support investors, foundations, and funders seeking to provide stakeholders with investment monitoring and reporting that combines not only financial indicators but also social impact indicators.

We assist investors with the development of social and financial benchmarks that track impact and manage risk for each individual investment as well as at the portfolio level.

We offer monitoring customized to the specific characteristics and needs of the investees and investors.

We provide regular monitoring reports, customized to the interests and impact goals of the investors, ideally coordinated over the breadth of the portfolio to help investors communicate portfolio-level impacts over time.