How We Work

We meet clients where they are at: just beginning their journey, adding structure to an existing program, or evaluating and redesigning the next iteration. We guide clients through each step of an impact investment strategy lifecycle through discovery of opportunities and objectives, board education and consensus building, a clearly defined impact strategy, written policies and procedures, donor engagement strategy, sourcing and diligence of investments, monitoring, reporting and evaluation. We support the entire cycle or only those elements that a client needs, including ongoing, outsourced administration, deal sourcing, due diligence, monitoring, reporting and stakeholder communications.