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Boston Impact Initiative

Jamaica Plain, Massachusetts

Less spreadsheet work. More fund manager learning.

How Boston Impact Initiative stopped losing hours to spreadsheets and got back to training fund managers.

See how the Loop works

The operating problem

Hours were lost across tools.

Boston Impact Initiative was deploying funds and training managers, but fragmented reporting work was taking time away from the people and decisions that mattered most.

A meaningful measure

Fund managers trained in a single year

One working view

Funds deployed and launched over the same period

A practical change

One shared operating view supports a year of learning.

2 funds — Deployed and launched while evidence stays organised.

Customer voice

"I am so glad that many of our data needs are solved now since I can learn from all the qualitative and quantitative data without spending much time and having complex technical knowledge in the team. I can focus on traning more fund managers cohort and building impactful funds."
Customer representative portrait

The story

Boston Impact Initiative (BII) is a non-profit Impact Investing Fund that is committed to building financial, social, and political power for entrepreneurs of color.

Hours lost across tools

Boston Impact Initiative builds financial, social, and political power for entrepreneurs of colour to close the racial wealth gap. In 2022 it fully deployed Fund I, launched Fund II, and trained forty fund managers.

Due-diligence, non-financial, and investee-feedback data lived across multiple tools, and pulling it together took hours the small team did not have.

I am so glad that many of our data needs are solved now since I can learn from all the qualitative and quantitative data without spending much time and having complex technical knowledge in the team. I can focus on traning more fund managers cohort and building impactful funds.

Aliana Pineiro, Impact Director

Strategy, survey, and one dashboard

Sopact built an actionable impact strategy with metrics, an impact-assessment survey, and an investor-highlights dashboard tracking diversity, wealth and asset building, and quality jobs.

The dashboard feeds the annual impact report and surfaces qualitative and quantitative insight without technical staff.

Back to the mission

With the data needs solved, the team learns from qualitative and quantitative evidence without deep technical knowledge, and spends its time training fund managers and building funds.

Bring one workflow. Leave with a path forward.

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Sopact Sense connected record: sources, activity, and decisions in one place
One connected record — source, context, and decision.