Crossroads, which began working with Sopact as Capital Plus Financial, is a CDFI serving underbanked communities. Its challenge was aligning investment strategy with what stakeholders cared about, from sourcing to exit: job quality, financial inclusivity and environmental impact.
Answering ‘how do we know’ required evidence across the whole portfolio.
Our unwavering commitment to impact drives us and our partners, leading to a $223 million year-over-year increase in environmental and social loans. Collaborating with Sopact empowers us to create real, measurable change for those truly making a difference in our communities."
Eric Donnelly, CEO and Director
Sopact mapped recognised frameworks (EDCI and GIIN-IRIS), integrated investee data, and produced branded annual impact reports.
Portfolio evidence, from ownership diversity to workplace policies, became something the team could report consistently year over year.
Crossroads has built multiple years of impact learning and reporting on the same footing, measurable change its stakeholders and board can read, including its Capital Plus Financial reporting.
