A CDFI serving underbanked communities, producing branded annual impact reports from integrated investee data.
Crossroads — which began with Sopact as Capital Plus Financial — is a CDFI serving underbanked communities, and its challenge was aligning investment strategy with what stakeholders cared about: job quality, financial inclusivity, and environmental impact, from sourcing to exit.
Answering ‘how do we know’ required evidence across the whole portfolio.
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 on 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.
