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Impact Intelligence: For Funds & Foundations

Impact Intelligence: For Funds & Foundations

Impact intelligence: funds and foundations score the Five Dimensions and IRIS+ from their own documents and generate the LP report overnight. Free guide.

Contents

Read

Impact due diligence that reads every claim on arrival and scores it against evidence — Five Dimensions, IRIS+, ESG standards.

Aggregate

Portfolio intelligence: one record per organization across application, diligence, monitoring, and outcome.

Manage

Frameworks as automation — a living Theory of Change and the Intelligence Horizon that compounds every cycle.

Exchange

Six LP-ready reports per investee, generated overnight, every claim traced back to its source document.

What is impact intelligence?

Impact intelligence scores the Five Dimensions and IRIS+ from a fund’s own documents at due diligence and carries every finding forward — so the LP report generates from a connected investee record instead of being rebuilt from spreadsheets each quarter.

What this eBook is about

From Impact Management to Impact Intelligence follows the impact claim from the document it lands in — read it on arrival, aggregate it onto one record per organization, manage it as a living framework, and exchange it as evidence an LP will trust. Frameworks like the Five Dimensions, IRIS+, and Theory of Change have existed for a decade; what changed is the architecture that finally lets them run continuously across a live portfolio, moving context utilization from roughly 5% to 95%.

Who should read it

The funds that have to prove the impact: impact-fund partners, foundations, accelerators, and corporate giving portfolios that answer to LPs, a board, or a donor for impact beyond financial return. Measurement without management is documentation; management without measurement is guesswork — this guide runs both as one system.

What’s inside — four moves, one record

  • Read — impact due diligence that reads every claim on arrival and scores it against evidence, on the Five Dimensions, IRIS+, and ESG standards
  • Aggregate — portfolio intelligence: one record per organization across application, diligence, monitoring, and outcome
  • Manage — frameworks as automation, a living Theory of Change, and the Intelligence Horizon that compounds each cycle
  • Exchange — six LP-ready reports per investee, generated overnight, every claim traced to its source

Why it matters

The company you screen at diligence is the investee you monitor across the hold and report on at exit — one persistent ID, so the evidence compounds instead of resetting. Download the guide to see the full arc, with an anonymized worked example of a health-focused social impact fund.

Frequently asked questions

How does it operationalize the Five Dimensions of Impact?

It scores What, Who, How Much, Contribution, and Risk against an anchored rubric at due diligence, reading the qualitative evidence the dimensions require, and re-scores each quarter on the same investee record — so the framework runs as automation, not as a slide.

Who is the impact intelligence eBook for?

Impact fund principals, foundations, and accelerators that report impact beyond financial return to LPs, a board, or a donor and want the framework to run continuously across a live portfolio.

Is the impact intelligence eBook free?

Yes. It is a free download from Sopact and part of the Sopact Intelligence Library.