Grantee Data Capacity, Program Reporting & Impact Learning

Find out a negative impact in your portfolio before the market does

For Foundations and Impact Investors

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Innovative Impact Learning For Grantmakers

Impact Cloud® lets grantmaker improve grantee capacity, program evaluation and learning with impact themes in a short time

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Comprehensive Grantee Reporting, Impact Learning, Collaboration & Tracking

Organization Health Capacity

Evaluate grantee, agencies or other organization for customized governance, risk and compliance for social and environment rules

Applications

Application Management for Grantee or Individual such as scholarships.

Impact Learning

Aggregate results of outcome and outcome data from your grantees, partners, and investees. Identify best practices based on better outcome results.

Impact Scorecard

Build qualitative and quantitative scoring for beneficiary, partners, grantees, investors

Talk to us about your due delience Learn More

Capacity Assessment

Grantee, Program, and Organization Capacity

Start with Impact Statement, build a complete theory of change and identify metrics.

Start building a theory of change
Align with sustainable development goals and targets or custom goals, targets (or strategy)
Build a complete impact map
Identify standard metrics from global metrics repository for external communication such as grants
Define custom metrics with a broad range of qualitative and quantitative reporting formats

Flexible Impact Themes & Application

Build a Grantee & Applicant Framework Fast

Thesis Aligned: Have investment practices aligned with impact intentions, and report high-level data on investee practices and activities

Strategic Output: Report a selection of relevant investee outputs consistent with impact goals

Outcome Data: Track output and outcome data on an ongoing basis, and can provide data demonstrating positive change for target beneficiaries

Impact Data: Can provide data that explicitly inform an assessment of additionally and/or cost-effectiveness

Monitoring & Evaluation of Program Portfolio

Program Performance Monitoring

Build impact framework to based on SDG Goal/Target aligned approach or internal customize goal/strategic approach. Customize additional documentation aligned with the goal

Select metrics from global metrics repository or custom metrics
For customized metrics appropriately configure reporting format for dynamic form
Assign indicator specific to a grantee
Aggregate historical results, grantee reporting through an online portal, self-reporting or direct sync from Impact Maker

Reporting

Innovative & Automated Reporting

Flexible reporting, dashboard, and automated impact scorecard for actionable reporting

Ability to report quarterly, annually, every 2 years, or other
custom timeframe.
Ability to have a custom fiscal year
Flexible report builder and templates to create quarterly
or impact reports for different stakeholders like funders,
board members, internal staff, etc. (Impact Reporting)
Ability to export query results or reports to Excel or
CSV format.
Ability to do flexible reporting with ad hoc queries. Choose an item.
Ability to automatically generate documents from a
library of standard forms that are automatically
populated with activity information (names, dates,
contact information, and budget amounts).

Framework

Design Due Diligence & Risk Framework

Conversations with clients to understand current due diligence and risk management approach.

For foundations review governance, risk and compliance evaluation
Design prospective investee meet social and financial criteria to see if portfolio company and investor's impact thesis aligns. Review potential investee is a good fit for the client, their impact goals, and their current portfolio
Evaluate the impact and financial risk factors, what metrics the potential investee is already tracking, what metrics they would need to add.
Early stage enterprise often lacks impact data set up impact metrics that are both meaningful to investors and practical to business operations. Setup a simple lean data-based approach based on Impact Maker to collect results.
Matured investors due diligence (optional)
- Impact scorecard
- Logic model
- Quasi-experimental methods
- SROI (Evaluation vs Forecasting)

The most advanced outcome reporting, documentation, and Impact Learning

Simplify your impact management, due diligence, and documentation and impact learning

Setup Walkthrough