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Impact Manager

Impact Portfolio & Data Aggregation

  • Due Diligence
  • Theory of Change 
  • Investment Portfolio
  • Investee/Grantee Data Aggregation
  • Analytics
  • Impact reporting 

For impact investors,  grantmakers, social accelerators/incubators, CDFI, public agencies, M&E

Schedule a Demo
SoPact - Financial Ecosystem-transparent

Main Advantages of Impact Manager

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Theory of Change

Create your portfolio's Theory of Change and connect it with your grantees/investees Theory of Change through common metrics
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Metrics Repository

Search and assign metrics to your investees or grantees from the largest metrics repository on the internet!
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Portfolio Manager

Manage your entire portfolio of grantees & investees from your dashboard. Manage their profiles to understand your portfolio's composition
Impact Framework

Impact Framework

Assign individual metrics to investees, grantees or partners to measure context specific outcomes
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Data Collection & Tracking

Collect results from your gratees, investees, and partners. Track their progress in entering the data and send automatic reminders
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Impact Insights

Create analytics, charts, and dashboards from outcome data, project data, and portfolio data in a single location
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Reports & Storytelling

Create reports showing collaborative impact across your portfolio. Incorporate the Impact Management Project assessment
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Risk & Impact Management

Evaluate organizational health or risk as part of your due diligence process before giving funding. 
Learn More Schedule Meeting
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Due Diligence

Impact & Grantee Due Diligence & Risk Managment

Design a due diligence and risk management rules, engage assessors and make an evaluation based decision

  • Create an opportunity including share application, documents  etc
  • Configurable rules and scoring framework
  • Share assessment framework with the assessor
  • Aggregate assessment for a final investment decision making for social impact based decision
  • Conversion to active, inactive investment
  • Share due diligence to external fund managers based on access control roles
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Build Investment TOC, Metrics and Data Strategy

Your Metrics, Your Framework, Your Way!

  • Assign impact and financial metrics to each of your portfolio organizations.
  • Align with the framework(s) of your choice: IRIS, SDG, Impact Management Project, etc.
  • Analyze your data based on different parameters.
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Portfolio Management

Stay on top of your portfolio

  • 360 view of all your Grantees, Funds, Investments, and Projects.
  • Collect impact and financial data.
  • Rapidly design portfolio for  reporting based on impact thesis,  SDG alignment, investment type, core impact investment metrics, investment size & history, geography, and due diligence history 
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Impact Communication

Make transparency your core value

  • Connect with other organizations to receive data directly from the source.
  • Communicate your collective impact to your stakeholders using reports and dashboards.
  • Share your impact stories on social media or on your website.

Reporting Solutions

Integrate stories from the field and aggregate investees or grantees data based on qualitative & quantitative metrics
SDG Alignment

SDG Alignment

Reporting aligned to SDG, IRIS, Impact Management Project & Theory of Change for asset-based or social impact funds and foundations
Impact Investing

Impact Investing

Grantee and investee outcome reporting based on quarter to quarter or annual results

Business Sustainability

Business Sustainability

Align sustainability goals with SDG and report qualitative reports using GRI, CDP and align with quantitative IRIS metrics
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Impact Management Project

Align with 5 dimension of impact from Impact Management Project (IMP)
See Professional Design Report See SDG & Impact Management Project

Investee, Grantee or Partner Results Aggregation

Outcome Misalignment

More often than not, funders are not well-aligned with grantees and investees regarding the key outcomes to measure, and the data collection to demonstrate the outcomes
Theory of Change

Innovative Theory of Change

Now you can invite all your investees, grantees, and entrepreneurs to create a theory of change even before starting due diligence process

No portfolio insights

This unavailability of insights into their portfolio outcomes hinders Asset Managers from raising capital from Asset Owners

Portfolio Outcomes

Track outcomes across your portfolio

Align with your investors and investees or grantees to define common outcomes

Designing a report is challenging

Most organizations struggle to create compelling impact reports that demonstrate collective impact and integrate data, stories, narratives, and outcome results
Impact Reports

Innovative report builder

Innovative drag-and-drop mechanism to add stories, data, charts, images, and maps. Powerful story building through qualitative and quantitative results. Communicate your results through social media or your website to raise capital

Risk is hard to assess

Impact funds and foundations struggle to assess an organizations' risk and potential impact befoe commiting their capital

Risk Management

Impact and risk assessment

Apply the Impact Management Project assessment or your internal due diligence/application process to evaluate potential impact and risk before deploying grants and investments

Maintaining deal flow is challenging

For impact funds, maintaining a strong deal flow becomes challenging as the due diligence and investment cycles require heavy organizational and financial resources

Deal Flow

Access to prospective investments

The Impact Cloud™ platform automatically detects and suggests you investment opportunities based on your current portfolio investments. 

Bespoke inhouse technology

Investment funds use crude and bespoke technologies that can only measure inputs and outputs, but not outcomes. 

Bespoke Technology

Your own impact ecosystem

Impact Manager uses flexible technology to fit your impact measurement strategy and align with your investors and investees or grantees through our ecosystem approach. 

Data aggregation is time-consuming & error-prone

Spreadsheet-based data collection is time-consuming, error-prone and difficult to track over a long period
ESG Infrastructure

The power of an ecosystem

Simplify data collection from the grantee, investee, and partner with a data collection based on metrics that are agreed upon and specific to the impact thesis
Ricardo

Ricardo Pinho

“SoPact is assisting Green Innovation in reaching our goal of being a 100% Impact Centric organization"

nancy

Nancy Metzer, Executive Director,

WCCN

“The Platform uses Impact language I'm familiar with and makes it easy to carry out our Impact Management practice".