Sopact is a technology based social enterprise committed to helping organizations measure impact by directly involving their stakeholders.
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Sopact Sense scores every DD document against the Five Dimensions of Impact, builds a living Theory of Change at onboarding, and generates six LP-ready reports per investee per quarter — automatically.
See It With Your PortfolioFor Accelerators, Pitch Competitions, Fellowships, Scholarships, Awards —
and What Comes After
95% CONTEXT CARRIED FORWARD * ZERO MANUAL DOCUMENT RE-READS *
6 AUTOMATED REPORTS PER INVESTEE PER QUARTER
Traditional DD: 50–200 documents per investee. Analysts reviewing manually in email threads and shared drives. Every analyst applying the Five Dimensions rubric differently. No audit trail.
Sopact Sense reads every document in the investee package and generates a scoring rubric aligned to the Five Dimensions — What, Who, How Much, Contribution, Risk — automatically. Every score has a citation trail linking directly to the source passage. No black boxes.
Phase 01
INPUT
DD Documents
Impact reports, financials, TOC docs, LP decks, founder interviews
SOPACT SENSE
Document Intelligence
Five Dimensions rubric + ESG screening + inconsistency flags
OUTPUT
Five Dimensions Assessment
Every score cited to source document
Early-stage deals weighted toward TOC clarity and team commitment. Growth-stage toward outcome evidence and scalability. Portfolio comparison included — how this candidate scores relative to your existing investees.
All DD context inherits automatically. The interview is pre-loaded with every finding from Phase 01 — the inconsistencies, the scoring gaps, the questions that need resolution before capital deploys.
Sopact synthesizes the interview alongside DD intelligence into a living Theory of Change and a shared Data Dictionary — the shared language between you and the investee for the next three to seven years.
Phase 02
INPUT
nvestee Interview + DD Context
All findings from Phase 01 pre-loaded
SOPACT SENSE
Interview Intelligence — Living TOC + Data Dictionary
AI resolves DD gaps, builds commitments
OUTPUT
Living TOC + Shared Data Dictionary
IRIS+ metrics mapped, both parties aligned before Q1 data
This is where Sopact differs from every tool in this category. When Q1 reporting is due, Sopact already knows what the investee committed to track, what gaps were resolved at interview, and what the Five Dimensions baseline was. No rebuilding from scratch.
Consistent Five Dimensions Scoring — Every analyst applies the same criteria across every DD document. Scoring is auditable and comparable across the portfolio.
Stakeholder Voice at Scale — Lean Data-style surveys delivered automatically, AI-coded, synthesized into every quarterly report. The Who and Contribution dimensions become operational.
LP Reporting Without the Assembly Line — Six reports per investee generated overnight. Portfolio-level synthesis ready for your LP quarterly packet without three weeks of analyst time.
Early Warning Before IC Review — Risk indicators flagged as data comes in. Target Miss and Unusual Activity surface before they become formal problem items.
The Theory of Change from Phase 02 and the Data Dictionary become the scoring template for every quarter that follows. Sopact reads every quarterly submission — structured data, open-ended narrative, interview transcripts — against the commitments made at onboarding.
Phase 03
INPUT
Quarterly Data + Stakeholder Voice
Investee submissions, Lean Data surveys, field reports, KPIs
SOPACT SENSE
Portfolio Intelligence Engine
Cross-references all investee intelligence across quarters
OUTPUT
Six Automated LP-Ready Reports
Unified Report · Missing Data · Target Miss · Unusual Activity · Risk Report · LP Summary
Your LPs want evidence-based narratives, not dashboard screenshots. Your IC wants to know which investees are tracking below commitment. Sopact gives both answers from the same data — the same night the quarter closes.
See how Sopact Sense connects due diligence to LP reporting in one intelligence loop — Five Dimensions scoring, living Theory of Change, six automated reports per investee.
See It With Your PortfolioUnified Report
Full Five Dimensions update per investee — what changed, who experienced it, how much, contribution evidence, emerging risks.
Cross-references all quarterly data against the commitments made at onboarding.
Missing Data Alert
Who hasn't reported, which fields are incomplete.
Know exactly which investees need a follow-up call before IC review — not after.
Target Miss Report
Which investees are tracking below their committed metrics.
Flagged before they become surprises at the Investment Committee — not after.
Unusual Activity Report
Signals that don't fit the pattern — positive or negative — that standard reporting would bury.
Population drift, founder sentiment shifts, emerging contribution evidence — surfaced automatically.
Risk Report
Live Dimension 5 update across evidence, external, participation, and endurance risk categories.
Early warning signals updated every quarter — not surfaced for the first time at exit.
LP-Ready Summary
Executive portfolio summary formatted for your LP quarterly packet.
Evidence-backed Five Dimensions narrative — numbers and story, generated overnight, not assembled over three weeks.
FOR YOUR INVESTMENT TEAM
FOR LEADERSHIP & LPs
Know every investee deeply — their complete DD history, onboarding commitments, quarterly trajectory, and stakeholder voice data. Not just their last report.
Turn portfolio data into decisions. AI extracts themes across investee narratives, flags risk signals, and surfaces what matters — so your IC acts in days, not after a manual review cycle.
Your portfolio doesn't just generate quarterly reports — it compounds intelligence. Every quarter, Sopact Sense gets smarter about what your impact thesis looks like in practice. Your next investment decision benefits from everything every previous investee produced.
Bring us your application rubric. We'll show you what scoring 500 applications looks like in Sopact Sense — in 20 minutes.
Book a DemoEvery investee gets a persistent unique ID that connects their DD documents, onboarding commitments, quarterly reports, stakeholder voice data, and exit findings — across the full investment lifecycle.
Investee
Unique ID
DD Context
→
Cycle 1
Due Diligence
Scored & reviewed
→
Cycle 2
Renewal
Context carried forward
→
Cycle 3
Outcome Data
Longitudinal evidence