Impact Intelligence
Right now, your team is opening 40 investee folders, re-reading documents you first saw at due diligence, and assembling a quarterly report by hand. Sopact reads every document, holds every commitment, and generates all six LP-ready reports the night the quarter closes.
impact INVESTMENT - IMPACT MANAGEMENT
AI IMPACT MANAGEMENT AS A SERVICE
IMPACT MARKETPLACE
SUPPLY CHAIN PORTFOLIO DATA AGGREGATION
ESG DATA INTELLIGENCE
Your current portfolio folder
📁 Greenbridge Capital / Q3 2024
UNREAD
📄 Greenbridge_DD_Pack_v3_FINAL.pdf
14 months ago
📊 Q1_Metrics_Greenbridge_updated.xlsx
DONE
📁 Solaris Ventures / Q3 2024
LATE
📄 Solaris_ImpactReport_Q2_narrative.docx
6 months ago
📁 Terra Fund / Q3 2024
UNREAD
📧 RE: Q3 report — follow up
2 days ago
more folders. LP deck is due Monday. IC review is Thursday.
LP-ready reports per investee, per quarter — automated
Context from DD carried forward — no rebuilding
Manual document re-reads to prepare for IC review
Longitudinal investee intelligence from one platform
The real problem
Every investee folder has the story. The challenge is that it’s buried in 50–200 documents that were never designed to connect to each other — or to what comes next.
📋
Monday Morning
Re-open the DD folder from 14 months ago
The analyst who did this diligence is gone. Nobody remembers which version of the deck was final. Context starts at zero.
📄
Tuesday–Wednesday
Re-read 80 pages of narrative reports
The Q1, Q2, and Q3 narrative submissions exist. Nobody has read all three in sequence. You’re looking for anomalies with no baseline to compare against.
📊
Thursday
Manually merge metrics into the LP template
Column names changed between Q1 and Q3. Some investees still use the old template. Two have missing data. IC review is today.
🚩
Friday
Surface a risk signal you should have caught in August
It was in the Q2 narrative, page 7. Nobody got to page 7. The LP call is next week.
✓
With Sopact
All of the above — handled before you open your laptop.
DD context carried forward. Every Q2 narrative already read. Risk signals flagged the day they appeared.
📁 Greenbridge Capital
47 files
3 UNREAD
📁 Solaris Ventures
62 files
Q3 LATE
📁 Tierra Fund
31 files
REVIEWED
📁 Brightline Energy
88 files
ALL UNREAD
investees in portfolio.
LP quarterly deck is due in 5 days.
🔍 Risk signal detected — Solaris Ventures
Q3 narrative mentions "delayed regulatory approval" — cross-references Dimension 5 risk flag from DD interview (page 12). Flagged for IC.
Just now
📊 Portfolio-wide: beneficiary reach up 34%
8 investees report higher-than-committed outcomes. Strongest performance in clean energy cohort — Q3 vs. onboarding commitments.
4 min ago
📝 LP Quarterly Reports ready — all 44 investees
Six reports per investee generated overnight. Five Dimensions narrative + metrics. Executive summary formatted for LP deck.
8 hrs ago
See Sopact in Action
How Sopact works for impact funds
Three phases that compound on each other. Every stage inherits everything from the stage before.
DD Intelligence
Phase 01 — Due Diligence
Upload pitch decks, impact theses, financials, and theory-of-change documents. Sopact reads them, extracts structured claims, maps indicators to your rubric, and builds a queryable investee profile — before the first IC meeting.
Impact reports
Financials
Founder interviews
TOC documents
Five Dimensions score
Citation trail
Input
DD package — all documents
↓ Sopact reads every page
Processing
Five Dimensions rubric + ESG screening + inconsistency flags
↓ Output
Output
Scored assessment — every finding cited to source
↓ All DD context carries forward automatically
Living TOC
Ongoing Monitoring
When investee updates arrive — PDFs, survey data, narratives — Sopact automatically reconciles them against the DD baseline. New claims get validated. Gaps get flagged. Progress is tracked against original commitments, not just last quarter.
Interview + DD context
Living Theory of Change
Shared Data Dictionary
IRIS+ metrics mapped
Input
Interview transcript + all Phase 01 findings
↓ Sopact resolves gaps
Processing
Commitments extracted, IRIS+ mapped, shared vocabulary built
↓ Output
Output
Living TOC + Data Dictionary both parties aligned before Q1
↓ Living TOC becomes the scoring template for every quarter
Quarterly Loop
LP Reporting & Exit
When it’s time for LP reports, board packs, or exit memos, Sopact synthesizes the full investee record into publication-ready narratives. Every claim is traced back to source documents. Every trend is grounded in longitudinal data.
Quarterly metrics
Stakeholder voice surveys
Narrative reports
6 automated LP reports
Early warning flags
Input
Q3 data + narratives + Lean Data surveys
↓ Cross-referenced against TOC
Processing
All data scored against onboarding commitments
↓ Output
Output
6 LP-ready reports per investee — generated overnight
CRM Layer
Most impact funds operate across fragmented systems — CRM for deal flow, spreadsheets for metrics, quarterly exports for LP reports.
Sopact pulls your portfolio context from your existing CRM, layers in investee submissions and document intelligence, and generates LP-ready reports overnight.
No write permissions.
No data changes in your CRM.
Your IT and governance teams stay comfortable.
Email → Sopact → CRM Flow
Stakeholder email
→
Sopact intake
AI analysis
→
Attio record
Enriched + scored
→
Impact dashboard
Featured · Live
Attio
AI-native CRM
MCP integration
Contacts · Deals · Notes
Portfolio context pulled in real-time
✓ Tested Live
Impact VC · Deal Sourcing
Affinity
Most common at impact VCs
Relationship intelligence
Deal flow pipeline
Read-only API pulls portfolio fields
ZAPIER
Impact PE · DFI
DealCloud
Mid-market & growth funds
Altvia · Salesforce-based
Portfolio monitoring views
Deal & fund metadata via API
API + Zapier
Emerging Manager
HubSpot
Funds under $200M AUMLP communicationsPipeline + contact trackingContact data pulled via MCP
MCP
Foundation · Multi-asset
Juniper Square / Backstop
Real estate + PE + VCLP portal & reportingGP–LP collaborationInvestor data via webhook
API + WEBHOOK
Automated outputs
Structured assessment across all rubric dimensions with evidence-linked scores and trend indicators.
→ Generated at DD + every quarter
Auto-flagged data gaps, contradictions between claims and evidence, and emerging risk patterns.
→ On every document upload
Everything the investment committee needs: thesis validation, key metrics, open questions, and recommended actions.
→ Before each IC meeting
Publication-ready impact narrative for LP reports, synthesized from the full investee record with source citations.
→ Quarterly / annually
Multi-year trajectory for each indicator, showing compounding progress or emerging concerns across the portfolio.
→ Annually + on demand
Complete impact record from entry to exit, ready for LP close-out reports, case studies, and future fund fundraising.
→ At exit / fund close
What makes this different
Every other tool in your portfolio resets at each stage — new context, new documents, new analysts starting from zero. Sopact carries the full investee record forward from the first DD document through year-seven exit.
Stage 01
Due Diligence
Stage 02
Onboarding
Stage 03
Quarterly Loop
Stage 04
Year 2–7 + Exit
Document Intelligence
50–200 DD docs read & scored
Interview synthesized with DD
Quarterly narratives read automatically
Full lifecycle narrative available any time
Stakeholder Voice
Not yet captured
Baseline surveys deployed
Lean Data surveys, AI-coded quarterly
Longitudinal sentiment + outcome evidence
Risk Intelligence
DD risk flags extracted
Commitments tracked, risk baseline set
Signals updated every quarter
Predictive patterns from full lifecycle
Context Known
5%
25%
60%
95%
Why Sopact beats the alternatives
Every stage inherits the full record. DD findings inform monitoring. Monitoring feeds LP narratives. Nothing resets.
Every score, trend, and narrative is traced back to the specific document and passage that supports it.
Sopact maps to your existing impact framework — IRIS+, custom rubrics, SDG alignment — instead of forcing a new taxonomy.
No portals for investees to fill out. No CSVs to reconcile. Sopact reads the documents your investees already send.
20-minute live session. Your documents, your rubric. Immediate results.
Book a Live Session
