Portfolio Optimization
Providing social impact funders with ongoing support for investment selection, portfolio analysis, and benchmarking to optimize annual results.
Move beyond outputs, to outcomes
Impact Funders often struggle to identify, measure, and improve the results of their annual investments in nonprofits or social enterprises. Our team works with you to understand your goals, analyze and benchmark your current portfolio, and recommend ways to increase your impact, all while increasing your capacity for equitable grantmaking.
Grant selection and forecasting
We create curated lists of candidate nonprofits and social enterprises for you to consider based on your portfolio goals and desired outcomes, and help you forecast the potential impact of your investments. Want to move beyond traditional grantmaking? We can facilitate Reverse Auctions and Outcome Transactions to streamline your funding of impact.
Impact reporting beyond grants
Our team provides unified impact analysis across grants, employee giving, company match, volunteering, impact investing, and more. We identify opportunities to adjust your allocations for maximum impact, while summarizing your impact for Board reporting.
Year over year trending
Access our team of analysts to understand your portfolio progress from year to year, including changes in total outcomes funded, ROI, fit to strategiy, and how to use previous results to inform future optimization decisions.
How to get started
Impact Strategy
Define the outcomes and impact you value most.
Investment Selection
Portfolio Analysis
Get Credit
Optimize
Take proactive steps to improve your portfolio or provide capacity building to your social program partners.