Problem

Defining a clear and credible impact investing strategy that aligns with sustainable finance regulations and meets increasing expectations from LPs remains a challenge, particularly when translating ambition into investment decisions and measurable outcomes. 

Whether you are setting up a new fund or refining an existing one: 

• How do you define an impact strategy and determine what measurable impact means for your fund, in terms of focus, KPIs, and ambition?  

• How do you sharpen your investment focus while standing out to LPs?  

• How do you align with ESG, SFDR, SDR, and other sustainable finance frameworks while maintaining a coherent impact narrative?  

Our solution

We help you design and refine your impact framework, tailored to your fund’s strategy and stage. This includes: 

• Defining your mission and theory of change  

• Structuring your investment logic by linking impact objectives to investment criteria  

• Assessing alignment and gaps against ESG and sustainable finance standards  

• Developing a roadmap towards frameworks such as SFDR and SDR  

• Embedding impact management and impact measurement into investment strategy  

How this helps you

• Focus your investment scope and make more consistent investment decisions  

• Clearly articulate your impact investing strategy to LPs and stakeholders  

• Align with sustainable finance regulations while strengthening your fundraising narrative  

• Build a measurable and decision-relevant impact framework  

Problem

Identifying which investment opportunities align with your impact investing strategy, estimating their impact potential, and verifying key impact claims early in the process can be challenging. 

• Can you quickly identify deals aligned with your impact strategy and ESG objectives?  

• Are you focusing your time on the investment opportunities that create measurable impact?  

Our Solution

We support early-stage impact screening in two ways. 

First, we help define and apply clear impact screening criteria to efficiently filter opportunities before entering due diligence. 

Secondly, we provide an impact scan: a rapid, structured impact assessment of how potential investments align with your impact investing strategy. This includes identifying the most material social and environmental impact drivers, as well as highlighting key sustainability risks and opportunities. 

The result is a clear indication of impact potential, enabling fast and well-informed go/no-go decisions. 

How this helps you 

• Focus on the most relevant investment opportunities  

• Gain a clear view of measurable impact potential  

• Validate ESG and impact claims early in the investment process  

• Make faster, evidence-based investment decisions without slowing deal flow  

Problem

Assessing the impact and ESG profile of a company during due diligence can be complex and time-consuming. 

• Do you fully understand the social and environmental impact your investment will create?  

• How robust is the evidence behind projected impact outcomes?  

• What are the key sustainability and impact risks?  

• Is the impact measurable, additional, and aligned with your impact strategy?  

Our Solution

We assess whether a prospective investment aligns with your impact investing strategy and sustainable finance requirements by combining sustainability risk analysis with quantitative impact assessment. This includes: 

• A comprehensive sustainability risk assessment covering regulatory, sector-specific, and thematic risks  

• Identification of key impact risks and opportunities, with recommendations for mitigation  

• Scenario analysis to assess impact additionality and robustness  

• Quantification of impact potential using measurable and comparable impact metrics  

• ESG and impact analysis aligned with leading reporting frameworks  

How this helps you

• Gain a quantified and measurable view of impact to support investment decisions  

• Compare impact performance across investments consistently and objectively  

• Integrate impact measurement into financial analysis and decision-making  

• Understand impact returns through comparable metrics such as Impact Multiple of Money (IMM)

Problem

There is often a gap between assessing impact and embedding it into transaction terms, KPIs, and contractual conditions. 

• What impact KPIs should be tracked for each investment?  

• What contractual conditions ensure investees deliver measurable impact?  

• Are incentives aligned with both financial return and impact performance?  

• How do you ensure accountability for impact after investment?  

Our Solution

We help embed impact management directly into transaction terms by translating impact insights into concrete KPIs, targets, and contractual conditions. This includes: 

• Defining investment-specific impact KPIs linked to value drivers  

• Establishing baselines and measurable targets for impact performance  

• Recommending contractual conditions and covenants to secure impact delivery  

• Aligning incentives with both impact and financial performance  

How this helps you

• Set meaningful and measurable impact KPIs  

• Track impact performance consistently over time  

• Ensure impact commitments are embedded in transaction terms  

• Increase confidence that impact targets are realistic, measurable, and aligned with your strategy  

Problem

After investment, managing impact consistently across a portfolio can be complex, particularly across different sectors, geographies, and levels of data availability. Building scalable impact management systems for data collection, impact measurement, and monitoring remains a key challenge for investors and asset managers. 

• How do you structure impact data collection and monitoring across your portfolio?  

• How do you ensure impact is measured consistently across investments?  

• How can you compare impact performance and aggregate results at fund level?  

Our solution

We help investors build scalable impact management systems that bring the same rigor to impact performance as to financial performance. This includes: 

• Setting up processes for consistent impact data collection and validation  

• Measuring, valuing, and aggregating social and environmental impact at both company and fund level  

• Enabling comparison and benchmarking across portfolio companies  

• Integrating impact insights into portfolio management and investment decisions  

• Supporting ESG reporting and sustainable finance objectives through measurable impact data  

We support this through a combination of tools and data. 

With Impatec, our Impact Investor Tool, you can analyse, compare, and manage impact across your portfolio using consistent, monetised impact metrics, making impact directly usable in portfolio management and decision-making. 

The Global Impact Database (GID) provides sector- and region-specific impact data across global value chains. It enables consistent estimation, comparison, and benchmarking of impact across diverse portfolios, either as a standalone dataset or integrated into your own models and tools. 

How this helps you

• Integrate impact measurement into financial models and investment decisions  

• Embed impact management into core investment processes  

• Compare social and environmental impact across investments using consistent metrics  

• Gain a clear and aggregated view of measurable impact at fund level  

• Benchmark portfolio impact performance against sector and regional averages  

Problem

Impact reporting is becoming increasingly important for investors seeking to demonstrate value, strengthen transparency, and differentiate themselves towards LPs and stakeholders. However, translating complex impact data into clear, credible, and decision-relevant reporting remains a challenge. 

• How do you demonstrate measurable impact to LPs and stakeholders?  

• How do you translate complex impact data into transparent and credible reporting?  

• How do you align impact reporting with ESG and sustainable finance expectations?  

Our solution

We translate impact data into clear, credible impact reporting for LPs and stakeholders. Our reporting is based on quantified, monetised, and aggregated results aligned with leading ESG, SFDR, SDR, and sustainable finance frameworks. 

Whether building on existing analyses or assessing your portfolio from scratch, we deliver structured reporting outputs that make impact performance transparent, measurable, and comparable. 

How this helps you

• Communicate impact performance with clarity, credibility, and confidence  

• Present measurable social and environmental impact using comparable metrics  

• Strengthen your positioning towards LPs and stakeholders  

• Meet ESG and sustainable finance reporting expectations  

• Support transparent and decision-useful impact reporting