Build a Broader Investment Thesis
Map the breadth of markets, challenges and use cases alongside business opportunities.
For VC / CVC
Impact Across
Your Portfolio
Connect impact potential, commercial due diligence, investment decisions and post-investment monitoring—without losing the evidence behind each decision.
VALUE
See Impact Potential Alongside Commercial Value
Evaluate a venture’s potential to address societal needs alongside the size, viability and growth prospects of the underlying business.
Deepen Dialogue with Portfolio Companies
Update hypotheses based on business plans and discussions with companies.
Carry Impact Findings Beyond Investment
Carry DD findings forward into KPIs, monitoring and reporting.
ISSUES
Where Investment and Impact Analysis Lose Connection
Identify the gaps that prevent impact evidence from informing investment decisions and portfolio engagement.
Societal Needs Are Disconnected from Market Potential
Teams lack a common way to connect societal challenges with market and growth opportunities.
Commercial and Impact DD Run in Parallel
Business plans and impact assessments proceed separately, limiting their value to investment decisions.
Investment Rationales Are Hard to Trace
Interviews, additional research and committee decisions are scattered, making the rationale hard to trace.
Impact Evidence Stops at Closing
Models and KPIs developed at investment are seldom reused for engagement or LP reporting.
WORKFLOW
Take DD Findings into Portfolio Management
Keep impact hypotheses, KPIs and supporting evidence available from initial screening through portfolio monitoring and LP reporting.
01
Explore
Identify relevant societal challenges, markets and applications.
02
Discuss and Refine
Update hypotheses and evaluation perspectives using company materials and meetings.
03
Evaluate and Decide
Connect business DD, impact DD and investment decision criteria.
04
Apply After Investment
Carry insights into KPIs, support plans and LP reporting.
FEATURES
Capabilities for the Investment Lifecycle
Combine market exploration, impact DD, KPI design, investee monitoring and LP reporting in a connected process.
Explore Markets and Impact Opportunities
Compare relevant societal challenges, opportunities, existing solutions and competitors.
Logic models and KPIs
Map pathways to outcomes, quantitative KPIs and measurement methods.
Impact due diligence
Assess the Five Dimensions, materiality, additionality and risks.
Commercial DD & Investment Committees
Cross-check business plans against impact hypotheses and prepare decision materials.
Portfolio Impact Monitoring
Track targets, results, engagement and improvement actions.
LP & Internal Reporting
Reuse investee-level data for fund and CVC reporting.
IMPLEMENTATION
Embed IMM in Your Investment Process
Pilot with a small number of opportunities or investees, then connect the outputs to your existing investment and reporting processes.
Clarify Your Investment Approach
Review focus themes, target stages and investment criteria.
Pilot on selected investments
Develop models and KPIs for prospective or existing investees.
Define DD Outputs
Identify the outputs needed for internal approval, committees and investee support.
Make It Part of the Process
Align operations with meetings, DD, monitoring and LP reporting.
Get Started with impactlake™
Start with the capabilities you need today, then expand to team-wide workflows as your needs evolve.