Assess Investees Consistently
Organize themes, materiality and KPIs in a common structure.
For Asset Owners & Fund Managers
Portfolio Impact, Connected
Move from pre-investment impact due diligence to portfolio monitoring, investee engagement and LP reporting on a shared evidence base.
VALUE
Carry Impact Commitments Beyond Diligence
Investors need more than deal-by-deal assessments. They must use impact information consistently in investment decisions, investee support, fund management and stakeholder communications.
Track Outcomes Across the Portfolio
Connect performance, targets and engagement.
Use Findings at the Fund Level
Aggregate, analyze and report investee-level information.
ISSUES
Common Portfolio IMM Challenges
Reduce fragmented assessments and reporting while connecting investee-level evidence to fund-level decisions.
Different Metrics Across Investees
Different evaluation methods and definitions make aggregation and comparison difficult.
Pre- and Post-Investment Work Are Disconnected
Assessment models used at investment are not carried into monitoring.
Too Much Manual Data Collection
Investee reports are spread across different formats and locations.
The Same Data Is Collected for Every Report
Materials are recreated for committees, LPs and annual reports.
WORKFLOW
Connect Investee Assessments to Fund Management
Use the same evidence to support initial assessment, engagement, portfolio monitoring and investor reporting.
01
Set Policy and Assessment Criteria
Organize investment themes, societal challenges and impact hypotheses.
02
Assess Each Investee
Collect and structure models, KPIs and supporting evidence.
03
Monitor and Engage After Investment
Track results, engagement and improvement actions.
04
Consolidate and Report
Consolidate information by fund and theme.
FEATURES
Capabilities for Fund-Level IMM
Bring investee assessments, KPIs, engagement records and reporting into a shared fund-level workflow.
Investee Impact Assessment
Clarify investment hypotheses, additionality, beneficiaries and materiality.
KPI & Progress Tracking
Manage targets, actuals and update frequency for each investee.
Engagement
Record discussion points and improvement actions.
Portfolio-Level Management
Manage funds, investees and themes consistently.
Investor Reporting
Support LP, committee and annual reporting.
Data & Workflow Integration
Reuse existing assessment information and external data.
IMPLEMENTATION
Build IMM into Fund Operations
Start with a sample of investees, establish consistent metrics and scale the process across funds and reporting cycles.
Confirm Investment Policy and Objectives
Identify target themes, investee groups and evaluation/reporting needs.
Pilot with selected investees
Refine KPIs and models using existing cases.
Design Fund-Level Reporting
Define shared fund-level indicators and reporting formats.
Make Monitoring Routine
Integrate into investee data collection, updates and engagement.
Get Started with impactlake™
Start with the capabilities you need today, then expand to team-wide workflows as your needs evolve.