Impact Investing Solutions
Impact Solutions to
Meet Your Needs
We are here to amplify your impact.
Think of us as an extension of your team, wherever you need support. We can plug in at any stage from sourcing to due diligence, to execution and ongoing reporting.
Here are some ways we partner.
Buildin20g Custom Portfolios
Tell us your impact aspirations and financial goals, and we source investment options across impact areas and asset classes that align with your strategy.
Sourcing & Due Diligence
We identify investment opportunities and apply our proprietary due diligence process that considers your specific impact and financial criteria.
Back Office Operations
We assist with subscription documents, capital calls, generating liquidity and Board and Investment Committee meeting preparation and participation.
Monitoring & Reporting
We continuously monitor and report on the impact and financial performance of your investments.
Building an Impact Strategy from the Ground-Up
Earlier this year, Asana executive Anna Binder jump-started her interest in responsible investing through the Invest for Impact Platform. She self-guides a diversified impact portfolio and recently made her first grant to the World Wildlife Fund.
“With ImpactAssets, I knew my capital would start generating impact even before my first grant.”
— Anna Binder, Founder, Asana
Impact Solutions Audience Spotlight
Bringing Impact Investing into my Organizational Strategy
Corporate or Foundation
Unlike more conventional donor advised funds, The ImpactAssets Donor Advised Fund permits entrepreneurs like Seth Goldman to both invest in diversified impact portfolios and source impact deals himself -- and remain hands-on to guide his investing and granting. Seth focuses on the deals and investments in climate-focused companies he cares deeply about.
ImpactAssets handles the complexity.
“I had ideas on how to invest for impact. What I didn’t have was a financial services wingman.”
— Seth Goldman, Founder, Honest Tea
Have questions? We’re ready to help.