Invest in what matters most

Impact Portfolio Tracking for Private Equities

Impact Reporting is the only impact portfolio tracker that shows you what’s working, what’s not, and where to invest to make an even bigger impact.

Unleash the power of capital for good

With Impact, you can…

Connect all the dots

Compare your investments side by side or as a whole, so you can get the complete picture of the social and environmental impact you’re generating.

Be transparent

Our survey tool captures the unique contributions your investments make that can’t always be reflected in black-and-white figures.

Embrace framework flexibility

Whether you align with the Sustainable Development Goals (SDGs), the GRI Standards, or any other framework, you can easily customise our portfolio tracker to understand your successes.

Speak the language of impact

Forget feel-good metrics. Track your performance and report on your growth equity investments using indicators that mean something to you and your stakeholders.

Doing good isn’t just good for business.

It’s the only way to do business.

Explore how our software captures social impact differently.

Why choose Impact Reporting?

In a world of greenwashing, proving the impact of your investment isn’t just a checkbox. It’s our duty.

Impact Reporting turns your investing activity into impactful stories that connect with your stakeholders, showing off the real change you’re making.

Why Impact?

We partner with forward-thinking organisations like yours

Palatine

This is Over a decade ago, Palatine pioneered its environmental, social and governance (ESG) framework and has embedded it across its investment approach and portfolio with the help of Impact.

View case study

Frequently asked questions

What is impact investing, and how does it work?

Not to be confused with charity or social enterprises, “impact investing” directs capital to enterprises that generate social or environmental benefits as well as a financial return.

What are the core characteristics of impact investing?

The Global Impact Investing Network (GIIN) defines impact investing by four core characteristics: intentionality, investment with return expectations, range of return expectations and asset classes, and impact measurement. These characteristics ensure that investments intentionally contribute to measurable social or environmental outcomes alongside financial returns.

What are some examples of impact investing? 

Examples of businesses that would be a great investment with social or environmental benefits could include:

  • An ethical chocolate start-up dedicated to creating a product entirely free from the slave trade at every stage of the supply chain. 
  • A skincare range whose products are in every way sustainable, and have a strategy which surrounds building up the local community. 
  • An eye-care clinic that, for every pair of glasses sold, donates a pair of lenses to schools in developing countries with children who need help to see.
Is impact investing the same as ESG?

No, impact investing and ESG (Environmental, Social, Governance), while they are related to one another, are different concepts. ESG serves as a set of guiding criteria to evaluate risks and operational performance in investment decisions. In contrast, impact investing is when private equity funds are focused on generating specific, beneficial impacts in addition to financial returns.

How would you define impact in private equity?

In private equity, impact is defined by the tangible social or environmental benefits generated by an investment, which are intentional and measurable and contribute to addressing global challenges.

How does impact investing work within private equity?

In private equity, impact investing targets companies that not only promise financial returns but also demonstrate potential for significant social or environmental impacts. Private equity investors may actively engage with these companies to enhance their impact outcomes alongside financial performance.

What is the difference between impact investing and venture capital?

While impact investing and venture capital can target emerging businesses, impact investing is when investors specifically seek companies with the potential for both financial and non-financial returns. In contrast, traditional venture capital focuses primarily on financial growth and returns.

Why do people do impact investing? What are its benefits?

Investors choose impact investing to align their portfolios with their values, aiming to contribute to societal and environmental improvements while seeking financial returns. Impact investing can be worth it for investors wishing to achieve financial return and positive impact.

Pros include:

  • Contributing to positive social or environmental change
  • Tapping into emerging markets and innovations
  • Potentially achieving competitive financial returns

Cons involve the potential for higher due diligence costs, lower immediate returns compared to traditional investments, and challenges in measuring impact using traditional frameworks.

Why would private equity and venture capital managers need Impact Reporting?

Private equity and venture capital managers are well-placed to drive change in business. By working closely with management and supporting a business with capital, expertise and networks, investors have demonstrated that they can drive improved growth and profitability for companies of every size and stage across a very wide range of sectors and geographies. 

As an influx of funds surges into impact investment, private equity investors who adopt impact management and measurement strategies are more likely to see better success in their financial, social, and environmental outcomes.

Ready to get started?

Let’s start doing more good, together.

What to expect

  1. Schedule your 30 minute call using the form.
  2. During the call, you can share your impact goals and current challenges.
  3. Our consultant will provide an overview of Impact so you can better understand if it's the right fit for your business.
  4. Q&A