For Impact Investors & Portfolio Teams

De-risk your portfolio and prove investment ROI/SROI with defensible data.

Move from fragmented spreadsheet data to a single, auditable source of truth. Standardize metrics, benchmark performance, and streamline reporting to LPs and regulators.

Portfolio SROI Dashboard

Aggregated
Portfolio SROI
4.2x

+0.8x vs. last quarter

Active Investments
24

Across 8 sectors

SROI by Investment
CleanTech A
5.1x
EdTech B
4.2x
HealthTech C
3.6x
AgriTech D
2.7x

Why portfolio teams need a unified data strategy.

Managing impact data across a diverse portfolio is manual, inconsistent, and often lacks the rigor required by LPs and new regulations.

Stop Chasing Data

Stop chasing portfolio companies for data with endless emails. Automate collection and standardization.

Standardize Metrics

Standardize varied metrics into a common framework for comparison across your entire portfolio.

Audit-Ready Reports

Produce defensible, audit-ready reports for SFDR, ISSB, and LPs on demand.

The Four Pillars for Portfolio Excellence

01Foundation

Centralize disparate data from all your assets into one standardized view for total visibility.

02Impact

Instantly compare SROI and impact KPIs across investments to identify leaders and laggards.

03Compliance

Automate the creation of complex reports for stakeholders, ensuring you meet all compliance mandates.

04Growth

Use proven, data-backed impact track records to differentiate your fund and secure new capital.

Ready to upgrade your portfolio's impact management?

See how Purposefy can standardize your data and automate your reporting.

Impact Investor Solutions - Purposefy