Next-Level Impact

2025 CapShift Impact Report

Between July 1, 2024 and June 30, 2025 CapShift’s clients have:1

Shifted more than $530 million

into impact investments and recoverable grants

Funded 115

public, private, and nonprofit impact funds and organizations working to tackle entrenched problems across the globe.

For CapShift clients this past year marks a profound shift—a change from responding to emergencies to proactively crafting impactful programs that are incorporated across teams and available to a larger number of families.

The result: this year our clients have moved nearly as much money for impact as they had cumulatively over our history.

The top impact themes supported by CapShift’s clients include:2

18%

Energy

16%

Financial Inclusion and Microfinance

15%

Food and Agriculture

12%

Housing

8%

Clean Technology and Infrastructure

Places where our clients focused their efforts:3

  • 43% flowed to funds and organizations supporting communities across the U.S.
  • 57% flowed to funds and organizations working globally

Organizations addressing all 17 of the United Nations Sustainable Development Goals (SDG) received funding.

Click on the SDG to learn more about each goal and for sample impact reports from organizations working towards them.4

The organizations that CapShift’s clients have supported are working every day to improve lives and protect the planet. In 2024, these organizations have:5

Provided more than 140,000,000 loans to individuals

Provided more than 35,000,000 loans to small businesses and nonprofits

Directly created more than 2,000,000 jobs and internships

Mitigated more than 199,000,000 metric tons of CO2 equivalent emissions

Explore next-level impact

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Let’s see what milestone we reach next.

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Endnotes

1. CapShift internal data from July 1, 2024 to June 30, 2025.

2. CapShift internal data. Impact Sector Data represents the amount of money moved directly into impact focused private and recoverable grant opportunities from 7/1/24 to 6/30/25. Impact sector categorization as assigned by CapShift. Excludes all public investments. Includes private investments supported indirectly.

3. CapShift internal data. Geography data represents the amount of money moved directly into impact focused private and recoverable grant opportunities from 7/1/24 to 6/30/25. Impact sector categorization as assigned by CapShift. Excludes all public investments. Includes private investments supported indirectly.

4. CapShift internal data. SDG data represents organizations supported from 7/1/24 to 6/30/25. SDG categorization: each opportunity is assigned up to 3 SDGs that correspond with that opportunity, either self-reported or CapShift ascribed based on review and comparable opportunities. Research Engine data as of August 13, 2025. Stories of Impact provided by investment or recoverable grant recipients.

5. Information self-reported by select investment and recoverable grant recipients as of the fiscal year ending either June 30, 2024 or December 31, 2025. Compiled by CapShift.

[1] CapShift internal data. Geography data represents the amount of money moved directly into impact focused private and recoverable grant opportunities from 7/1/24 to 6/30/25. Impact sector categorization as assigned by CapShift. Excludes all public investments. Includes private investments supported indirectly.

Disclosures

This report highlights the self-reported impact of CapShift LLC and CapShift Advisors, the two entities are referred to as CapShift throughout the report. CapShift gathered self-reported data from a select group of funds, nonprofits and social enterprises that received investment or grant capital directly or indirectly from work CapShift performed or influenced. The data CapShift is reporting has not been audited or reviewed by a third-party.

This report does not constitute an offer to sell or a solicitation of an offer to purchase any security. Any such offer or solicitation would only be made pursuant to an offering memorandum or prospectus. All investments entail a high degree of risk and no assurance can be given that the investment objective will be achieved or that investors will receive a return of their capital. Any investment opportunities highlighted in this report are presented for illustrative purposes only. Opportunities may not be suitable for all investors due to differences in risk tolerance, investor status, and investment time horizons, amongst other factors. Additionally, investments may not achieve stated social, environmental, or similar objectives.