Who We Are
We were founded by veterans in the impact investing, asset management, and wealth advisory sectors with a common purpose – empowering philanthropic and financial institutions, along with their clients, to mobilize capital for social and environmental change.
Our founders are Mark Cirilli and Adam Rein of MissionPoint Partners and Jacques Perold, formerly of Fidelity Management and Research Co., in partnership with Heron Foundation. Through an early acquisition of ImpactUs Marketplace, we also brought Liz Sessler onto the leadership team.
Investors in CapShift include Heron Foundation, Omidyar Network, and other leading community development financial institutions (CDFIs). Additional funders include the Grantham Foundation for the Protection of the Environment, Spring Point Partners, Jesse Fink and Kat Taylor, among others.
Learn more about our solutions to see how CapShift can support your impact investing objectives.
Our team witnessed firsthand that donor advised funds – a fast-growing, $100+ billion market of charitable assets – were filled with values-aligned donors, families, and institutions, that were interested in participating in impact investing opportunities. However, the donor advised fund providers were missing a simple way to access high-quality impact investments and work with donor-identified investment opportunities.
We launched CapShift to change that.
Now donors can work with their preferred donor advised fund provider and access an array of impact investment opportunities. CapShift provides impact investing services to Fidelity Charitable, National Philanthropic Trust, Chicago Community Trust, American Endowment Foundation, and other local and national donor advised fund providers.
We also work with leading national foundations, family foundations and other institutions that face similar challenges in identifying, accessing and evaluating impact investments.
Contact CapShift if you’d like to learn more about how we work with your preferred provider.