This year, CapShift introduced the Research Engine, a tool designed to help financial professionals easily navigate the impact investing landscape. The Research Engine empowers firms to proactively discover, research, and evaluate private impact investments, allowing you to anticipate your clients’ needs and present tailored opportunities before they ask.
With access to CapShift’s curated selection of over 1,100 private impact investments and recoverable grants, you can stay ahead of the curve. The platform also includes research on select public impact funds, providing a comprehensive view of the market that enables you to offer a broad spectrum of impact options.
The Research Engine streamlines the discovery process for private impact investments. You can search and filter opportunities based on impact sectors, asset classes, geographies, and more, helping you identify investments that align with your clients’ unique values and goals. CapShift’s integrated expertise, including due diligence, impact data, and ratings, supports informed decision-making, ensuring you can confidently present well-researched, impactful options to your clients.
Consider the case of a family office that used the Research Engine to activate more of their foundation capital to address climate change. As they explored opportunities to make a meaningful impact, they leveraged the Research Engine to delve into sub-thematic areas such as climate tech, food and agriculture, and agroforestry, across the risk and return spectrum. The Research Engine assisted them in sourcing over 100 opportunities and understanding the universe of potential investments and strategies in the climate arena. Through further research, they developed a shortlist for deeper investigation and potential future investment.
As barriers to authentic impact investing remain high, CapShift is committed to making it as easy as possible for you to build high-quality portfolios that resonate with your clients’ goals and interests. The Research Engine is a powerful tool to help you delight your most important clients and attract new ones, positioning you as the proactive, trusted partner they need.
Connect with us to learn more about the Research Engine.
Research Engine by the numbers: 1
- Total opportunities: 1,127
- Available due diligences: 121
- Rated and reviewed opportunities: 225
1 Information below is CapShift internal data as of 9/12/24. Percentages rounded to the nearest whole number.
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.
