Funds, Social Enterprises, & Nonprofits

Discover values-aligned investors

Accelerate your access to capital

If you represent an impact fund, social enterprise, or nonprofit seeking new sources of capital, join CapShift’s Research Engine.

You can reach thousands of values-aligned investors, philanthropists, and advisors seeking authentic impact solutions across a range of asset classes, social and environmental issue areas, and geographies. CapShift helps Individuals, Family Offices, Financial Advisors, Donor Advised Funds, and Foundations discover, execute, and monitor impact investments.

Joining our community is easy, efficient, and free of charge.

Market a diversity of impact opportunities

The CapShift investor community seeks to address global challenges that span the 17 United Nations Sustainable Development Goals.

By joining the Research Engine, we can help you share your private or direct investment opportunity with mission driven investors. And, if you’re a social enterprise or nonprofit, we’ll help you connect with donors interested in your recoverable grant opportunity.

Market a diversity of impact opportunities

The CapShift investor community seeks to address global challenges that span the 17 United Nations Sustainable Development Goals.

By joining our Research Engine, we can help you share your public, private, or direct investment opportunity with mission driven investors. And, if you’re a social enterprise or nonprofit, we’ll help you connect with donors interested in your recoverable grant opportunity.

Share the details

Fill out our opportunity submission form and our research team will review the details of your opportunity. If we think you’re a good fit, your opportunity will be added to the Research Engine and made available to our network of clients.

Participate in additional due diligence

If our clients are interested in funding your opportunity, we’ll reach out to do a thorough review of your financials, operational systems, and impact considerations. And, once the funds are ready to flow, we’ll coordinate the details of the transaction.

Connect with our community

More than 1,000 public, private, and nonprofit impact opportunities have been sourced by our team. Our two-step onboarding process is efficient and light-touch to minimize your time to listing.

Share the details

Fill out our opportunity submission form and our research team will review the details of your opportunity. If we think you’re a good fit, your opportunity will be added to the Research Engine and made available to our network of clients.

Participate in additional due diligence

If our clients are interested in funding your opportunity, we’ll reach out to do a thorough review of your financials, operational systems, and impact considerations. And, once the funds are ready to flow, we’ll coordinate the details of the transaction.

How to be profiled on the Research Engine

Our Research Engine houses alternative funds, direct investments, and recoverable grant opportunities with clear impact alignment

General Criteria:

  • US and Global opportunities
  • Full spectrum of return profiles, including opportunities seeking return of capital, impact-first and market rate returns
  • Target Fundraise
    • $1mm+ for direct and co-investment opportunities
    • $10mm+ for alternative funds
    • $5mm+ for recoverable grants
  • Fundraising timeline with at least 3-month capacity

Eligible opportunities must contribute towards the 17 United Nations Sustainable Development Goals. Our impact framework categorizes opportunities in categories, sectors, and cross-cutting thematic areas, which include energy, oceans and marine life, food and agriculture, health and wellness, racial equity and justice, arts & culture, and more.

Please join our Research Engine by sending us materials and filling out our opportunity submission form. Once CapShift has reviewed your shared materials, our research team will reach out if we are interested in learning more.

Frequently Asked Questions

What are the benefits of working with CapShift?

CapShift is the backbone of impact investing solutions across dozens of the world’s largest financial, charitable, and corporate institutions. We partner with leading institutions in the roughly $1.5 trillion U.S. charitable donor advised funds (DAFs) and foundations space helping donors and financial advisors discover, execute, and monitor impact investments. Funds, companies, and nonprofits value working with CapShift because we make it easier to efficiently access charitable and investment capital from a variety of high quality and hard to access sources through one platform.

From setting up a DAF for a prospective LP to performing due diligence and providing transaction support, our goal is to empower your fundraising process by helping you activate your network and sharing your opportunity with our clients. We also partner and collaborate with leaders and experts in the impact investing space through thought leadership initiatives, dealflow exchange, and share best practices.

DAFs are charitable accounts maintained and operated by a sponsoring 501(c)(3) organization. These types of accounts provide an immediate tax deduction and allow donors to make charitable contributions and impact investments into private, public, and recoverable grants. Charitable dollars such as those held in DAFs are great source of capital to deploy into impactful and catalytic ventures. It is important to mention, once donors make contributions to their DAF, the sponsoring organization has control over the funds, and these are non-redeemable. Donors retain advisory privileges with respect to the distribution of funds and investment of assets in the account.

Yes, CapShift partners with over a dozen leading DAF providers to help clients set up DAF accounts that are optimized for impact investing and their goals. We help clients define goals and serve as an advisor to manage the full process and help build and deploy impact portfolios. If there is a potential investor interested in deploying capital to your fund, enterprise, or nonprofit through their DAF, contact us today to discuss how CapShift can support your fundraising process at hello@capshift.com.

To date, our platform has deployed capital into 100+ impact-driven funds and enterprises working across impact sectors, including environment, social needs, and economic development. Our investment and recoverable grant check sizes typically range between $100k – $5 million with minimums starting as low as $25,000. Check out our 2024 Impact Report to learn more about our recent work and capital deployment!

  • Help unlock charitable investors from your own fundraising network: CapShift works with founders and managers who are interested in sharing with their network that their fund or enterprise is available for investment using charitable dollars to help open new funding pathways. If you already have an investor who is seeking to invest in you through their DAF or foundation, or needs support completing a due diligence, please reach out to hello@capshift.com.
  • Be discovered by CapShift’s client network: CapShift helps its clients and hundreds of DAF account holders and advisors discover new impact funds and enterprises aligned with issues they care about through our industry-leading Research Engine. To help us understand your investment or recoverable grant opportunity, please share overview details with us though our online submission form. Once CapShift has reviewed your shared materials, our research team will reach out if we are interested in learning more.

CapShift’s Research Engine allows our clients, donors, and investment professionals to conduct curated discovery of impact investing opportunities by accessing 1,000+ private investments, co-investment vehicles, and recoverable grants, as well as expertise via due diligence, impact data, and ratings. Our technology allows users to search and filter opportunities across impact sectors, asset classes, geographies, and more. CapShift covers opportunities across the financial return spectrum and asset classes.

Our Research Engine houses alternative funds, direct investments, and recoverable grant opportunities with clear impact alignment

General Criteria:

  • US and Global opportunities
  • Full spectrum of return profiles, including opportunities seeking return of capital, impact-first and market rate returns
  • Target Fundraise
    • $1mm+ for direct and co-investment opportunities
    • $10mm+ for alternative funds
    • $5mm+ for recoverable grants
  • Fundraising timeline with at least 3-month capacity

Eligible opportunities must contribute towards the 17 United Nations Sustainable Development Goals. Our impact framework categorizes opportunities in categories, sectors, and cross-cutting thematic areas, which include energy, oceans and marine life, food and agriculture, health and wellness, racial equity and justice, arts & culture, and more.

Please join our Research Engine by sending us materials and filling out our opportunity submission form. Once CapShift has reviewed your shared materials, our research team will reach out if we are interested in learning more.

No, there is no cost to add your opportunity to the Research Engine.

The Research Engine showcases critical information on investment and recoverable grant opportunities. Our team reviews opportunities in detail to assess eligibility. This includes understanding the impact thesis, fund strategy, offering size, capital structure, minimum investment or contribution, estimated final close, and more. To start, please share a deck that provides a comprehensive overview of your financial and impact strategy.

Our research team is updating information daily. Our goal is to provide the most up to date information to our client community and identify the latest impact investing trends and opportunities.

Please share with us quarterly the latest developments of the opportunity. Including our Research Team in newsletters, non-confidential LP updates, and sending the latest deck are the best ways to keep our team updated. In addition, our team sends a semi-annual survey to all issuers in our network to share the latest details on fundraising activity, closings, new products, etc.

The earlier the better. You can share information with us at any point in your fundraising cycle. However, knowing about the opportunity early in the process allows us to share information with our network for a longer period.

Recoverable grants are a type of charitable gift, a form of giving that puts impact as the primary objective with the option for the funds to be recovered if a program accomplishes its objectives. For more information, please visit Recoverable Grants – CapShift.

The company you’ll keep

We’re proud to feature impact opportunities from these leading funds, social enterprises, and nonprofits.

Questions? We have answers.

Let’s talk about how CapShift can help you connect with qualified impact investors.