Financial Advisors
CapShift makes it easy for you to provide best-in-class impact investing solutions that meet your clients’ needs.
Learn more by downloading our overview for financial advisors.
OUr Services
Our Tools Make Impact Investing Simpler
We help you retain and engage clients in new ways by offering a differentiated service that speaks to your clients’ values:
Sourcing Services
Leverage CapShift’s growing database of investment opportunities sourced by our global network of partners with broad market coverage.
Research and Due Diligence
Expedite the process to qualify and understand investment opportunities with support from our Research Team.
Social Impact Reporting
Stay up-to-date and share regular financial and social impact reporting with your clients over the life of the investment using CapShift’s technology.
Donor Advised Fund Solutions
Work with your preferred DAF Provider and CapShift to add new impact investment opportunities to their menu or work with CapShift to identify the right partner to meet your clients’ needs.
Sourcing Services
Search by What’s Important to You
Our proprietary and growing database includes leading public ESG and thematic strategies, private funds, direct investments, and philanthropic investments.
Find
We source opportunities from top-tier nonprofits, national foundations, impact investors and domain partners. Our database has over 1,000 impact investment opportunities and is growing.
Review
We qualify opportunities to meet basic impact filters and to ensure they’re transactable
Synthesize
We develop summaries and marketing materials based on client interest
If you have a unique request, such as a specific geography or impact area, we can leverage our network of partners to identify specialized investment opportunities.
Clean Energy
Income equality
Quality education
Healthcare
Safe and Affordable Housing
Sustainable food and agriculture
Social Justice
Refugee stability and livelihoods
Research and Due Diligence
Streamline Your Process
Impact investing covers a wide range of asset classes and thematic areas. We know reviews of these products can be costly, so our Research Team can work with you to help manage those costs, narrow your search, and expedite the review process.
Additionally, through a partnership with MissionPoint Partners, a registered investment advisor, you can receive a full due diligence packet and recommendation based on your clients’ unique risk, return and impact criteria.
Contact Us to Learn More
Donor Advised Fund Solutions
Enhance Your Clients’ Philanthropic Capabilities
Donor advised funds are a simple place to get started with impact investing. If you have a preferred donor advised fund provider, we can work with them to bring impact investing opportunities to your clients.
We work closely with Fidelity Charitable, National Philanthropic Trust, Chicago Community Trust and other leading providers across the country. Contact us by clicking below to find out how we work with your preferred provider.
CapShift can provide you and your clients with access to a wider array of impact investments at lower minimums and fewer transaction costs than working directly with your clients’ donor advised fund (DAF) providers.
FlexDAF Impact Solutions
If you need to identify a preferred donor advised fund provider for a client wanting access impact investments, we can work with you to find the right partner.
The breadth of our relationships allows us to optimize for the provider that offers the right array of impact investment flexibility with the most competitive fees for your clients’ needs.
Our FlexDAF for Impact program offers an end-to-end service:
TAILORED
We select the best provider for your needs with access to discounted fees
SUPPORTIVE
We facilitate approval of your desired public and private impact investments
STREAMLINED
We simplify management through integrated billing, reporting, and oversight
Stay in Touch
Subscribe to our advisor-specific newsletter for regular updates and tailored content.
Social Impact Reporting
Spotlight the Progress
CapShift helps you keep the impact front and center when you meet with clients by providing you with easy-to-use materials that share stories, key metrics, and tie back to the United Nations’ Sustainable Development Goals. You can incorporate these materials – available for both public and private investment opportunities – into a client meeting or send as part of a quarterly statement.
Contact us to see a Sample Impact Report