For Impact Investors & Portfolio Teams

Remove the risks in your portfolio of not having evidence of the social impact returns of your Patient Capital invested.

Move from linking historical reporting and surveyed sentiment alone to auditable social-return-on-investment to drive your investment decisions.

Portfolio SROI Dashboard

LiveQ4 2025
Portfolio SROI
4.2x

+0.8x vs. last quarter

Active Investments
24

Across 8 sectors

Capital Deployed
$312M

+18% YoY

Compliance Score
96%

SFDR & ISSB ready

SROI by InvestmentTop performers
CleanTech A
5.1x+0.4x
EdTech B
4.2x+0.6x
HealthTech C
3.6x+0.2x
AgriTech D
2.7x+0.1x

Why impact investment and patient capital needs a Purpose Management Platform?

Managing impact returns across a diverse portfolio is manual, inconsistent and often lacks the rigor required by stakeholders and regulations for reporting.

Stop Chasing Investees

Stop chasing portfolio companies or funds you have invested in to provide their impact progress or evidence. Automate impact data collection and standardization across your investments.

Standardize Metrics

Standardized varied metrics into a common comparison set across your investment portfolio for the metrics that matter for you to assess the impact priorities for your deployed capital.

Audit-Ready Reports

Produce defensible audit ready-reports for SFDR, ISSB, Social Impact Bonds and stakeholders on demand.

The Four Pillars of Purpose-led Patient Capital Excellence

Foundation

Centralize disparate data from all your assets into one standardized view for total visibility.

Impact

Instantly compare and simulate SROI and impact outcome KPIs across investments to identify leaders, impact multipliers and lagging impact returns.

Compliance

Automate the creation of complex reports for stakeholders, ensuring you meet all compliance mandates.

Growth

Use impact evidence to differentiate your fund investments to showcase quantified impact value outcomes.

Ready to upgrade your impact and patient capital investments for their lifetime social impact value delivered?

See how Purposefy can help you scale and automate your reporting to showcase the impacts being made by your investments.

Impact Investor Solutions - Purposefy