We are a boutique consulting company that specializes in impact investing, sustainability and ESG.

Whether you’re redesigning an existing impact program or launching something new, we help you build a strategy aligned with your mission-driven goals, ESG priorities, and measurable impact outcomes. Our strategy services include:

• Mapping values-based goals to the right impact investing, ESG and sustainability strategies.

• Exploring options like ESG integration, mission-aligned capital deployment and blended finance.

• Auditing current investments and programs to assess your impact performance.

• Identifying organizational strengths, gaps, and opportunities for new impact initiatives.

• Designing a clear impact measurement framework with milestones and KPIs.

• Connecting you with diverse, values-aligned partners to co-create or refine solutions.

Identifying the right impact investing products can be challenging. Building a thoughtful investment strategy will help you identify what type of investments you should make – and any constraints you may face in doing so. We can help by:

• Crafting an investment thesis and an Investment Policy Statement.

• Exploring the right portfolio allocation, across asset classes, based on your risk and return expectations.

• Helping you identify the right managers and intermediaries to take your investment activity to the next level.

• Designing a way to integrate grantmaking with your new investment tools.