Our Mission
“Empower society's leaders with decision intelligence to maximize the good they seek.
”
Our Theory of Change
How We Create Impact at Scale
1
Inputs
- •Frontier methods for designing, evaluating, and optimizing impact strategies
- •Co-pilot platform and advisory services delivering insights at every stage
2
Activities
- •Work with clients to:
- •↳ Generate credible, comparable, customized impact forecasts
- •↳ Build portfolio-level strategies balancing financial returns and impact goals
3
Intermediate Outputs
- •More organizations deploying capital to more efficiently drive expected counterfactual impact
4
Long-Term Impact
- •Aggregate impact across customer portfolios measured and verified
- •Realized outcomes tracked through post-intervention impact measurement
5
Systems Change
- •Impact as a parameter measured and integrated alongside financial risk and return across all of financial markets
- •Mainstreaming impact optimization beyond mission-driven investors
1
Inputs
- Frontier methods for designing, evaluating, and optimizing impact strategies
- Co-pilot platform and advisory services delivering insights at every stage
2
Activities
- Work with clients to:
- ↳ Generate credible, comparable, customized impact forecasts
- ↳ Build portfolio-level strategies balancing financial returns and impact goals
3
Intermediate Outputs
- More organizations deploying capital to more efficiently drive expected counterfactual impact
4
Long-Term Impact
- Aggregate impact across customer portfolios measured and verified
- Realized outcomes tracked through post-intervention impact measurement
5
Systems Change
- Impact as a parameter measured and integrated alongside financial risk and return across all of financial markets
- Mainstreaming impact optimization beyond mission-driven investors
Measuring What Matters
We hold ourselves to the same standards we provide to customers.
Reach
- →Total resources optimized using Total Values ($AUM)
- →Organizations reached (active users)
Direct Outcomes
- →Portfolio allocation efficiency improvement (before/after)
- →Impact-per-dollar outcomes and projected aggregate outcomes for clients
- →Realized outcomes verified through post-intervention impact measurement
Ecosystem Impact
- →Industry standards influenced through adoption of comparable metrics
- →Contributions to capital market practices that integrate impact alongside risk and return
Our Commitment to Transparency
Public Accountability
Coming Soon- •Public dashboard of projected aggregate outcomes (anonymized)
- •Transparent reporting of successes and limitations
Counterfactual Modeling
- •What would clients have allocated without Total Values?
- •Contribution analysis at client and ecosystem levels
Continuous Improvement
- •User feedback integrated into quarterly priorities
- •Validation against realized outcomes to continuously improve our forecasts
“Uncertainty and difficult trade-offs are inherent to mission-driven allocators. Rather than ignore them, we provide our partners with clarity and guidance to handle them and chart a path forward.”— Daniel Buckman, Founder & CEO