Built for Every Mission-Driven Allocator

The Challenge

Across traditional investments, impact investments, and grants—you lack tools to evaluate trade-offs across categories or drive optimal allocations at the portfolio level.

How We Help

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  Unified framework — Standardize metrics to compare apples-to-apples across your entire balance sheet
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  Evidence-based allocation — Build strategies derived from your actual goals with full transparency
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  Engagement modeling — Forecast how shareholder interventions affect outcomes
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  Externality risk quantification — Measure how externalities create financial risks—at the opportunity level and through systems-pathways affecting your broader portfolio

Use Cases

• →Re-evaluate allocation across traditional, impact, and philanthropic capital
• →Forecast financial and impact outcomes for bespoke opportunities
• →Run scenario analysis to identify highest-impact allocations
• →Fulfill fiduciary duty by quantifying externality-related financial risks across your portfolio

The Challenge

Every impact fund claims superior dual returns. You need rigorous proof of YOUR fund's contribution to attract and retain LPs.

How We Help

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  Impact contribution analysis — Isolate your fund's contribution through rigorous additionality analysis
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  Objective projections — Provide LPs with credible impact and financial forecasts
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  Deal sourcing — Leverage our sourcing engine and systems mapping to find opportunities uniquely aligned to your objectives
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  Portfolio construction — Optimize sizing and follow-ons based on objectives and operational capacity

Use Cases

• →LP reporting with rigorous contribution analysis
• →Pipeline evaluation and impact forecasting
• →Portfolio-level optimization across holdings

The Challenge

You allocate grants across programs with different metrics. How do you compare cost-effectiveness and build portfolio-level strategies?

How We Help

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  Impact translation — Use the TV Impact Atlas to translate between impact metrics across programs
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  Systems-level strategy — Understand where theories of change are correlated; intentionally diversify or concentrate for systems-level impact
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  Transparent decision support — Full audit trails and sensitivity analysis for board presentations

Use Cases

• →Grant portfolio optimization for maximum cost-effectiveness
• →Cross-program impact comparison using standardized metrics
• →Strategic reallocation based on evidence

The Challenge

You allocate public budgets across programs with different metrics and political pressures. How do you optimize for outcomes while managing fiscal constraints?

How We Help

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  Understand trade-offs — See how funding one program affects outcomes in others—and make informed trade-offs across competing priorities within budget constraints
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  Fiscal risk quantification — Quantify risks of fiscal stress and understand spillover impacts on social priorities over the long term
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  Accountability frameworks — Transparent methodology for public scrutiny and evidence-based decision-making

Use Cases

• →Public budget allocation with portfolio-level optimization
• →Cost-benefit analysis across policy programs with fiscal constraints
• →Evidence-based reallocation recommendations

The Challenge

Clients want values-aligned portfolios beyond one-size-fits-all ESG. You need tools to deliver personalized strategies efficiently.

How We Help

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  Client personalization — 150+ customizable metrics for each client's values
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  Scalable delivery — API integration and platform access. White-label available.
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  Competitive edge — Move beyond generic ESG screens to portfolio-level co-optimization

Use Cases

• →Values-aligned portfolio construction for HNW families
• →Impact measurement for family offices
• →Strategic advisory for foundations

The Challenge

Your users want sophisticated analytics in existing workflows. ESG data providers need to expand from backward-looking scores to forward-looking impact forecasting.

How We Help

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  API integration — RESTful API for impact/financial forecasts and optimization
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  Forward-looking forecasts — Move beyond backward-looking ESG scores to credible impact projections
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  White-label options — Customize branding to match your platform

Use Cases

• →Investment platforms adding impact analytics
• →Index providers developing impact-optimized indices
• →ESG data providers expanding to forward-looking impact forecasting

The Challenge

Whether you care about externalities intrinsically or need to understand the economic risks they pose—you lack tools to quantify them and integrate them into decisions.

How We Help

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  Externality assessment — Identify and measure material social and environmental impacts
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  Policy scenario analysis — Stress-test against pre-built or custom regulatory shocks to understand economic risk
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  Capital budgeting optimization — Integrate economic externalities or impact objectives into investment decisions

Use Cases

• →Integrate impact considerations into capital allocation with quantified trade-offs
• →Proactively manage externality risk before it becomes financial risk