01
FAMILY OFFICES
Family offices with lean teams seeking flexible diligence and research support, including next-generation families exploring impact investing for the first time.
02
FOUNDATIONS & ENDOWMENTS
Institutions seeking traditional diligence support or those needing customized, specialized work on PRIs, place-based investing, and other mission-aligned investments.
03
REGISTERED INVESTMENT ADVISORS
RIAs seeking to expand their sustainable and impact investing capabilities through flexible, cost-effective outsourced support.
04
IMPACT & SUSTAINABILITY CURIOUS INVESTORS
Investors beginning to explore impact investing who want experienced support developing a thesis, identifying opportunities, and deploying capital.