# Impact management for investors

> Build impact into due diligence, portfolio and LP reporting

Source: https://narrate.works/with/investors
Language: English (Nederlands: https://narrate.works/met/investeerders)
Publisher: Narrate (Narrate B.V.), https://narrate.works

For Investors

# Impact measurement and due diligence for impact investors

We help you build impact into due diligence, portfolio management, LP reporting and your SFDR disclosures

## What you get

### Impact due diligence

Assess impact claims and your own contribution as an investor during screening, with the five dimensions of impact and IRIS+

### Portfolio overview

A core set of indicators that makes impact comparable across your holdings

### Credible LP reporting

Fund-level impact reporting that fits your SFDR disclosures and LP questions

### Support for portfolio companies

Practical help for founders to set up impact measurement that also helps them steer

### Stronger fundraising

A documented impact track record for your next fund

Photo: [Ries Bosch](https://unsplash.com/@ries_bosch?utm_source=narrate&utm_medium=referral) via [Unsplash](https://unsplash.com/?utm_source=narrate&utm_medium=referral)

## Why we do what we do

Read the film as text

1. We all want to know
2. our place in the world.
3. Thin grey lines join dots into a web.
4. We like to believe that what we do is part of something larger.
5. It is.
6. Together we make our surroundings, our brands, our communities.
7. We shape the work of others, as they shape ours.
8. The web grows dense.
9. We live in one web of cause and consequence.
10. Each path tells a story, part of a larger narrative.
11. A system of meaning.
12. So what is our impact?
13. Whose lives do we touch?
14. What changed? For whom? How much? And what part was ours?
15. Intended or not, for better or worse.
16. Knowing that changes what you do next.
17. A dark line draws a path through the web. Impact management helps you see it, steer it, and use it.
18. A large word: Lead. A purple path runs through the web. Lead with purpose, and fund your mission.
19. A large word: Improve. A green path runs through the web. Learn what doesn’t work and design for better.
20. A large word: Engage. A blue-green path runs through the web. Share your story, and bring others into it.
21. A large word: Account. A blue path runs through the web. State your claim, and prove it.
22. A large word: Discover. A yellow path runs through the web. Find your next impact before it happens.
23. “How do you measure impact?”
24. It sounds hard.
25. It isn’t.
26. It’s not about the how.
27. It’s about
28. Portraits of people fill the screen.
29. A large word: Who.
30. About rights-holders, whose lives are touched.
31. And stakeholders, whose choices shape them.
32. The people stand side by side, at the same height. A wave of colour runs through the web. Every voice, every perspective, equally weighed.
33. The web turns many colours. Pluriform and equivalent.
34. Who determines what.
35. And what determines how.
36. That’s it. No more, no less.
37. We count what can be counted, and listen to the rest.
38. Coloured paths wind across the web. We find the stories that connect the dots, and make sense of the whole.
39. We love our craft:
40. to ask the questions,
41. to measure what matters,
42. and narrate what works.
43. One dark path remains. Let’s reveal your path.
44. The word narrate, with the line: impact in numbers and stories.

## What we often hear

“Our LPs want more than anecdotes, but our portfolio companies measure unevenly or not at all.”

We help you introduce a shared impact framework across your portfolio that serves LP reporting without overloading founders

“Impact claims are hard to judge in due diligence, and impact-washing hurts our reputation.”

We help you set up an impact due diligence checklist and scoring based on the five dimensions of impact, which also covers the SFDR test for sustainable investments (do no significant harm and good governance)

“Impact data from our portfolio arrives in every format. Adding it up is almost impossible.”

We help you harmonise definitions and data requests, so you can report at portfolio level while respecting each company’s context

“LPs ask what our capital adds. Would these companies have done it without us?”

We help you make your investor contribution explicit, from flexible terms to active engagement, and follow it through the life of each investment

“Impact measurement costs time and money, and what it does for our fund isn’t clear.”

We help you focus on the indicators that inform investment decisions and value creation, and leave out the rest

## What you may be wondering

Can a small practice handle a fund with many portfolio companies?

Jeroen does the work himself and brings in specialists from his network where needed. We start with a core set of indicators and one data request, not with every company at once.

Won’t this make our reporting more exposed to criticism from LPs?

We test claims before they go out. What you cannot back up, we state more modestly or leave out.

Will our portfolio companies have to fill in yet another questionnaire?

We start from what they already measure and only ask for what informs your decisions. Better ten indicators they can report than forty nobody uses.

## To read

- [Choosing the right impact framework](https://narrate.works/resources-and-insights/choosing-the-right-framework)

There is no best framework. What the common forms can do, what they can’t, and how to choose.

## Have your impact framework reviewed first

Jeroen takes an independent look at your due diligence checklist, your impact thesis or your latest LP report. You get strengths, weaknesses, risks and concrete improvements before your IC or LPs see them.

[More about Second opinion & peer review](https://narrate.works/solutions/second-opinion)

## Explore how we could work together

The collaboration explorer is already set up for investors. Answer a few short questions and see which forms of collaboration fit, with a rough price level.

## Ready to strengthen your impact framework?

Let’s look at your investment process and where impact can play a clearer role