Build investment conviction that endures.
ImpactVest is the evidence layer between the companies making sustainability and impact claims and the investors evaluating them — one intelligence engine, two clearly separate workflows.
One product · One evidence engine · Two audience-specific journeys
Meridia Groundwater — €20M
- 01Anchor customer coverage remains ≥ 60% of forward revenue.
- 02Hardware gross margin stays within the independent 34–37% band.
- 03Quarterly reporting delivered within 45 days of quarter-end.
- Top-three tenant concentration above 40% at 12-month checkpoint.
- Independent BOM confirms hardware margin below 30% for two quarters.
Evaluate the opportunity
Bring opportunity materials, financial analysis, ESG and impact evidence, and relevant jurisdictional context into a structured review.
Form a clear decision
Connect the investment thesis, assumptions, supporting evidence and material market context in one transparent record.
Strengthen conviction over time
Revisit the decision as companies, markets, regulations and material conditions evolve.
The decision should not disappear
once the investment is approved.
Investment teams often preserve the documents and the final recommendation, but lose the reasoning between them: the decisive evidence, unresolved questions, approval conditions and assumptions that must remain true.
ImpactVest carries that judgment forward — so the Office can understand not only what it decided, but why, and when the decision deserves another look.
Review
See the issues that matter, the evidence behind them and the questions still requiring judgment.
Decide
Record the recommendation, conditions, dissent and authorized approval.
Preserve
Create a durable record of what the Office believed when the decision was made.
Revisit
Carry the thesis, assumptions and warning signs into ongoing monitoring.
Private evidence, interpreted in the context of the markets that shape it.
ImpactVest connects each material conclusion to its underlying source and identifies the jurisdictions relevant to the opportunity — helping teams preserve market context, distinguish evidence from interpretation and recognise where further external or specialist review is required.
- FinancialStrong
- StrategicAligned
- GovernanceReview
- SustainabilityStrong
- Family priorityAligned
Identify the jurisdictions relevant to an opportunity based on the uploaded materials.
Work across financial, ESG and impact evidence while preserving the distinctions that matter.
Distinguish user-supplied evidence, AI interpretation and matters requiring specialist review.
Recognise where further external or specialist review is required as conditions evolve.
Every investment gains a
Decision Passport.
A Decision Passport captures the complete reasoning behind an investment — connecting the thesis, evidence, assumptions, relevant market context, material considerations and future review signals in one enduring record.
Confidential intelligence within your organisation.
ImpactVest is designed for sensitive investment work, with opportunity evidence, analysis and decision records kept within each user’s protected workspace. The current pilot is single-user; multi-user organisation workspaces with colleague invitations are a post-audit workstream.
- 01
Private, single-user workspaces per registered account
- 02
Source-level traceability: every claim carries its citation
- 03
Human approval before a suggestion becomes an approved claim revision
- 04
Watermarks on every test payload; JWT-scoped access to Test Workspace data
- 05
Your data is not used to train shared LLM models by ImpactVest software
- Planned
Multi-user organisation workspaces with role-based permissions (WP-INST)
- Planned
Granular permissions across viewers / analysts / approvers (WP-INST)
- Planned
Complete organisation-level activity and decision history (WP-INST)
- Planned
Automated retention & deletion controls (WP-J — deletion requests are handled manually today)
Deletion requests today are handled manually via /contact. Multi-user RBAC and automated retention pipelines will follow WP-INST and WP-J.
Begin with one live opportunity.
Use ImpactVest to bring the private evidence and relevant market context behind a live opportunity into one connected decision record.
Sample decision · Fictional data · Approval required only for live use