Impact-focused services
Unlock measurable impact across portfolios
We empower private investors to move beyond intent and achieve measurable impact by defining, validating, and communicating the societal and environmental value of their investments.
We believe that meaningful impact begins with intentional investment. Our impact team empowers private investors to move beyond intent and into measurable outcomes, helping them define, validate, and communicate the societal and environmental value of their investments.
We offer a rare blend of strategic sustainability expertise, leading technology, and a deep understanding of private investor realities. With over 15 years of experience, we deliver data-rich insights, robust methodologies, and hands-on guidance tailored to your portfolio. From setting ambitious impact goals to building scalable reporting frameworks, we help you turn your values into tangible value.
Our services
Impact strategy
Regulatory support
Impact screening and due diligence
Monitoring and data
Independent verification
Reporting impact
- We help define your impact themes and objectives using proven frameworks, anchored in measurable KPIs.
- We co-develop a strategy that links fund activities to intended social and environmental outcomes.
- We ensure your impact vision is both rigorous and compelling for LPs and stakeholders.
- We provide tailored training for investment teams (e.g. market development insights, regulatory guidance, impact framework implementation), and support engagement with portfolio companies.
- We translate impact objectives into practical roadmaps to guide portfolio companies in embedding impact into operations within a defined timeframe.
- We provide expert guidance on SFDR, SDR, SEC disclosures, and other relevant regulations—tailored to your jurisdiction.
- We help navigate complex global regulations through gap analyses, fund classification advice, and ongoing governance and policy design.
- We provide flexible assessments - from platform-based insights to deep, technical due diligence by advisors - supporting confident decision-making.
- We assess prospective investments on their impact potential, ensuring alignment with fund impact strategies. This enables investors to make informed decisions and identify opportunities to enhance impact outcomes.
- We conduct targeted impact VDD and exit reports to build credible impact evidence, strengthening the impact narrative at exit and supporting related returns.
- We leverage our platform, Holtara.io, to collect, track, and analyse impact KPIs—aligned with your strategy, industry benchmarks, and regulatory requirements.
- We help set up impact measurement frameworks and KPIs that are material to your strategy and aligned with leading industry standards, enabling tracking at asset, fund, and portfolio level.
- We ensure data integrity and accuracy through verification conducted by our in-house experts, in line with international frameworks and standards.
- We structure and communicate your impact story publicly with clarity and integrity.
- We perform on collected impact data against your strategy and framework, generating clear insights into performance and progress toward objectives.
Impact strategy
- We help define your impact themes and objectives using proven frameworks, anchored in measurable KPIs.
- We co-develop a strategy that links fund activities to intended social and environmental outcomes.
- We ensure your impact vision is both rigorous and compelling for LPs and stakeholders.
- We provide tailored training for investment teams (e.g. market development insights, regulatory guidance, impact framework implementation), and support engagement with portfolio companies.
- We translate impact objectives into practical roadmaps to guide portfolio companies in embedding impact into operations within a defined timeframe.
Regulatory support
- We provide expert guidance on SFDR, SDR, SEC disclosures, and other relevant regulations—tailored to your jurisdiction.
- We help navigate complex global regulations through gap analyses, fund classification advice, and ongoing governance and policy design.
Impact screening and due diligence
- We provide flexible assessments - from platform-based insights to deep, technical due diligence by advisors - supporting confident decision-making.
- We assess prospective investments on their impact potential, ensuring alignment with fund impact strategies. This enables investors to make informed decisions and identify opportunities to enhance impact outcomes.
- We conduct targeted impact VDD and exit reports to build credible impact evidence, strengthening the impact narrative at exit and supporting related returns.
Monitoring and data
- We leverage our platform, Holtara.io, to collect, track, and analyse impact KPIs—aligned with your strategy, industry benchmarks, and regulatory requirements.
- We help set up impact measurement frameworks and KPIs that are material to your strategy and aligned with leading industry standards, enabling tracking at asset, fund, and portfolio level.
Independent verification
- We ensure data integrity and accuracy through verification conducted by our in-house experts, in line with international frameworks and standards.
Reporting impact
- We structure and communicate your impact story publicly with clarity and integrity.
- We perform on collected impact data against your strategy and framework, generating clear insights into performance and progress toward objectives.
Drive business value
15+ years of impact strategy expertise with GPs and LPs
One stop shop, with services across the investment cycle
Holtara.io as a technological partner that can be tailored to clients' needs
Proficient in leading standards and regulations
Speak with our experts
Maria helps investors turn impact ambition into action. With deep expertise in sustainability regulation and strategic impact investing, she and her team guide clients through complexity – ensuring investments deliver measurable societal and environmental value.
Key contact:
Maria Merry del Val
Global Head of Impact & Country Director
Our partners
