Major Donors & Impact Capital
Family offices, impact investors, and the advisors major donors actually bring the question “who else funds this” to. Portfolio overlap and coverage gaps for capital that isn't charitable, political giving included.
We Build Models forInvestor Networks
To Route Resources (Capital, Partnerships, & Information) more Efficiently
Map the Network
- Direct holdings, Form D filings, syndicates
- Foundation, DAF and LLC vehicles side by side
- FEC filings, Form 8872, state campaign finance
- Which advisors serve which donors
- Thesis coverage by geography, issue and stage
Find the Gaps
- Portfolio overlap nobody sees
- Coverage gaps in a stated thesis
- Co-investors you haven't met
- “Who else funds this,” answered from memory
Close the Gaps
- Answer “who else funds this” from the record
- Introduce the co-investor
- Fill the thesis gap
- One map across every vehicle
- 1Siloed information — the foundation, the DAF, the direct book and the political vehicle file in four places
- 2Complexity exceeds bandwidth — the advisor is the only integration layer
- 3Incentives reward fragmentation — each vehicle has its own mandate and counsel
- 4Trust doesn't scale — deals move on referral, so coverage tracks the network
- 5Self-oriented entities — nobody publishes what they fund
Nonprofit Nexus: State of the Sector
Nonprofit sector, 17 counties across TN/GA/AL
Imperial County Community Health Assessment 2024
Public health, Imperial County, California
Richmond City & Henrico County Community Health Assessment 2024
Public health, Richmond City & Henrico County, Virginia
Maryland State Health Assessment 2024
Public health, Maryland statewide
St. Johns County Community Health Assessment 2024
Public health, St. Johns County, Florida
King County 2024/2025 Community Health Needs Assessment
Public health, King County, Washington
Los Angeles County Community Health Equity Improvement Plan 2024-2029
Public health equity, Los Angeles County, California
Minnesota Statewide Health Assessment 2024
Public health, Minnesota statewide
Nonprofit Nexus: State of the Sector
Nonprofit sector, 17 counties across TN/GA/AL
Imperial County Community Health Assessment 2024
Public health, Imperial County, California
Richmond City & Henrico County Community Health Assessment 2024
Public health, Richmond City & Henrico County, Virginia
Maryland State Health Assessment 2024
Public health, Maryland statewide
St. Johns County Community Health Assessment 2024
Public health, St. Johns County, Florida
King County 2024/2025 Community Health Needs Assessment
Public health, King County, Washington
Los Angeles County Community Health Equity Improvement Plan 2024-2029
Public health equity, Los Angeles County, California
Minnesota Statewide Health Assessment 2024
Public health, Minnesota statewide
Minnesota Statewide Health Assessment 2024
Public health, Minnesota statewide
Los Angeles County Community Health Equity Improvement Plan 2024-2029
Public health equity, Los Angeles County, California
King County 2024/2025 Community Health Needs Assessment
Public health, King County, Washington
St. Johns County Community Health Assessment 2024
Public health, St. Johns County, Florida
Maryland State Health Assessment 2024
Public health, Maryland statewide
Richmond City & Henrico County Community Health Assessment 2024
Public health, Richmond City & Henrico County, Virginia
Imperial County Community Health Assessment 2024
Public health, Imperial County, California
Nonprofit Nexus: State of the Sector
Nonprofit sector, 17 counties across TN/GA/AL
Minnesota Statewide Health Assessment 2024
Public health, Minnesota statewide
Los Angeles County Community Health Equity Improvement Plan 2024-2029
Public health equity, Los Angeles County, California
King County 2024/2025 Community Health Needs Assessment
Public health, King County, Washington
St. Johns County Community Health Assessment 2024
Public health, St. Johns County, Florida
Maryland State Health Assessment 2024
Public health, Maryland statewide
Richmond City & Henrico County Community Health Assessment 2024
Public health, Richmond City & Henrico County, Virginia
Imperial County Community Health Assessment 2024
Public health, Imperial County, California
Nonprofit Nexus: State of the Sector
Nonprofit sector, 17 counties across TN/GA/AL