Impact

Malk Partners advises impact investment funds, helping them achieve a strong positive social or environmental impact in addition to financial returns.

Fund-Level Strategy Due Diligence Measurement & Reporting

Fund-Level Strategy

Malk works with clients to develop a firm or fund-level impact thesis and strategy. This includes identifying the range of desired impact outcomes, establishing an impact assessment framework to screen investments, and developing investor and public communications and marketing materials.

Firm frameworks are developed balancing the firm’s unique goals and differentiators with the growing need for standardized impact evaluation and measurement. As such, Malk leverages guidance from globally-accepted impact leaders, including the Global Impact Investing Network (GIIN), the International Finance Corporation (IFC)’s Operating Principles for Impact Management, and the Impact Management Project (IMP).

Due Diligence

As the impact investing space has grown over the past decade, investors and the public have become increasingly discerning when it comes to labeling a company or investment as impactful. Thus, it is critical to have a rigorous process to qualify the anticipated impact of an investment while also accounting for unforeseen negative or adverse impacts.

Malk conducts a Quality of Impact (QoI) review of potential portfolio companies to ensure alignment to a fund thesis and industry standards.

The QoI review identifies the company's "theory of change" aligned to the UN's Sustainable Development Goals (SDGs), and assesses the company against the client's impact measurement framework. The review culminates in a baseline the current impact and recommendations for how to track and grow the impact during ownership, aligned to the financial goals of the investment.

Measurement & Reporting

Malk supports clients in the ongoing measurement and monitoring of impact throughout ownership and exit. Malk assists in identifying KPIs to track, including company-specific impact metrics and fund-wide metrics.

Beyond quantifiable measurement, Malk also holds annual check-ins with portfolio companies to ensure the initial impact goals are still attainable and in alignment with other business priorities. Through this process, qualitative case studies are identified and leveraged for fund reporting.

Impact

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