Capital with purpose

Impact Investing

 

Capital can be one of the largest levers for change when purposefully deployed. We believe social and environmental impact need not come at the expense of financial return, and that purposefully deployed private capital can create social and environmental impact, and generate positive, risk-adjusted, financial returns.

Our solution

We help clients deploy capital to solve social and environmental challenges while producing attractive risk-adjusted financial returns. We do this through our internally managed impact funds, through our outsourced impact investing and fund management services (Impact Investing As-A-Service), and through our advisory and training practices. We magnify our impact through training the next generation of impact leaders by integrating students deeply into all aspects of our impacting practice. We have trained over 450 students to date. With years of pioneering experience in impact investing, we empower organizations, investors, and students to drive sustainable, positive change, create greater equity, and deliver financial returns for investors.

Who we work with

Fund managers

Family offices

Private foundations

Financial institutions and banks

Individual investors

How We Help

Impact Fund Management

We raise and manage impact funds with capital from outside LPs.

Impact Fund Management

We raise and manage impact funds with capital from outside LPs.

Impact Investing As-A-Service

Families, foundations, funds, and others engage us to structure and manage dedicated pools of impact capital on their behalf, or to manage parts or all of the impact deal cycle.

  • Deal sourcing through our global network
  • Deal Diligence & Underwriting, including analysis of business model, sales channel effectiveness, customer identification and market sizing, competitive landscape and industry trends, historical and projected financial performance, investment risks and merits, and capitalization table and deal pricing, among others 
  • Deal Structuring, negotiating, and documenting to accommodate investor’s objectives and the entrepreneur’s needs 
  • Portfolio support from experienced investment professionals
  • Impact measurement and reporting for individual deals and entire portfolios with world-class data-science
Impact Assessment

We help investors measure, visualize, improve and report their social and environmental impact.

ESG and Impact Integration

We help traditional investors integrate social and environmental considerations into their decision analysis and processes.

IMPACT FUND MANAGEMENT

University Venture Fund

With 100% of our focus on early-stage impact investing, we close dozens of deals a year. With our extensive experience in the space, our professional staff is able to fully integrate students in all aspects of our work with professional supervision and guidance. Our goal is to train future leaders of impact as we go about our impact investing responsibilities. At UVF, students are the heart of the fund where they scrutinize new ventures, debate investment decisions, and make a real global impact.

  • $26.6 million under management
  • 11 exits, 5 IPOs, 6 acquisitions
  • 42 investments
  • Trained more than 450 students

UVF has invested alongside many nationally recognized venture funds including Draper Fisher Jurvetson, Kleiner Perkins Caufield & Byers, Benchmark Capital, Battery Ventures, Hummer Winblad Venture Partners, Opus Capital, and Best-Buy Capital.

Warren Buffet

"If this were around when I was in school, I'd probably still be in school."

Warren Buffet

mom and daughter

IMPACT INVESTING AS-A-SERVICE

Sorenson Impact Foundation

The Sorenson Impact Foundation was created to advance the flow of capital into the most worthy causes on the planet. The Foundation engaged Sorenson Impact to:

  • perform due diligence on impact investment opportunities;
  • identify and present program-related investments (PRI) eligible opportunities;
  • working closely with the Foundation to meet their impact investment criteria and volume;
  • empower collegiate students who will soon become the next generation of impact investors.

Assets Under Management: Undisclosed

IMPACT INVESTING AS-A-SERVICE

Joan and Tim Fenton

Founders Fund

The Fenton Family established a goal of being impactful with their investments. Accordingly, they’ve engaged Sorenson Impact’s impact investing-as-a-service offering to:

  • educate the next generation of impact investors within the Fenton Family (“generation 2.0”) who participate in investment committee discussions and decision making;
  • fund the next generation of Mountain West technology entrepreneurs who are navigating the risks of early company formation;
  • empower collegiate students who will soon become the next generation of impact investors.

Assets Under Management: Undisclosed

Fenton meeting room

Impact Investing updates