The Rise Fund

The Rise Fund's assessment methodology enables what we call "evidence-based impact investing."

We have defined 30 key outcome areas, aligned with the United Nations Sustainable Development Goals, in which impact is both achievable and measurable through research-backed, quantifiable assessment. Using our unique assessment methodology, we can estimate a company’s potential for impact at a scale and rigor that is consistent with our commitment to a data-driven approach and enables us to measure and drive impact results throughout the course of our investment.

The Rise Fund

Quantitative Metrics

The Rise Fund will use quantitative assessments of impact, in addition to qualitative assessments. Assessments are undergirded by rigorous published research that demonstrates that a given product or service leads to one of the 30 key target outcomes. This will be quantified in a dollar amount so that the fund’s investment review committee can evaluate impact on equal footing with financial factors. The dollars calculated represent the value to society of the goods and services created by the company.

The Rise Fund

End-to-end Asessment

Measurement will be integrated throughout the investment cycle.

Sourcing: We will seek companies that deliver products, services, and interventions shown by research to lead to specific, quantifiable social or environmental benefits.

Diligence: We will estimate in quantitative terms the impact we anticipate we can achieve with the investment and clearly define our impact goals.

Investment: We will manage investments to enhance both impact and financial returns. We will monitor progress toward achieving impact goals throughout the investment.

Exit: Post-exit, we will assess and report on the total impact achieved through the investment.

The Rise Fund

Third Party Oversight

The Rise Fund’s assessment methodology has been developed in collaboration with The Bridgespan Group. The fund will also develop relationships with an ecosystem of third-party providers to assess and enhance the impact of its portfolio companies. To the best of our knowledge, the use of third parties for this work, and the independence it implies, is quite unique.

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