Our services
At Alpha Impact Advisors, we understand that navigating the complexities of impact investing requires expertise, creativity, and a deep understanding of both financial tools and community needs.
Whether you’re building a portfolio, preparing for regulatory exams, or seeking innovative ways to finance long-term projects, we offer a comprehensive range of services designed to help you achieve your goals while making a positive impact.
Here’s how we can help
Strategic Advising
We act as your strategic partner, helping you understand your financial options and aligning them with your mission. By leveraging a combination of government, philanthropic, and private funding sources, we develop customized solutions to address long-term challenges like infrastructure development and economic revitalization.
Identifying financing mechanisms to match your goals.
Bringing together different funding sources to lower costs and maximize impact.
Designing strategies for sustainable, long-term results.
Impact Assessment and Reporting
Evaluating and showcasing the effectiveness of your investments is critical to driving trust and transparency. We provide thorough assessments and reporting to ensure you understand the measurable outcomes of your impact strategies.
Impact Audit: An independent review of your environmental and social impact reporting.
CRA Research & Reporting: Detailed analysis of community development activities for internal use or as third-party verification.
CRA Exam Preparation: Organizing documentation and data in a clear, examiner-ready format.
Portfolio Development and Optimization
We help you build and refine investment portfolios that align with your goals while integrating ESG (Environmental, Social, and Governance) factors and impact measurement tools.
Portfolio Optimization: Balancing financial performance with measurable social and environmental outcomes.
Impact-Driven Due Diligence: Conducting detailed analyses of impact investment opportunities.
MRI/PRI Valuation: Assessing the value and potential of market-rate and program-related investments.
Community-Led Investment Planning
True impact begins with understanding the needs of the communities you serve. We prioritize collaboration with local voices to ensure that investments are effective, inclusive, and sustainable.
Facilitating participatory processes to include community input.
Designing investment strategies that address real-world challenges from the ground up.
Acting as a bridge between financial institutions and local stakeholders.
Technical Assistance
We offer hands-on guidance to help organizations prepare for and execute long-term financing projects. Think of us as your toolbox: if we don’t have the right tool, we know how to find it.
Counseling organizations to think strategically about financial challenges.
Preparing for large-scale, long-term financing.
Collaborating to develop tailored solutions for complex problems.