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What is Impact Investor Tool?

The Impact Investor Tool (IIT) is an advanced cloud-based software designed to help fund managers and impact investors evaluate, compare, and choose investment opportunities, while also monitoring and assessing the performance of their portfolio companies, ultimately consolidating the overall impacts of their investments at the portfolio level. Central to its functionality is a pioneering impact-weighted accounts framework that has been created through partnerships with esteemed organizations such as the Impact Economy Foundation, Harvard Business School, Rotterdam School of Management, Singapore Management University, and Impact Institute. This framework allows for the evaluation and aggregation of various social, environmental, and economic impacts, enabling investors to make informed decisions based on comprehensive impact metrics similar to conventional financial indicators like ROI. Among its unique offerings, the IIT provides customizable impact models specifically designed for individual investments, as well as user-friendly data entry portals for investment analysts and investees alike. Additionally, the platform aims to foster transparency and improve communication among all stakeholders engaged in the investment process, ultimately leading to more informed decision-making and enhanced accountability. By empowering investors with tailored insights, the IIT plays a crucial role in driving impact-driven investment strategies.

What is Bonterra Apricot?

Bonterra Apricot is case management software built for nonprofits, public sector agencies, and social good organizations that need to manage participant services, program data, outcomes, and reporting more effectively. The platform helps teams strengthen community outcomes, simplify workflows, improve staff capacity, and showcase program success. Apricot centralizes participant and program data in one system so organizations can eliminate silos and manage the full service lifecycle from intake to reporting. Bonterra Que is built directly into Apricot as a trusted AI assistant that works inside existing case management workflows. Que helps staff quickly understand participant history, review recent updates, capture notes, identify early intervention signals, review data integrity, and use Que Data Studio for deeper insights. The platform supports human-led AI, keeping staff in control while helping them prepare faster, pick up active cases more easily, and deliver more informed support. Apricot also includes standardized processes, best-practice templates, streamlined workflows, a user-friendly interface, and features that enable participant-case worker connections. Its reporting and impact measurement tools help organizations quantify outcomes, communicate results, and make measurement part of service delivery rather than a separate task. Apricot supports program improvement through participant engagement, dropout reduction, referral management, program optimization, and funder-ready insights. The platform is available in Apricot Essentials, Apricot Pro, and Apricot Enterprise tiers, with capabilities ranging from data capture, case management, reporting, analytics, and security to smart forms, scheduling, referrals, auditing, dashboards, single sign-on, inventory management, and API access.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Impact Institute

Date Founded

2018

Company Location

Netherlands

Company Website

www.impactinstitute.com/impact-investor-tool/

Company Facts

Organization Name

Bonterra

Date Founded

2021

Company Location

United States

Company Website

www.bonterratech.com/product/apricot

Categories and Features

Categories and Features

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