Our Services

Whether you're already engaged or trying to figure out where your impact path begins, we're here to help you.

 
 

Who We Support

Peak Impact Consulting supports early-stage ventures, experienced and novice impact investors, high net-worth individuals, specifically women and millennials, and family offices, and associations of impact investors. Our clients & partners include:

  • Impact investors & high net-worth individuals
  • Family Offices
  • Social entrepreneurs
  • Wealth Managers
  • Foundations
  • Institutions
  • Accelerators 

Our Approach »

 

Investor Services

Portfolio Management

Yearly Subscription Our portfolio management services help to strengthen the investor-entrepreneur relationship, as well as, keep investors up to date on their portfolio so that they can make informed decisions. Through our tools and processes, we are able to track financial and impact metrics, and manage all investors updates. We make sure investors have the information they need to reach their impact goals.

Our subscription includes:

  • QUARTERLY & ANNUAL REPORTING
  • ONGOING COMMUNICATIONS
  • BACK OFFICE SUPPORT & ORGANIZATION

 

DUE DILIGENCE 

Price available upon request Peak Impact specializes in due diligence for angel and early-stage impact investors. Peak Impact helps engage both sides of the investment relationship throughout the process so that each party’s needs are communicated clearly and addressed productively. We offer tiered approaches to due diligence because of the variable, interpersonal nature of early-stage investment. Our reports are created with the help of our network of experienced investors, entrepreneurs, and field experts.

 

GROUP SERVICES 

Custom Pricing — Peak Impact’s supports groups of investors collaborating to meet their collective impact investing goals. Peak Impact offers back office support for investment meetings, documentation, and communications regarding investment performance. All of these services are highly tailored and customized to meet the needs and goals of investors, institutions, and networks.

 

Entrepreneur Services

ENTREPRENEUR IMPACT ASSESSMENT

Price Available on Request Peak Impact Consulting’s Entrepreneur Impact Assessment is an initial analysis of company performance, taking both financial and impact metrics into account.

Two deliverables are included in each Entrepreneur Impact Assessment report: 

  • IMPACT MARKETING COLLATERAL 
  • PEER & INVESTOR ANALYSIS AND FEEDBACK

 

Customized Management Consulting Services

Specific Services & Price Available on Request