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:
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
BACK OFFICE SUPPORT & ORGANIZATION
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.
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.
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
Specific Services & Price Available on Request