Inside the software: How Impatec handles your workflow

The intention to measure impact is rarely the bottleneck. We want it, but how? The infrastructure to do it properly usually is the problem.

That is why the gap between recognising the importance of impact investing and implementing it rigorously, consistently, and in a way that actually informs decisions, remains one of the most underestimated challenges in modern impact investing. Data is scattered, methodologies drift, and decision makers who should be focused on portfolio strategy find themselves buried in complexity rather than acting on insight.

Our Impact & Sustainability Software is an end-to-end software that makes impact measurement tangible, actionable, and scalable across your entire portfolio. The software allows you to automatically combine individually measured impact of a portfolio company into one clear dashboard for both decision-making and reporting.

This article walks through the full Impatec workflow, from first scoping to final report, and explains exactly how the software turns fragmented impact data into investment decisions your whole organisation can implement.

Scope what matters.

Your impact journey starts by defining what truly matters: where in your portfolio is impact occurring, and which of those impacts are material enough to act on?

Impatec's automated hotspot analysis answers that question by combining real-time data from the Global Impact Database, ENCORE, and TNFD. The software scopes material impacts across your entire portfolio, assessing both severity and significance. So that your team knows exactly what to focus on, and where the most significant risks and opportunities are. All before a single model is built.

Build your impact model

With material impacts identified, the models are then constructed using a library of prebuilt calculations and templates, keeping methodology consistent across the portfolio without rebuilding from scratch each time. The software's intuitive drag-and-drop tree editor allows you to adjust impact models effortlessly.

It incorporates on Impact Weighted Accounts, Impact Valuation, and Sustainable Development Goals. The models are then constructed using a library of prebuilt calculations and templates, keeping methodology consistent across the portfolio without rebuilding from scratch each time.

Measure, value, and analyse

With your impact models in place, the software conducts in-depth impact measurements across each portfolio company, covering environmental categories such as GHG emissions, air pollution, water usage and biodiversity loss, as well as social impacts like underearning, employee wellbeing and child labour. Where relevant, impacts can also be expressed in monetary terms through the True Price Monetisation Database, enabling true comparability across categories and deeper insight into what matters most.

Manage and track over time

Impact is not a one-time measurement. As your portfolio evolves so does our software, tracking performance across companies over time. By identifying the key drivers of impact change and outlining exactly where positive or negative shifts are coming from, our impact monitoring & management tools give you the oversight to track progress, see the effects of interventions and adjust actions to improve outcomes.