Seraf for Impact Funds
Track the metrics that matter to your mandate — not just IRR — alongside standard fund performance, so financial and impact reporting stop living in two different documents.
Financial returns and impact outcomes, side by side.
Define the KPIs your mandate actually tracks — jobs created, emissions avoided, diversity of founders — and report them with the same rigor as your financial metrics.
- Fully custom KPI fields, defined by your fund
- Impact metrics tracked per portfolio company
- One report combining financial and impact performance
Built for a mandate that’s more than the return.
Impact isn’t bolted on
Custom KPIs live in the same record as financial data — not a separate ESG spreadsheet nobody keeps current.
LP reporting for a values-driven mandate
Deliver reports that show LPs the full picture: financial return and mission outcome, in one document.
Consistent tracking across the portfolio
Standardize which metrics every portfolio company reports, so year-over-year comparisons actually hold up.
A quarterly LP update for an Impact Fund Manager
Questions we get asked
Can we define our own impact metrics, not a fixed template?
Yes — KPI fields are fully custom, so you track exactly what your mandate cares about.
Do impact metrics show up in LP reporting?
Yes — impact and financial performance can be combined into one LP-facing report.
Can each portfolio company report different metrics?
Yes, though we recommend standardizing a core set across the portfolio so comparisons hold up over time.
Is this only for equity, or does it work for impact-focused credit too?
Both — Private Credit is launching Fall 2026 with the same custom KPI tracking available for loans.
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