Impactly | Benefunder
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Mission Control for
Impact Deployment

The first operating system for family offices and foundations that allows for data aggregation, productivity, and collaboration in one place.

Impactly brings everything together and enables us to focus on deploying impactful capital”
Kara Ballester, Executive Director
BQuest Foundation
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The Problem

Family offices have unique challenges, often relying on a multitude of platforms for things like public equities, private investments, grants, loans, projects, pipelines and projections. This leaves a high admin burden on staff and a low fidelity view of the organization as a whole.

The Solution

The Single
'True Ledger' Productivity Platform for Family Offices

Save Time, Make More Informed Decisions, Achieve Better Outcomes

What Impactly can do for you?

Impactly is a software platform that helps securely consolidate the multiple activities of your family office in one place. This creates efficiencies for the staff, clearer insight for family members across the org, and facilitates better resource deployment and management.

As a fully supported secure platform, Impactly streamlines operations and facilitates unprecedented and discreet collaboration among peers and trusted 3rd parties to foster syndication, engagement, and outcomes.

Core Capabilities

Enhanced Productivity

of investment and grant-making workflows.

Collaborate

and discreetly share projects, companies, or portfolios with peers, encouraging co-funding and syndication.

Data Analytics & Reporting

measuring performance, impact metrics, cash flow projections and adjustments.

Fully Customizable Platform

for any level of complexity or use case, with accessibility via any device.

Integration

of both manual and automated data feeds.

Tailored Permissions

based on specific roles (staff, family members, advisors).

Maximum Security

with encrypted, two-stage authentication.

Enterprise-Level Support

with white-glove setup, issue escalation, and new feature updates.

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