Save Time, Make More Informed Decisions, Achieve Better Outcomes
is a large FO with 4 generations, 17 family members & 40 staff members.
Sobrato had no visibility across entities or family members, making collaboration & reporting practically impossible - with capital not being deployed.
Impactly becomes the single 'source of truth' for family meetings, uncovering multiple allocation problems & facilitating funding collaboration.
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.
Benefunder Provides a Full Spectrum of Deployment Support
Bespoke family office and foundation services, including sourcing, diligence, structuring, and transactions across philanthropy and impact investing
Investment banking services that expand access to funding vehicles, capital sources, & syndication opportunities
of investment and grant-making workflows.
and discreetly share projects, companies, or portfolios with peers, encouraging co-funding and syndication.
measuring performance, impact metrics, cash flow projections and adjustments.
for any level of complexity or use case, with accessibility via any device.
of both manual and automated data feeds.
based on specific roles (staff, family members, advisors).
with encrypted, two-stage authentication.
with white-glove setup, issue escalation, and new feature updates.