MOBILIZE CAPITAL

FOR PURPOSE

Today, a significant gap exists between ventures engaging in the hard work required to create change and the capital required to support those efforts. CapShift works with donors like you to increase the flow of capital to ventures solving global and local challenges.

We're doing this with the help of donor advised funds, a philanthropic vehicle that allows donors to receive an immediate tax deduction and then strategically invest and donate the funds over time. Donor advised funds have over $110 billion in largely untapped resources ready to fuel positive change.

 

HOW WE WORK

Connecting donors with values-aligned investments expands their reach and the lasting impact of their investment.

Impact Investments--investments made with the intention to generate positive social and environmental results alongside a financial return--are addressing challenges such as:

  • Global climate change

  • Income inequality

  • Poor access to healthy foods

  • Costly and low-quality education

  • Lack of access to healthcare

  • Unsafe and unaffordable housing

  • Social injustice

  • And more

We leverage leading thinking on impact investing from the Global Impact Investing Network and United Nations Sustainable Development Goals, and strive to be responsive to your interests regarding the impact you wish to have.

WHAT WE DO

We are a turnkey impact investing solution for donor advised funds.

At CapShift, we work with donor advised fund sponsors and their donors to make impact investing as straightforward, accessible, and effective as possible.

We offer:

  • A menu of screened public and private impact investments

  • A technology platform for donors and their advisors to discover, recommend, and monitor impact investments

  • A hands-on approach to work behind the scenes with sponsors to make impact investing simpler

We are currently working with Fidelity Charitable along with other donor advised fund sponsors to provide tailored impact investing services.

 

If you have an existing donor advised fund or are considering creating one with a focus on impact, please contact us at info@capshift.com.

We partner with sector experts and leading organizations to provide curated impact investment opportunities.

These partners include...

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JOIN US

Impact investing can complement your grantmaking. It starts a virtuous cycle in which you catalyze impact while earning returns for future philanthropic use.

You'll have CapShift's support every step of the way.

With CapShift, you will join a community of dynamic, passionate and

forward-thinking impact investors.

 

CAPSHIFT FOR...

 

DONORS

With CapShift, you can multiply the impact of your donor advised fund by:

  • Browsing a diversified pool of public investments that use best-in-class approaches to environmental, social and governance (ESG) topics.

  • Accessing liquid and diversified pools that can be customized to the issue areas most important to you.

  • Exploring a curated list of private funds and direct impact investments seeking to achieve transformational outcomes.

  • Suggesting an investment, whether it be a company, project, or a fund, that you already care about.

 

If you're interested in learning more about how to integrate impact investing into your philanthropic strategy, we welcome you to tell us about yourself.

 

DONOR ADVISED FUND SPONSORS

We can help you solve many of the administrative obstacles that make impact investing a challenge:

  • We source public and private impact investment opportunities across impact sectors, asset classes, and geographies to cater to the diverse interests of your donors.

  • We give you control over what opportunities are available to your donors.

  • We offer a dashboard for donors and their advisors to easily review their impact investments and recoverable grants.

  • You receive aggregated reporting across all your clients on the platform and we can develop an API to integrate with you or a third party's accounting system.

  • We streamline the paperwork to transact, manage, and report on private impact investments.

  • We work with the investment opportunities to reduce minimums for individual donor advised fund holders.

  • We review donor-originated opportunities.

We provide you with a turnkey solution to offer your donors an industry-leading impact investing experience.

If you're interested in learning more, we welcome you to reach out to us at partners@capshift.com.

 

FINANCIAL ADVISORS

With CapShift, you can build a tailored and thoughtful impact strategy for your client. You can:

  • Review diversified pools of public investments that use best-in-class approaches to environmental, social and governance (ESG) topics.

  • Identify impact investment opportunities through our curated list of private funds and direct investments.

  • Access research and information that will help you discuss impact investing options with your clients.

  • Bring your firm's approved impact investments on to your DAF sponsor's platform.

Additionally, we facilitate ongoing tracking and reporting on the full impact portfolio to monitor how financial and charitable goals are being achieved.

If you're interested in learning more, we welcome you to reach out to us at support@capshift.com.

 

CAPITAL SEEKERS

We offer a unique and efficient way to connect with a values-aligned community of donor advised fund sponsors and their donors. Highlighting your investment or recoverable grant opportunity with us is an efficient, light-touch process that we've designed to minimize the time spent by you and your team. Click here to learn more about our process.

If you're interested in being featured on CapShift, please send fact sheets, decks, and offering documents to issuer@capshift.com. We will review the information and be in touch if it is appropriate.

 

TEAM

Jacques Perold

Chairman & CEO

Jacques directs and manages the CapShift team. Prior to CapShift, he was president of Fidelity Management & Research Company, the investment advisor for Fidelity’s family of mutual funds, until his retirement in 2014. From 2001 to 2009, Jacques was a founder and president of Geode Capital Management, LLC, a sub-advisor to Fidelity. He currently serves as an independent director on the boards of Allstate Insurance and MSCI Inc, and as trustee of New York Life Insurance Company’s MainStay mutual funds. He also serves as a trustee of Boston University. Jacques is a graduate of the University of Cape Town in So. Africa, and was a senior fellow at the Advanced Leadership Initiative at Harvard University.

Advisor - Team Member

Mark Cirilli

A Managing Director and Co-Founder for MissionPoint Partners, Mark currently serves on the boards of Hannon Armstrong, ReCommunity Holdings, MPH Energy Holdings, Just Greens, and is a board observer for OptiRTC. Prior to co-founding MissionPoint, Mark served as Chief Investment Officer of Marshall Street Management, a private family office, and was a Founder and Managing Partner of MSM Capital Partners, LLC, where he developed and executed the firm's investment strategy in clean technology and environmental finance sectors. Prior to Marshall Street, he held Chief Financial Officer and operating positions at a retail franchise and at Cannondale Corporation, a publicly traded bicycle manufacturer. Mark has extensive experience in investment management, corporate finance, accounting and business operations. Mark earned an MBA with Distinction from Columbia University and a BA in Accounting and Economics from Fordham University.

Adam Rein

President & COO

Adam oversees all aspects of CapShift's operations, investments, and technology. Since 2014, he has served as a managing director for MissionPoint Partners, an impact asset managing firm. Previously, Adam co-founded Altaeros Energies, a startup launched out of MIT to bring low cost wind energy and tele-communications to the developing world. Adam is also a co-founder of Greentown Labs, the country's largest clean technology incubator. Previously, Adam worked as a strategy consultant for Bain & Company. Adam has an MBA from the MIT Sloan School of Management, an MPA from the Harvard Kennedy School of Government and a BA from Yale University.

Liz Sessler

Vice President of Product and Partnerships

Liz leads the development of the CapShift technology and oversees the software development team. She co-founded and was a senior vice president at ImpactUs Marketplace LLC where she was responsible for client experience, business development, and marketing.  Liz helped develop ImpactUs as the director of innovation at Enterprise Community Partners. Earlier in her tenure at Enterprise she oversaw the launch of Enterprise’s first retail investment product. Liz began her career at Calvert Impact Capital. She has also worked internationally connecting small and growing businesses with capital and technical assistance services. Liz has a BA in Public Policy Analysis from the University of North Carolina at Chapel Hill.

Scott Babka, CFA

Director of Research

Scott leads CapShift’s public markets ESG and impact investment practice and oversees public and private investment screening.  Scott has 20 years of investment experience covering a variety of sectors and multiple geographies.  Prior to joining CapShift, Scott was a partner and director of research at Northern Cross LLC, a Boston-based international investment manager.  Previously, he was an executive director in equity research at Morgan Stanley, working out of New York and then London.  Scott graduated summa cum laude from Washington & Lee University with a bachelor’s degree in 1999 and is a CFA charterholder.  Scott is on Park Street School’s board of trustees, the Huntington Avenue YMCA’s board of advisors, and the development board of the Sportsmen’s Tennis and Enrichment Center.

Scott Nance, CAIA

Vice President of Business Development

Scott is responsible for client-related and revenue-generating activities at CapShift. Based in San Francisco, he was previously the Head of Business Development at ImpactAssets, a leading donor advised fund provider focused on impact investing. Over his 25+ year career, Scott has also led and managed sales and distribution efforts for a number of financial services and asset management organizations, including Robeco, Bank of America, Welton Investment Partners, and John W. Henry & Co. He holds a BS with High Distinction in Entrepreneurship and Finance from The University of Arizona, and an MBA with Honors from the Thunderbird School of Global Management. Scott is an Adjunct Lecturer in Finance for the Eller Online MBA program at The University of Arizona and a volunteer with the San Francisco  Police Department’s ALERT program.

Private Impact Investments Associate

Alexandra Chamberlin

Alexandra oversees the investment process and manages relationships with issuers and capital-seekers. A native of France, Alexandra is passionate about democratizing impact investing for investors, donors and capital-seekers.

Prior to CapShift, Alexandra worked for LITA.co - the leading impact crowdequity platform in Western Europe – empowering retail investors to invest alongside their values while providing much-needed early-stage capital for social entrepreneurs. She has had experience as a consultant for social entrepreneurs in India and as the Growth Manager for a French edtech publishing company. She holds a dual degree from HEC Paris Business School and the Fletcher School of Law and Diplomacy at Tufts University.

Impact Investing Partnerships Associate

Emma Kulow

Emma leads CapShift's exploration of recoverable grants and the ways donor advised funds can leverage them to grow their impact. Additionally, she cultivates partnerships with leading philanthropic and impact investing organizations for CapShift. Previously, as a Joint Fellow with CapShift and PRIME Coalition, Emma designed a conceptual plan to leverage the recoverable grant structure to make catalytic investments into deeply impactful enterprises. The potential for philanthropy and private markets to converge and drive systemic impact excites Emma and motivates her work in the field. Emma graduated Phi Beta Kappa from the University of Virginia, where she was an Echols Scholar and a Trustees Committee Chair.

Investors in CapShift include the Heron Foundation, Omidyar Network, leading community development financial institutions (CDFIs) and pioneering impact investing families.

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Images courtesy of All Across Africa, Alternative Investment Group, Austin Housing Conservancy Fund, Boston Impact Initiative, Closed Loop Partners, General Assembly, Habitat for Humanity, Hartford Funds, HCAP Partners, Impact Engine, Iroquois Valley Farms, Local Initiatives Support Coalition, MCE Social Capital, Partners In Health, PGIM, TriLinc Global, UNICEF USA.