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Getting Started Tips

>>> 1) Creating a User Account

>>> 2) Creating a Fund / Product Profile

>>> 3) Becoming a Subscriber

 

1) Everyone → Create a User Account -- Interested in impact investing and impact investment vehicles? Create a User Account in 30 seconds and gain access to:

  • User Resources (including "Assessing Impact Strategy: A Discussion Guide")
  • The GIIN monthly newsletter
  • The opportunity to create fund / product profiles
  • The chance to subscribe to ImpactBase online directory

 

Instructions to Create a User Account

 

2) Asset Managers → Create Fund / Product Profiles-- Are you a fund manager or financial intermediary with an impact investment vehicle? After creating a User Account, completing a fund / product profile takes as little as 30 minutes and offers you exposure to the global audience of ImpactBase subscribers.

Are you also an accredited investor (or work on behalf of one) and want access to search the ImpactBase database? See instructions below for Accredited Investors to become Subscribers

Click here for more on Benefits to Asset Managers

Instructions to Create Fund / Product Profiles

  • New User
    • All ImpactBase Users can draft a fund or product profile
    • See Create User Account instructions above to create & login to your User Account
    • Continue with next steps below
  • Returning User
    • Create your Firm Profile
      • You may save at any time and return to complete it at your convenience
    • Create your Fund or Product Profile
      • You may save at any time and return to complete it at your convenience
    • Submit for Approval
      • When you're ready and the profile is complete
      • The ImpactBase Team reviews all profiles for completeness, coherence and fit and request official fund documentation as needed
    • Manage your Approved Profiles
      • ImpactBase allows Fund Managers to fully access, manage, edit and update their profiles at any time
      • Click "My Profile" at the top right of any ImpactBase page to manage your Firm and Fund / Product Profiles
    • Add Additional Fund / Product Profiles
      • Returning Fund Managers may create additional fund / product profiles, including closed or previously completed investment vehicles to demonstrate experience and track record
      • Click "+ Add a Fund" at any time to start a new draft

 

3) Accredited Investors → Become a Subscriber-- Are you an accredited investor? After creating a User Account, you can upgrade your access to become a Subscriber and gain acess to the ImpactBase online directory of impact investing funds and products. 

Click here for more on Benefits to Subscribers

Instructions to Become a Subscriber

  • New User
    • All ImpactBase Users who are accredited investors (according to the U.S. Securities & Exchange Commission) may upgrade to become Subscribers
    • See Create User Account instructions above to create & login to your User Account
    • Continue with next steps below

 

Note: Always refer to FAQs or email [email protected] for any questions.