The impact report, read to the very end.
Five things every fund runs into.
- 01
No standard
There is no prescribed structure for an impact report, only a general set of expectations. Every fund starts from a blank page, but they still need to deliver.We begin the process from zero, and help to create a compelling narrative in a collaborative fashion.
- 02
Story and thesis
The report has to tell the fund’s story and hold to its thesis at the same time.We create a single source of truth by building up the story so that it makes sense from both angles.
- 03
Process
LPs ask how impact was selected, measured and verified. This is your opportunity to answer the question in your own words, and let the world know about it.Ensure your impact is seen and understood.
- 04
Data into meaning
Portfolio data arrives as spreadsheets. Turning it into charts, infographics and an architecture the reader can navigate is where reports can fall short.As it happens, it’s our focus and one of our greatest strengths.
- 05
Value for the reader
The report is read by LPs, institutional investors and family offices. It has to show them real value, in their terms, so that they can tell the story to their own stakeholders.Our process takes all stakeholders into account, by focusing on what they need to hear most.
One report. Five answers.
- 01
Structure
All of the contents the reader expects before opening it: letter from the GM, key facts, theory of change, portfolio, methodology, annex. Set purposefully, kept for every report after. Adjusted as and when the fund matures.
- 02
Story
The narrative follows the thesis. Each chapter answers three questions: what the fund set out to do, what it did and what changed during the process.
- 03
Process
KPI selection and measurement laid out as a sequence the reader can follow. Verified and portfolio-reported figures with a clear explanation on why it matters.
- 04
Data
Figures set at display scale: big and bold. Interactive charts and infographics. An architecture that lets an analyst find the figure in one move. Let your data work for you all year long.
- 05
Audience
Written for your audience: the LP, the institutional fund, the family office allocator. Key facts for the committee, portfolio chapters for the analyst, the letter for the partner or the board member.
Two reports, read by the target audience.
Two forms. One source.
- 01
The report
Web edition on its own address with the option for a print edition from the same source.
- 02
Key facts
Headline figures at display scale, each with its source and verification status.
- 03
Theory of change
The thesis, drawn as the chain from capital to outcome.
- 04
Portfolio chapters
One chapter per company or theme, written with the founder, signed off by the fund.
- 05
Methodology and annex
How the figures were produced. The SFDR periodic annex set on the report’s grid.
Reserve the publishing window.
We take on a limited number of impact reports each year. Tell us the quarter you are aiming for and we will schedule you in.
Noted. A principal will reply within two working days.
or write to hello@swanmakers.com