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KL Felicitas Investment Evaluator

If a potential investment meets the Foundation’s basic investment criteria, an Investment Evaluator form is completed to assist in final due diligence. Investment Evaluators are customized forms that the Foundation uses to document the investment’s alignment with the impact investment strategy. Evaluators also serve as a baseline to identify relevant impact indicators that the Foundation will track over time to measure its own effectiveness.

  KL Felicitas Impact Investment Evaluator Template (PDF)

Investment Evaluators are completed for all investments and are placed on this site as they become available. The “KLF Impact Investment Evaluator Primer” PDF available below contains explanatory information on how to complete an investment evaluator. Please use this as a reference when reading any KLF investment evaluators.

 KL Felicitas Impact Investment Evaluator Primer (PDF)

If you would like a blank copy of the Investment Evaluator, please write to us: info@klfelicitasfoundation.org

 

 

 

 

 

Impact Investing News

Rockefeller Foundation has released a report on Toniic’s T100 project. Find it here and read more about other news in impact investing.

News from the Founders

Lisa and Charly Kleissner

Grand Prix Prize

Charly and Lisa Kleissner received the Grand Prix Prize in Philanthropy by BNP Paribas for their global work in impact investing. Read More >

Lisa Kleissner authored a blog post for the Stanford Social Innovation Review titled Creating a Better Future Through Transparency, about the need for more investors to share their impact performance data.

This and more news here.

Twitter @lisa_kleissner | @CharlyKleissner
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