Services

Potrero Impact Advisors assists financial institutions, foundations, and family offices in developing and executing impact investing strategies

• Program structuring

  • Investment policies and process

  • Impact measurement and reporting

• Due diligence & portfolio review

  • Direct / co-investments: equity and debt

  • Private fund investments: private equity / venture & debt

• Thematic strategies, including

  • Financial inclusion / small business

  • Health services

  • Education

• Design and launch of new investment vehicles / intermediaries

• Geographic coverage of U.S. and global emerging markets