Our Mission and Vision

ImpactUs seeks to facilitate community, societal, and environmental impact alongside financial returns by increasing the flow of capital to mission-driven organizations working to create equitable and thriving communities.

Our vision:

  • Make the impact investing market accessible to all
  • Connect mission-driven organizations to investors through collaboration and shared infrastructure that reduces overhead
  • Create best-in-class experiences for impact investors

ImpactUs Marketplace

ImpactUs Marketplace brings this vision to life. The Marketplace is an investment platform that seamlessly connects investors, advisors and mission-driven institutions, providing the advanced infrastructure, connectivity and cost-efficiencies that will allow all stakeholders to share in the promise of impact investing.

  • For investors: The Marketplace significantly expands access to quality purpose-driven investments, increasing opportunities for generating financial returns with a purpose. Investors can identify products by a place, an impact area, an investment type, or a risk/ and return profile.
  • For the advisory community: The Marketplace’s sophisticated infrastructure and reporting capabilities enable the advisory community to more fully engage in the growth of this important sector.
  • For mission-driven institutions: The platform connects institutions with the widest base of potential investors, increasing access to the capital that funds their important missions.

Our Story

ImpactUs was born from a community-led initiative of leading foundations, universities, community funds and financial institutions working together to grow the impact investment market. Sparked by this ingenuity and collaborative spirit, ImpactUs was launched by Enterprise Community Partners, a national affordable housing non-profit specializing in capital aggregation, and City First Enterprises, a community development financial institution focused on crowdfunding's potential to transform low-income communities.

ImpactUs Marketplace leverages over 80 years of combined finance, community development and leadership experience to create a secure interface that both purpose-driven institutions and investors can trust.

ImpactUs Marketplace has the support and trust of some of the country’s leading impact investing institutions.

Learn more about impact investing

Team

ImpactUs leadership team reflects an authentic commitment to impact investing and a strong cross-section of both for-profit and non-profit financial services experience.

  • Reginald Stanley President & CEO
  • Liz Sessler Vice President, Client Engagement
  • Julie Abrams Senior Due Diligence Consultant
  • Danielle Pullan Cross Department Manager
  • Lee Nienaber Technology Consultant

Reginald Stanley ×

President & CEO

Reggie Stanley has been a key figure in the impact investing community for almost two decades. Prior to being named president & CEO of ImpactUs, Mr. Stanley was the chief marketing officer for Calvert Investments for over 12 years and was a principal with Sustainable Growth Strategies (SGS). He was also previously a director/trustee of Calvert Foundation.

Mr. Stanley has also held executive, consulting and board leadership roles at Fidelity Investments, Bain and Company, McKinsey and Company, and Trillium Asset Management.

Mr. Stanley holds his MBA from The Wharton School of the University of Pennsylvania, and a BBA in business from the University of Pennsylvania. He also studied at Haverford College and is a Fellow of the University of Capetown/Duke University Emerging Leaders Program. In 2009, he received the First Affirmative Financial Network SRI Service Award.

Liz Sessler ×

Vice President, Client Engagement

Liz Sessler is responsible for client experience, business development, marketing, and field-building. Ms. Sessler began her impact investing career at Calvert Social Investment Foundation. While there, she was a member of the marketing team which supported the Foundation’s Community Investment Note. Ms. Sessler helped develop and launch ImpactUs while she was the director of innovation at Enterprise Community Partners, Inc. At the Enterprise Community Loan Fund, she oversaw the launch and sales of the Fund’s first retail investment product, the Enterprise Community Impact Note. Ms. Sessler co-chairs the US SIF’s community investing working group and is a volunteer photographer for several DC-based non-profits and previously co-chaired US SIF's community investing working group.

Ms. Sessler holds her BA in public policy analysis from the University of North Carolina at Chapel Hill.

Julie Abrams×

Senior Due Diligence Consultant

Julie Abrams has more than 25 years of experience in the domestic and international impact investing and financial service industries. She is considered an authority on due diligence, risk management, and governance, as well as financial and social performance. Ms. Abrams has been a key contributor in setting measurement and performance standards for the industry, including the GIIN’s Impact and Investing Reporting Standards (IRIS) and Economist Intelligence Unit (EIU), and has authored numerous thought-leadership publications. At PwC, she consulted to Fortune 500 companies and governments, including providing extensive sell-side equity due diligence for privatizations.

Ms. Abrams is a certified expert in risk management from the Frankfurt School of Finance and Management. She holds her MBA in finance and entrepreneurial management from The Wharton School at the University of Pennsylvania, an MA in international studies from the University of Pennsylvania, and a BA from Oberlin College. She is fluent in Spanish and Portuguese.

Danielle Pullan×

Cross Department Manager

Danielle Pullan works across technology, operations, compliance, and research at ImpactUs. Prior to ImpactUs, Ms. Pullan was a compliance analyst at Calvert Social Investment Foundation and a research assistant at the Sustainable Entrepreneurship and Innovation Initiative at American University’s Kogod School of Business. Ms. Pullan is also a partner at Fearless Labs.

Ms. Pullan holds an MPA in nonprofit management, a BA in political science, a BA in philosophy, and a certificate in advanced leadership studies from American University in Washington, DC.

Lee Nienaber×

Technology Consultant

Lee Nienaber is has more than 25 years of experience designing and delivering complex technology solutions for the financial services industry. His expertise in technology architecture, applications development and information security have contributed to a successful track record with organizations including Calvert Investments, Fannie Mae and Freddie Mac.

Mr. Nienaber holds his BS in information systems from Fordham University, and an MS in information technology from the George Washington University. Mr. Nienaber is also a former board member of the Make-A-Wish Foundation of the Mid-Atlantic, and 501cTECH, a Washington, D.C.-based non-profit organization.

faq

About Impact Investing and ImpactUs Marketplace

What is impact investing?

Impact investments are investments made into companies, organizations, and funds with the intention to generate social and environmental impact alongside a financial return. The growing impact investment market provides capital to address the world’s most pressing challenges in sectors such as sustainable agriculture, clean technology, microfinance, and affordable and accessible basic services including housing, healthcare, and education.* You can find more information on impact investing here along with links to several third-party resources. Explore these resources and tools and speak to your financial professional. *Source: Global Impact Investing Network

What is an Aeris Rating?

Aeris is an independent organization that rates CDFIs on both financial strength and impact performance. Financial strength is rated AAA to B with AAA, AA, A, BBB all indicating investment grade, below BBB indicates vulnerability. For impact performance, a scale of one to four stars is used with four being the strongest.

What is a Community Development Financial Institution (CDFI)?

CDFIs are private financial institutions that provide responsible, affordable credit and financial services to underserved markets and populations to stimulate economic development and job growth. CDFIs must be certified by the US Treasury’s CDFI Fund, whose responsibility it is to ensure that the institution meets a rigorous set of mission-based and financial criteria. CDFIs must be re-certified every three years.
Learn more.

What kinds of investments are available through the Marketplace?

Investments offered through the Marketplace are private debt and equity products issued by mission-driven organizations. These investments seek to generate positive social outcomes and financial returns. These investments are not publicly traded and therefore there is no secondary market where they can be sold.

Where can I learn about the impact of my investment?

From your dashboard, click on the name of the Issuer with whom you invested in the “Manage Investments” table. This page includes details about the company as well as information about their impact. For any further questions, please contact the issuer directly via the contact details provided at the bottom of that page.

Who manages the Marketplace and how can I contact them?

The Marketplace is managed by ImpactUs, an organization that connects purpose-driven investors with mission-based organizations seeking to raise capital. For general inquiries and technical assistance with your account, please contact us at 877-795-4672 or send us an email at: info@impact-us.com.

Who do I contact if I have questions about a specific investment opportunity?

If you would like to learn more about the impact of your investment or have questions about a particular investment, contact the issuer directly. You will find their contact information at the bottom of their product or company page. If you have trouble finding this information, contact ImpactUs at 877-795-4672.

How can I reset my password?

From the "Login" screen click on "Forgot Password." Enter your email address and you will receive an email with further instructions. If you can no longer access the email address you used to set up your ImpactUs Marketplace profile, please call us at 877-795-4672.

How can I get help with using this website?

For help using this website, please contact us at 877-795-4672 or send us an email at: info@impact-us.com.

Investors

How do I open an account?

You can open an account here.

How do I search for investments on the Marketplace?

Visit "How to Invest" to learn about searching and sorting impact investment products on the Marketplace.

How do I make an investment?

Visit "How to Invest" to learn about making an investment, including more information about various impact areas and product types.

How do I track and monitor my investments?

From your personalized dashboard you can view all your investments at once, broken out by product issuer, product type, impact area, and other details. You can also view your client report from the dashboard.

Where does my money go once I've placed an order?

Your money goes directly to the organization who has issued the product(s) you've chosen.

Who sees my personal information and is it safe?

Your personal information is securely encrypted and only used by select staff members of ImpactUs and of our fund administrator to verify your identity and allow you to transact on the site. Neither ImpactUs nor our partners store or can access your account password.

Why do you need my social security number and other personal information?

The USA PATRIOT Act requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account with a financial institution.

Why do you need my bank account information?

This information is used to directly deposit any interest earnings or dividend payments and to directly deposit your principal repayment at the end of your investment term. This information is located at the bottom of your checks. Neither ImpactUs nor our partners have the ability to draft funds from your account; when you are ready to make an investment, only the account holder can authorize an outgoing transfer from your bank account.

How do I change my contact information?

Once logged in you can click on your name in the upper right hand corner of any page, then click "Settings." Click the pencil icon next to the item(s) you wish to edit, and then be sure to click "Save."

How and when will I receive interest payments?

You will receive any interest payments according to the schedule established by the issuer in their offering documentation. Unless you direct otherwise, interest payments will be directly deposited into the account you have registered with the Marketplace.

Can I use the Marketplace to fund an UGMA/UTMA account?

Yes. When opening your account, select "UGMA/UTMA" from the drop-down menu under “Individual Account".

Can I use the Marketplace to invest in an IRA?

Yes. When opening your account, just select "IRA Account" from the drop-down menu under "Individual Account". At this time, ImpactUs can only accept investments from existing IRA accounts held at a qualified custodian approved for alternative investments. If you are unsure whether your IRA qualifies, please consult with your custodian.

I work with a financial advisor; how can I provide them with access to my account?

You must complete the Advisor Authorization section of the new account form. You may also add an advisor to your existing account by clicking on your name in the upper right corner of any page, selecting settings, and then selecting the account to which you would like to grant your advisor access.

My direct investment with an issuing organization was transferred to the Marketplace by the issuer. How do I access my account for the first time?

You should have received a personalized link to open your ImpactUs Account. If you did not receive the link, or it has expired, please call ImpactUs at 877-795-4672 or contact the issuer.

Organization Raising Capital

What are the requirements for a mission-driven organization to be listed on the Marketplace?

Issuers must intentionally measure the community impact created by their investments, with preference given to those issuers who use third-party definitions such as IRIS or have impact ratings from GIIRS or Aeris.

How can our organization list an offering on the Marketplace?

For more information on listing your offering on the Marketplace, please contact us at lsessler@impact-us.com or 877-795-4672 or use the form located on the “Connect to New Sources of Capital webpage”

How many of our staff members can have access to our Marketplace dashboard, profile and product pages and how do we grant this access?

There is no limit to the number of staff members to whom you can grant access, but we recommend limiting the number of people with access to the Marketplace for security purposes. Access can be granted by navigating to the settings menu from the upper right of your screen.

Can I view all of my investor accounts in one place?

Yes. From any page view, click on your name in the upper right hand corner of the page and select "Issuer Dashboard" where you will find investor analytics, investors awaiting approval, and high priority investors.

Can we customize a search within our investor base?

Your dashboard includes a variety of preset reports such as a summary view of your investors by product, by impact area, by number of investors, and by total amount invested. If you don’t see the information you are looking for, please contact us at: info@impact-us.com. or 877-795-4672.

Financial Advisor

I am a financial advisor. How do I get started using the Marketplace?

To get started you can register or call us at 877-795-4672 to learn more about ImpactUs Marketplace.

How can I track my clients’ accounts/investments?

Login to your ImpactUs account and use the tools on your Dashboard to look at all your clients' holdings or an individual client's account.

What do I do if I want to make my own investment through the marketplace?

You will need to set-up a personal account, not associated with your professional email address. You can do this by logging out of the account associated with your professional email and then registering as a new user with your personal email.

How do I know if my firm allows me to use the Marketplace?

Please call us 877-795-4672 to see if you're firm is approved to use the Marketplace. If not, we can quickly get you set up.

Contact Us

Headquarters

1875 Connecticut Ave. NW 10th Floor Washington, DC 20009 View on Map

Email: info@impact-us.com

Contact: 877-795-4672

 

Contact Us