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What Impala was able to do was incredibly helpful—giving us the financials for all of our grantees, including their reliance on federal funding. It translated directly into actionable analysis, clearly quantifying their exposure and identifying which groups were at risk due to changes at the federal level.
John Goldman
Senior Manager, Program & Impact Robin Hood
Portfolio Analysis Main Features
All your grantees. Full analysis. Zero data collection
See your entire grantee portfolio
- Track your grantees' financials, funding and staffing over time
- Your portfolio’s waiting — we’ve already gathered the data
- Invite your grantees to enrich portfolio
Identify grantees' risks and red flags
- Gain visibility into grantees' reliance on your support, government funding, etc.
- See financial alerts on grantees (low cash reserves, insolvency, etc.)
- Stay informed about their IRS status to receive charitable contributions
Compare and benchmark grantees
- Review more than 20 financial datapoints on each grantee
- Analyze yearly growth/decline trends
- Discover the other funders supporting your grantees
Breakdown to sub-portfolios
- Group grantees according to real sub-portfolios and assign to program/grant teams
- Insert your own taxonomy so you can use your own language
- Update grants data to get the most complete picture
How Portfolio Analysis Works
1
Your portfolio is waiting
Impala already collected the data on you and your grantees and centralized it in one place so you can explore from the get go.
2
Review for risks and red flags
Quickly understand which of your grantees are not in a good financial situation, or lost their status with the IRS.
3
See who your grantees rely on
Check your grantees reliance on you as a funder, government sources, private philanthropy and more.
4
Customize to your own liking
Add your taxonomy or break down your giving into smaller sub-portfolios that match your daily work.
Review your portfolio today
We'll show your very own portfolio, that's already waiting on the platform. We'll analyze grantees risk, benchmark and compare, and see how other funders are supporting your grantees.
