The Builders Fund is a newly formed platform from a successful legacy investment team to focus on investments at the intersection of purpose-driven business and growing consumer markets in North America.
Targeted at consumer-oriented, lower middle market equity investments in high-growth companies whose products, services and supply chain intrinsically deliver positive social and environmental benefit. When portfolio companies succeed they subsequently deliver financial and social/environmental return at and through scale.
The firm's mission is to create extraordinary financial, social and environmental value for our companies, their employees, investors, and the communities and customers they touch.
We focus on investing in high-growth companies whose products, services and supply chain intrinsically deliver positive social and environmental benefit. When our businesses succeed they subsequently deliver financial and social/environmental returns at and through scale.
In addition to 3rd party verification through B Lab and GIIRS, the Fund uses rigorous internal processes to track social and environmental impact in its investments in order to measure and report on these benefits to its stakeholders and investors. Pre-investment, impact evaluations are reviewed to inform due diligence and investment decision; post-investment, impact KPIs and B Analytics are used as portfolio management tools. Builders identifies a customized set of thematic Key Performance Indicators (KPIs) which help inform the direct and indirect social/environmental impact of an investment along with standardized Environmental, Social, Governance (ESG) measurements which focus on the way a business is being operated in the context of its systemic ecosystem.
Other Impact Measurement Tools
The fund uses B Analytics and the BIA, GIIRS, IRIS and its own internally generated Impact KPI assessments.