Use Cases

Platform helps companies, investors, service providers, governments, nonprofits, researchers, and others find, create, and share impact data.

Examples are grouped by user type.

Companies & Organizations Research issues, peers & KPIs; structure and share your impact data Investors & Financial Institutions Explore company & fund data; develop themes and assessments Service Providers Use Platform data for research, design, assessment & AI services Broader Ecosystem Use Platform for policy, research, nonprofit work & learning

Companies & Organizations

Companies and organizations can connect their activities to social issues and start impact design, measurement, and disclosure.

Use Cases

  • Research social issues related to your business, including their scale and structure
  • Review initiatives, logic models, and KPIs disclosed by peers and leading companies
  • Organize the social value of new or existing businesses
  • Create issue maps, logic models, and theories of change
  • Find outcome KPIs, statistics, and assessment approaches suited to your business
  • Publish the context, intended change, and results of an initiative as an impact story
  • Review your company data on Platform and supplement or correct it

Workflow

1. ResearchExplore relevant social issues, company examples, KPIs, and statistics
2. StructureOrganize relationships among the business, issue, activities, and outcomes
3. MeasureSet KPIs, periods, calculation methods, and supporting data
4. CommunicatePublish or share logic models, stories, and KPIs

Platform + impactlake™

Start with public data and basic models/KPIs on Platform. Plus adds restricted sharing and document output. Use Business for private multi-team data, permissions, approvals, and ongoing management.

Find Data / Create Data / Share Data

Investors & Financial Institutions

Investors and financial institutions can find candidates, build themes, compare data, and design impact assessments.

Use Cases

  • Explore related companies, funds, and businesses from a social issue or impact theme
  • Review public non-financial data & impact KPIs for investees or borrowers
  • Compare disclosures, outcomes, and KPIs across companies and funds
  • Research the scale of an issue, solution approaches, and market participants for a new investment theme
  • Design logic models and theories of change for investment strategies or funds
  • Develop candidate KPIs and reporting items for investees
  • Use public data to structure engagement and further research

Workflow

1. Define the themeOrganize the social issue, affected group, geography, and expected change
2. Find candidatesExplore related companies, funds, businesses, technologies, and KPIs
3. CompareReview disclosures, business relevance, indicators, and evidence
4. Connect to assessmentBring findings into due diligence, investment decisions, engagement, and reporting

Keep Public and Internal Data Separate

Use Platform for public-data research and assessment design. Use Business for non-public due diligence, decisions, portfolio monitoring, approvals, and internal reporting.

See Data Coverage / See Platform and impactlake™

Service Providers

Service providers can use Platform data as a foundation for research, design, assessment, and delivery.

Use Cases

  • Research social issues, precedents, and KPIs related to a client’s industry or business
  • Create initial drafts of issue maps, logic models, and assessment designs
  • Reference multiple methodologies and indicator systems to develop a fit-for-purpose design
  • Use public statistics and company disclosures for analysis and benchmarking
  • Connect your own data, assessment methods, or expertise to Platform
  • Use Platform data from external AI, analytics, and business tools as access expands
  • Use Platform to support reporting, disclosure, and assessment for companies and investors

Workflow

1. Foundational researchCollect data on issues, companies, KPIs, statistics & methods
2. Add expertiseCombine analysis, assessment, industry knowledge, and proprietary data
3. Create deliverablesCreate models, KPIs, assessments & reports
4. Connect & deliverExtend into AI client integration (planned), APIs, data integrations, and tailored support

Use Platform as a Data Foundation

Shared data and common structures reduce basic research and data preparation, leaving more time for analysis and advisory work.

Contact us about data supply, APIs, expert review, and joint development.

See AI, MCP & API / Contact Us About Integration

Broader Ecosystem

Governments, nonprofits, foundations, universities, researchers, experts, students, and individuals can also use Platform.

Local Government & Community Initiatives

  • Research statistics, companies, and solution cases related to local issues
  • Create logic models for policies and local projects
  • Develop outcome indicators and monitoring items
  • Use Platform to build shared understanding with local companies, financial institutions, nonprofits, and others
  • Publish the context, objectives, and outcomes of policies and projects

Nonprofits & Foundations

  • Organize the structure of target social issues and related data
  • Design logic and KPIs for grant-making and support programs
  • Reference similar initiatives, assessment methods, and outcome indicators
  • Use Platform for communication and reporting to supporters, donors, beneficiaries, and others

Researchers & experts

  • Research company activity, issues, KPIs & statistics across sources
  • Analyze relationships between corporate disclosures and public statistics
  • Share research findings, assessment methods, and related data
  • Suggest corrections, additional sources, and expert annotations
  • Use Platform from research and analytics environments as AI client, API, and dataset access become available

Individuals & students

  • Learn about social issues of interest
  • Research initiatives by companies and investors
  • Try creating issue maps, logic models, and KPI designs
  • Organize the social significance of your own activities or projects
  • Use public data for research, study & education

Improve the Data Platform Together

Users can improve data quality and coverage by reporting errors, adding sources, supplementing official data, and contributing expert review.

See Data Reliability & Transparency / Start Using Platform

Basic Workflow

1. Find DataExplore issues, companies, KPIs & statistics
2. Create DataCreate maps, models & KPIs
3. Share DataPublish or share context, KPIs & evidence
Use with people and AIUse data across workflows, with external access expanding over time.

See the Differences Between Free, Plus & Business