Case Study: American Heart Association Ventures unifies portfolio reporting with SoPact

American Heart Association Ventures connects one company record across onboarding and reporting with SoPact

American Heart Association Ventures, the venture capital arm of the American Heart Association, faced a challenge as its investment portfolio grew. Company information was scattered across various platforms like Affinity, spreadsheets, and documents, making it difficult to connect impact plans with reporting history and multiplying the work required for each reporting cycle. They partnered with SoPact to create a unified workflow.

SoPact implemented a solution centered on a persistent company record to connect all evidence, impact plans, and reporting. The engagement included data seeding and mapping existing information to shared fields. This created a single source of truth, allowing the team to carry context from onboarding directly into impact planning and ongoing reporting. While the case study describes the implementation approach, it notes that a measured reduction in cleanup time or a fully completed deployment are later stages not yet reported.

American Heart Association Ventures