SoPact
27 Case Studies
A SoPact Case Study
Crossroads, a CDFI serving underbanked communities in Texas, faced a challenge in aligning its investment strategy with the outcomes its stakeholders actually cared about, such as job quality and environmental impact. Their strategy and evidence were out of step, and they needed to integrate impact measurement from sourcing to exit rather than treating it as a separate report. They partnered with SoPact to address this operating problem.
SoPact mapped recognized frameworks and integrated investee data to provide Crossroads with a unified view of its portfolio evidence. This solution enabled the CDFI to produce branded annual impact reports and achieve years of comparable impact learning and reporting. The measurable result was a $223 million year-over-year increase in environmental and social loans, empowering Crossroads to create real, measurable change for its communities.