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Unitus Impact Syndicate Series

United States of America

Last updated 13 May 2020, by Impactyield.

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Unitus Impact is an early-stage impact investing firm with the mission of improving livelihoods of low-income populations by supporting the growth of scalable, financially attractive livelihood ventures. We focus on innovative ventures in Southeast Asia, India and Africa. While our investments are not limited to selected industries, current investments focus on supply chain innovation, agribusiness, microenterprise financing tools, and microfranchising opportunities. UI seeks strong management teams with track records of commercial success, social awareness, and experience working with the populations they aim to serve. Our investors are forward-thinking family offices, institutions, and individuals who believe that scalable market-based solutions are critical in the fight against global poverty. UI leverages the extensive Unitus Family network to source best in class opportunities as well as provide our entrepreneurs with the network and support they require to succeed.

Unitus Impact follows a unique pledge fund structure. Rather than raising a blind pool fund, we structure each portfolio company investment as a separate special purpose vehicle (SPV). This structure allows investors to participate on a deal by deal basis therein providing the opportunity to build a portfolio reflecting the geographies, sectors and types of impact that are most important to them. Furthermore the pledge fund fee-structure is less than the fees charged by traditional blind pool funds.



Financial description

Unitus Impact is equally focused on both financial and social returns. We seek to prove that investing into livelihood ventures can provide commercial returns while doing social good. As such, we target impactful portfolio companies that achieve profitability and scale quickly. We target risk-commensurate financial returns; 20% IRR for our investors.

13 years

of track record

2011

the year funded

n.a.

AUM

Interested in this fund?
Log in or create an account to request more information.

Gain a deeper and comprehensive understanding of how this fund generates positive impact in the themes and SDGs that matter to you, with insights provided by our dedicated team of expert analysts, and receive notifications about new available impact products, exciting investment opportunities, and relevant updates in the world of impact investing.

Asset manager

Unitus Impact Partners

Website

Headquarters location:

Other funds managed by this asset manager: Livelihood Impact Fund

SDG goals

SDG targets

Equal rights to ownership basic services technology and economic resources

Promote policies to support job creation and growing enterprises

Full employment and decent work with equal pay

Increase access to financial services and markets

Impact Category

Key performance indicators

Fund overview

Asset manager: Unitus Impact Partners

Product track record: Fund has 13 years of track record

Target IRR: 20%

Committed Capital: 0 USD (US Dollar)

Target return category: Risk-adjusted market-rate of return

Fund domicile:

Product status:

Style/Stage: ,

Inception year: 2011

Vintage year: 2011

Target region: ,

Target close date: n.a.

Product term: 5-10 year term

Assets under management: n.a.

Investment size: Min: 500,000; Max: 5,000,000; Avg: 1,250,000

Co-investment policy: ,

Currency of investments:

Currency for fund / product figures:

Fund investments to date: 5

Fund investments to date exited or repaid: 0

Management fee: 2%

Carried interest: 20%

Hurdle rate: Varies per investment%

GIIN Investors' Council Investment: No

Limited Partners / Investors: n.a.

Limited Partner / Investor Type: Endowments/Foundations, Family Office, Other Institutional Investors

Contact

E-mail: info@patamar.com india@patamar.com indonesia@patamar.com

Website: http://www.unitusimpact.com

Phone number: 14158292473.00

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Geoff Wooley

Chief Executive Officer

Joshua Petersen

Associate

Impact Performance

n.a.

Impact thesis

Unitus Impact invests into livelihood ventures that create large-scale jobs and improve incomes for the working poor. These livelihood ventures optimize inefficient systems and supply chains, provide access to markets, and create significant value at the base of the pyramid. We quantify social and livelihood impact on low-income populations by measuring 1) percentage of income increase and 2) number of livelihoods/jobs created. Our measurement process is two fold. First, portfolio companies perform intake assessments and determine each participant's base income level. Second, we conduct ongoing tracking and reporting which provides insight into how each company is improving livelihoods over time.

Impact Management

n.a.