The first step is for the client to fill out an online recommendation form. From there, ImpactAssets' investment team will review and reach out to you requesting supporting documentation with three years of financial information as well as a pitch deck from the investee. If there is no historical information on the organization, the team will conduct a background check on the CEO and CFO. The process to execute a client recommended investment typically takes two weeks.
Details on the investment process for the investee can be found here.