Resources
The Impact Valuation Hub exists to strengthen how impact is valued and used in investment decision-making. This page shares selected open-access materials developed by the IV Hub to help investors better understand what impact valuation is and how it can be applied in practice.
These resources also reflect the IV Hub’s broader commitment to building the field by supporting shared understanding and more consistent use of valuation across the investment ecosystem.
While full access to the IV Hub resources is reserved for members, these materials offer a starting point for learning and exploring impact valuation.
Attribution in Impact Valuation
Impact is rarely created in isolation. Companies, other actors across their value chain and their capital providers each have a role, which makes attribution a central question for any investor using impact valuation.
This upcoming paper, developed with investors through an IV Hub working group, is designed to help investors understand the main approaches to horizontal attribution (how impact is shared across the value chain) and vertical attribution (how it is shared among capital providers), choose the approach that fits their context, and bring more rigour and comparability to impact valuation, from investment decisions to value creation for portfolio companies.
The paper also considers additionality as a further layer alongside attribution.
Register below to receive it directly in your inbox as soon as it is published.
Impact Valuation Across Investment Stages
Impact valuation is most useful when it evolves with the investment lifecycle. This paper, developed through an IV Hub working group, helps investors understand how impact valuation is used differently across investment stages, apply fit-for-purpose approaches, and build practice progressively as data and evidence improve. The paper includes case studies from IV Hub members across venture capital, growth, private equity, and infrastructure.
The IV Hub also brought the paper to life in a live webinar. Hear directly from the investors behind the case studies, sharing what impact valuation looks like at their stage, the choices they made, and what they learned along the way.
Impact valuation in practice: a playbook for investors
A practical playbook designed to help investors apply impact valuation across portfolio decisions. It distils common elements of leading approaches into a useful step-by-step guide, covering everything from framing the valuation’s purpose to using the results in investment decisions.
As a living resource, it will continue to evolve, shaped by the practical experiences and insights of our members.
Impact Valuation
Primer
A quick introduction to applying impact valuation in portfolio management. It explains the opportunity for investors and shows the approach in action through three investor case studies.
Southern Reconstruction Fund’s approach to impact valuation
Case study by Valuing Impact
Illustrates how impact valuation was used during due diligence to compare total societal value with IMOIC, uncover company-specific impact drivers and strengthen investment decisions.
Our working groups are where the real work of the Impact Valuation Hub is happening, investors coming together to address the field’s top challenges. This post gives a little insight into what's been happening inside these collaborations since they started in September/October.