top of page
Team
Contact
Perspectives
REPRESENTING YOUR VALUES
IN EVERY ASSET ALLOCATION
We are Impact Investment Specialists
providing expert consultation, strategy, and due diligence services tailored for private-market investments
Our Approach: How We Partner with Clients
We seek to provide a timely and customized process to our clients based on their investment portfolios and organizational values. We contribute market insights and thought leadership, leveraging our collaborative relationships with asset allocators, impact firms, and social entrepreneurs to aid in the development of informed impact investment strategies.
.png)
.png)
.png)
.png)
.png)
Meet the Team
Jacob Gray
Managing Partner
Jacob holds over two decades of experience working at the intersection of impact and finance.
Jacob’s experience includes hundreds of millions in private-market transactions including financing for PE, VC, real estate and private credit funds, direct deals into operating companies, pay-for-performance structures and social enterprises. Jacob has been serving private family office, foundation, VC, higher ed and corporate clients since 2018. He was formerly the Managing Director of Impact Investing at Threshold Group, a multi-family office founded by the Russell family and since acquired by Tiedemann.
Prior to Threshold, Jacob was Senior Director of the Wharton Social Impact Initiative. There he served as lead author on a rigorous study on quantitative and qualitative performance of impact investing funds and co-launched the industry’s most comprehensive database (later named the Wharton/Harvard/Booth Impact Finance Research Consortium). At Wharton he also partnered with Bridges Ventures to launch the Turner MIINT, an experiential impact investing training program for 48 of the world’s leading graduate schools that continues to influence thousands of MBAs now practicing in finance.
Jacob started his impact investing career as a co-founder and eventual Partner of Murex Investments, one of the nation’s first community development venture capital funds. To help build the regional ecosystem he also co-founded the GoodCompany Ventures incubator and the Investors’ Circle Philly impact angel group.
Jacob is a graduate of Brown University. He lives in Philadelphia with his spouse, children and dogs and enjoys cooking, guitar, backcountry hiking and his city’s sneaky-amazing food scene.
Jennifer Kim
Associate Partner
Jennifer brings impact investing experience across working with family offices, foundations, and a registered investment advisory firm.
In her prior role as the Investment Officer for a social impact organization, she supported investments into early-stage companies and emerging funds across venture capital and private equity. She also worked at Citigroup focusing on west coast transactions in public finance and public-private partnerships. A nature lover, Jennifer volunteers on climate initiatives as a member of the Global Shapers community founded by the World Economic Forum. In her spare time, she runs a crepes and boba cafe located near Yellowstone and Grand Tetons NP.
Jennifer holds a B.S. in Environmental Economics from UC Berkeley where she specialized in Technology Entrepreneurship and was a part of SkyDeck’s Accelerator program.
Examples of Our Partnership
Case Study - Family Office Client
Portfolio Objective
Given the deepening wealth and racial inequities across the nation, the Family Office is developing an economic and racial justice strategy portfolio with a lens towards entrepreneurship for BlPOC founders/fund managers and shared ownership models.
Our Services
We worked with the client to refine their investment and strategic fit criteria for evaluating emerging fund managers and direct company investments based on their impact investment objectives. We leveraged our investment expertise in venture capital, private equity, education tech, among other sectors and developed a thoughtful due diligence process to capture the client's organizational values. By combining due diligence, technical assistance, market insights....TBD [CAN ALSO ADD SLIDESHOW/TABS VERSION]
bottom of page