Founded by MissionPoint Partners, Jacques Perold (former President of Fidelity Research & Management), and the Heron Foundation, CapShift launched with a clear vision: unlock private capital for impact at scale by offering streamlined access to impact investments. The firm began by serving the U.S. charitable sector — a market now projected to manage more than $2 trillion in DAF and foundation assets alone. Recognizing the same unmet need across the private wealth landscape, CapShift established CapShift Advisors LLC in 2021, an SEC-registered investment advisor providing advisory services to leading financial institutions.
“CapShift has been a critical partner in delivering a scalable, mission-aligned investment experience to our donors,” said Melanie Schnoll Begun, Head of Philanthropy Management and the Family Office Resources Field Engagement team at Morgan Stanley. “It’s platform and expertise make it significantly easier to offer authentic impact opportunities without compromising on rigor or operational efficiency.”
Reaching this milestone of $1 billion moved into impact funds and enterprises through CapShift’s platform was fueled in part by rapid growth of the firm’s Research Engine. The proprietary database, a cornerstone of CapShift’s impact investing platform, now features more than 1,400 impact opportunities. The offerings represent more than $200 billion in curated funds and enterprises, spanning all major private asset classes including private equity, venture capital, private credit, real assets, and recoverable grants.*** The breadth of the Research Engine’s opportunities offers advisors and institutions a uniquely powerful tool to build customized portfolios with confidence and efficiency.
CapShift’s growth also points to a broader shift in investor expectations: clients increasingly want their portfolios to reflect their values, and institutions that can meet that demand are gaining a competitive edge. The global impact investing market has more than doubled in the past three years, exceeding $1.5 trillion in 2024. And client interest continues to deepen: 45% of high-net-worth investors say they own or are interested in making impact investments. With trillions in wealth set to transfer to next-generation investors in the coming decades, CapShift’s platform is helping leading institutions turn demand into action — and impact into measurable outcomes.
“CapShift plays an essential role for us as we increasingly seek like-minded partners for co-investment in solutions to the climate and toxicity crises,” said Ramsay Ravenel, Chief Investment Officer of the Grantham Foundation for the Protection of the Environment, an early CapShift investor.
“With our investment in CapShift, we hope to strengthen the entire mission-driven investing ecosystem by making it easier for transformational ideas to find the capital needed to demonstrate their value and scale.”
CapShift is now investing in its next phase of growth, by expanding its team and enhancing its technology and tools. The firm recently introduced its first AI tool to clients earlier this year and continues to expand the depth and breadth of its Research Engine. As advisory firms, DAF providers, and other financial institutions look to make impact investing a standard offering, CapShift stands ready to support them — and power the future of finance.
About CapShift:
Designed to scale, CapShift is the backbone of impact investing solutions across many of the world’s largest financial, charitable, and corporate institutions. Our comprehensive platform supports our partners at every step — from client interest to allocation. Rely on our expertise and technology to find opportunities, engage clients, and invest easily.
Advisory services provided by CapShift Advisors, an SEC-registered investment adviser. Investments in securities are not FDIC insured, not bank guaranteed, and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and CapShift Advisors’ charges and expenses. CapShift Advisors’ advisory services are designed to assist clients in achieving discrete financial goals.
They are not intended to provide financial planning with respect to every aspect of a client’s financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. For more details, see our Form ADV (https://adviserinfo.sec.gov/). Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing in this email constitutes an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where CapShift Advisors is not registered.
