CapShift Mobilizes $1 Billion for Impact Investing, Doubling Capital in Just Over a Year
Funding | Jun 17, 2025 | EIN
CapShift, a leader in impact investing, has surpassed $1 billion in mobilized capital for impact investments via its platform, doubling its cumulative capital mobilization in just over a year. Founded by MissionPoint Partners, Jacques Perold, and the Heron Foundation, CapShift aims to unlock private capital for impact at scale, serving a variety of institutions, including donor-advised funds, family offices, and charitable organizations. As interest in impact investing grows, CapShift's platform serves as a significant tool for these organizations to meet increasing demand. CapShift's Research Engine, a proprietary database featuring over 1,400 impact opportunities, has been crucial in achieving this milestone. Additionally, CapShift is enhancing its services by developing AI-powered tools and expanding its team to further support its partners in delivering impactful investments.
Sectors
- Impact Investing
- Financial Advisory Services
Geography
- United States – The article focuses on CapShift's operations, which primarily serve U.S.-based financial and charitable institutions, contributing to the impact investing landscape in the country.
Industry
- Impact Investing – CapShift operates in the impact investing sector, facilitating investments that prioritize social, environmental, and governance outcomes.
- Financial Advisory Services – CapShift provides financial advisory services, aiding institutions in creating and managing impact-focused investment portfolios.
Financials
- $1 billion – Total capital mobilized by CapShift in impact investments through its platform.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| CapShift | Target Company | Company | CapShift is a firm specializing in facilitating impact investments for financial advisors and charitable institutions. |
| MissionPoint Partners | Founding Company | Company | MissionPoint Partners is one of the founding entities behind CapShift, contributing to its vision and establishment. |
| Jacques Perold | Co-founder | Person | Jacques Perold is a co-founder of CapShift and former President of Fidelity Research & Management. |
| Heron Foundation | Founding Organization | Charity | The Heron Foundation is part of the foundation team that established CapShift, supporting impactful mission-driven investments. |
| Adam Rein | Co-founder and CEO | Person | Adam Rein is the co-founder and CEO of CapShift, responsible for its strategic direction and growth. |
| Morgan Stanley | Partner | Company | Morgan Stanley collaborates with CapShift to offer scalable, mission-aligned investment experiences for donors. |
| Grantham Foundation | Investor | Charity | The Grantham Foundation is an early investor in CapShift, aiming to support the mission-driven investment ecosystem. |
| Nicky Wu | Contact Person | Person | Nicky Wu is the contact person at CapShift mentioned in the article for media inquiries. |