Capria Quantum benchmarks fund managers’ capabilities and progress across eight areas that we have identified as critical success factors for building a world-class impact investment firm. 

How it works

Capria Quantum rates your firm across 8 key categories essential for a firm’s success. Each category consists of a variety of sub-elements essential to long-term success. 

Each Principal and Partner will independently rate each sub-element on a scale of (1) “Novice” to (5) “Ninja” to reflect the team’s overall capability and progress to date. The rating scale is generally defined as follows:

No one we know, including renowned firms, is at the top level in all sub-elements. 

The key to getting the most out of the Capria Quantum evaluation is to constructively evaluate your firm based on where you are currently with respect to that sub-element. You can then map out specific aspirational steps along with an executable plan for each element based on your results. 

Quantum categories

Team & Foundational Skills

Partners and principals have the core competencies and mechanisms to build, operate and grow the firm and team.

Evaluation last taken on 2nd September, 2022.

Finance & Operations

Effective operating processes, systems and policies to consistently deliver quality execution on a cost-effective basis, in place.

Evaluation last taken on 20th January, 2021.

Governance & Advisors

Effective governance policies, structures and processes in place, along with systems to derive most value from highly qualified advisors.

Evaluation last taken on 24th September, 2022.

Branding, Marketing & Business Development

Frameworks to develop leadership brand identity, reputation and market engagement that increases the flow of partners, entrepreneurs and investors, in place.

Evaluation last taken on 24th September, 2022.

Fundraising & Investor Relations

Frameworks to develop clear, concise, compelling fund strategy with supporting materials that captivates LP attention, along with systems to engage current and prospect investors, in place.

Evaluation last taken on 24th September, 2022.

Pipeline Development & Investment Process

Systems to source proprietary deals, conduct consistent analysis and diligence, and close win-win investments with the best entrepreneurs, in place.

Evaluation last taken on 24th September, 2022.

Portfolio Management, Support & Returns​

Efficient portfolio monitoring and support systems to enable growth of invested companies, along with systems to manage exits that produce market-leading returns, in place.

Evaluation last taken on 24th September, 2022.

Impact Measurement, Reporting & ESG​

Frameworks to develop an impact and ESG strategy that is integrated throughout the investment process to enhance the portfolio’s impact, in place.

Evaluation last taken on 24th September, 2022.