Telos Impact scores and approves impact investments in one flow
Impact projects scored, approved and contracted in one flow
Key results
- Automated multi-stage scoring and approval of projects
- Generated contracts from dynamic templates
- Central and faster investment deal flow
The client
Telos Impact is an advisory firm in Brussels, working in impact investing and venture philanthropy. It connects capital to social projects.
The challenge
Deciding which projects get a grant or an investment was manual work. Analysts scored by hand, documents went back and forth, and the pipeline lived outside any system.
Telos Impact needed to score and prioritise projects on several criteria. It also needed more structure and more speed in the way projects moved from first contact to decision.
What we did
Processes first. We analysed how projects come in, how they are assessed and who approves them.
Salesforce built for grants and investments. We set up Salesforce with the Nonprofit Success Pack and Grant Management.
Scoring and approval, automated. We built a multi-stage scoring and approval flow. Submission forms in FormAssembly are dynamic, and applicants can pause and pick up where they left off.
Contracts from templates. Contracts are generated from dynamic templates with S-Docs.
One pipeline, rolled out in phases. Every deal now sits in one central pipeline. We rolled the setup out across the organisation in phases.
The result
Projects go through an automated, multi-stage scoring and approval flow. Contracts come out of dynamic templates instead of being drafted by hand. The investment deal flow is central, and it moves faster.
