OUR CLIENTS

Aeris serves the nation’s top impact investors and intermediaries. Our clients comprise a network of investors and that are committed to transparency, accountability, and standardization—and impact.

INVESTOR CLIENTS

Since 2004, the nation’s leading community investors have used Aeris’ data and ratings to support their community investing. Our clients range from large financial institutions with Community Reinvestment Act (CRA) obligations, mission-driven charitable foundations, government, private wealth managers, and more. View a list of current clients.

Aeris Performance Maps’ financial and impact reporting have become a critical input for Casey’s social investment portfolio risk rating and due diligence processes.
Tracy Kartye, Director, Social Investments, The Annie E. Casey Foundation

I don’t think we would seriously look at adding a CDFI to our portfolio if it were not Aeris rated.

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Investment Advisor, Source: Scaling U.S. Community Investing

We use Aeris for due diligence when we consider new CDFI investments and to monitor current PRIs. It is much easier to start a relationship with a new CDFI if they are rated by Aeris.

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Sandra Mikush (Deputy Director) & Jennifer Barksdale (Finance Officer), Mary Reynolds Babcock Foundation

Some representative Aeris clients. View all investor clients.

RATED & REPORTING INSTITUTIONS

The nation’s leading loan funds make up Aeris’ network of rated and reporting institutions. Institutions span a range of asset sizes (from tens to hundreds of millions of dollars under management), impact areas (economic security, education, environmental sustainability, health and food access, and housing), and geographies (from local institutions in 48 states to nation-wide lenders). View the list of rated and reporting institutions.

The Aeris analysis was the most intensive and in-depth external analysis ever done of The Reinvestment Fund. The analysts really dug deep to understand our complex financial structure and theory of business. It was a helpful process for us and our investors are already using our rating and analysis as they structure new deals with us.

Mike Crist, Reinvestment Fund
The analysts were great, very professional, and did a fantastic job. They focused on the Community First Fund and analyzed us on our merits, without comparing us against other CDFIs. It was a very intense process and, overall, a good experience.
Dan Betancourt, Community First Fund

We love the convenience of having one go-to place for this information—and so do our investors. We’ve even elected to adapt our internal financial reports to match the standardized format that Aeris developed.

Joshua Brackett, CFO, Access to Capital for Entrepreneurs (ACE)

WWBIC celebrates over 25 years of Putting Dreams to Work providing quality business education coupled with responsible capital throughout Wisconsin. Less than a year after our rating, we had an hour meeting with one of our current financial investors.  In less than a week we went from a six figure investment to a seven figure investment.  Our rating was truly part of that significant increase.

Wendy K. Baumann, President/CVO, Wisconsin Women's Business Initiative Corporation

The Aeris Cloud serves as a single repository for all our data and supporting information. We use it to report to our many investors and it’s a great management tool for understanding our own performance trends and saves us time when we need to find a specific document or data point.

Holli S. Powell, CPA, Finance Director, Mountain Association for Community Economic Development (MACED)

NeighborWorks Capital values the third party business analysis and evaluation that Aeris brings to our organization’s management team. We are committed to transparency, and the Aeris Cloud gives us the intelligence we need to improve our lending impact and business effectiveness, while exposing us to new investors. The Aeris Cloud is significant because it provides standardized reporting and analysis for a very diverse and entrepreneurial sector.

Jim Ferris, Executive Director, NeighborWorks Capital

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