When it’s time to invest, Aeris Rating Reports provide rigorous, fund-level analysis to facilitate your due diligence process. Our database provides a centralized, automated reporting tool for CDFIs—helping investors efficiently monitor their CDFI investments with reduced effort. We also issue annual CDFI ratings, which address any significant changes in performance.
Aeris can create and apply custom financial and impact assessment tools, perform entity- and fund-level risk analyses, provide training on investment underwriting for CDFIs and other impact investments, or deliver a range of other services to suit your needs.
The Aeris rating is the industry’s gold standard for transparency and accountability to investors, grant makers, governments, and other stakeholders. With most major investors using Aeris Rating Reports and data to support their investment sourcing, due diligence, and monitoring, Aeris-rated and reporting institutions benefit from strengthened and streamlined investor interactions.
A Stronger Organization
Many rated institutions also use the ratings process to strengthen their operations by uncovering potential improvements identified through a rigorous, third-party analysis. All rated and reporting institutions in Aeris’ network receive access to longitudinal analytics on their organization, enabling them to track their performance over time—and relative to industry peers—against key performance indicators.