Market leadership Aeris Insight is a leading expert in assessing financial and impact performance of CDFIs and private impact loan funds, with a client base of over 200 investors and data covering more than 150 CDFIs managing over $19 billion in loan capital, signaling strong credibility and potential for upsell to existing stakeholders.

Data platform expansion The launch of Aeris Cloud data platform and ongoing data collection on non-Aeris-rated CDFIs presents a growth avenue to offer expanded analytics, benchmarking, and premium data services to new institutions seeking comparable transparency.

Strategic governance Regular board-level expansions, including recent appointments from PayPal, CapShift, Sunwealth Power, and foundations, indicate ongoing governance support and potential for enterprise-level partnerships or advisory services targeting impact investing operations.

Product portfolio Introduction of Aeris Atlas and Aeris Impact Management Assessments in 2019 demonstrates a diversified product suite aimed at accountability and transparency, providing opportunities to cross-sell advisory, rating enhancements, and impact measurement services to fund managers.

Financial health ready With reported revenues in the $25M-$50M range and a niche which aligns with ESG and impact investing trends, there is potential to upsell larger CDFIs and government or philanthropic funders seeking robust rating, data, and impact management solutions.