Seeking positive change through impact investing
Matching money with meaning
SVX is a nonprofit, diversified financial services firm driving impact for investors, organizations, funds, and enterprises. We provide knowledge and insights, design strategies and products, manage funds, and operate a platform for raising impact capital and making impact investments.
We work across sectors that deliver meaningful impact: climate, food, health, equity, housing, and community real estate.
SVX is a nonprofit organization registered with securities regulators as an Exempt Market Dealer (EMD). We have partners and operations across Canada, as well as in the US and Mexico.
ventures supported in programs and our platform in the past four years
investors engaged in our network through our programs and platform
mobilized for impact ventures through all transactions
What we do
SVX provides a suite of services enabling impact for investors, organizations, funds, and enterprises. For over ten (10) years, SVX has delivered support to a range of ecosystem actors and partners to bolster a thriving social innovation sector.
Investors
You are:
- an individual or family office
- a foundation or an institutional funder
- faith-based organization
- other asset owners
Advisory Services
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Support in setting and revising impact strategy, developing impact reporting framework, or augmenting its deal sourcing and due diligence capacity. Learn more →
Portfolio Management
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The Genus-SVX Impact Investment Counsel offers a complete portfolio, across a broad range of asset classes, of impact investment opportunities that are fully managed, customized and diversified. Learn more →
Investing Platform
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Curated investment opportunities via the SVX Platform that allow you invest directly into organizations, funds, and enterprises that are building a healthy, resilient, and sustainable world. Learn more →
Education
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Build capacity for interested and active impact investors, ventures, funds and organizations through hands-on education. Learn more →
Issuers
You are:
- a social purpose organization
- a place-based impact investing fund
- a community power co-operatives
- a charitable organization
Advisory Services
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Provide investment readiness advisory services and support impact offering development. Learn more →
Place-Based Funds
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Design and manage impact investing funds, and coordinate a network of place-based impact funds in Canada. Learn more →
Investing Platform
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A full-service platform that facilitates investor identification, document fulfillment, investment transactions, user analytics, issuer updates, and more. Learn more →
Education
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Help social purpose organizations get ready for investment through innovative social finance tools, pitch preparation, offering development, and more. Learn more →
Funds
Peer Community for Place-based Funds
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SVX stewards a peer community of place-based funds, providing a venue to deliver strategic content, to share insights and knowledge, and to collaborate on actions Learn more →
Fund Design and Management
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We work one-on-one with emerging impact investing fund clients to develop successful models using a proven development process from discovery to design to deployment. Learn more →
Investing Platform
SVX offers a full-service platform that facilitates investor identification, document fulfillment, investment transactions, user analytics, issuer updates, and more. Learn more →
Education
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We can also provide regulatory guidance and support for impact investing funds based outside of Canada, particularly from Latin America.
Ecosystem Partners
Ecosystem Development
Support for regional or national impact investing ecosystem development, including: research, mapping, stakeholder engagement, development of National Advisory Boards (NABs) on impact investing, and more.
Platform Insights & Development
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Impact investing platforms can be important enabling tools for a particular region or country. Based on capacity and mutual interest, we can also explore opportunities for the deployment of the SVX model into other parts of the world.
Fund Discovery and Design
We can leverage the expertise of our advisory and fund practice to help with the development, design and management of impact investing funds focused on a particular sector or region.
Investors
We support individuals, families, foundations, faith-based organizations, institutions, and other asset owners. We work with all investors, from foundations and family offices to everyday investors, to help them identify opportunities and to support their decision-making efforts so they can match their money with meaning.
Issuers
We work with a range of non-profit organizations and for-profit enterprises and organizations from community power co-operatives producing renewable energy to charitable organizations tackling mental health and addictions. We seek to provide a continuum of supports from one-to-many educational offerings to one-on-one advisory supports to capital through our network of impact investing funds.
Funds
We work one-on-one with emerging impact investing fund clients to develop successful models using a proven development process from discovery to design to deployment.
Ecosystem Partners
Support for regional or national impact investing ecosystem development, including: research, mapping, stakeholder engagement, development of National Advisory Boards (NABs) on impact investing, and more.
TAKING STEPS
Addressing Capital Needs for Indigenous-led Enterprises
On October 24th, 2023, SVX officially launched ‘Taking Steps — Addressing Capital Needs for Indigenous-Led Enterprises’, a report that expands upon the insights featured in initial report ‘Pathways Forward‘ (published March 2023). ‘Taking Steps’ presents vital recommendations on strategic initiatives for advancing Indigenous communities’ access to investment capital.
Our Clients
Founding Partners
Global & National Partnerships
