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Our Impact Thesis

There is a wide and expanding array of untapped private market opportunities that have the potential to expand opportunity, increase equity ownership, and generate wealth across all (diverse) communities. The Copia Group provides a path to unleashing this boundless potential through a formula of delivering competitive investment returns while driving significant social impact. Our commitment to building a better society, where access to opportunity abounds, is core to our mission.

Our Impact Approach

Central to our impact approach is the belief that increasing access to financial and relational capital in growth markets will drive transformative impact by overcoming critical social challenges. We utilize the power of successful, scalable businesses to influence positive change.

Our Framework

We employ a proprietary framework which integrates social impact themes at each stage of the investment process including sourcing, screening, underwriting, monitoring, and exit.

Hover over the cards below to learn more about each of our social impact themes:

Diversity, Equity & Inclusion

Includes investments in companies that are making meaningful progress to reduce gender and racial inequalities within their organization and/or through the products and services offered.

Equal Opportunities

Includes investments in companies that employ equitable business practices and promote equal access and opportunities for all. This includes product or service offerings focused on underserved groups.

Health & Wellness

Includes investments in companies that aim to increase access to essential healthcare and wellness products and services and/or reduce barriers to maintaining good health and wellbeing for underserved groups.

Workforce Development

Includes investments in companies making meaningful progress across demographics to improve job security, skill development, engagement, and earning potential, through employment and entrepreneurship.

Quality Education

Includes investments in companies that aim to improve equable access to education and learning for all emphasizing quality teaching, essential resources, and successful transition of youth into the workforce and society.

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