25 Years of Pioneering and Furthering Impact Management
2001-2005
SVT co-authors “Catalog of Approaches to Social Impact Assessment”.
Sara and Alison Lingane co-author “Standard SROI Guidelines” in California Management Review.
The Founding Years
Sara Olsen founds SVT.
Shorebank Advisory Services, a community development bank, becomes SVT’s first paying customer with research into the use and value of impact metrics in an impact investment fund-in-formation.
SVT joins Rockefeller Foundation’s ProVenEx social impact assessment project to develop an approach for use in its program related investments portfolio.
CalPERS Environmental Investment Advisor hires SVT to help design environmental due diligence and performance reporting system for its pilot private equity cleantech initiative which later totalled $600M of CalPERS assets and $9Bn in syndicated assets
Initial Growth
2006-2009
SVT co-authors first book on SROI and the SROI Network is formally incorporated in the UK.
Sara, Brett, and SVT are recognized as “One of America’s Most Promising Social Entrepreneurs” by Bloomberg Businessweek.
Sara delivers workshop on social return on investment at the Schwab Foundation for Social Entrepreneurs Summit at the World Economic Forum in Davos.
Nemours hires SVT to develop SROI analysis, collective impact and internal management tools for its childhood obesity prevention work.
Mercy Housing hires SVT to develop a blueprint for “REIT”.
SVT is hired by the Rockefeller Foundation to develop “Impact Measurement Approaches: Recommendations for Impact Investors” and “Catalog of Approaches to Impact Measurement” for private equity investors.
Beneficial State Bank engages SVT to help design its impact management approach.
2010-2015
Sara gives talk on impact accounting at the World Knowledge Forum in Seoul.
Social Value US is formed with Sara as a founding board member.
SVT is named B Corp. “Best for the World” nominee.
Global Recognition
SVT becomes the first Impact Accounting Firm.
Sara becomes chair of the International SROI Network methodology subcommittee which produces guidance on on the principles of Social Value analysis.
Fair Trade USA and Global Fund for Women hire SVT to assist with impact management system design and reporting.
SVT creates scenario planning and impact monitoring tool for Restore the Earth Foundation that models social and environmental values for large-scale reforestation projects.
Cellist Yo-Yo Ma hires SVT to help with preliminary design of an approach to lifting up the social value of arts and cultural organizations.
With American Evaluation Association, Social Value International, and David Pritchard, SVT helps conceive Impact Convergence, the first conference bringing together professional impact analysts.
2016-2025
LASTING INFLUENCE
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2026
FUTURE OUTLOOK
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