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Social Impact

Social Impact &
Devel-
opment.

Strategic intelligence for impact investors, development finance institutions, social enterprises, foundations, and CSR programmes — where decisions must be commercially rigorous and socially defensible, and where the cost of intelligence failure is measured in lives, not just returns.

65+
Impact engagements completed
11yr
Sector experience
12
Countries covered
$1.4B
Capital decisions supported
Coverage Areas

Every dimension of the
impact economy.

01 · Impact Investing

Impact Investment Intelligence

Impact fund market sizing, investor demand and capital allocation research, ESG data quality assessment, and market entry intelligence for impact investors, social enterprises, and development finance institutions deploying patient capital across South Asian impact themes.

Impact market sizingCapital allocationESG data quality
02 · Affordable Healthcare

Affordable Health & Last-Mile Care

Last-mile healthcare demand research, BOP consumer willingness to pay, community health worker economics, and programme feasibility for affordable healthcare providers, health foundations, and DFIs investing in underserved populations across South Asia.

Last-mile demandBOP WTP researchCHW economics
03 · Financial Inclusion

Financial Inclusion & Microfinance

MFI client behaviour research, credit absorption capacity assessment, digital financial services adoption among underserved populations, and portfolio quality intelligence for microfinance institutions, NBFC-MFIs, and financial inclusion investors.

Client behaviourCredit absorptionDigital FSP adoption
04 · Affordable Housing

Affordable Housing & Shelter

Affordable housing demand mapping, household income and credit access research, developer feasibility economics, and investment intelligence for affordable housing developers, NHB-linked lenders, and impact real estate investors in Indian cities.

Housing demandHousehold income researchDeveloper feasibility
05 · Livelihoods & Skills

Livelihoods, Skilling & Employment

Livelihood programme impact assessment, vocational training effectiveness research, employer demand for skilled BOP workers, and investment intelligence for skilling NGOs, livelihood platforms, and social enterprise investors.

Programme impactTraining effectivenessEmployer demand research
06 · Climate & Nature

Climate Resilience & Nature-Based Solutions

Community climate vulnerability assessment, nature-based solution feasibility, carbon credit market intelligence for community projects, and investment programme design for climate-focused DFIs, foundations, and impact investors in South and Southeast Asia.

Climate vulnerabilityNbS feasibilityCarbon credit intel

Questions we've answered for
social impact clients.

These are the actual questions clients bring to us. We've answered some version of each of them, multiple times, across multiple geographies.

What is the real willingness to pay for quality healthcare among rural BOP households in Madhya Pradesh — and what combination of price, quality signal, and trust mechanism closes the gap between stated need and actual utilisation?
We're a DFI evaluating a $100M blended finance programme for affordable housing. Which state governments have the land, the policy support, and the execution capacity — and which will sign the MOU but never deliver?
Our MFI portfolio is showing early stress in 3 districts of Odisha. Tell us whether this is idiosyncratic credit risk, a regional agricultural shock, or a systemic overlending issue that signals portfolio-wide exposure.
We're a foundation evaluating a ₹200 crore skilling programme. Which implementing partners have actually placed people in jobs versus which have just trained them, and how do we design the M&E framework to know the difference in real time?
What is the real carbon credit opportunity for smallholder farmer carbon projects in India — and which verification standard, which aggregator, and which buyer market gives the most credible and durable pricing?
Our social enterprise has impact metrics that look strong but commercial metrics that look weak. Tell us honestly whether this is a positioning problem, a pricing problem, a segment problem, or evidence that the model fundamentally doesn't work.
Social Impact Case Studies

Evidence of
decisions made better.

SI.01 · Financial Inclusion · India

MFI Portfolio Risk Assessment: Early Warning

Impact investment fund commissioning early warning research on an Indian MFI portfolio showing stress. NEO ran client behaviour research across 600 borrower households in 4 districts, overlending assessment, and district-level economic shock mapping.

Portfolio stress confirmed · Restructuring plan designed
Read Case Study
SI.02 · Affordable Housing · India

$80M Affordable Housing Programme Feasibility

DFI evaluating affordable housing investment programme across 4 Indian states. NEO ran household demand and income research, developer feasibility benchmarking, and state government implementation capacity assessment.

2 states viable · Programme design finalised
Read Case Study
SI.03 · Skilling · South Asia

Livelihood Programme Impact Evaluation

Global foundation evaluating a 5-year skilling and livelihoods programme across 3 Indian states. NEO ran placement verification through employer interviews, income trajectory tracking, and implementing partner quality benchmarking.

Programme extended · 2 underperforming partners replaced
Read Case Study
Social Impact Intelligence

Latest social impact
thinking.

Market Report

India's BOP Healthcare Market: What 10,000 Household Surveys Tell Us About Willingness to Pay, Trust Barriers, and the Products That Would Actually Work

March 2026
Strategy Brief

Blended Finance in South Asia: Which DFI Structures Work, Which States Are Ready, and What the 10 Years of Evidence Actually Shows

January 2026
Due Diligence Note

Impact Investment DD: Measuring What Matters, Verifying What's Claimed, and the M&E Frameworks That Actually Detect Early Failure

November 2025
Social Impact Practice Leadership

The team behind
the intelligence.

GK
Partner & Social Impact Practice Lead
Gayatri Krishnan

17 years in development sector strategy and impact investment advisory. Led 40+ impact evaluation, programme design, and investment intelligence mandates for DFIs, foundations, and impact investors across South and Southeast Asia. Former World Bank and DFID.

SS
Director — Financial Inclusion & Housing
Shivani Sharma

Specialist in financial inclusion and affordable housing market intelligence. 13 years of BOP consumer research, MFI portfolio intelligence, and affordable housing feasibility across India's underserved urban and rural markets.

PA
Director — Livelihoods & Climate
Pranav Arora

12 years in livelihood programme evaluation and climate resilience intelligence. Specialist in impact measurement methodology, skilling programme effectiveness research, and nature-based solution feasibility for climate-focused development investors.

An impact investment decision
you need to get right.
Brief the Social Impact Practice →

Licensing Options

Select a License Type

Choose the access level that suits your organisation. All licences include the full report, methodology appendix, and structured data tables. Post-sale analyst support included.

US $4,550
Report accessible to 1 user only
No printing / editing rights
8 hours of post-sale assistance by Market Analyst
5% or 16 hours customisation
Get Access →
Suitable for individual researchers
US $8,450
Report accessible to unlimited users
Rights to print / edit
40 hours of post-sales assistance by Market Analyst
20% or 70 hours customisation
Direct access to Lead Analyst
Organisation-wide intranet / presentation rights
Get Access →
For enterprise-wide deployment

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