Charter Impact

✓ On Thesis

Education Services · Northridge, CA · 47 employees

Invested November 2024 · Hold Period: 5mo of 5yr (8%)

Annual Revenue

$8.2M

Active Clients

Employees

Active Projects

Proj. EBITDA Lift

$1.9M

Investment Thesis

2 On Track 1 At Risk 1 Off Track

Transform Charter Impact from a high-touch professional services firm to a technology-enabled platform business. Reduce cost-to-serve by 40% via automation and self-service tooling, expand from 23 to 100+ school clients without proportional headcount growth, and introduce AI-powered financial insights as a premium upsell layer — tripling revenue within the 5-year hold period.

Reduce service delivery cost by 40% via automation (reporting, onboarding, compliance)

CRM implementation in progress; automated reporting opportunity approved. Monthly reporting currently 8hrs/client → target 1hr.

Launch self-service client portal enabling 3x client growth without proportional headcount

No data infrastructure yet. Portal requires centralized data warehouse first. Need to accelerate foundational tech.

AI-powered financial insights as premium upsell tier ($200–400/mo per school)

Opportunity scoped and prioritized. Depends on data warehouse milestone.

Geographic expansion from California to national via platform (not headcount)

Too early — dependent on platform build. Not yet a focus area.

Organizational Pillars

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Finance & AccountingB

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