SOCIAL INVESTMENT PLATFORM
Transform community investments: strategize, track, deliver
Implement a clearly defined, transparent process to manage contribution, donation and sponsorship requests from receipt to final delivery, align with corporate goals, and maximize your social impact with a single, intelligent platform.
Common pains you might be experiencing when managing community investments
Common pains you might be experiencing when managing community investments
You struggle to measure and showcase the value of social investments to internal stakeholders and external communities.
Your team members face inefficiencies in processing, evaluating, and tracking community contribution requests.
Social investments lack strategic alignment with corporate goals, limiting their value for both the business and the community.
The Social Investment module makes it easy to:
Measure and demonstrate impact
- Track outcomes and demonstrate tangible benefits to stakeholders and communities, showcasing how investments align with business and community priorities.
- Ensure social investments contribute to corporate sustainability goals, enabling quick generation of financial and sustainability reports.
- Assess and prioritize investments to meet real stakeholder needs while adhering to budgets and pre-defined criteria.
- Provide evidence of how contributions support broader sustainability initiatives.
- Track programs like community development and capacity-building initiatives to evaluate their progress against milestones and objectives.
Manage high volumes of requests efficiently
- Reduce time spent on repetitive tasks, allowing teams to focus on strategy and meaningful engagement.
- Manage the entire lifecycle of donations, sponsorships, scholarships, and other contributions in one place.
- Provide a portal to collect community contribution requests in a structured format, eliminating back-and-forth communication
- Define clear policies, screening criteria, and responsibilities to ensure a fair and consistent process.
- Maintain a documented history of all requests, screening decisions, and activity trails, preserving organizational knowledge over time.
Ensure alignment with business objectives
- Ensure that all investments are guided by well-defined goals, linked to expected benefits and community needs.
- Manage Community benefits agreements from negotiations to delivery, ensuring commitments are honored and aligned with stakeholder expectations.
- Streamline the management of in-kind contributions and capacity-building activities to align them with strategic objectives.
- Build trust with communities by showing how investments are selected, managed, and monitored, safeguarding your business reputation.
Our proven approach has transformed how clients manage social investments—aligning contributions with community needs while ensuring transparency and compliance.
Want to find out how we can help your organization improve social impact?
What are the benefits of using one single solution to manage community investments and stakeholder relationships?
Using one single platform to manage stakeholders and social investments allows multiple teams and departments to manage communications, community contribution, and reporting from a single, centralized database. This increases efficiency, informs decision making, and improves collaboration.
Link your social investments to your interactions with stakeholders, ensuring you always see the bigger picture and understand the full impact of your efforts.
Access real-time insights into community priorities and feedback, so you can design and deliver initiatives that genuinely address their needs and expectations.
Simplify compliance and reporting requirements by centralizing all data, enabling quick and efficient preparation of financial, social impact, and sustainability reports.
Use data-driven insights to evaluate the effectiveness of your programs, refine strategies, and achieve greater outcomes for both your organization and the communities you serve.
Features to help you standardized your Social Investment
Features to help you standardized your Social Investment
Online Contribution Request Interface
Provide a convenient way for stakeholders to request donations, sponsorships and contributions online. Data is automatically entered in Borealis to save time & ensure that requests are treated consistently across an organization.
Outlook and Gmail Integration
Securely record and classify emails related to sponsorships and donation requests in Borealis right from Outlook or Gmail. Include recordings of meetings, documents, comments, notes, general atmosphere, and more.
Analytics & Reporting Tools
Generate reports for management, auditors, or regulators in just a few clicks. Create custom dashboards to analyze community investment data, track budgets and make sure monetary or in-kind deliveries are made on time.
Integrated AI
The fully integrated AI tools in Borealis help users work more efficiently, collaborate more easily, and resurface relevant information at the right time, turning untapped data into clear, actionable insights.
Task Management
Create tasks for yourself or your team, set target dates, schedule reminders, and monitor progress in real time. Link tasks to specific activities & sync them with your calendar to make sure you never miss a beat.
Local Employment & Procurement
Track and manage candidates, job offers, and contracts awarded to show how your local employment and business development initiatives benefit impacted communities.
Scale as you grow—add modules and features when you need them
Scale as you grow—add modules and features when you need them
Issue and Complaint Management
Land Access & Acquisition
Learn how the Social Investment module helps teams create tangible value for communities & the organization
What do our customers say
about Borealis?
“We are very satisfied with Borealis software, as well as their onboarding process. We knew that the system was powerful, but now that we’re working with it, we’re starting to see its full potential. In fact, we’ve decided to add a second Contribution Request Interface to manage internal requests that we’ll share on our corporate intranet.”
Doris Blackburn – Senior Communications and Community Relations Coordinator, Eldorado Gold
“Shortly after implementing Borealis we had an internal audit, so we created a profile to share reports with the auditor. All of our numbers were synchronized with SAP, and it was really easy to present. It’s been great working with Borealis – our efficiency has improved so much that now I’ll have time to learn another language!”
Donation and Sponsorship Management Advisor, Hydro Electric Utility Company
“Borealis allows us to know everything about our social investment programs. If someone at corporate asks, we can immediately show how our activities in Mexico are contributing concretely to our global SDGs. We now spend our time on analysis and building stronger stakeholder relationships, not on gathering information for reporting. Our team can now do so much more.”
Montserrat Palomar – Sustainability Manager, Enel Green Power Mexico
“Our relationship work is based on trust, which means keeping our commitments. Prior to using Borealis we weren’t able to track those effectively, so we weren’t always following through. Borealis is a great tool that helps make sure we always follow up on our commitments and that they are tracked over time.”
Erika Dawson – Senior Advisor, Indigenous Relations, Hydro One
“The Borealis Application’s analytics and report features have been extremely important for our reporting requirements to senior management and lenders. The system as a whole has been the backbone of our social performance institutional memory that allows to show effective compliance with lender performance standard requirements.”
Ben Chapman – Site Manager, Monkey Forest Consulting
“The platform is absolutely critical to accountability. If we’re only able to hire 10 people but we had committed to hiring 50, we can show that we’ve made all diligent attempts to recruit locally. If you truly believe in stakeholder engagement and accountability, then you will see the value in Borealis.”
Somia Sadiq – Certified Environmental Professional (EP)
Sponsorship and Donation Advisor, Quebec Utility Company
What do our customers say
about Borealis?
“We are very satisfied with Borealis software, as well as their onboarding process. We knew that the system was powerful, but now that we’re working with it, we’re starting to see its full potential. In fact, we’ve decided to add a second Contribution Request Interface to manage internal requests that we’ll share on our corporate intranet.”
Doris Blackburn – Senior Communications and Community Relations Coordinator, Eldorado Gold
“Shortly after implementing Borealis we had an internal audit, so we created a profile to share reports with the auditor. All of our numbers were synchronized with SAP, and it was really easy to present. It’s been great working with Borealis – our efficiency has improved so much that now I’ll have time to learn another language!”
Donation and Sponsorship Management Advisor, Hydro Electric Utility Company
“Borealis allows us to know everything about our social investment programs. If someone at corporate asks, we can immediately show how our activities in Mexico are contributing concretely to our global SDGs. We now spend our time on analysis and building stronger stakeholder relationships, not on gathering information for reporting. Our team can now do so much more.”
Montserrat Palomar – Sustainability Manager, Enel Green Power Mexico
– Erika Dawson, Senior Advisor, Indigenous Relations, Hydro One
– Ben Chapman, Site Manager, Monkey Forest Consulting
“The platform is absolutely critical to accountability. If we’re only able to hire 10 people but we had committed to hiring 50, we can show that we’ve made all diligent attempts to recruit locally. If you truly believe in stakeholder engagement and accountability, then you will see the value in Borealis.”
Somia Sadiq– Certified Environmental Professional (EP)
Sponsorship and Donation Advisor, Quebec Utility Company
Linking local social activities to global social development goals
Discover how Enel Green Power Mexico used Borealis software to align their local activities with global objectives, so teams could spend more time on value-added engagement activities rather than compiling reports.
Why do organizations choose Borealis to manage their community investments?
expertise
certified
to your needs
costs
scalable
How can Borealis help you?
We know that you work hard to bring meaningful benefits to the communities you partner with. We’d love to learn about the specific challenges you face and show you how our fit-for-purpose solution can help you save time and achieve better outcomes.
Improve your knowledge of social investment best practices
With over 20 years in the industry, Borealis has built a global community of practice around stakeholder engagement and corporate social responsibility. Learn more about social investment best practices and find out how our fit-for-purpose tools can help you turn project data into clear, actionable insights.
The keys to transparent social investment
What are the key components for a social investment process? How can you be sure that your projects meet the needs of the community? In this white paper, we review the fundamentals of an effective social investment program, as well as how to establish a transparent process for your organization.
Turn stakeholder engagement into a higher ESG score
Building trusted relationships with stakeholders is essential for achieving social acceptance. Find out how integrating ESG elements into your engagement strategies can give you a competitive edge while contributing positively to communities and the environment.
Managing Community Benefits Agreements: Challenges & Solutions
Community Benefit Agreements (CBAs) are increasingly important in sustainable development due to their environmental, economic, and social implications. Learn how the right tools can help you effectively manage CBAs to foster collaboration with partner communities, adapt to evolving dynamics, and successfully meet legal obligations.
Contact us
Want to find out how Borealis can help you manage your social investment initiatives, streamline your workflows, and simplify reporting?