Open source impact investment portfolio tracker for CDFIs, private debt, and community development finance.
Track loans, NMTC deals, grants, and equity investments alongside social impact metrics — jobs created, affordable units financed, borrower demographics, and geographic reach. Generate standardized CDFI Fund-style reports in Python.
Impact funds tracking private debt, community facilities, and social impact metrics currently have two options: custom Excel spreadsheets or $50k+/year proprietary CRM software. impact-ledger is the open source alternative — standardized, auditable, and free.
pip install impact-ledger
from impactledger import loan, nmtc, grant, add_impact, Portfolio
from impactledger import cdfi_fund_report, sector_impact_report
# Create a portfolio
p = Portfolio(name="CDFI Impact Fund I", vintage_year=2022)
# Add a loan with impact metrics
inv = loan(
name="Southside Health Center",
amount=2_000_000,
interest_rate=0.045,
date_closed="2023-01-15",
maturity_date="2033-01-15",
state="IL",
borrower_name="Southside Health Inc",
borrower_type="nonprofit",
sector="healthcare",
is_low_income_area=True,
is_minority_borrower=True,
)
add_impact(inv, jobs_created=25, jobs_retained=40, patients_served=5000)
p.add(inv)
# Add an NMTC deal
deal = nmtc(
name="Detroit Manufacturing NMTC",
amount=8_000_000,
date_closed="2022-06-01",
maturity_date="2029-06-01",
state="MI",
borrower_name="Detroit Advanced Mfg Co",
sector="small_business",
is_low_income_area=True,
)
add_impact(deal, jobs_created=45, jobs_retained=60)
p.add(deal)
# Portfolio summary
p.summary()
# Generate reports
cdfi_fund_report(p)
sector_impact_report(p)
# Export to DataFrame
df = p.to_dataframe()
- loan - Private debt / direct lending
- equity - Equity investment
- grant - Grant or forgivable loan
- nmtc - New Markets Tax Credit investment
- guarantee - Loan guarantee
- bond - Bond or debenture
- Jobs created and retained
- Affordable housing units financed
- Community square footage
- Businesses supported
- Patients served
- Students served
- Borrower demographics (minority, women, low-income)
- Geographic reach (state, census tract, rural/urban)
- cdfi_fund_report() - CDFI Fund Annual Certification Report format
- sector_impact_report() - Impact breakdown by sector
- watchlist_report() - Impaired and watch-list investments
PYTHONPATH=. pytest tests/ -v
27 tests across all modules.
- CDFI loan officers tracking portfolio performance and impact
- Impact fund managers reporting to LPs and board
- Researchers studying community development finance outcomes
- Anyone replacing a bespoke Excel impact tracker with Python
MIT 2026 Jaypatel1511