ClearlySo

ClearlySo

closed

Investment bank for businesses delivering social and environmental impact.

HQ location
London, United Kingdom
Launch date
Employees
Enterprise value
$8—12m
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Total Funding000k
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ClearlySo was a London-based investment bank founded in 2008 by Rodney Schwartz, a finance professional with two decades of experience at Lehman Brothers and Paribas. The firm specialized in impact investing, working exclusively with businesses and funds that aimed to deliver positive social, ethical, or environmental impact alongside financial returns. Its primary services included providing advisory and capital-raising support for purpose-driven enterprises, connecting them with a network of high-net-worth individuals and institutional investors. Over its lifespan, ClearlySo facilitated raising over £200 million for more than 130 clients.

The company's business model centered on deal facilitation and advisory services, assisting clients with market scoping, financial modeling, investor sourcing, and deal negotiation. In addition to its core investment banking activities, ClearlySo developed a proprietary platform called ATLAS. This tool was designed to help private equity and venture capital investors assess the social and environmental impact of their investments, mapping the results to the UN Sustainable Development Goals and providing actionable insights. The firm was recognized for its role in the sector, earning the "Impact Investment Bank of the Year" award from Environmental Finance in 2020.

In December 2021, ClearlySo entered administration and ceased operations. The founder attributed the closure to the evolution of the impact investing market, where mainstream investment banks began to increasingly integrate ESG and impact metrics, absorbing the niche that firms like ClearlySo had pioneered.

Keywords: impact investment bank, social impact, environmental impact, capital raising, advisory services, sustainable finance, ESG investing, venture capital advisory, private equity advisory, social enterprise funding, Rodney Schwartz, ATLAS platform, purpose-driven businesses, ethical investment, green finance, impact assessment, financial modeling, deal structuring, sustainable investing, corporate finance advisory

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Investments by ClearlySo

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