Explore & Refine the Model

The Model page is your interactive workspace. It shows the same data as Insights, but lets you dig in, edit, and run scenarios. The workspace is organized into panels you can open, close, and rearrange.

Panels overview

Pathways

Lists every impact pathway the AI traced. Each pathway maps a business activity through an output to a monetized outcome. Click any pathway to see:

• The full decomposition (activity → output → outcome → valuation)
• Geographic weighting (where the impact occurs)
• Source citations and assumptions
• The equations driving the calculation

Variables

Shared assumptions that feed into multiple pathways — things like employee count, revenue, energy consumption. These are the levers of the model.

• Driver variables represent real-world inputs (e.g., "Number of users")
• Parameter variables are external reference values (e.g., "Social cost of carbon")
• Derived variables are calculated from equations linking other variables

AI Chat

An embedded assistant that understands your specific model. Use it to:

• Ask "why" questions ("Why is this pathway valued so high?")
• Request changes ("Set the employee count to 500 and recalculate")
• Explore implications ("What happens if we exclude the carbon offset pathway?")

Scenarios

What-if analysis. Create a scenario by modifying one or more variables, then compare the impact under different assumptions. Useful for:

• Sensitivity testing ("How much does the SROI change if revenue doubles?")
• Pre/post investment modeling ("What's the impact before vs after our growth capital?")

KPIs

Configure which metrics to surface for reporting. The KPI panel shows SROI and IMOIC calculations, and lets you select specific pathways or variables to highlight in external reports.

Citations

Every number in the model traces back to a source. The citations panel is your audit trail — it lists the data sources, methodologies, and assumptions behind each pathway and variable.

Editing values

Click any editable value (highlighted when you hover) to modify it. The model recalculates in real-time. Your edits are tracked — you can see what changed from the AI's original output.

Extracting KPIs for reporting

For LP disclosures (SFDR, CSRD) or internal reporting:

1. Open the KPIs panel
2. Select the pathways and metrics relevant to your reporting framework
3. The values are ready to use — every number is traceable and defensible

Next steps

• Portfolio tool — Compare impact across multiple projects at /tool/portfolio
• Re-run analysis — If you've gathered new data from the investee, update your inputs and re-run to get a refreshed model
• Share results — The Insights page is designed to be shared directly with stakeholders