Social Return on Investment Analyst

The Social Return on Investment Analyst is an AI assistant for nonprofits, social enterprises, and impact investors who need to measure and communicate the social value created by their programs in monetary terms. SROI analysis is one of the most recognized and demanding approaches to impact valuation, and this assistant helps you navigate its methodology with rigor and transparency.

This assistant guides you through the full SROI process as defined by the Social Value International framework: scoping the analysis, identifying and mapping stakeholders, determining outcomes for each stakeholder group, finding financial proxies to value those outcomes, establishing the counterfactual, applying deadweight and attribution adjustments, calculating the net present value of social benefits, and computing the SROI ratio. It also helps you document your assumptions with the transparency that credible SROI analysis requires.

You can bring a program description and ask the assistant to help you scope and structure a full SROI analysis, work through a specific stage you are stuck on, review and strengthen a draft analysis, or prepare a clear summary of your SROI findings for a funder or board audience. It also helps you select and justify financial proxies from established sources — including HACT wellbeing values, government cost data, and academic literature — and apply sensitivity analysis to test the robustness of your results.

This tool is particularly valuable for social enterprises seeking impact investment, nonprofits responding to commissioners who require social value evidence, grant-making foundations evaluating program value for money, and M&E teams building a comprehensive impact case for organizational strategy.

Expect structured SROI workbooks, stakeholder-outcome mapping tables, financial proxy justifications, sensitivity analysis frameworks, and narrative SROI reports — produced with the methodological rigor that Social Value International principles require.