named programs · 4 · from sources
What they call their work
Building Leverage for Landscape-Scale Nature Outcomes with Catalytic Capital
Strategic framework for family offices to deploy capital into underfunded, large-scale nature finance projects to achieve durable bioregional outcomes
CREO Research & Data Platform
Proprietary AI-enhanced platform providing members with market intelligence, investment opportunities, and sustainability taxonomy to categorize over 1,900 companies and 500 funds
Partnership with Investor Leadership Network
Collaboration with ILN and the One Planet Sovereign Wealth Fund Network to accelerate private market investments in sustainability solutions, announced at COP29
Understanding the Climate Finance Gap: 2025 Update
Research initiative identifying six imperatives for climate investors, including expanding private debt and unlocking growth equity for scale-ready technologies
activities · 4 groups
What they do
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Impact Investing Knowledge & Technology Platforms 2 activities
- Building investor capacity in sustainability investingDelivers educational programs featuring peer and expert-led sessions to promote best practices in sustainability investing and has built a community of over 1,500 member investors and a broader network of more than 5,000 engaged sustainability investors.
- Operating an AI-enhanced platform for sustainability investment decision-makingRuns a centralized digital platform launched in January 2025 that enables members and partners to filter, analyze, and evaluate sustainability-related investment opportunities using AI-driven tools and data analytics.
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Global Sustainability Convenings & Forums 1 activity
- Advancing private market sustainability investment through strategic collaborationsLaunched a 2024 collaboration with the Investor Leadership Network to develop a shared vision and action plan for accelerating private market investments in sustainability solutions, including co-developing research and governance frameworks.
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Climate Finance Advisory & Research 1 activity
- Conducting research to advance sustainability investment knowledgeProduces research reports, market analyses, and strategic frameworks on climate finance, nature-based solutions, fusion energy commercialization, and emerging climate technologies. Research outputs include the "Understanding the Climate Finance Gap: 2025 Update" report and co-developed papers with global networks, providing actionable insights for investors.
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Climate Change Research and Advocacy Funding 1 activity
- Funding sustainability-focused investments through member capital deploymentFacilitates and aggregates member investments into sustainability-focused companies and funds, supporting over $60 billion in private market investments and $530.6 million in philanthropic giving as of 2023. The organization channels capital into low-carbon, resource-efficient, and environmental solutions globally.
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financials · form 990 · fy2024
revenue
Total revenue$7.62M
Contributions & grants$6.83M90%
Program service revenue$739K10%
Investment income$40K1%
Other revenue$7K
expenses
Total expenses$7.79M
Program expenses77%
Admin / overhead15%
Fundraising8%
Salaries & benefits$5.53M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$5.85M
Cash$4.38M
Investments$0
Liabilities$810K
Net assets$5.04M
Liquid reserves6.7 mo
3 years on record · 2020–2024 · YoY revenue +66.2%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 9
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| REGINE CLEMENT | PRESIDENT & | 40 | $531K |
| DANIEL MATROSS | GLB HEAD OF | 40 | $323K |
| NEETA SINGH | COO | 40 | $322K |
| JONATHAN MI | MNG DIRECT, | 40 | $246K |
| ANNA-LIISA GOGGS | REG PRES, EM | 40 | $246K |
| OWEN LOUDON | MNG DIR, EME | 40 | $202K |
| MATTHEW FINELLI | SENR HR & OP | 40 | $200K |
| SARAH BLACK | ASSOC DIR, A | 40 | $176K |
| LINDSEY WHITE | DIRECTOR OF | 40 | $174K |
board members · 7
- CHRISTIAN ZABBAL — CO-CHAIRMAN
- DELPHINE DESCAMPS — SECRETARY
- GABRIEL KRA — DIRECTOR
- JASON SCOTT — CO-CHAIRMAN
- MARTIN WHITTAKER — TREASURER
- NICK EISENBERGER — DIRECTOR
- VEERY MAXWELL — DIRECTOR
relationships · 17
Who they work with
- CREO Family Office Syndicate Inc Network — Member of the CREO Syndicate network using the Research & Data Platform.
- CREO members Network — Members who receive research and analytics to support sustainability investing
- Investor Leadership Network Partner — Co-developed research on climate integration in investment governance and capital deployment.
- Investor Leadership Network Partner — Strategic collaboration to develop a shared vision and action plan for accelerating private market investments in sustainability solutions
- Learn More About Our Partnerships Partner — Indicates CREO has formal partnerships with external organizations to advance sustainability investing, though specific partners are not named on this page.
- Milken Institute Partner — Co-developed research on climate integration in investment governance and capital deployment.
- Milken Institute Partner — Enabling partner supporting the initiative to scale climate finance and advance the global energy transition
- One Planet Sovereign Wealth Fund Network Partner — Co-developed research on climate integration in investment governance and capital deployment.
- UN-Convened Net Zero Asset Owners Alliance (NZAOA) Partner — Collaborates to scale climate finance initiatives.
- asset owners Network — Global community of asset owners partnering with CREO to catalyze private capital into sustainability solutions
- family foundations Network — Network member category within the CREO Syndicate community
- family offices Network — Network member category within the CREO Syndicate community
- family offices Network — Network member comprising over 200 family offices and family foundations contributing to capital deployment
- family-controlled businesses Network — Network member category within the CREO Syndicate community
- institutional asset owners Network — Network member category within the CREO Syndicate community
- partners Partner — Organizational partners who receive research and analytics to support sustainability investing
- ultra-high net worth families Network — Network member category within the CREO Syndicate community
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Catalytic Capital Mobilizationmethodology: catalytic_capitalBy deploying first-loss capital and philanthropic risk capital, the organization de-risks early-stage sustainability investments to attract follow-on private capital, because high perceived financial risk is a primary barrier to institutional investment in climate solutions.
- Investor-Centric Sustainability Classificationmethodology: investor_lens_classificationBy defining a mutually exclusive and collectively exhaustive sustainability investment universe from an investor lens, the organization enables more precise opportunity assessment and portfolio alignment, because standardized classification reduces ambiguity and increases decision-making efficiency in impact investing.
- Network-Based Market Accelerationmethodology: network_based_market_buildingBy aggregating family office capital and aligning investor incentives through a collaborative network, the organization scales demand for sustainability investments and builds new markets, because collective action reduces individual friction and accelerates market formation in underdeveloped sectors.