One thing is true for every co-investment collective, people want to see what’s happening with their money. Trust and clarity are built through transparency. When your members can clearly see how their contributions are creating both financial returns and real change, they’re more likely to stay engaged, reinvest and invite others in.

The powerful thing about doing this is that it benefits your members but it also helps you see the progress you’re making and you know what’s working and what isn’t. This needs to happen if your collective will scale successfully.

This guide will help you understand what to track and how to communicate in a way that’s clear and useful to your collective members.

What to Track

There are two sides to measuring impact in an investment collective:

1. Financial Metrics

2. Non-Financial Metrics

Let’s break it down!

Financial Metrics

These may seem basic and maybe even “boring” but your investors (aka members) need to see this regularly because when they understand how funds are managed and the results they’re generating, it strengthens their confidence in the collective and makes them more committed to the vision because you’re carrying them along.

These are some metrics to keep track of:

• Total funds raised and invested: How much capital the collective has pooled together so far.

• Number of investments made: How many deals the collective has participated in.

• Return on Investment: How well the investments are performing.

• Exits/Payouts achieved: Have there been any wins/milestones so far?

• Operational cost (if applicable): How much has been spent on managing the collective.

Tracking these helps you and your members see how much progress has been made and also helps you as the manager see what areas needs to be improved for success to be achieved.

Non Financial Metrics

Investment isn’t just about financial returns, its also about the impact your collective is able to make beyond money and you need to keep track and communicate this so they know they’re making real impact.

Please bear in mind, this would greatly depend on what your collective’s investment thesis is and what you have defined as impact. However, here are some metrics to keep track of:

• Opportunities created whether its number of people that got medical supplies, schools built, jobs created, businesses funded as a result of the investments made.

• Locations reached: If your investments are spreading across multiple regions, countries or even continents, it’s great to communicate this. It shows your impact is spreading and the collective is growing.

• Community growth: How many more people have joined the collective? What location are they based in and what are their interests. People join co-investment collectives not just for financial investments but also to build their networks. Showing how the collective is growing and the people in it encourages them to stay committed.

How To Communicate Progress Effectively

Communication is only effective when its done intentionally and in a structured way. We’d advise that you communicate in 3 ways so you don’t overload your collective members with too much information.

• Real time communication: This can be done in the membership group on your Borderless account. Its pretty much to share urgent, informal updates, opportunities and deals. Members can also ask questions and new members can introduce themselves when they join.

• Monthly or Quarterly updates: This can be put in email/newsletter or document format to share fun inflow or outflow, status of current investments, milestones the collective has reached, upcoming opportunities and even challenges encountered and how they’re being handled. You can send this as a round up at the end of a new month.

• Annual updates: Thing of it as your big picture moment. A comprehensive and clear summary pf what the collective has achieved during the year. It should include your full financial summary, an overview of the investments made (wins, losses, status on ongoing investments), members growth, review of what worked and what didn’t, updates on any policy changes, plans for the new year. You can make this even better by asking for members feedback and testimonials. It’ll help you with plans for the new year.

When you take the time to measure progress and communicate it clearly, you’re not just being organised. You’re laying the foundation for something much bigger. Great reporting helps your members stay aligned, but it also becomes your marketing, fundraising, and growth engine all in one.

With clear, consistent updates, whether real-time, monthly or annually, it becomes much easier to attract new members, build credibility with potential partners, and justify larger rounds of capital. You move from being just a cool idea to a track-recorded investment community people trust and want to be part of.

The good thing is, the Reporting feature on the Borderless platform keeps track of all this important information for you. So you don’t need to spend time filling spreadsheets, you can easily extract the information you need anytime.

And you don’t need to have it all figured out from the start. You just need to be consistent, honest and member-focused. Measuring progress and sharing impact is how you prove that collective investing works. That people coming together can create something powerful.

Start small, grow steadily and always bring your community along for the ride.

Because at the end of the day, people don’t just invest in numbers.

They invest in people, purpose and progress.

Ready to go? Launch your collective on Borderless at www.onborderless.com

If you need guidance or have questions, join our WhatsApp channel here, send us a quick message at +447503833774 or drop us an email at hello@onborderless.com

We’re here to help.