Koz Portfolio Optimizer


Optimal Cause Recommendations (3-10 Causes):

Recommends a tailored portfolio of 3 to 10 causes for each business, ensuring a manageable and impactful set of partnerships.

Scoring System:

Geography (40%):

Matches businesses with causes operating in their target regions, maximizing local impact.

Size (30%):

Evaluates the scale of each cause to match the business’s goals—whether they prefer smaller, grassroots efforts or larger, established organizations.

Alignment (30%):

Assesses mission compatibility, ensuring the causes resonate with the business’s values and customer base.

Overlap Monitoring (Max 30%):
Ensures that causes in a portfolio do not have more than 30% overlap in constituents, allowing businesses to diversify their impact and reach new audiences.

Business amplify their footprint through cause referrals back to the business

  • Causes advertise and refer supporting business through their network
  • Businesses benefit from good will marketing and branding

Contact Us