TIIP

What TIIP does

TIIP (The Investment Integration Project), LLC is a New York-based consulting and research firm founded in 2015 that develops tools and methodologies for 'system-level investing' — an advanced sustainable-investing approach focused on managing systemic risks and investing in solutions to systemic problems such as climate change, income inequality, and economic crises. The firm serves institutional investors including pension funds, investment management firms, private foundations and endowments, government agencies, and industry associations, helping them establish and implement investment strategies that account for systemic factors.

The company's core offerings span three revenue streams: (1) bespoke consulting and applied research engagements with institutional clients; (2) the SAIL (System-level Investing Alignment) subscription SaaS platform, a plug-and-play implementation toolkit paired with a community of practice aimed at driving industry-wide adoption; and (3) publications, most notably the 2021 book '21st Century Investing' (Berrett-Koehler, co-authored by CEO William Burckart and Chairman Steve Lydenberg) and the March 2024 case-studies report supported by the Surdna Foundation. The technology stack is methodology- and content-led rather than model-led, with SAIL positioned as a turnkey workflow and community product rather than a data or AI-driven analytics platform.

The business model combines professional services (enterprise consulting) with a recurring subscription SaaS component and content-driven thought leadership. Go-to-market is sales-led, leveraging published research, industry events, op-eds (including in Nasdaq), and direct advisory relationships to reach institutional buyers. The firm operates as a private, self-funded LLC with a 1–10 person team and no disclosed external venture funding.

Name

TIIP

Legal name

The Investment Integration Project (TIIP), LLC

Website

https://tiiproject.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

TIIP is a New York-based consulting, research, and SaaS firm that helps institutional investors — pension funds, foundations, endowments, and asset managers — adopt system-level investing to manage systemic risks. Its offerings include advisory services, the SAIL subscription platform, and proprietary publications.

Ownership category

akta.pro rank

Product category

Sustainable Investment Consulting

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

ESG/Sustainable Investment Advisory (FSAEAAAJ), Values-Based/ESG & Impact-Focused RIAs (FSAAACAK), Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ), Green, Social & Sustainability Bonds (GSS/SLB Fixed Income Strategies) (FSAAALAF)

Keywords

• System-level investing
• Impact investment consulting
• Sustainable investment research
• Institutional advisory services
• ESG portfolio strategy

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Consulting & Research Services: Advisory services to pension plans, private foundations, family offices, investment management firms, and financial advisors to develop and implement investment strategies that consider systemic risks and opportunities.
2. Subscription-Based SaaS Platform: SAIL platform providing turnkey solution and practical system-level investing implementation support tools as a subscription service.
3. Publications & Reports: Research publications and reports on system-level investing shared via the Resource Hub.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

TIIP provides consulting and research services to institutional investors on system-level investing, an advanced sustainable investing strategy that manages systemic risks and invests in solutions to systemic problems such as climate change, income inequality, and economic crises. It complements advisory work with the SAIL subscription-based SaaS platform, which offers practical implementation tools and a community of practice, and publishes research including the book '21st Century Investing'.

Product overview

TIIP (The Investment Integration Project) is a consulting and research organization that develops tools for pursuing system-level investing. Their portfolio includes: the 21st Century Investing book (co-authored by William Burckart and Steve Lydenberg) as a foundational reference; the SAIL platform as their primary SaaS turnkey solution providing practical implementation tools and a community of practice; consulting and research services for institutional investors; and periodic research reports. The offering is structured as consulting/research services combined with a subscription-based SaaS platform, rather than a single unified software product.

Differentiator

Problem solved

Functional benefit

Brands

• SAIL: A turnkey solution platform for system-level investing, comprised of a plug-and-play solution for investors to chart their course and a community of practice driving broader industry transformation.

Products and services

• SAIL (System-level Investing Alignment) A subscription-based SaaS platform for institutional investors to chart their course to becoming system-level investors, comprising a plug-and-play solution with practical implementation support tools and a community of practice aimed at driving broader industry transformation.
• Consulting & Research Services Advisor services for pension funds, investment management firms, private foundations, endowments, government agencies, and major industry associations on establishing and implementing impact and investment goals to tackle system-level issues.
• 21st Century Investing A book showing how institutions and individuals can go beyond conventional and sustainable investing to address complex problems such as income inequality and climate change on a deep, systemic level.
• System-level Investing: Case Studies of Investors Leading the Way A research report providing case studies of investors bridging the gap between systemic issues and their investment decisions or portfolios using a diversity of approaches.

Named customers5 records

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Sustainalytics: Major ESG and corporate governance research, ratings, and analytics provider used by institutional investors to integrate systemic and sustainability risks into portfolios, overlapping with TIIP's system-level investing mandate.
• Cambridge Associates: Large investment advisor serving endowments, foundations, and pension plans with strategic asset allocation and impact/sustainable investing services; overlaps with TIIP on institutional advisory for mission-aligned portfolios.
• MSCI ESG Research: Provides ESG ratings, climate data, and sustainable investing tools to institutional asset owners and managers; comparable as an institutional-grade platform for integrating systemic risks into investment decisions.
• ISS ESG (Institutional Shareholder Services): Provides ESG research, ratings, and stewardship services to institutional investors; comparable in serving pension funds and asset owners on sustainable and systemic risk considerations, and a likely employer of former TIIP staff.
• Mercer: Global consulting firm offering investment advisory, ESG/sustainable investment solutions, and OCIO services to institutional investors, directly competing with TIIP on institutional sustainable investing advisory.

Others

• ImpactAlpha: Media and news platform covering impact investing and sustainable finance; TIIP's MD is a Contributing Editor, evidencing direct overlap in audience and content with TIIP's thought-leadership function.
• US SIF (The Forum for Sustainable and Responsible Investment): Industry association advancing sustainable investing across U.S. institutional investors; serves a similar ecosystem of asset owners and managers as TIIP and acts as an industry-level coordinator rather than a competing product.

Emerging players

• Intentional Endowments Network (IEN): Nonprofit peer network that helps colleges, universities, and foundations align endowments with mission and ESG goals; overlapping membership base and mandate with TIIP's foundation/endowment segment (TIIP's MD sits on its steering committee).

Regional players

• Wespath Benefits and Investments: U.S. pension and investment organization applying exclusion strategies, shareholder engagement, and low-carbon transition; comparable as a practitioner institution referenced in TIIP's case studies rather than a direct commercial competitor.

Direct peers

• Meketa Investment Group: Independent investment consulting firm serving pensions, endowments, and foundations with advice on strategy, manager selection, and ESG integration — closely comparable to TIIP's institutional consulting practice, though larger and broader in scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/tiiproject
• Xx.com/tiip_insights

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TIIP