Simbi

What Simbi does

Simbi (legal entity: Simbi Tecnologia de Impacto LTDA, also operating as Simbiose Assessoria em projetos culturais e desportivos) is a Brazilian for-profit social-tech company founded in 2017 and headquartered in São Paulo. The company operates a cloud-based social investment management platform that connects corporate investors — including multinationals and large Brazilian corporations — with social, cultural, sports, and health projects funded either through direct corporate giving or via Brazilian tax incentive laws (Lei Rouanet, Lei do Esporte, Pronon, Pronas, FIA, Fundo do Idoso, PROMAC). The platform's underlying technology runs on Google Cloud Platform for core application infrastructure and AWS for file storage, and is anchored by a proprietary database of 215,000–290,000+ projects approved under those incentive frameworks since 1992, populated through automated mapping of public government sources. Core platform modules include the Plataforma de Investimento Social, Assessoria (strategic advisory), Auditoria (due diligence), Consultorias (policy structuring and benchmarking), Programas de Seleção (selection program management), Radar de Projetos (project discovery), and audit/post-investment questionnaire workflows.

The business model is hybrid SaaS-plus-professional-services: corporate investors pay custom-quoted enterprise fees for platform access, advisory, auditing, and consulting; social organizations (OSCs) receive free self-serve access to register for selection programs and respond to investor questionnaires. Go-to-market is sales-led enterprise, with a named roster of 40+ enterprise clients spanning banking (Itaú, Banco BMG), beverage (Ambev), consumer goods (Unilever), technology (IBM, Meta, ByteDance, Mercado Livre, NuBank), pharmaceuticals (Roche, Aché), mining/metals (Alcoa, ArcelorMittal), energy (CEMIG, Ipiranga), employee benefits (Edenred), real estate (Cushman & Wakefield), philanthropy (Fundação Itaú, Instituto ACP), and others. The company is B Corp certified, a UN Global Compact signatory, and has raised at least one disclosed funding round from Raio Capital in 2022.

Name

Simbi

Legal name

Simbi Tecnologia de Impacto LTDA

Website

https://simbi.social

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Simbi is a Brazilian social-tech company that operates a cloud-based platform connecting corporate investors with social, cultural, sports, and health projects funded via tax incentive laws or direct corporate giving, serving 40+ enterprise clients including Itaú, Ambev, Unilever, Meta, IBM, and Mercado Livre.

Ownership category

akta.pro rank

Product category

Social Investment Management Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)

Keywords

• Social investment management
• Tax incentive consulting
• Corporate social responsibility
• ESG advisory services
• Social impact platform

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Social Investment Advisory Services: Strategic advisory services helping companies plan, execute, and evaluate social investment strategies. This includes curating initiatives, managing resources, and providing ongoing support throughout the investment lifecycle.
2. Social Investment Platform Subscription: SaaS-style access to the platform for managing social investment portfolios, project discovery, selection program management, and reporting.
3. Social Project Auditing: Audit services for evaluating social projects and organizations before investment decisions, including document verification, execution analysis, and reputational screening.
4. Customized Consulting: Tailored consulting services including structuring of social investment policies, market benchmarking, fiscal incentive training, and practical manuals for investors.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Simbi operates a cloud-based social investment management platform that connects corporate investors with social, cultural, sports, and health initiatives approved under Brazilian tax incentive laws (Lei Rouanet, Lei do Esporte, Pronon, Pronas, FIA, etc.). The platform is supported by complementary professional services including strategic advisory for investment planning, due-diligence auditing of social organizations, and customized consulting on social investment policy structuring and tax incentive training. The platform consolidates over 290,000 approved social initiatives in a proprietary database and provides tools for project discovery, selection program management, and post-investment monitoring.

Product overview

Simbi is a social tech company founded in 2017 that operates a platform ecosystem for managing social investment through direct funding or tax incentive mechanisms. The core offering is the Plataforma de Investimento Social, which serves as a centralized hub connecting corporate investors with social initiatives. This platform is supported by complementary modules including Assessoria de Investimento Social for strategic advisory, Auditoria de Organizações Sociais for due diligence services, and Consultorias for policy structuring and training. The platform integrates over 290,000 social, cultural, sports, and health initiatives approved under Brazilian tax incentive laws since 1992, accessible through features like Radar de Projetos for project discovery and Programas de Seleção for transparent selection processes.

Differentiator

Problem solved

Functional benefit

Products and services

• Plataforma de Investimento Social (Social Investment Platform) A centralized SaaS platform that manages the full social investment lifecycle—from project discovery and selection to tracking and reporting—connecting corporate investors with over 290,000 social, cultural, sports, and health initiatives approved under Brazilian tax incentive laws since 1992. Used by corporations, foundations, and institutes to manage their social investment portfolios.
• Assessoria de Investimento Social (Social Investment Advisory) Strategic advisory service providing ongoing support for planning, executing, and evaluating social investments with data-driven insights. Helps companies curate initiatives, manage resources, and optimize their social investment strategy throughout the investment lifecycle.
• Auditoria de Organizações Sociais (Social Organization Auditing) Due diligence and auditing service for evaluating social organizations and projects before investment decisions, including document verification, execution analysis, conceptual analysis, and reputational screening. Used by corporate investors to ensure governance and compliance in fiscal incentive management.
• Consultorias (Consulting Services) Customized consulting engagements including social investment policy structuring, market benchmarking, Brazilian tax incentive law training, and creation of practical manuals for corporate investors seeking to build internal capacity for social investment management.
• Programas de Seleção (Selection Programs) Structured selection programs (editais) that enable companies to conduct transparent and fair project selection processes through the Simbi platform. Corporate clients receive and evaluate project proposals from social organizations through a digital workflow, with applications from organizations like Meta, NuBank, Unilever, NTS, and Rumo.

Quantifiable outcome

• 100% of invested value reaches the social organization directly
• +3 more outcomes

Named customers24 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• Mattos FilhocoreStrategic or Co-development PartnerLegal partnership for developing the Panorama dos Incentivos Fiscais research reports. Mattos Filho, a major Brazilian law firm, co-develops the annual study analyzing the Brazilian tax incentive ecosystem.
• Google Cloud Platform (GCP)coreTechnology or IntegrationPrimary cloud infrastructure provider for Simbi's main application platform. GCP hosts the core application infrastructure under a shared responsibility model.
• Amazon Web Services (AWS)coreTechnology or IntegrationFile storage infrastructure provider for Simbi's platform. AWS handles file storage under a shared responsibility security model alongside GCP.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Benevity: Benevity is a leading corporate social impact and employee giving platform that connects companies with nonprofits globally. It is the closest analogue to Simbi's enterprise SaaS plus NGO-matching model, scaled to multinational corporations in North America.
• Good360: Good360 is a nonprofit-corporate matching marketplace that distributes donated goods to social organizations. Like Simbi, it operates a two-sided marketplace pairing corporate donors with vetted social initiatives.
• YourCause (Blackbaud): YourCause is a corporate social responsibility and employee engagement software platform owned by Blackbaud, serving enterprises with CSR, grants management, and nonprofit matching — directly competitive in functionality and customer profile to Simbi.
• CyberGrants (Frontier): CyberGrants, by Frontier, provides corporate grants management, employee giving, and volunteer software to large enterprises. It operates at the same stage of the corporate philanthropy workflow as Simbi.
• Fluxx: Fluxx is a grants management platform used by foundations and corporations to administer social investment lifecycles. Its core product (intake, review, award, monitoring) overlaps materially with Simbi's Plataforma de Investimento Social.

Broad incumbents

• Blackbaud: Blackbaud is the largest US-listed vertical software provider to nonprofits and social enterprises; it owns YourCause and offers adjacent social investment workflow tooling. It overlaps Simbi at the high end of corporate philanthropy software but serves a much broader portfolio.
• Salesforce Philanthropy Cloud: Salesforce's Philanthropy Cloud offers enterprise employee giving, volunteering, and nonprofit engagement on the Salesforce platform. A horizontal CRM giant competing for the same enterprise ESG workflow budget that Simbi targets.
• Bonterra (formerly Social Solutions): Bonterra provides software for nonprofits, foundations, and case management; its grants and impact modules overlap with Simbi's broader workflow ambitions. Wider portfolio but shares corporate and foundation customers.

Regional players

• IDIS: IDIS (Instituto para o Investimento Social) is a leading Brazilian institute promoting social investment best practices. Simbi lists IDIS as a partner; IDIS operates in the same Brazilian social-investment ecosystem with consulting-led rather than platform-led delivery.

Emerging players

• Goodstack: Goodstack is an early-stage social impact infrastructure platform enabling corporate donations and nonprofit verification. It targets a similar corporate-customer base as Simbi but at a different stage of scale and product maturity.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/watch?v=6vbYF_Clheg&t=24s&pp=ygUMc2ltYmkgc29jaWFs
• LinkedInlinkedin.com/company/simbisocial
• Instagraminstagram.com/simbi.social

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors1 record

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 Simbi