GIIRS Fund Ratings Process:
Step 1: Complete a GIIRS Assessment
The first step in getting a GIIRS Ratings is taking a GIIRS Assessment, which looks at the impact of your fund (1) on all of its stakeholders. The standards change depending on your fund's target investment geography, the security type that you invest with, and your investing status. Completing the assessment usually takes about 60 to 90 minutes. Go »
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Step 2: Submit Your Fund for Approval
Before you can start uploading information about the investments in your fund, you need to first have a conversation with a GIIRS staff member. Click the "Submit Fund for Approval" button on your fund profile.
Step 3: Each investment in your fund completes the GIIRS Fund or Company Ratings Process
90% of your fund's rating is based on the rollup of the scores of the companies or funds your fund has invested in. In order for your fund to get a rating, each company in your fund's portfolio also needs to get a rating. You can ask investments which have already gotten a rating to give you access to their assessment information or ask investments that have not gotten rated yet to complete an assessment through the fund portal.
Step 4: Complete an Assessment Review
Once all of the investments in your fund have gotten rated, schedule a Review with a GIIRS staff member. On this call, GIIRS staff will make sure all questions are answered accurately. The review also helps us understand more about your fund and the unique circumstances and best practices related to your company. On average, it takes about 60 minutes to complete a review. To schedule a review, hit 'Submit for Rating' on the assessment check or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it and let us know a few times that would work for you.
Step 5: Make it Official
Submit payment for your GIIRS rating and sign a term sheet.
Step 6: Submit Documents for a Document Review
Upload documents related to the answers for material questions within the ratings system. Deloitte, GIIRS' preferred third party service provide, conducts review of these documents to make sure that they meet GIIRS standards. It take 2 weeks from the time that you submit all of your documents for Deloitte to complete the documentation review.
Step 7: Get your GIIRS Ratings Report!
Once Deloitte has completed the documentation review a GIIRS staff member will contact you and send you your GIIRS rating report.
Each fund will have a GIIRS representative assigned to it assist portfolio companies/funds through the ratings process. We are happy to work with fund managers to determine the best process for working with each of its portfolio companies.
Retail Pricing
| Fund Size | Initial Fund Rating | Annual Ratings Update | Track Record Rating |
| Less than $50m | $7,500 | $2,000 | $7,500 |
| More than $50m | $15,000 | $4,000 | $15,000 |
(1) GIIRS is best suited for ratings funds making equity and debt investments in companies. GIIRS is not currently a good fit for rating:
- Public mutual funds
- Venture philanthropy funds whose investments are predominantly in non-profits
- Funds that invest in real estate or commodity based products