OVERVIEW
MANAGEMENT
PERFORMANCE
POSSIBILITIES
CAPITALS
ACTIVITIES
ACTORS
BURGESS
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Burgess COMMENTARY |
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Smart Impact Capital is produced by the Center for the Advancement of Social Entrepreneurship (CASE) at Duke University’s Fuqua School of Business, with funding from USAID and Duke. The modules draw from a wide range of experience with entrepreneurs and investors, including in-depth work through our Social Entrepreneurship Accelerator at Duke (SEAD) with 25 impact ventures creating change in India and East Africa. The lead author of the modules is Cathy Clark, Professor, Founder and Director of the CASE i3 Initiative on Impact Investing, and Co-Principal Investigator for SEAD. Named in 2014 as one of America’s Top 20 women working in philanthropy, social innovation and civic engagement, Cathy is a leading authority on for-profit social entrepreneurship, impact investing, and impact assessment. Building on 25 years of experience as a private foundation executive, impact investment fund manager, consultant, and policy researcher, including 15 years as a professor at Columbia and Duke Universities, Cathy has worked with hundreds of organizations, companies, funds and institutions working to develop innovative solutions to social and environmental problems. Prior to her academic work she was a professional impact investor, who founded and ran a foundation and venture fund incubated by Fred Wilson and Jerry Colonna of Flatiron Partners, a JP Morgan Partners affiliate, and was Vice President at the Markle Foundation, where she helped two foundation presidents manage the foundation’s portfolio of grants and program-related investments over seven years. Cathy holds a BA from the University of Virginia and an MBA from Columbia Business School. She has published over 25 books, articles and case studies. Her blog posts have appeared in the Stanford Social Innovation Review, Huffington Post, Skoll World Forum, Next Billion, the World Economic Forum and on CASE Notes. She tweets at @cathyhc. Co-producers and co-authors of Smart Impact Capital include Carrie Gonnella, Kimberly Langsam, and Erin Worsham of CASE. Expert Advisers include serial social entrepreneurs Natasha Goldstein and Alden Zecha. Video Production credits go to the incredible team within Fuqua Education Technology Services and Multimedia Production, notably Lucy Pless and Jason Van Sant. We are also grateful for the many contributions of local website design and development firm Cuberis. In addition to these contributors, Smart Impact Capital has engaged with numerous CFOs, entrepreneurs, investors, and other intermediaries to inform and develop the content and tools. CASE’s Smart Impact Capital modules are organized into three buckets to help you prepare your investment strategy, target the smartest capital for your unique venture, and cultivate a productive relationship with investors to reach your end goals. Each module contains flexible content comprised of short videos, interviews with social entrepreneurs and impact investors, and customizable tools. You can access just what you need when you need it, helping you efficiently develop a plan to raise smart impact capital for your venture. Develop Your Investment Strategy What are the opportunities and constraints in the impact capital market, and what do they mean for you? Learn how to clearly articulate your investment strategy to impact investors - on both the business growth and impact dimensions - and develop a cash model to calculate the funding you will require. Module 1 Impact Capital 101 Discover what makes impact capital different, how it exchanges hands in the market, and how it may help your enterprise. Start Module 1 Module 2 Articulating Strategy to Investors Assess your venture’s business growth and impact evidence trajectories, learn a few related hacks, and develop an investment roadmap in a language investors will understand. Start Module 2 Module 3 Calculating Your Funding Gap Understand the key elements of a financial model, develop your own customized model, and calculate your funding gap. Start Module 3 Target Smart Capital What are the motivations and constraints of different capital providers? How do different types of capital impact your business? Gain insight into these questions and model investment scenarios in your cash model to target the smartest capital for your venture. Module 4 Types of Capital (coming soon) Understand the implications of different types of capital, and prepare to incorporate those assumptions in your financial model to be sure you raise smart capital. Start Module 4 Module 5 Motivations of Capital Providers (coming soon) Understand the motivations and constraints of different capital providers, so you can target the right provider at the right time and engage with them productively. Start Module 5 Module 6 Scenario Planning (coming soon) Model different investment scenarios to learn how taking different forms of capital under different terms could affect your venture. Start Module 6 Interact With Investors How can you target and cultivate the most promising investor relationships? Learn how to effectively and efficiently manage the investment process to get to a “yes” with investors that meets your needs and theirs. Module 7 Investor Cultivation (coming soon) You have the dual challenge of communicating about business growth and impact in a pitch to investors. Avoid the common pitfalls and learn how to interpret investor response. Start Module 7 Module 8 Due Diligence (coming soon) Get to a “yes” that is in your best interests, as efficiently as possible. Start Module 8 Module 9 Exits & Endgame (coming soon) Protect the social and financial success of your venture by looking ahead to be sure the capital gets you where you want to go. Start Module 9 |
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Cathy Clark, Professor, Founder and Director of the CASE i3 Initiative on Impact Investing, and Co-Principal Investigator for SEAD.
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| The text being discussed is available at https://casesmartimpact.com/capital/check-out-smart-impact-capital/ and |