Offerings

We want to help you and your organization be part of a much-needed global movement that will match forward-thinking philanthropists with the best social entrepreneurs and non-profits in the world—those with an exceptional track record, and the ability to unleash systemic change. Our role as your partner is to take our deep expertise in this arena, and provide you with strategic philanthropic, impact investing, and marketing insight and support.

Corporations, Foundations, and Financial Institutions

  • Goal setting and development of global organizational, philanthropic, impact investing, and sustainable finance strategy; and insights on how to operationalize and streamline as an interconnected sustainability framework

  • Value proposition, communications, marketing, and thought leadership support

  • In-depth market research, analysis, and development of systems change roadmap: identifying key trends, global issues, best practices, and leading social entrepreneurs, impact investment fund managers, and non-profits

  • ESG: strategy, materiality assessments, policies, and integration plans

  • Impact investment and fund structuring support, including due diligence

High-Net-Worth Individuals

  • Goal setting and development of global organizational, philanthropy, and impact investing strategy, and insights on how to operationalize

  • Value proposition, communications, marketing, and thought leadership support

  • In-depth market research, analysis, and development of systems change roadmap: identifying key trends, global issues, best practices, and leading social entrepreneurs, impact investment fund managers, and non-profits

  • Strategic business and organizational plans: outlining options for setting up a new foundation and/or revising existing strategies and operations

  • Impact investment and fund structuring support, including due diligence

Entrepreneurs

  • Organizational strategy, landscaping, and impact investment fund structuring support

  • Value proposition ideation and creation

  • Communications, marketing, and thought leadership support

  • In-depth market research: trends, stakeholder mapping, and opportunities for funding and partnerships across the capital continuum

  • Introductions to key stakeholders, including prospective funders and partners

Sustainable Finance Offerings

  • Sustainable finance strategy and materiality assessments

  • Development of a strategic roadmap for moving forward—including ESG & DEI policies and integration plans—at the intersection with impact investing

  • Assistance with becoming a UNPRI signatory and/or GRESB participant member—and annual reporting to both

  • Evaluation or development of an ESG Annual Report

  • Evaluation of—and recommendations for—ESG data analytics vendors, relevant green certification/ratings, green codes, and green finance

  • Creation of sustainable finance thought leadership/messaging

  • ESG & DEI educational training for managers and/or staff