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