For Entrepreneurs

The challenge of obtaining the right type of capital when it is needed the most is one of the top causes of enterprise failure. Capitalize Impact aims to enable entrepreneurs to execute on a capitalization strategy aligned with their growth plans and obtain the capital they need to scale their impact.

 The service offering includes the following:
Investment Readiness

Forecasting Tool: create a financial model that shows historical results, key business drivers, projected financial performance, potential valuation estimates and enables better long-term financial planning.

Capital Needs Assessment: analyze the company’s financial needs, stage, growth plans, and the right type of capital for the business – defining a “Justifiable Ask”.

Investor Materials: create, review and/or edit investment opportunity summary, investor pitch deck and other investor-facing materials.

Financial Strategy

Virtual CFO / Finance Advisor: provide advice on the company’s growth and fundraising strategy, lead financial planning and reporting, investor communications, initial diligence, and deal negotiation.

Investor Outreach: develop and execute a strategy to connect with aligned investors for the identified capital needs.

Capitalization Strategy: develop a long-term strategy to align the company’s growth objectives with capital needs at each stage.

Diligence Support

Due Diligence Folders: work with the management team to create and organize documents required for investor diligence, expediting funding timeline.

Negotiation Support: develop deal terms best suited for the company’s needs to enable leverage in investor negotiation; review of term sheets and support in understanding typical terms in equity, debt, convertible and alternative structures.

 

 Sample Projects

 

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All Across Africa  |  Virtual CFO

Lead capitalization strategy and execution, manage financial forecasting and investor reporting, facilitate investor connections and enable the company to raise a combination of debt and equity.

 

 

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GSBI Accelerator  |  Finance Content & Funding Facilitation Lead

Provide advice on investment readiness, financial modeling, capitalization strategy, and facilitate investor connections for up to 20 high-impact, high-growth social enterprises annually from emerging markets worldwide.

 

 

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Agora Accelerator  |  Investment Preparedness & Investor Matchmaking

Lead preparation for investment and connections to investors for 50+ companies participating in the Accelerator annually and 150+ Agora alumni across Latin America & the Caribbean. The companies have raised over USD 50 million in additional capital post-Accelerator.