Capitalize Impact aims to increase the flow of capital between high-potential social enterprises and mission-aligned impact investors. We do so by working with investors to develop appropriate investment processes to deploy capital more effectively, and by supporting entrepreneurs in refining their growth and capitalization strategy.
Investment Processes
Investment Processes & Tools: design and development of an impact investment policy, pipeline strategy, investment risk analysis templates, deal structures, term sheets, and portfolio monitoring processes.
Staff Training on risk analysis for various investment types, including financial analysis, industry, and investee specific risks.
Due Diligence
Pipeline: initial review and filtering of potential investees.
Financial Analysis: historical trends review, financial performance ratio analysis, forecasting and risk scenario modeling.
Investment Memo: investment underwriting and preparation for investment committee.
Structuring
Traditional & Alternative Structures: resources and guidance on various types of structures available and how to better mitigate risks and align impact investor and social enterprise incentives.
Term Sheets: develop templates and deal-specific terms.
SAMPLE CLIENTS
RSF Social Finance
Investment Portfolio Manager of an impact fund in San Francisco with USD 100 million AUM. Managed investment underwriting, investment committee, structuring and investment monitoring of RSF’s Social Enterprise Lending Program. Deployed over USD 30 million, ranging from USD 500,000 up to USD 5 million in Foods & Agriculture, Environmental Stewardship, and Arts & Education focus areas.
World Impact Foundation
Investment Consultant for a family office focused on providing catalytic capital to social enterprises working on providing access to basic services for marginalized populations. Lead refinement of investment processes, due diligence and risk analysis of potential investments, and advise on deal structures.
NESsT
Loan Structuring & Diligence Advisor: lead in-person training (Lima, Peru) in financial analysis and investment structuring for country portfolio managers. Provided assistance in diligence, financial analysis and structuring of new investments to NESsT portfolio enterprises. Developed new analytical tools and templates to facilitate investment analysis.
Agora Partnerships
Director, Investor Relations & Financial Innovation: developed and grew the Agora Investor Network; launched an Investor Retreat with training on best practices in impact investing, investment tools, pipeline development, alternative structures; lead development of new funding vehicles including a USD 5 million investment fund and a Kiva lending facility.
The Miller Center for Social Entrepreneurship
Funding Facilitation Expert – lead training for social enterprises from around the globe on investor perspective, developing a “justifiable ask” and due diligence preparation. Support investors in developing a pipeline among GSBI alumni.
CAPITALIZE IMPACT 