Capabilities

For Asset and Wealth Managers Considering Entry or Expansion into ESG/Impact

For Asset and Wealth Managers Considering Entry or Expansion into ESG/Impact

For Asset and Wealth Managers Considering Entry or Expansion into ESG/Impact

Market and Channel Knowledge

  • Leverage ESG Asset Gathering Success
  • Leverage ESG Data Providers and Influencers
  • Leverage ESG Consultant Exposure

New Product or Enhance Existing Product

Work within existing portfolio construction/philosophy


Impact

ESG-Attributes/Process

Identify Technology Enhancements- Data/Analytics

Explore Strategic M&A


Distribution: Best Fit/Best Vehicle


Single/Multi-Family Office

Endowment & Foundation 

Platform Sales: Private Bank/Trust Company/RIA

For Asset and Wealth Managers with existing ESG/Impact Fund Structures

For Asset and Wealth Managers Considering Entry or Expansion into ESG/Impact

For Asset and Wealth Managers Considering Entry or Expansion into ESG/Impact

Positioning

Review Marketing Material/Go To Market Strategy

Identify Appropriate Client Type/Best Fit

Consultant Feedback


Create Target List- Varies by asset class, fund structure, Impact

Institutional

Single/Multi-Family Office

Endowment & Foundation 

Platform Sales: Private Bank/Trust Company

Fully Licensed with B/D Compliance through Growth Capital Services, Inc.


Compliance Review of Materials and Suitability

Transparency

Bi-Coastal network of Impact and ESG Capital Raise Professionals

“Fund” definition: An existing vehicle or contractual undertaking that exists today. Examples include 40 Act, SMA, LLC, Convertible Note, UMA/SMA Model delivery

For “under the radar” Growth Companies seeking access to Capital Markets

For “under the radar” Growth Companies seeking access to Capital Markets

For “under the radar” Growth Companies seeking access to Capital Markets

Impact Company Growth Equity/Debt

Typically $3  to $20 MM Raise for Expansion/Growth

EBITDA neutral or positive

Catalysts for Growth

Examples:

Solar Powered Smart Waste Management w/Catalyst

Leachate Water Technology Solution Provider

Triple Bottom Line SaaS


Impact Infrastructure/Project-based Equity or Debt

Project based

Additionality for Carbon Offset Credits

Financing Needs: short or long term

Examples:

Landfill Methane Gas Conversion to LNG/Electricity Production

LatAm Sustainable Forestry and Preservation


Impact Asset Manager

Growth Capital

Operating Capital

Examples:

Women-led Hedge Fund

Differentiated Impact Ag/Biotech



For Like-Minded Impact Advisors

For “under the radar” Growth Companies seeking access to Capital Markets

For “under the radar” Growth Companies seeking access to Capital Markets

Join the IDA Network


Collaborative

Open and Transparent

Complementary Areas of Expertise