Market and Channel Knowledge
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
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
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
Join the IDA Network
Collaborative
Open and Transparent
Complementary Areas of Expertise
Impactdirectadvisors.com (the “Impact Direct Advisors (IDA) Website”) is a website operated by ImpactDirectAdvisors, LTD, a MA-based Corporation. IDA offers business strategy consulting services in areas including investment advisory services, marketing and brand strategy, business and product development, especially with respect to Impact investing. Other services, such as securities-related private placement services, are offered separately by Impact Direct Advisors principals in their capacity as registered representatives of Growth Capital Services, Inc. (“GCS”), a licensed broker-dealer and member of FINRA/SIPC, office of supervisory jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104. When Impact Direct Advisors's principals provide securities placement services to you through their GCS affiliation, their obligations to you and the nature of your relationship will differ from when they provide other services. Impact Direct Advisors is not a registered broker dealer, and GCS and Impact Direct Advisors are separate entities. You can find more information about the relationship between GCS and its licensed affiliates here and through FINRA Broker check. PRIVATE PLACEMENT INVESTMENTS ARE NOT FDIC INSURED, ARE NOT A DEPOSIT WITH GCS, AND ARE NOT GUARANTEED BY GCS OR ANY OF ITS AFFILIATES. NEITHER THE SECURITIES AND EXCHANGE COMMISSION NOR ANY FEDERAL OR STATE SECURITIES COMMISSION OR REGULATORY AUTHORITY HAS RECOMMENDED OR APPROVED ANY INVESTMENT, OR THE ACCURACY OR COMPLETENESS OF ANY INFORMATION OR MATERIALS PROVIDED BY OR THROUGH THE [THE COMPANY], GCS, OR THEIR RESPECTIVE AFFILIATES. ANY INVESTMENT MAY RESULT IN PARTIAL OR TOTAL LOSS, AND INVESTORS MUST BE ABLE TO AFFORD THE LOSS OF THEIR ENTIRE INVESTMENT.Securities offered through Growth Capital Services, member FINRA, SIPC
582 Market Street, Suite 300, San Francisco, CA 94104. Please refer to FINRA BrokerCheck for information about Brian Chiappinelli and Growth Capital Services.
The required hyperlinks are as follows:
Growth Capital Services www.growthcapitalservices.com
FINRA www.finra.org
SIPC www.sipc.org
FINRA BrokerCheck https://brokercheck.finra.org
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