Capabilities

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

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

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

Join the IDA Network


Collaborative

Open and Transparent

Complementary Areas of Expertise