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