Story:
Investor Circle
We facilitate the meetings, source pipeline, conduct due diligence, guide through the entire investment process and monitor the portfolio of investments on behalf of our clients.
The Challenge:
Building an impact investment portfolio from scratch and finding your tribe of like minded investors can be challenging. The wealth of information available without a sounding board and sparring partners can be overwhelming.
The Solution:
The investment circle gives investors a platform and network to discuss investment opportunities, brainstorm impact strategies and collaborate on new initiatives with like minded people. It reduces costs by pooling and sharing resources.
The Value Add:
Impact Advisors facilitates the meetings, sources pipeline, conducts due diligence, guides through the entire investment process and monitors the portfolio of investments on behalf of our clients.
Most recently we helped with investments into the following structures
Investment into Senior and Subordinated Notes issued by Open Road Investment Fund. The fund provides bridge loans to impact organisations across the globe.
Mandate: Sourcing, due diligence, investment process and ongoing monitoring.
Fund investment into Plūrālis. The fund provides an alternative source of funding and strategic support to independent media in order to foster diversity of views and opinions.
Mandate: Sourcing, due diligence, investment process and ongoing monitoring.
Direct investment into Fairventures GmbH. The company sells (voluntary) CO2 removal credits by co-ordinating reforestation projects in Sub-Saharan Africa and SouthEast Asia.
Mandate: Due diligence