This typically includes a combination of impact management and organizational capacity building, while incorporating blended finance design & structuring, due diligence and robust commercialization strategies, risk assessment, operations & governance and the brokerage of aligned coalition partnerships.
We are cause agnostic with experience spanning across different verticals, including global health, mental health, empowering women & girls, financial inclusion, decent work & economic empowerment, high-impact value & supply-chains, natural value, affordable housing and indigenous affairs.
With an ever increasing demand and expectation by all stakeholders to have social license to operate, the need to demonstrate impact and measure impact is becoming an imperative in order to retain and engage with both internal and external stakeholders of any business.
We support all types of businesses, from funders, investors and program deliverers to mainstream corporate businesses, asset and investment managers, with a range of ways to deploy capital for social impact. With new and expanded applications of their assets, knowledge, skills, networks, and resources, we help to build smart and innovative partnerships that leverage precious funding dollars, amplify impact across portfolios and provide effective insights into policy levers.
We also define and communicate compelling impact narratives that demonstrate our clients’ impact to social investors and key internal and external stakeholders via our proprietary digital 37°C Impact technology™ data reporting and data collection platform to measure social impact with digital impact dashboards, which create feedback loops for ongoing program effectiveness as well as providing the technology solution that addresses high operational costs in the collection of impact data.
Our service solutions include:
Design of impact strategy, investment thesis, and impact risk appetite statements, including alignment of an organisation’s impact intention with the organisation’s overall strategy and business goals. We work closely with our clients to co-design and help define social investment criteria for the business units, programs, products and investment portfolios. We can develop and improve on a clear social and environmental offering and help connect the social and environmental impact via mapping of SGDs and other impact thematics to the organisational performance.
Design and development practical & agile outcomes measurement & evaluation frameworks, Theory of Change models and impact logic models using lean impact data and global impact taxonomies.
Our technology solution allows organisations that have existing social impact frameworks to be migrated onto a digital technology platform that allows the business to view the social impact metrics on dashboards for decision making and for monitoring and evaluation purposes but also with our impact technology platform, we provide organisations the ability to have a robust, scalable technology solution for data capture (via mobile enabled technology) that allows a firm to monitor and evaluate their internal impact programs (relevant for for-profit businesses) as well as external social impact programs being run by the social sector and government sector. Our technology solution provides an organisation to save on significant operational costs in the areas of data collection. In addition to our technology-enabled solution, we also provide both quantitative and qualitative measures, along with case studies that can be used in stakeholder reporting, marketing material and investor reporting for the relevant stakeholders.
Together with our technology service delivery partners, we are able to dynamically create compelling data visualisations, ecosystem maps and reports that allow for better decision-making at the Board and management level. We also provide digital storytelling services with our technology partner that creates meaningful and impactful marketing collateral, digital assets and media content to amplify and improve customer, client, and investor engagement aimed at improving trust and showcasing a firm’s social equity.
Analysis of gender-related market/portfolio patterns and overlay of a gender-lens impact strategy & management practice; identification of gender-related intersectionalities, barriers, bottlenecks or impact opportunities within your existing portfolio/program to mainstream gender; strategic advisory input using a gender lens for new product development opportunities, working towards improving customer engagement via the application of a gender lens and providing gender specific input for improving and maximising investor and member engagement.
We offer our clients impact advisory services on an on-call basis via a retainer provision as well as being able to tap into our impact expertise as members of a firm’s technical advisory board. We are able to run various workshops on impact investments and issues and work with business unit managers and boards to make decisions about the role they play in society, and are able to work with boards on incorporating impact into their corporate strategy or investment portfolio.
We support scale-up enterprises over a 2-5 year time horizon with the critical internal steps needed to take their initiatives to the next level. We reframe, recalibrate, and enhance corporate strategies and the implementation of commercialisation plans to enable businesses to amplify and maximise their impact footprint.
Our organizational legal structure and service model allows us to invest as equity partners and co-investors in multi-channel social investment vehicles within particular systems verticals. We walk our talk and aim for long-term systems change.
Through our structured pathways we transform ideas into lasting change. We provide customised impact business models and build both your organization’s investment readiness and overall capacity for people, systems and processes.
Our service solutions include:
Designing new or restructuring existing business models to be innovative, regenerative business models that allow for scale and long-term endurance
Building Shared Value partnerships and brokering cross-sector partnerships to develop ecosystems; identification & implementation of innovative and impactful new customer/client engagement opportunities; positioning and recalibrating sales and marketing strategy for impact.
Redesigning and reconfiguring the organisation’s scale-up go-to-market strategy; working on any commercialisation strategies, including assessments of the organisation’s business units, operational gaps and ability to for the business to pass investor requirements and expectations in terms of any capital raising activities.
We work across the entire business to ensure an organisation can meet the investor’s due diligence requirements, which may include building an organisation’s internal controls, reviewing operational risk and assessing the gaps and working with the business to develop an implementation business plan that addresses the operational gaps and develops the business for scaling up.
Determination of product-market fit and development of new customer/investor/beneficiary channels; risk management framework design and building operational capacity at the enterprise, program, product or investment levels; design, development and building of robust operating and enterprise framework solutions for systems, people, processes and controls.
We offer our clients our technical and specialist expertise an on-call basis via a retainer mechanism, making it cost effective for CEOs and the Executive management team to tap into our expertise, as well as participating on an organisation’s Board of Advisor committee
Our service solutions include:
- Impact Overlay Analysis (Including SGD mapping)
- Alignment of SDG’s to the Organisation’s Strategy
- Blended Finance
- Pay-for-Outcomes Mechanisms
- Impact Funds and Special Purpose Vehicles
- Venture Philanthropic Strategies for Foundations & Ultra High-Net Investors
- Investment Due Diligence / Deal flow assessments
- Wealth Management – Impact Advisory Support
For wealth management firms, asset managers and assets owners, we provide a deeper investment look through of their portfolio (via a deep dive due diligence process) and use an impact lens over existing investment portfolios/ investment products. We can act as an impact research analyst that sits alongside your portfolio management team or investment committee to provide qualitative insights regarding impact consequences and highlighting impact risk and also research mega and micro global trends that could be subsequently incorporated into the investment process. We also work with the investment teams to map the underlying assets to the Sustainable Development Goals (SDGs) and provide strategic product development insights for new product development and reframing of existing investments products for better investor engagement.
We work with organisations to create an impact framework, applying the Sustainable Development Goals (SGD’s) framework, which can be incorporated into their business strategy. We work with the organisation to develop its impact strategy and to ensure it aligns to their overall business strategy, to identify the relevant impact targets and indicators and then work towards understanding how to measure the impact footprint, ensuring it has meaningful alignment with the organisation’s stakeholders.
We have expertise in designing and developing innovative blended finance solutions along the full continuum of the capital spectrum. For example, historically MDB debt has offered superior risk-adjusted returns through the business cycle, yet it rarely appears in private client portfolios. Our experience in the international development space and within the social and government sectors has allowed us to gain valuable insights on this front. We are seeing players such as UBS now partnering with the World Bank to develop a pooled World Bank (International Bank for Reconstruction and Development or IBRD) instrument and seeing a partnership of unholy alliances and new collaboration models.
We have hands on experience in Pay-for-outcomes type funding models (including Development Impact Bonds and Social Impact Bonds) within the local and global landscapes. We have worked with Foundations and philanthropists to create capital stacks that support greater capital mobilization into sustainable development projects via de-risking mechanisms such as first loss mechanism and capital guarantees into high-impact ventures, and steering catalytic capital toward incentivizing scale through investment in new pay-for-performance models.
Creation of Impact Funds from Product Design, Development and Implementation right through to development of a full Investment Management operating platform including risk and investment governance frameworks supporting the organisation’s licensing arrangements.
We apply our finance and funds management experience in helping the social and government sectors, including foundations, venture philanthropists and ultra high-net-worth investors to design an impactful ‘giving’ strategy that maximises the people and planet impacts. Philanthropic clients are increasingly moving away from solely giving money toward collaboration and adopting more impactful philanthropy models. Private wealth clients are exploring new, more effective forms of philanthropic capital deployment: they are focusing on collaboration and more impactful philanthropic approaches that target measurable societal outcomes. We help this target investor group align their ‘giving’ dollars towards more concentrated impact.
We also work to support investors, financial intermediaries, fund managers and asset owners on assessing impact investments with thorough detailed impact due diligence analysis. Through our extensive networks and our specialization within the impact investing space, we can work with an investor’s adviser to help identify impact investments that suit a client’s portfolio based on their risk/return profile and impact intention. We act as impact partner to the investment industry at all levels.
We partner with wealth management advisory firms to provide the advisors with technical support regarding understanding what impact means. There is a rising demand of private clients wanting to invest in a variety of sustainable investment products that link to their specific values and the causes they care most about. We act as the impact partner to be able to educate and work alongside the wealth adviser around the ‘impact’ overlay over the traditional risk and return discussions.
