A 7 step guide to early stage impact investing

eguide to social impactA few days ago I published about the expansion of Impact Investing and the discussions held at the last IE Impact Investing Forum that took place in Madrid. I also included some key resources about Impact Investing

Today, I want to share with you a e-guide that aims to help those with an interest in investing in early-stage impact enterprises see how this work is being done around the world.  Readers can go from learning to action as global practitioners in impact investing by using the following 7-Step Framework which is articulated in detail in the e-guide.

The growing field of impact investing focuses on investing capital with the deliberate intention of achieving both financial value (return on capital) and social value (positive impact on social and environmental problems).  In early-stage impact investing, the investees are social enterprises that are either pre-revenue or just earning revenue.  Early-stage enterprises are an important investment focus for impact investors because the groundwork is laid during this phase for the company’s customers, revenue model, impact thesis (its theory of change about how it will create social value), and overall sustainability.

The e-guide concludes with a series of case studies and regional guides. The case studies demonstrate, as well as complement, the 7-Step Framework with detailed, real examples of investments made by the Toniic Network and their peers. The regional guides serve as a starting point for exploring impact investing in different areas around the globe.  They articulate the general strengths and weaknesses of impact investing in different global regions, and also include lists of organizations that might be of use to an interested investor.

The guide includes:

  • A brief overview of impact investing;
  • A detailed “7-Step Framework, based on feedback from global impact investors starting with developing your own investment strategy;
  • Four case studies that explore enterprise development and the types of capital and resources accessed; and
  • Regional guides that illustrate legal and practical challenges in six major regions across the globe, including lessons learned and peer contact information.

Get your copy of the guide from Toniic: E-Guide to Early-Stage Global Impact Investing