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INVESTING COURAGEOUSLY

AN IMPACT INVESTING WORKSHOP THAT COMBINES EDUCATION AND APPLICATION

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CURRICULUM

Session
Topic
Takeaways
1
Theory of Change
  • Why and when are social enterprises and impact investing good levers?
  • How can impact investors build a solid foundation for their work?
  • Examining effective ways of deal sourcing and pre-screening
2
Assessing Impact
  • Do the outputs of businesses we fund lead to the outcomes we wish to see?
  • How should we think about scalability?
  • Are these businesses contributing to systemic change?
  • How do we manage the tension between impact and financial viability?
3
Assessing Financials
  • ​How do we make good people decisions in assessing management?
  • Where should we start looking in the financial statements?
  • How should we assess competition and profitability?
4
Investment Structuring
  • Comparing debt, equity, and in-betweens
  • How do we use structures to protect our investments?
  • Navigating investment valuation
  • Starting with the end in mind: how do we engineer exits?
5
Investment Management
  • What does a good term sheet look like?
  • How should we think about ongoing monitoring of impact and financials?
  • How do we avoid common mistakes and pitfalls?
  • How should we assess impact fund managers?
6
Review and Presentation
​As we learn by doing, it’s your turn to present the application of your learnings on a suitable lever.
This workshop is brought to you by Beneficial Returns, in collaboration with TBN Asia
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Phone: +1 (415)-994-6668
​​Address: 6214 S Hood Avenue, Portland, OR 97239
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  • About us
    • Our Work >
      • Beneficial Returns Fund
      • Other Funds >
        • The Reciprocity Fund
        • The Truss Fund
    • Our Team
    • Our Partners
  • Who we fund
  • Get Involved
    • Invest
    • Participate
    • Borrow
    • Careers