Class Details

Investment Lab is an online, interactive course where you will learn to:

Improve your fundraising strategy
Target the right investors
Close more capital deals for your social venture

You’ll have access to the CASE Smart Impact Capital on-line curriculum and participate in a bi-weekly discussion group. The online group sessions include expert guest speakers and interactive learning that you can apply immediately.

This is for you if...

You’ve had success already with your social venture and want to scale it up in 2020.
You’ve been rejected from traditional grant makers or banks and want to access new sources of capital
Your community stakeholders expect you to deliver more but you know you’ll need new funding partners to do so.
To be eligible, your social venture must be operating. If you are still at a concept stage we recommend you enroll in Design Lab for Social Ventures.

By the end of this course, you will have:

Projections to share with investors, detailing your venture’s financial growth and impact
A list of the impact investors and types of funds that are right for your venture
Confidence in communicating your risks, returns, and impacts
Access to online tools, peers, and mentors who can help you as you grow

Investment: Introductory price of $595

Group sessions:

Sessions are live online and will be offered bi-weekly:

Session 1: Impact Capital + Investors Overview

Learn what is unique about impact capital and investors.
Explore potential venture growth and impact paths.
Orientation to Course tools and virtual instructor-lead sessions.

Session 2: Growth + Impact Roadmap

Discover what growth strategies are right for your social venture.
Share your Growth Diagnostic Tool and get feedback.

Session 3: Financial Modeling

Calculate your funding gaps and develop your customized funding model.
Share your Impact Evidence Tool and Financial Model with initial funding gaps

Session 4: Types of Capital & Investor Alignment

Identify the investors and vehicles that are right for you and develop own list of potential investors to target.

Session 5: Investor Outreach & Your Story

Improve your close rates by honing your venture’s impact story and value proposition.
Learn investors’ due diligence process.
Share your Investor Outreach Plan and Back-Pocket Metrics.

Session 6: Pitch + Peer Feedback

Gain real-time feedback from guest panelist and peers.
Access additional resources for graduates.

About the Instructor

Paul is a consultant, trainer and mentor to pioneering leaders and organizations. His strengths resides in helping entrepreneurs to launch and grow new enterprises. His passion is to help release other’s full potential for the common good.
‍
Paul has served in various community economic development financing roles with both private and public “impact investors” having helped deploy over $20 million into projects in his career.
‍
He also is a skilled facilitator, trainer and executive coach who has contributed to nationally recognized learning platforms, curriculum or programs that support entrepreneurs and social innovators.

Gain Traction in Fundraising for your Social Enterprise

Register today for the Spring 2020 class: