Gain Traction in Fundraising for your Social Enterprise

Introducing the Investment Lab: a comprehensive course that teaches you creative ways to finance your social enterprise — from strategy to closing the deal.

Register today for the Spring 2020 class:

Class Details

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

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...

By the end of this course, you will have:

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.

Learn the secrets of fundraising for social enterprises

Register today for the Fall 2019 class: