We are thrilled to announce the launch of Toniic's E-Guide to Early Stage Global Impact Investing, co-authored by Lisa Kleissner and Cathy Clark and made possible by a grant from The Rockefeller Foundation.
Sourced from the experiences of the Toniic Networkâ€™s member investors, this e-guide is a fundamental reference for anyone seeking to understand how to successfully invest at the early stage for both a financial return and social or environmental impact. The guide includes:
A brief overview of impact investing;
A detailed â€œ7-Step Frameworkâ€, 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.
Elizabeth Littlefield, CEO and President of the Overseas Private Investment Corporation (OPIC), on Toniicâ€™s e-guide: â€œToniicâ€™s very valuable e-guide has the tools to start or enhance your investment strategy, whether your goal is to build value close to home or around the world.â€ Many experts in the sector of impact investing are endorsing the e-guide: Sir Ronald Cohen, Chairman of Big Society Capital, Jed Emerson of ImpactAssets, and the World Economic Forum to name only a few.
Co-author Cathy Clark, Director of CASE i3 at Duke Universityâ€™s Fuqua School of Business, on early-stage impact investing: â€œEarly-stage is a particularly important and rewarding time in the life of an enterprise for an investor to contribute both key capital and expertise. When a social enterprise is pre-revenue or just beginning to earn revenue, the groundwork is laid for the companyâ€™s customers, business model, impact thesisâ€”or its theory of change about how it will create social valueâ€” and overall sustainability. This unique period holds tremendous potential for an investor to achieve impact.â€
Zia Khan, Vice President, Initiatives and Strategy at The Rockefeller Foundation: â€œThis e-guide from Toniic provides vital information to help those looking to invest in social enterprises that benefit the poor or vulnerable. The diverse case studies contained within this guide come from around the world, and demonstrate the power of layering grant and investment capital to propel the impact investing industry forward. These examples bring valuable perspective from those working on the frontline, and show impact investing in action.â€
The document is available on the Toniic website. We hope that you will find the e-guide useful whether you are a veteran of impact investing or a prospective investor.