Catalytic Capital with Clarity: Diagnosing Gaps, Forecasting Additionality, Building Portfolios

Catalytic capital is supposed to go where commercial capital will not. In practice, allocators struggle to prove a given deal actually needs concessionary terms, and deal originators struggle to find the right catalytic partner before the opportunity closes. The result is catalytic dollars that either crowd out commercial capital they did not need to, or sit on the sidelines while real gaps go unfunded.

This session brings catalytic allocators, fund managers, and deal originators together to work through a better approach: diagnose the capital gap with a transparent cost-of-capital model, forecast financial additionality before the check clears, and build catalytic portfolios that maximize impact per catalytic dollar.