Moving from idea to action on systems change-focused impact investing calls for revisiting Key Performance Indicators (KPIs) used to carry out investment sourcing, diligence, monitoring and reporting with fresh metrics that the capture diverse leadership, ownership structures, focus and track records of investee initiatives that are critical to drive long-term, transformational change. Since pathbreaking organizations may not have previously raised institutional capital, the due diligence process may also need to build in time and resources to create investment documents that facilitate the investment process and meet both investee and investor needs, as needed to unlock scalability.
Structuring, Monitoring & Reporting on Systems Change Investments
Jamie Nichols
Avivar Capital
Track
Capital Flows for Impact: Dialogues Around the State of Impact Investment
Format
Panel (3 speakers)
Speakers
- NameJamie Nichols
- TitleDirector
- OrganizationAvivar Capital
- NameRochelle Withanara
- TitleChief Financial Officer
- OrganizationCalifornia Wellness Foundation
- NameNoni Session
- TitleCo-founder & Executive Director
- OrganizationEast Bay Permanent Real Estate Collaborative
Description
Moving from idea to action on systems change-focused impact investing calls for revisiting Key Performance Indicators (KPIs) used to carry out investment sourcing, diligence, monitoring and reporting with fresh metrics that the capture diverse leadership, ownership structures, focus and track records of investee initiatives that are critical to drive long-term, transformational change. Since pathbreaking organizations may not have previously raised institutional capital, the due diligence process may also need to build in time and resources to create investment documents that facilitate the investment process and meet both investee and investor needs, as needed to unlock scalability.
