FORM – Advise on fund formation, structure, and corporate governance to promote and preserve mission, limit risk, and ensure economic returns.
RAISE – Guidance through regulatory framework to establish innovative capital raising and seed funding structures including financing and structuring traditional debt, equity, and program-related investments to incorporate mission.
DEPLOY – Due diligence on deal sourcing and selection, negotiation of investment structure with portfolio companies, and advise stakeholders on fiduciary issues, conflicts of interest, and other corporate matters.
MANAGE – Advise funds and their portfolio companies on operational and legal issues including performance expectations and measurement, asset and talent utilization, IP protection, data privacy and security, ESG diligence and risk, impact assessments of assets and value chains, and corporate governance matters.
MEASURE – – Integrate impact measurement and management, including sustainability and human rights reporting, and advise on the economic as well as ESG and sustainable investing criteria, policies and procedures.
EXIT – Advise on exiting or divesting an investment including trade sale, sale by public offering, write-off, restructuring, sale to another equity investor, or sale to a financial institution.