Coaching Services

Looking for support? Not sure where to begin?

Get the guidance you need to become educated, overcome obstacles and move ahead with Impact Investing at your foundation. From start to success, we provide guided services that help your foundation seamlessly integrate impact investing into your strategy and operations.

 

Education & Research

We will report on how Impact Investing intersects with a program, granting area, or sector.

Strategy Development

We will develop a strategy to move forward and manage your Impact Investing activity.

Implementation

Whether it is headhunting for managers or evaluating the risk of new investments, we can help.

Measurement

Develop a system to track and report on the performance of your Impact Investments.

As a mission driven company, we believe you are best served through shared values and objectives.

Upkar Aurora, CEO, Purpose Capital

Hear what they're saying

Testimonials

The coaching service unlocks Purpose Capital’s deep experience and expertise in impact investing to become more accessible to leaders of Canadian foundations.

Sara Lyons
Sara Lyons

VP, Community Foundations of Canada

Purpose Capital was instrumental in helping us build our impact investment strategy and continues to provide their expertise and support as we move forward with this initiative. PC helps us navigate the impact investment market environment and assess opportunities that are in alignment with our strategy, goals and objectives. We rely on Purpose as a trusted advisor and partner in our impact investment journey.

Alison Keys
Alison Keys

Director, Finance & Control; Green Shield Canada

When Inspirit began working with Purpose Capital we knew that we wanted to engage in impact investing, but we really didn’t know how. The team at Purpose, and particularly Kelly Gauthier, helped us to form a strategy, understand the ecosystem, and begin investing. Today we are well on our way towards a 100% impact portfolio. Purpose Capital’s support and collaboration had been an important factor in that journey.

Andrea Nemtin
Andrea Nemtin

President and CEO, Inspirit Foundation

At Laidlaw we needed the right consulting service to help us navigate this emerging field of investing and the layers of complexity around it. With Purpose Capital we found the levels of expertise and support needed to shepherd the Foundation through extensive and often challenging, learning, decision making, policy development and implementation process of the impact investing strategy.

Jehad Y. Aliweiwi
Jehad Y. Aliweiwi

Executive Director, Laidlaw Foundation

Get started today!

Tell us a little about yourself, and we’ll reach out with next steps.

Our Services

Education & Research

Need an expert to present to your board? Or more information on a specific issue or sector of interest? Our educational and research services help your foundation get oriented.

 

101 on Impact Investing

Need an expert introduction to Impact Investing to learn how to move forward? This 101 will provide you the “need to know” information to empower your decision making. Start Now.

Details

Do you and your team need an expert introduction to Impact Investing to know whether and how to move forward? Through this 101, we will provide you and your colleagues with the “need to know” information to empower your decision making. Starting with an introductory phone call with you to understand your organization’s existing level of engagement and knowledge, we will provide tailored pre-reading and prepare a 2-hour presentation to be delivered at your convenience to your Management Team, Board Members, or other stakeholders you may wish to include. Please contact us to arrange next steps.

Deep-Dive Presentation

Have a particular topic of interest? This deep-dive presentation will provide expert insight on your area of interest. Start Now.

Details

Are you looking for more in-depth information on a particular topic of interest? Is there a particular roadblock you’re getting hung-up on in your journey? Through a deep-dive presentation we will provide expert insight customized to your areas of interest, such as sectors and regions. Common deep dive presentation topics include Impact Investing Risks and Returns, Opportunities Across Asset Classes, Peer Case Studies, and Legal Implications.

Starting with an introductory phone call with you to understand your organization’s existing level of engagement and knowledge, we will provide tailored pre-reading and prepare a 2-hour presentation to be delivered at your convenience to your Management Team, Board Members, or other stakeholders you may wish to include. We will then debrief with you to see if there are further follow-up questions or resources which we can share to support you. Please contact us to arrange next steps.

Sector Research Brief

This brief report will provide market intelligence and common strategies to illustrate how Impact Investing intersects with a particular program, granting area, or sector. Start Now.

Details

Are you interested in how impact investing intersects with a particular program, granting area, or sector? Through a Sector Research Brief, we will provide you with a brief report that synthesizes both market intelligence and common strategies for impact investing in the sectors that interest you. Topics covered in a research brief include Global Trends, Canadian Trends, Canadian Product Examples and Local Examples, as a well as information on common strategies to get started in the identified sector. Please contact us to discuss the sectors and research needs that interest you.

Customized Research

Our customized research will help answer your questions with fresh insight on the opportunity for impact investing in a subject area of your choice. Start Now.

Details

Are you interested in creating new knowledge about an issue or looking for robust analysis of the opportunity for impact investing in an area that interests you? Our customized research can help answer these questions. Building on a long track record of significant research and knowledge products, we will work with you to determine the scope and feasibility of the research agenda, and collaborate with other subject matter experts as needed to create an effective research product for you. Please contact us to discuss the topics and research needs that interest you.

Our Services

Strategy Development

Develop your Impact Investing Theory of Change

Develop an Impact Investing Theory of Change to create a shared vision of impact investing at your organization. Start Now.

Details

Are you looking to build consensus on the role and opportunity for impact investing at your organization? Are you inspired by the opportunity of impact investing but challenged to link it to concrete opportunities? Through the development of an Impact Investing Theory of Change, we will work with you and your staff and board colleagues to develop a shared vision of impact investing at your organization.

Beginning with an introductory phone call with you to understand your organization’s existing level of engagement and knowledge, we will prepare and deliver a half-day workshop for Management Team, Board Members, or other stakeholders you may wish to include. In addition to a summary that links your potential investing activity to your mission, you will receive an internal brief documenting the motivations, context, and goals for impact investing at your organization as a shared touchpoint for all further strategic development. Please contact us to learn more or to arrange next steps.

Develop your Impact Investing Strategy

Develop an actionable strategy to move forward and manage your impact investing activity. Start Now.

Details

Are you looking to develop an actionable strategy to move forward and manage your impact investing activity? Through the development of an impact investing strategy, we will collaborate on identifying your impact investing goals, investment objectives and parameters for a commitment, and governance and management requirements. This is a multi-meeting process where we will work closely with selected members of your staff, management team, and board representatives to develop an effective working strategy for your organization.

We will begin by reviewing existing organizational materials, conduct a diagnostic, and develop a draft strategy which will be refined with your team. The output of this work will be a fully drafted impact investing strategy and drafted impact investing policy for implementation by the Foundation, as well as a screening tool to assess investment opportunities for strategic fit. Please contact us to learn more or to arrange next steps.

Our Services

Implementation

Whether it is headhunting for portfolio managers, assessing investment opportunities, or evaluating the risk of new impact investments, we provide on-the-ground support as you move to action.

 

Manager Search

Receive a managed search process to identify and select a qualified external impact investment manager to outsource your impact investing portfolio. Start Now.

Details

Are you looking to hire an outsourced portfolio manager to invest and manage your impact investments on your behalf? Through our manager search we will deliver a managed search process for an external impact investment manager for your impact investing portfolio. We will collaborate with you to design the an RFP, review and evaluate responses, and support interviewing and contracting. Please contact us to learn more or to arrange next steps.

Pipeline Search and Opportunity Screening

Originate and assess tailored investment opportunities which meet your strategic goals for impact investing. Start Now.

Details

Are you looking to originate and assess tailored investment opportunities which meet your strategic goals for impact investing? Through our pipeline search and opportunity screening we will conduct an initial search for investment opportunities for your strategy and screen them against the criteria you have provided. You will be provided with the ranking and assessment of strategic fit for all opportunities, and preliminary descriptive memo on the top 3 identified opportunities for consideration by your impact investment committee. Please contact us to learn more or to arrange next steps.

Individualized Due Diligence

Receive expert support in thoroughly investigating the risk of a new impact investment opportunity. Start Now.

Details

Do you have an investment opportunity you’re interested in, but need to know more about its risks to confidently invest? Our due diligence process will thoroughly investigate an investment opportunity, its management, and risks, in line with the investment parameters of your strategy. We work to carefully identify the sector and business model risks of an opportunity and to uncover any pertinent detail that an investor should know prior to making their decision. In addition, we can conduct a Call for Proposals to conduct diligence as part of a group to help share costs among a group of clients. The output of this process is a tailored Opportunity Memo in accordance with your priorities for review by your Investment Committee or Board. Please contact us to learn more or to arrange next steps.

Our Services

Measurement

We will help you develop an actionable strategy to move forward and manage your impact investing activity.

 

Monitoring and Reporting

Develop a system to track and report on the performance of your impact investments. Start Now.

Details

Do you have existing impact investments that you’d like to better capture the results of? Are you interested in how to best communicate the impact of your investments to stakeholders like your board and donors? Through Monitoring and Reporting, we will work with you to set-up a system to track and report on your impact investments.

Through this process we will Identify standard outcomes and outputs across your portfolio themes and develop an impact measurement approach that specifies the methods, tools, systems, and required staff workflows to continue this work. As a result of this process you will receive a framework for measuring the impact of your impact investing portfolio, and can include customized tools depending on your requirements. Please contact us to learn more or to arrange next steps.

Evaluation and Learning

Get arms-length support to reflect on how impact investing has been incorporated into your organization and opportunities for further growth. Start Now.

Details

Are you interested in capturing and sharing the learnings from your impact investing program in a systematic way? Through this evaluation, we will conduct a focused study of how impact investing has been incorporated into your organizational operations and functions, where it has been successful, and where there are opportunities for improvement.

This thorough assessment can be customized to help you communicate with different audiences, ranging from a 2-page snapshot for an annual report to a shareable document on what has been learned for Impact Investing in your region or sector. Please contact us to learn more about capturing your organizational learning or to arrange next steps.

Looking for support? Not sure where to begin?

Tell us a little about you, and we’ll reach out with next steps.