Toniic Launches the E-Guide to Early Stage Global Impact Investing

Jay OwenSRI/ESG News

Toniic Launches the E-Guide to Early Stage Global Impact Investing

 

Dear Toniic Friends,

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 Network’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 “7-Step Framework”, 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 Toniic’s e-guide: “Toniic’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.” 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 University’s Fuqua School of Business, on early-stage impact investing: “Early-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 company’s customers, business model, impact thesis—or its theory of change about how it will create social value— and overall sustainability. This unique period holds tremendous potential for an investor to achieve impact.”

Zia Khan, Vice President, Initiatives and Strategy at The Rockefeller Foundation: “This 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.”

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.

What Toniic has been up to

We launched our first Fund Investor Call showcasing the following investment opportunities:

  • Endeavor Catalyst – An innovative impact investment fund to accelerate high-impact entrepreneurship in emerging markets around the world.
  • FIRST Fund – Impact investing fund focusing on high-growth companies that deliver essential services and products to low-income families in Brazil.
  • Azure Partners – The Fund seeks to provide an attractive risk adjusted return through exposure to a portfolio of microfinance Private Equity funds.
  • Elevar Equity III Fund – Elevar Equity III will invest in growth companies providing financial services, housing, healthcare & education to underserved communities.
  • Unitus Impact – Unitus Impact’s goal is to improve the livelihoods of the working poor by supporting the growth of scalable, financially attractive ventures

We also hosted calls in October and November showcasing exciting impact investment opportunities in India, Latin America and Africa.  If you are interested in learning more about us or joining Toniic, please contact [email protected].

Toniic team and member expansion

As our network expands, Toniic chapters are opening all over the world, in South Africa, Tel Aviv and beyond.
In September, the Toniic Annual Meeting gathered 50 members for an unforgettable weekend in Big Sur. This was followed by SOCAP 2013 in San Francisco.
In October, the UK Toniic Chapter was launched by Sophie Paquot.
On November 7, The New York Toniic Chapter was launched by Joan Trent. On November 20, the Los Angeles Chapter was launched by host member, Eva Yazhari.
We look forward to reinforcing our presence both in London, LA and New York with more frequent member meetings and events.

We would also like to welcome our recent new members from the different parts of the globe:

  • Jack Lowe, Chairman and Founder of Azure Partners from Switzerland.
  • Malcolm Johnston, Executive Director ofAngello Capital Ltd from United Kingdom.
  • Eli Fried, Founder and ceo of Elf Ventures from Israel.
  • Laura Devere, Director at Social Capital Foundation from France.
  • Eben Welby, Founder & Executive Director, and Mandla Moyo, CEO at Social Alpha Impact Investments from South Africa.
  • Margaret Titus, Real Estate and Sustainability Consultant from the United States.
  • Leigh Bantivoglio and Stephanie Downs from Leigh Bantivoglio Inc. from the United States.

What we are reading

9.19.13:  The world economic forum published an insightful report “ From the Margins to the Mainstream: Assessment of the Impact Investment Sector and Opportunities to Engage Mainstream Investors.

9.30.13: During their Annual Conference, ANDE released it’s white paper: Growth and Opportunity: The Landscape of Organizations that Support Small and Growing Businesses in the Developing World.

10.9.13: The first-of-its-kind report detailing the financial performance of the KL Felicitas Foundation impact investing portfolio has been published: “Evolution of an Impact Portfolio: From Implementation to Results” | Sonen Capital.

10.14.13: Interview of Nikolaus Hutter, Managing Director of Toniic Europe | International Business Forum.

10.17.13:  Social Impact Investment Taskforce Established By the G8 Hits the Ground Running | Sir Ronald Cohen | Huffington Post

10.24.13: JOBS Act Title III: Investment Being Democratized, Moving Online | Chance Barnett | Forbes

10.26.13: The Omidyar way of giving | Matthew Bishop | The Economist http://t.co/Mx2FzXq6nh

11.3.13: Goldman Sachs plans $250m ‘social impact’ fund | FT

11.5.13: Creating a better future through transparency | Lisa Kleissner | SSIR

11.25.13: Toniic E-Guide to Early Stage Global Impact Investing

Toniic member of the month


We would like to congratulate John Kohler, MD of Redleaf Venture Management and board member of Toniic Network, who was just named ANDE Member of the Year. John has made a tremendous contribution to the sector over the years and we are proud to have him as an active member of our Network.

Industry Events


European Venture Philanthropy Association
26-27 November, GenevaToniic network will get a 15% discount on registration

VII China-LAC Summit
26-27 November, San Jose, Costa Rica

Asian Business Forum
28-29 November, Mumbai

RI Americas Conference
3 December, New York

CrowdFunderxWomen Contest
6 December, Live pitch!

Khemka forum on Social Entrepreneurship
6-7 December, Hyderabad

Impact Texas
9-10 January 2014, Austin, Texas

Toniic upcoming events

Toniic Meeting in Stockholm
Thursday, Nov. 28, 2013
3:00 PM – 8:00 PM CET

Global Member’s Meeting
Tuesday, Dec. 3, 2013
9:00 AM – 11:00 AM PST
6:00PM – 7:00PM CET

Deals Completed
Tuesday, Dec. 10, 2013
9:00 AM–11:00 AM PST

Toniic London Meeting
Tuesday, Dec. 17, 2013
2:00 PM – 6:00 PM GMT

Toniic Annual Wrap Up 2013!
Tuesday, Dec. 17, 2013
9:00 AM–11:00 AM PST

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