Kwami's ER - Duke Case Impact

June 26, 2022
Kwami Williams

Duke Case Impact

Note: Focused on getting investor ready for social entrepreneurs and understand how capital flows from investor to entrepreneur

Website: Smart Impact Capital (casesmartimpact.com)

Outline of Duke Content

Module 1 Impact Capital 101 

Key Questions:

How much impact capital is in the market?

How does impact capital change hands in the market, and what does that mean for entrepreneurs?

What type of alignment are investors looking for with potential investees?

Module 2 Articulating Strategy to Investors 

Key Questions:

What do you already know about your business's growth and impact? What do you need to learn?

How can you clearly articulate to investors what you need capital to learn next?

Module 3 Calculating Your Funding Gap

Key Questions:

How can I better understand the drivers of my financial model?

How much capital do I need to raise?

How can I prepare for questions about my financials from investors?

Module 4 Types of Capital

Key Questions:

What are the characteristics of the different types of capital, including new vehicles?

Which types of capital are best aligned with my venture?

What are the key issues to keep in mind when pursuing each capital type?

Module 5 Investor Triage

Key Questions:

What resources can help you identify and triage potential investors?

What types of investors fit best with your venture?

What are the investor knockout and fit criteria for your venture at this time?

Module 6 Scenario Planning 

Key Questions:

How do I model an investment offer into my financial projections, and what should I look out for?

What terms of an investment could I potentially negotiate, and how?

What is “pressure testing” and how do I do it with my financial model?

Module 7 Investor Outreach

Key Questions:

What investment story aligns with your venture and your investor target's preferences?

What are the materials you should prepare BEFORE you reach out to investors?

How can you get warm introductions to investors, and how do you make the most of those connections?

Module 8 Investor Cultivation 

Key Questions:

What are the critical things to do BEFORE your face-to-face time pitching to investors?

What does the answer you get after the pitch really mean, and what do you need to do next?

How do you keep investors engaged as they continue to evaluate investment?

Module 9 Due Diligence 

Key Questions:

How can I make the due diligence process work better for me and run more smoothly?

How do I know when this process is taking the wrong turn, and what can I do?

What are the deal terms I should consider (for my type of capital) and what do the terms really mean?