Adventure Finance/Innovative Financing for Social Impact - Amsterdam 2022

  • $350

Innovative Financing for Social Impact Course

  • Closed
  • Course
  • 55 Lessons

This course is designed to help you understand the entire spectrum of innovative financing options for purpose-driven companies and impact-focused founders. You will learn to assess funding options, build a network of like-minded founders and funders and gain access to resources you need to design your own innovative finance toolkit.

Course & Workshop Format

This course consists of two elements:
 
Online Self-Paced Modules
These six modules can be completed at your own pace.
The modules represent approximately 3 - 5 hours of content including videos, text, and quizzes.

Live Workshop
The live content includes exercises and cases, as well as Q&A, discussions and networking.  The live sessions are designed to further your knowledge of the online material, give you bespoke feedback on your own approach and help you engage with likeminded founders and funders.

The workshop will take place on the 11th of October in Amsterdam (Location TBA).

What will you learn?

This course is designed for both founders and funders, as well as funding intermediaries. For all participants, by the end of the course, you can expect to:

  • Understand the entire spectrum of innovative financing options for purpose driven companies and impact focused funders
  • Be able to assess funding options and their appropriateness for different stages of a company's growth and their funding needs
  • Build a network of like-minded founders and funders
  • Be equipped with a plethora of resources and materials to use as reference guides in the future

Introducing Adventure Finance

The content in this course is based on Aunnie Patton Power's book Adventure Finance. A bit more about the book is below. 

Are you a founder wanting to understand your financing options?

As a founder, by the end of this course, you can expect to be able to:
  • Evaluate who you are as a company, how mission driven you are and what your funding needs are
  • Assess your funding options based on your self-evaluation
  • Articulate the pros and cons of different financing options for your company
  • Map out the characteristics of potential funders

Are you a funder wanting to broaden your funding options?

As a funder, by the end of this course, you can expect to:
  • Understand your own resources 
  • Assess your funding options for organizations in your pipeline and portfolio based on their company characteristics, their mission alignment and their funding needs

Are you a Social Entreprenuer thinking of applying for this course?

Apply for a scholarship and get up to 30% off

See What Past Attendees Have Said About Our Workshops

Rares Pamfil, Vice President, Impact Investing, Barclays

“It was an incredible tour of what the cutting edge of impact finance looks like around the world. Unlike 90% of impact investing presentations, the workshop talked about real deal structures with details from actual term sheets - there's no better way to learn.”  

Tamara Giltsoff, Former Head of Innovation, DFID

"Massive learning curve into the depth and breadth of Innovative Financing tools and I thought I knew a bit. Every investor/fund manager, regardless of explicit impact intent or not, should be well versed in these pioneering investment instruments and how they prove out.” 

Shideh Haradian, Director of Sales and Business Development, Fluor Corporation

“Thank you for all your fabulous work in bringing the latest innovative finance tools in one place and your generosity to make them so accessible. A must workshop for every Impact investor and entrepreneur.”

Oriana Felding - Social Entrepreneur

“Thank you for an information packed accessible and inspirational day. Definitely suffering from information overload in the best possible way! You provided a knowledge base in one day that would have taken months, if not years, to acquire. What I learned from you is invaluable for me as a social entrepreneur - thank you!”

Would you like a workshop in your City?

Let us know if you would to have an innovative financing workshop in your city by filling out this short survey.
Or sign-up here for the Adventure Finance newsletter to get updates on future courses and workshops.

Meet Your Instructor

Aunnie Patton Power

Aunnie Patton Power is an Academic, Advisor, Author and Angel Investor with a focus on directing innovative financing to organizations that create positive social and environmental impact. At the University of Oxford's Saïd Business School, she holds the title Associate Fellow as well as Entrepreneur in Residence at the Skoll Centre for Social Entrepreneurship. She is adjunct faculty at the University of Cape Town’s Graduate School of Business, New York University’s Wagner Graduate School of Public Service, a visiting fellow at the London School of Economics’ Marshall Institute for Philanthropy and Social Entrepreneurship and Academic Director for the BEAM Network. Aunnie works with funders globally to design innovative financing instruments and deploy capital, including sitting on the board of JUMO and the investment committees of Sanlam Investments and Nyala Venture. She founded Impact Finance Pro, a careers platform and is a founding member of the Dazzle Angels, a female angel investing group. Her first book, Adventure Finance, was published by Palgrave Macmillan in 2021 and she is working on her second book (working title Carried Impact).


A reformed M&A investment banker, Aunnie began her impact investing career in 2010 with Unitus Capital in Bangalore and has since worked with start-ups, intermediaries, funds, family offices, foundations, corporates and governments across Africa, Asia, Europe and North America. Aunnie's work has been published throughout the world, including by the Oxford University Press, the Stanford Social Innovation Review (SSIR), the World Economic Forum, Impact Investing Policy Collaboration and as a Massive Open Online Course on Coursera. 

Online Course Contents

Introduction to Course

Introduction to course and learning outcomes. 
Welcome and Learning Outcomes
Introducing Adventure Finance

Module 1 - Understanding Yourself

For this module, we are going to work toward building out your self-evaluation. 
Self-Evaluation
How is our Company Registered?
How do we make money? Who are our customers?
What stage company are we?
What are our growth projections?
How embedded is our mission in our company?
Do we have an impact track record?
How much funding do we need?
What do we need to spend it on? How long do we need it for?
Do we have assets available for collateral?
How do we want to pay it back?
What are our ownership expectations?
What kind of funding are we going to need in the future?
How involved do we want our funders to be?
Understanding Yourself: Review

Module 2 - Understanding Debt, Equity & Grants

In this module, we are going to explore the characteristics and the pros and cons of traditional debt, equity, and grant funding.
Comparing Debt, Equity, and Grants
Overview of Debt, Equity, and Grants
Quiz: Overview of Debt, Equity, and Grants
Early Stage Investment Process
Quiz: Early Stage Investment Proccess

Module 3 - Redesigning Risk Capital

In this module, we're going to look some of the new tools and adaptations of traditional risk models being used by pioneer funders and founders.
Introduction to Redesigning Risk Capital
Trade Finance
Quiz: Trade Finance
Mezzanine Debt Funding
Quiz: Mezzanine Debt Financing
Revenue Based Financing
Quiz: Revenue Based Financing
Convertible Revenue Based Financing
Quiz: Convertible Revenue Based Financing
Redeemable Equity
Quiz: Redeemable Equity
Redesigning Risk Capital Wrap-Up

Module 4 - Innovative Grant Funding Options

In this section, we will learn about innovative types of catalytic philanthropic capital that blend the properties of grants, debt and equity to support founders’ purpose-driven start-ups, small businesses and non-profit organizations. 
Introduction to Innovative Grant Funding
Guarantees
Quiz: Guarantees
Recoverable Grants
Quiz: Recoverable Grants
Forgivable Loans
Quiz: Forgivable Loans
Quiz: Forgivable Loans
Convertible Grants & PRIs
Quiz: Convertible Grants & PRIs
Innovative Grant Options Wrap-up

Module 5 - Linking Impact to Financing

In this module, we are going to speak about options to link cost, distribution, conversion, and ownership to impact milestones.
Introduction to Linking Impact to Financing
Cost of Capital
Quiz: Cost of Capital
Disbursement, Ownership, and Convertibility
Linking Impact to Financing Wrap-Up

Module 6 - Democratizing Your Fundraising and Ownership

In this module, we'll discuss crowdfunding, peer-based decision making and employee ownership.
Introduction to Democratizing Your Fundraising and Ownership
Committing to Communities
Quiz: Committing to Communities

Module 7 - In-Person Workshop

Time for the in-person workshop in your city!
Next Steps
Workshop Slides 2022.pdf

Live Workshop Outline

9:30 - 10:00 - Kick-off: Who is in the room & objectives of the day

10:00 - 12:00 - Evaluating funding structures exercise: In this exercise, participants will work together in groups on a series of short case studies to evaluate suitable funding options including supply chain financing, mezzanine debt, revenue based financing, redeemable equity, guarantees, recoverable grants, and forgivable loans. Through the discussion of what is and is not appropriate, we’ll dive into the nuances of different structures
.
12:00 - 13:00 - Linking Impact to Financing case: In this exercise, participants will walk through an impact linked loan case and discuss impact incentives within contracts.

13:00 - 14:00 - Networking lunch

14:00 - 15:00 - Democratizing your fundraising and ownership: In this session, we’ll discuss opportunities to make investment and ownership more inclusive.

15:00 - 16:15 - Self-evaluation exercise: Working in small groups, participants will use their self-evaluation to determine the types of funding structures that are appropriate for their own “innovative funding toolkit”. Participants will present their conclusions to the group for feedback.

16:15 - 16:30 - Closing discussion

16:30 onwards - Networking Drinks 

Interested in a different Course?

Join Us in Zurich on the 20th of September!

Join the Online Cohort

This covers all the content in the live workshops over the following dates:
  • Tuesday the 17th of January 2023
  • Thursday the 19th of  January 2023
  • Tuesday the 24th of January 2023
  • Thursday the 26th of January 2023

Join Us in London on the 7th of November!