Impact investment sourcing and due diligence
Introduction
How to use these resources
Resources in this module
Glossary of terms
We have put together a glossary of terms for impact investing
Filter resources by level:
Screening and suitability – how to identify true impact investing opportunities (spot “green washing”), source them and assess their suitability
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Guide for Impact Investing Fund Managers: Deal Sourcing and Selection
Global Impact Investing Network
Reading time: 10 minutes
This article provides practical guidance for funds looking to source and select impact investing deals with potential investees. It touches on how funds can market and present themselves effectively, and what to consider when evaluating potential investees. A list of key questions is provided as a starting point for criteria that should be featured in any strategy funds developed for narrowing down their investment opportunities.
What the reviewer found helpful:“Great insight into the key considerations for funds looking to source potential impact investees”
Yinni Hu
Advanced
Due diligence mechanisms and challenges
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Impact due diligence guide
Pacific Community Ventures
Reading time: 60 minutes
This is a comprehensive and detailed guide intended for developing and implementing due diligence processes that assess anticipated impacts. It includes detailed recommendations, case studies, example questions and key considerations for various steps in the due diligence process, and provides a framework for incorporating impact measurement and management in the processes leading up to making impact investments. The report includes a combination of theoretical guiding principles and practical, technical and process-related guidance.
What the reviewer found helpful:“While being a long and comprehensive report, the paper is logically divided into clear sections, making it easier for impact investing practitioners to find the most relevant information for them.”
Yinni Hu
Advanced