What We Do
CUSTOM SOLUTIONS TO MEET YOUR IMPACT OBJECTIVES
If you’re a family, foundation, or innovation unit interested in private impact investing, we’d be delighted to meet you exactly where you are on your journey and help you bring your vision to life.
We do this in three ways:
- By helping you develop your STRATEGY
- By helping you execute on your strategy, which we call OUTSOURCED INVESTMENT MANAGEMENT
- By MANAGING YOUR FUNDS for you
WE HELP IMPACT INVESTING CLIENTS FINE-TUNE THEIR PURPOSE SO THEY CAN BECOME BETTER FUNDERS AND ACHIEVE THEIR IMPACT GOALS
You can’t achieve your financial and impact goals without a ‘north star’ – a strategic plan that includes a clear definition of your purpose, vision, and mission, a theory of change, investment policy statement and market-tested investment thesis.
Using a combination of stakeholder consultation, market research and/or formative questionnaires, we help clients develop their strategy, or evaluate and update what they already have.
Once that foundation is in place (and if desired, of course) we can then consider desired outcomes, determine key macro trends and market movements, develop metrics and frameworks, investment criteria, sourcing strategies, network maps, diligence processes, related governance structures, and key investment cycle elements to maximize your impact and financial returns.
With all this fleshed out, you can then start thinking about the market of investible opportunities and organizations that can best deliver on your and their targeted outcomes.
Marigold can also advise regarding hiring and training staff members, financial vehicle and instrument structuring, and project, program and organizational evaluations (mid- or end-of-cycle).
Outsourced Investment Management
WE USE OUR PRIVATE MARKET EXPERIENCE TO PROVIDE SUPPORT THROUGHOUT THE ENTIRE LIFECYCLE OF A PORTFOLIO
Marigold uses its private market experience and best practices to develop customized investment management solutions for its clients throughout the entire lifecycle of a portfolio.
If you’re constrained by your internal resources, we can provide the support you need. There are several benefits to outsourcing your investment management, including:
- It enables you to stay focused on what you do best
- It comes at a (significantly) lower cost than building in-house resources – and can be put in place much faster
- We execute in a fully accountable and transparent manner, free of any perceived or actual conflict
- Alignment of your strategic objectives with the implementation, management and execution of an investment portfolio, is guaranteed
The first half of an investment cycle involves deal souring, pipeline formation, early diligence, structuring, full desk and stakeholder diligence, portfolio construction, investment memo analysis and recommendations.
Where desired, we can apply a gender lens to our investment process to better value social equity and evaluate potential unintended social consequences of a certain investment.
Once an investment has been selected, recommended and approved, Marigold will negotiate and complete the transaction, disbursing of funds to social enterprises and social purpose businesses.
Signing a funding agreement and disbursing funds is the beginning – not the end! – of a transaction. We can support you with appropriate risk management plans, impact monitoring and support services, overall portfolio analysis and management, and funder relations reporting to support each investee and the overall portfolio through to exits.
HELPING YOU INCREASE YOUR IMPACT – AND FINANCIAL OUTCOMES – WHILE MITIGATING RISK
Collective impact across aligned funders can be powerful. It has the potential to enable economies of scale, influence and network effects – resulting in bigger and better impact and financial outcomes.
On your behalf, Marigold can:
- Identify and bring in potential syndicate partners
- Create the required shared governance, operating structures and terms of references
- Recruit investment committee and advisory board members
- Manage the entire investment cycle from sourcing transactions to actively managing the pool of funds, including the design and monitoring of financial and impact evaluation metrics and frameworks
Partners & Clients
COMING SOON: OUR OWN IMPACT INVESTMENT PRODUCT
With a unique investment thesis in hand, Marigold is currently seeking out early growth stage companies to be part of our own private impact investment product. We’re looking for organizations with innovative business models and products or services that address systemic biases and social barriers in the areas of financial inclusion, mental, sexual and reproductive health, education, media, food security, and climate change.
We’re doing this for a couple of reasons. First of all, because we believe that using capital for increased diversity = increased economic and social prosperity for all – and we want to prove our theory. In addition, we know that many entrepreneurs (and models) are not attracting capital for various reasons. We believe this is not only controllable, and their models profitable, but also that we can increase financial and impact outcomes by changing our selection and funding processes.
We will walk the talk. To achieve our financial and impact goals, we believe that the ‘why’ and ‘how’ we invest matters as much as the ‘what’ in which we invest, presenting many ‘new’ risk-adjusted investment opportunities.
If you are interested to hear more about Marigold’s developing strategy, process and analysis, please contact us for further details and we would be pleased to discuss.
The above does not constitute investment advice or a solicitation or an offer to buy or sell any security or other financial instrument.
reach out at any time to learn more