In the perfect world, imagine...

You don't have to waste time pitching to funders who don't understand your business model because you know the right type of investors to approach.

You know exactly how to prepare the right message for your pitch because you have a proven system created by social enterprise funders.

You pitch to investors and they GET what you're doing in your social enterprise and are excited about your impact.

No one says, "Where is your ROI?" or "something else."

If this doesn't describe you... then you need a new plan that gets you in front of investors that will say YES.

What would it feel like to pitch to investors with confidence?

These are the course takeaways that you will be able to implement right away

  • KNOW THE STRENGTHS AND WEAKNESSES OF YOUR BUSINESS

    Using the Business Diagnostic Tool, you will identify the gaps in your business model and know where to focus your attention. This is an exercise you can repeat over and over again in the life of your business.

  • UNDERSTAND HOW TO PRESENT YOUR FINANCIAL MODEL

    Use the Financial Modeling Tools to tell the financial story of your business and show investors how you will use their capital and give them a return on their investment.

  • CONFIDENTLY MAKE DECISIONS ABOUT PRICE OR WHETHER OR NOT TO SCALE

    Learn how to calculate your unit economic cost for your product or service, so that you know if it's time to scale or if you need to adjust price points or cost. (Knowing these numbers makes a huge impression on potential investors.)

  • CREATE YOUR IMPACT STORY TO USE IN ALL OF YOUR MARKETING

    This is a flexible storytelling model that allows you to put emphasis on different aspects of your social enterprise for different audiences. You will learn how to curate the most important elements of your story to fit the investor that is the best match for you.

  • PREPARE YOUR INVESTOR OUTREACH PACKET

    Package the five key documents that you'll need throughout your fundraising process and relationship with investors. Following these steps will help you give a great first impression, get more call-backs, and close more deals.

  • CREATE AN ENGAGING PITCH DECK THAT STANDS OUT FROM THE OTHERS

    Gain access to tools and templates that will help you create a perfect pitch to your investors. Get recommendations for which platforms to use, including a bonus video walking you through our favorite one.

Course curriculum

(Free Previews in 5: Types of Capital)

  • 1

    Welcome to Investment Lab for Social Enterprises

    • A message from the instructor

    • How to Navigate the Course Platform

    • Accessing Your CASE textbook

    • Before we begin...

    • Whats Next
  • 2

    Impact Capital + Investors

    • Introduction

    • Supply & Demand

    • What's Your Flavor Mix?

    • Introduction to Business Growth Diagnostic Tool + Examples

    • Activity: Download Business Growth Diagnostic

    • Activity: Impact Evidence

    • Assignment: Upload Your Business Diagnostic Self Assessment

    • Whats Next
  • 3

    Growth + Impact

    • Introduction + Guest Speaker

    • Q&A with Social Entrepreneur Rachel DosRochers

    • Packing Your Impact Suitcase + Examples

    • 3 Strategy Hacks & Investor Preferences

    • Whats Next

    • Download: Financial Model Template

    • Download: Investment-Roadmap Tool
  • 4

    Financial Modeling

    • Introduction + Guest Speaker

    • Guest Speaker Geoff Marietta: How are you a social entrepreneur and impact investor?

    • Example & Lessons in Aligning with Impact Investors with Geoff Marietta

    • Financial Model Review + Example

    • Break Even Analysis + Case Study

    • Download Tools

    • Introduction to Types of Capital & Investor Alignment

    • Whats Next
  • 5

    Types of Capital + Investor Alignment

    • Introduction + Guest Speaker

    • Transformative Business Models with Tammy Jordan

    • Example of how a SE supported community healing and recovery

    • Tammy's Top Advice for Social Entrepreneurs

    • 3 Basic Sources of Capital

      FREE PREVIEW

    • Your Stage of Growth + Investor Flexibility

    • Type of Capital Comparison + Analysis Tips

    • Assignment: Investment Type Activity + Analysis

    • Introduction to Investor Outreach & Your Story

    • Whats Next

    • Download: Five Investor Outreach Documents Guide

    • Download: Short Pitch Deck Design Tool

    • Download: Capital Action Plan template
  • 6

    Investor Outreach + Your Story

    • Introduction + Guest Speaker

    • Tips on outreach and networking with Bobby Clark

    • Building Your Investment Story

    • Instructions for Short Deck Tool

    • Assignment: Your Investment Story + Short Deck Tool
  • 7

    Packaging + Your Pitch

    • Introduction + Checklist

    • Building Your Pitch Deck + Example

    • Tips When Pitching Investors by Geoff Marietta

    • Submit Your Investor Outreach Package (OPTIONAL)

    • Course Evaluation (required)
  • 8

    Bonus Content

    • Primer on Beautiful.ai by Maria Wright

    • Impact metrics for training Recovery and Re-entry populations with Tammy Jordan

    • Legal Structures

Build a Better Fundraising Plan for Minimal Investment

What was the cost of your last out-of-town fundraising trip? For most it is between $500-1000. Investment Lab would cost you less than your last trip and hopefully give you better results.

You can pay in full today or we offer a 2-month payment plan to make it more affordable.

Add 1:1 Coaching for Serious Business Builders

If you want extra accountability and guidance on how to implement what you learn, you can add a personal 3-session coaching package for a discounted price.

NOTE: These prices include the Investment Lab course PLUS 3 personal coaching sessions with the Instructor

Instructor

Paul Wright

Paul Wright

My name is Paul Wright, and I have served in various community economic development financing roles. I've worked with both private and public “impact investors,” and helped deploy over $20 million into projects in my 20-year career.

During those years, I saw two big problems: ‍

1. Impact investors have trouble getting money out the door to the right projects.

2. Owners of social enterprises have trouble finding the right investors who understand their unique model.

This is why these courses were created: to help businesses learn more about social enterprise, to teach owners how to start or transition to a social enterprise, and for owners learn how and where to look for investors and position themselves to get the funding they need to grow (and is right there waiting for them).

I'd love to have you join us. See you in class!‍