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⏰ Social Business Valuation training: Final Call for Registrations - Live Sessions starting April 8th

Catalytic Deal Structuring

Learn how to finance impact ventures with tailored instruments and catalytic capital. The leading training for innovative finance practitioners.

Beginner to intermediate

4.6/5
4.6 out of 5 rating

Successfully funding impact ventures requires re-thinking the way impact investments are being structured. This course is designed to empower you with the skills to structure and tailor equity, mezzanine and grant-based instruments that fit different impact business models.

You will delve into the world of innovative finance and discover instruments such as social impact incentives, revenue-based loans, impact links and other impact finance innovations. Over twenty years of pioneering experience from impact investors is distilled in this practical training.

What You'll Learn

Explain the missing middle challenge and the need for diverse sources of impact capital
Gain confidence in tailoring impact finance instruments to support ventures
Discover the applications and power of impact-linked finance instruments
Discover how to establish catalytic investor partnerships to scale ventures
Gain insights from funders into the challenges of innovative finance

Course Modules

numbernumberModule 1: Addressing the missing middle challenge (3h00)

Build a strong understanding of the ecosystem of financing solutions needed to support diverse impact ventures in achieving their goals. Understand the limits of traditional finance instruments and where innovation can come from.

number1number1Module 2: Tailoring equity and convertibles for an impact venture (2h30)

Delve into the characteristics of investing in equity or quasi-equity like convertible notes. Discover when and how to tailor equity instruments to best support venture goals. Cherry on the cake: you get insights into the equity journey experiences of social entrepreneurs and experienced impact investors!

number2number2Module 3: Using mezzanine instruments to overcome the limits of debt (2h00)

Learn how to use the power of mezzanine instruments to overcome the limits of debt and equity without sacrificing their respective benefits. Discover how to structure revenue-based loans and integrate impact links in investment terms. Learn from case studies and insights from impact investors and entrepreneurs.

number2number3Module 4: Structuring hybrid investments with multiple investors (2h30)

Discover how different types of investors and instruments can merge to optimally support an impact venture. See how smart grants can enhance the investment profile of ventures. Learn from inspiring case studies of how hybrid financing structures can be designed.

Delivery Options

Join 3 interactive sessions with one of our experts and a group of like-minded peers, on top of the self-paced course material! The hybrid package will help you confidently progress in your ability to tailor impact finance while giving you the opportunity to share experiences, expand your network and delve deeper into topics of interest.

March 2024

March 2, 14, 19
09:00 - 11:00 CET

September 2024

September 2, 14, 19
09:00 - 11:00 CET

The learning experience that fits your busy working schedule and allows you to learn at your own pace from wherever you are. Access > 10 hours of online course material and learn how to finance impact ventures with tailored instruments and catalytic capital.
A fully self-paced online course (>10h content to choose from)
Bite-sized videos with exercises
Insight videos from leading practitioners
Additional readings, templates & tools
Examination and Certificate of Completion

Self-paced

The learning experience that fits your busy working schedule and allows you to learn at your own pace from wherever you are. Access > 10 hours of online course material and learn how to finance impact ventures with tailored instruments and catalytic capital.

Hybrid

Join 3 interactive sessions with one of our experts and a group of like-minded peers, on top of the self-paced course material! The hybrid package will help you confidently progress in your ability to tailor impact finance while giving you the opportunity to share experiences, expand your network and delve deeper into topics of interest.

March 2024

March 8, 22 | April 12, 26

From 10:00 AM CET/CEST

The Team offer blends theory, practical case studies, break-out conversations and interactions with the expert to internalise innovative finance practices.
Choose the delivery format (e.g. self-paced, live in-person/online or hybrid)
Schedule flexibly based on your team’s agenda
Live session content tailored to different profiles in your team
Examination and Certificate of Completion
Dedicated learner success management

Let's talk!

What Our Clients Say

Our Expert Trainers

This training is developed in partnership with FASE, the Financing Agency for Social Entrepreneurship. FASE has extensive experience supporting funders with innovative financing solutions to foster a thriving social innovation market in Europe.

 

Dr. Markus Freiburg, Founder & Managing Director at FASE, is a renowned social finance thought leader and experienced trainer in impact investing.

 

Laura Catana, formerly with FASE, brings nearly a decade of experience in social entrepreneurship and impact investing, serving as a member of EBAN's Impact Investment committee and training impact practitioners.

 

The training is enriched with insights from pioneering funds and foundations such as Raise Impact, Elea Foundation, Roots of Impact and more.

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Best wishes,
The Efiko Academy team