Social Impact Investment

Funding_criteria

Private and public actors are increasingly acknowledging that some of the world’s most pressing challenges are too abundant and too complex to be solved by states, NGOs, and philanthropists alone. Climate change affecting the globe, discrimination affecting full equality, and the unprecedented pervasiveness of stress, depression, and anxiety affecting humanity transcends private obligations and public responsibilities.

 

This has triggered new forms of financing to develop and implement effective and innovative solutions to these challenges. By channeling entrepreneurship, innovation, and capital, social impact investment is currently revolutionizing how we address the challenges that society is facing.

 

Social impact investment goes beyond risk and return. It intentionally targets specific social objectives along with a financial return and measures the achievement of both. By investing in companies, organizations, and funds with the intention to generate social and environmental impact and financial return, social impact investment has the potential to transform societies and manage the social, demographic, and environmental developments.

 

As a term, social impact investment was coined in 2007, but activities of this kind have been around for much longer. At first, impact investment was simply about not investing in “the bad guys”, and a trade-off between return or impact was perceived. More recently, the scope of social impact investment has broadened and asserts that investment in “the good guys” will allow investors to get returns and impact. The next step of social impact investment will be investors seeking return from impact, and estimates project that social impact investments will approach $1 trillion worldwide by 2020.

In spite of the rapid development, social impact investments only make up less than one percent of all invested capital globally. Voluntas is about a fundamental change to the way money is earned, spent, and invested. We have made an explicit financial and moral commitment to improve the world by applying our principle of Meaningfulness in all our investment advisory.

 

With our advisory and work, we dream of transforming meaningfulness from a concept to a concrete tool that can be used each day by millions of people to improve their lives. We dream of achieving equality, for men and women alike, and for all races and nationalities. We dream of companies worldwide taking ownership of their energy supply chain to demand the use of sustainable energy.

 

We believe that ‘doing good’ and ‘doing well’ are not conflicting because we know that companies that apply our principles are simply more competitive, yielding a higher social and financial return. We strive to drive the agenda of reconnecting work with meaning and purpose to create a better society for all.

 

To us, social impact investment is not limited to making a positive change in the poorest, least developed countries and regions; since no society has successfully achieved full equality, managed to crack the code behind inspired and committed employees or solved the imminent climate crisis, social impact investments can make a difference globally, even in the most developed parts of our world – and we intend to make that change, one facilitated investment at a time.

 

From where we stand, the value of money depends on how it is earned.

Our Process

Investment cases will be subjected to two initial screening processes in which we assess both the compatibility with Voluntas’ principle and purpose as well as the commercial potential.

Principles (1)
Voluntas Principle

Compatibility with our core principle of Meaningfulness

Focus_investment
Voluntas Focus

Alignment between the purpose of Voluntas and the purpose of your idea, project or company

potential_investment (1)
Business potential

Assessing management, scalability, level of innovation, and business case and potential

infographic-funding

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  • Presentation of company

  • Business case

  • Financial documents

  • Use of proceeds

  • Resume of key employees