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OpenKollab Pooled Fund

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The description of a model for a pooled fund to seed early stage social entrepreneurs. What makes this fund unique is that we propose to finance systems of projects that are already working together; that constitute a part of a network. This is one risk mitigation strategy

Veröffentlicht in: Wirtschaft & Finanzen, Business
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OpenKollab Pooled Fund

  1. 1. A unique strategy for the formation of a pooled fund to finance social ventures in the collaborative infrastructure space<br />OpenKollab Pooled Fund<br />Suresh Fernando<br />Founder<br />suresh@radical-inclusion.com<br />
  2. 2. Vision and Context<br />Historical Inflection Point<br />Global challenges (climate change, economic inequity...)<br />Failure of existing institutional framework (unfettered capitalism, global institutions...)<br />Evolution of collaboration infrastructure (broadband penetration, P2P infrastructure...)<br />Something went wrong with the way that traditional organizations were formed. <br />We need to think outside the box about what types of organizations to build!<br />
  3. 3. The Problem<br />Existing capital markets frameworks deploy capital only towards organizations that are purely financially motivated.<br />
  4. 4. The Chain of Assumptions<br /> Can you spot the false assumption?<br />
  5. 5. The Solution<br />Deploy capital on organizations that are not only financially motivated... They also have a social mission!<br />
  6. 6. But, that raises a problem...<br />How do investors make money?<br />
  7. 7. The Solution... In principle...<br />Find projects that are both:<br />Financially sustainable<br />AND<br />Have a social mission<br />Find investors that:<br />Are seeking investments that have a social focus<br />Can tolerate non-market rate returns<br />Utilize an investment structure that mitigates risks for investors<br />
  8. 8. First... A picture of the current landscape<br />-100% rate of return<br />Traditional market rate returns<br />NOTHING!!<br />Charities/ Not For Profits<br />For Profit Companies<br />NOTHING!!<br />NOTHING!!<br />Socially Motivated<br />Financially Motivated<br />
  9. 9. So what is needed is...<br />Social Investors looking for Social AND Financial Returns<br />-100% rate of return<br />Traditional market rate returns<br />Charities/ Not For Profits<br />For Profit Companies<br />Social Ventures<br />Deliver Social AND Financial Returns<br />Socially Motivated<br />Financially Motivated<br />
  10. 10. So what do social investors expect?<br />Clearly Defined Social Mission: first and foremost, social investors are looking for organizations that are lead by visionary entrepreneurs with a clear vision of how they want to transform the world for the better!<br />Measureable Social Mission: It is not enough just to have a vision of how you will change the world. You will also need to be able to clearly articulate the path in a way that is measurable!<br />Some Financial Return: We will be looking for investors who will provide loans at better rates than you could get at the bank. They will, however, expect these loans to be repaid!<br />
  11. 11. One Specific Contribution – OK Pooled Fund!<br />A pool of capital that is managed by a third party – OK Pool Fund Management Team<br />Invest in social mission driven organizations that are financially sustainable<br />Investors contribute to the pool and own a `pro-rata` share of the pool<br />Certain unique characteristics differentiate fund from other pooled funds.<br />
  12. 12. Investor 1<br />Investor 2<br />Investor 3<br />OpenKollab Pooled Fund<br />Project 1<br />Project 2<br />Project 3<br />Project 4<br />Project 5<br />
  13. 13. So what makes this fund unique?<br />Investment Focus: Collaboration Infrastructure<br />Collaboration tools<br />Collaboration services<br />Projects that are collaborating<br />AND<br />
  14. 14. So what makes this fund unique<br />Project Synergy: we will identify projects that have synergy in the following ways:<br />Common missions<br />Complementary needs or resources<br />Common markets or clients<br />Common technology infrastructure<br />Common processes<br />Mutual Accountability: we will develop mutual accountability mechanisms that parallel the Grameen Peer Lending model.<br />Specific Collaboration Processes<br />
  15. 15. Pooled Fund Details<br />Overall Size: $2 million<br />Candidate Investments<br />Seed stage social ventures<br />Clearly defined social mission<br />Can achieve financial sustainability within 12 months<br />Two Investment Stages<br />Seed Stage: $50 - $100,000<br />2nd Stage: $250 - $350,000 depending on satisfaction of milestones<br />
  16. 16. Pooled Fund Details<br />Investment Structure<br />Given the fact that our portfolio companies will not be strictly financially motivated, we do not expect that we will be able to raise funds for equity financing.<br />We expect to raise investment capital for the following:<br />Debt (below market rate)<br />Debt (below market rate) with option to convert to equity<br />Debt with royalty payments tied to profitability<br />
  17. 17. So why will this workSocial cohesion between projects<br />Why does the Grameen Peer Lending Model work<br />Social cohesion within the Lending Circle – all part of the same community<br />OK Pooled Fund Investment Groups are, by definition, groups of projects that have synergy<br />We hope to identify projects that have existing relationships that give have given rise to social cohesion.<br />
  18. 18. Execution Strategy<br />Identify Investment Candidates: The first step in the process is for us to identify 5 or 6 investable projects.<br />Solicit candidate investments – cast net widely<br />Develop shortlist of candidates<br />Identify initial Funding Group<br />Engage in collaborative processes, discussions etc to assess synergy amongst projects<br />Modify Funding Group as necessary.<br />Collaborate With Funders: Due to the nascent stage of the market as well as the innovative nature of the pooled fund that we are creating, we hope to engage prospective investors in the process as early as possible. <br />