CASE Smart Impact Capital: Tools to land that deal
Skip the dead-ends and avoid common mistakes in capital-raising.
What is CASE Smart Impact Capital?
Built from the expertise of hundreds of investors and entrepreneurs who have invested and raised millions of dollars, CASE Smart Impact Capital is designed for all impact ventures — any stage, any sector, any geography. Whether you are a nonprofit or for-profit, our toolkit contains practical steps to help you strategize, target and close the best deal for you. Use your capital-raising time wisely and get back to running your social venture.
What’s inside?
Learn key concepts through short videos. Analyze options with our decision tools. Use our step-by-step guides to find investors, pitch your story, and more. Access investor databases, due diligence checklists, and term sheets from around the world. We’ve created unique resources and collected the best from others — organized all in one place for you and your team to access anytime, from anywhere.
The online toolkit includes tools, guides, and resources, such as:
- A robust but easy-to-use financial model template and step-by-step guide, so you know exactly how much capital you need to raise, by when
- Short primers on 13 types of capital — so you can speak with confidence to investors about variable repayment debt, a recoverable grant, convertible notes, crowdfunded equity, and more
- A decision tool to narrow in on the type of capital that truly fits your needs
- A guide with links to search regional and global investor and funding databases
- Tips, cheat sheets, and pitch templates to tell the right investment story to potential funders
- A tool to triage your investor leads by quantifying your fit with different investors, so you can prioritize who to spend your precious time courting
- Examples of due diligence checklists and actual term sheets from real impact investors — so you know now what to prepare to answer
- And much MORE!
From start to finish, you can skim the toolkit in a weekend. But with over 100 resources, you’ll want to come back to dig into the exact topic you need just when you need it. Think business school rigor in a guidebook format — online so you can access it whenever and wherever you need it.
How do I get started?
Visit us at www.CASESmartImpact.com to see sample content, read testimonials, and sign up. Cost is $15/month or less.
CASE Smart Impact Capital is a product of CASE at Duke.
