DiscoverInvesting in Impact | Impact Investing
Investing in Impact | Impact Investing
Claim Ownership

Investing in Impact | Impact Investing

Author: Causeartist

Subscribed: 44Played: 352
Share

Description

Investing in Impact interviews impact investors, General Partners, and VC's from around the world on their individual journeys and to connect impact entrepreneurs with insight into funding, scalability, and insights to inspire more impact companies around the world.
122 Episodes
Reverse
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------The climate challenge has become the defining issue's of our era, unlocking trillions of dollars in climate finance and creating an unprecedented opportunity for bold ideas. But how capital is deployed and the types of founders it backs will determine whether we see systemic change or just incremental improvements.That’s where Cerulean Ventures comes in.Co-founded by Matthew Stotts, Cerulean is a pre-seed venture capital firm investing in founders applying AI and advanced technologies to build exponential solutions for nature.Rather than chasing status-quo climate investments or one-off moonshots, Cerulean seeks leverage points where software, data, and fintech can radically transform entrenched systems.I recently sat down with Matthew to dive into his journey, Cerulean’s unique investment lens, and the transformative startups reshaping everything from agriculture to renewable energy. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Hey friends,Welcome back to Funding Rounds, where we break down the week’s most impactful startup and venture funding announcements—highlighting the mission, the money, and the impact behind it all.This week, over $1 billion was invested across public safety tech, clean energy, autism care, robotics, carbon removal, and more. Let’s get into it.First Due Secures $355 Million to Scale Public Safety SoftwareFunding: $355 MillionGoal: Expand public safety and emergency response software solutionsImpact: Empowering first responders with technology to improve community safety🔗 Read moreHeron Power Lands $38M Series A to Fast-Track All-Electric FutureFunding: $38 millionGoal: Accelerate transition to an all-electric futureImpact: Advancing clean energy adoption across industries🔗 Learn morebeatBread Raises $124M to Empower Independent MusiciansFunding: $124 millionGoal: Offer flexible financing to independent musiciansImpact: Expanding access to capital for artists without sacrificing ownership🔗 Learn moreEquatic Secures $11.6M Series A to Scale Carbon Removal and Green HydrogenFunding: $11.6 millionGoal: Advance permanent carbon removal and green hydrogen productionImpact: Scaling technologies to address climate change at the source🔗 Read moreVulcan Elements Closes $65M Series A to Boost U.S. Rare Earth Magnet ProductionFunding: $65 millionGoal: Produce high-performance rare earth magnets in the U.S.Impact: Strengthening domestic supply chains for critical clean energy materials🔗 Read morePositive Development Secures $51.5M Series C to Advance AI-Powered Autism TherapyFunding: $51.5 millionGoal: Expand access to play-based developmental therapy and enhance its AI model for personalized autism careImpact: Supporting children with autism and their families through at-home, relationship-focused, and development-driven programs🔗 Learn moreBetter Nature Lands $1.5M to Expand Clean-Label Tempeh in UK and AbroadFunding: $1.5MGoal: Grow alternative protein product lines globallyImpact: Driving plant-based innovation in the protein market🔗 Read moreFORT Robotics Secures $18.9M Series B ExpansionFunding: $18.9 millionGoal: Advance safety and security solutions for robotics and physical AI systemsImpact: Enabling safe, secure, and dynamic control for autonomous machines across industries including agriculture, construction, defense, and factory automation🔗 Learn moreAira Lands €150M to Accelerate Europe’s Shift to Electric Residential HeatingFunding: €150 millionGoal: Accelerate clean home energy adoption across EuropeImpact: Driving decarbonization of residential heating🔗 Read moreCirculate Capital Closes $75.8M Latin America & Caribbean Environmental Fund to Tackle Plastic WasteFunding: $75.8 millionGoal: Combat plastic pollution and scale recycling infrastructure in Latin America & the CaribbeanImpact: Reducing ocean plastic, creating jobs, and building resilient recycling supply chains🔗 Read more📢 Final ThoughtsThat wraps up this week’s Funding Rounds. Over $1 billion invested into systems that touch nearly every part of our lives—from how we heat our homes and power our cities, to how we create music, deliver therapy, and protect our communities.If you enjoyed the episode, subscribe, leave a quick review, and check out all the stories mentioned today at causeartist.com. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Varda Raises $187M Series C to Manufacture Medicine in Space 🚀Funding: $187 millionGoal: Bring zero-gravity biomanufacturing to commercial scaleImpact: Creating life-saving therapies that can only be made in orbit🔗 Learn moreAWAKE Chocolate Lands $8M CAD to Fuel Functional Chocolate Growth 🍫Funding: $8 million CADGoal: Expand caffeinated chocolate snacks as an alternative to energy drinksImpact: Blending deliciousness and wellness in every bite🔗 Learn moreSHIFT Invest Hits €92M First Close for Impact Fund 🌏Funding: €92 millionGoal: Back circular economy, food, and climate startupsImpact: Driving sustainability-focused VC across Europe🔗 Read moreGeologicAI Raises $44M for AI-Driven Mining Innovation ⛏️Funding: $44 millionGoal: Digitize geological exploration with AI and automationImpact: Making mining cleaner, faster, and more efficient🔗 Read moreHadrian Raises $260M to Build Automated Space Factories 🛰️Funding: $260 millionGoal: Modernize precision manufacturing for aerospaceImpact: Accelerating innovation in national and planetary security🔗 Read moreFortuna Health Raises $18M to Modernize Medicaid Access 📲Funding: $18 million Series AGoal: Rebuild Medicaid infrastructure with user-friendly techImpact: Empowering millions to access benefits more easily🔗 Learn moreProvectus Algae Raises $12.6M for Bio-Based Climate Solutions ♺Funding: $12.6 million Series AGoal: Scale precision fermentation using algae for sustainable ingredientsImpact: Creating new climate-positive materials through biology🔗 Learn moreBetterComp Raises $33M to Advance AI in Compensation Strategy 📊 ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Carbon to Sea Initiative Commits $4M to Ocean Carbon Removal R&DFunding: $4 million joint investment with MEOPARGoal: Advance research on ocean-based carbon dioxide removal in CanadaImpact: Unlocking ocean tech as a scalable solution for climate mitigation🔗 Read moreTrusty Raises $1M to Redefine Estate Planning with AIFunding: $1 million pre-seed roundGoal: Build modern, AI-powered Letters of Wishes for families and advisorsImpact: Making legacy planning more accessible, personalized, and human🔗 Read moreBilt Raises $250M to Accelerate Community-Centric HousingFunding: $250 million at a $10.75B valuationGoal: Expand its housing and neighborhood commerce platformImpact: Reinventing the renter experience while building stronger local economies🔗 Read moreOpen Philanthropy Launches $120M Fund for Innovation and GrowthFunding: $120 million fundGoal: Support ambitious nonprofits and research orgs with breakout potentialImpact: Accelerating high-leverage projects in global health, AI safety, and more🔗 Read moreOpen Philanthropy Launches $120M Fund for Innovation and GrowthOpen Philanthropy has launched a $120 million Abundance and Growth Fund to accelerate scientific innovation, improve housing and regulatory policies, and reduce the cost of living.🔗 Read moreLGND Raises $9M to Make Earth Data ActionableFunding: $9 millionGoal: Democratize environmental intelligence for climate actionImpact: Helping organizations translate raw geospatial data into meaningful impact🔗 Read moreFoundation EGI Raises $23M to Rethink Global InfrastructureFunding: $23 millionGoal: Develop innovative platforms for sustainable infrastructureImpact: Empowering regions to build smarter, more resilient communities🔗 Read moreLorient Capital Closes $500M Fund III for Healthcare FoundersFunding: $500 million Fund IIIGoal: Back founder-led healthcare companies at the intersection of care and technologyImpact: Fueling innovation in patient-centric, value-based care🔗 Read moreOpenEvidence Raises $210M to Reinvent Medical AIFunding: $210 million at $3.5B valuationGoal: Build the fastest-growing clinical AI app for physiciansImpact: Streamlining real-time decision-making at the point of care🔗 Read more ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Hey friends,After 10 incredible years of building Causeartist solo, I’m excited to share something personal with you.Last year, some amazing partners who believe deeply in the mission and future of Causeartist reached out. I knew from the initial conversation it was the right fit.The Pay It Forward Company (PIF) has officially acquired Causeartist, and I couldn’t be more energized about what this means for the next decade.What’s changing?Nothing about the core mission or voice will change. I’m still the founder of Causeartist and will continue to lead our daily content, podcasts, and community—just with more support, more resources, and a bigger vision.What’s new?In addition to running Causeartist, I’ve also joined the PIF Venture Team as a partner. This means I’ll be working more closely with early-stage impact startups and the people building infrastructure for a better world. More on that soon.Joining PIF feels like the perfect move at the right time.Their values align perfectly with everything Causeartist stands for: purpose-driven ventures, impactful innovation, and paying it forward.You can learn more about the venture side of the firm here and the advisory side here.To everyone who’s subscribed, shared a post, tuned into the podcast, or built something impactful—you’ve helped Causeartist grow into what it is today. And now, we get to grow even further, together.We have some exciting things happening in the future.Here’s to the next decade. 😄 ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome back to Investing in Impact, the podcast where we dive deep into the minds of visionary leaders building a more sustainable and equitable future.Today, I’m joined by Josh Kaufman, CEO and Co-Founder of Khasma Capital. Khasma is on a mission to empower development teams by providing the critical early-stage capital and support needed to accelerate the construction of low-carbon infrastructure.In a world where many promising climate technologies struggle to move from pilot to scale, Khasma stands out. Their unique investment model combines flexible financing with strategic and operational expertise—bridging a crucial gap that traditional capital often overlooks.In this conversation, Josh shares his journey of launching and rebranding the firm, what it takes to commercialize climate infrastructure, and why Khasma is doubling down on sectors like waste upcycling, textile recycling, alternative fuels, and long-duration energy storage.TakeawaysJosh Kaufman's journey into climate finance began with a passion for renewable energy.Kazma Capital focuses on empowering development teams rather than taking control of projects.Investment in climate solutions requires a clear project definition and risk assessment.Innovative projects include solar panel recycling and renewable heating oil from biomass.The learning curve in the climate sector involves understanding various energy technologies.The renewable energy sector has seen significant growth and cost reductions over the past decade.Challenges in reconfiguring the energy grid are influenced by regulatory bodies and utilities.Competition in the energy market is essential for innovation and efficiency.Solar energy continues to grow, but faces challenges in maintaining growth rates.Kazma Capital's revenue model includes both development risk and equity stakes in projects. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Fiber Global Raises $20M to Scale Circular Building MaterialsFunding: $20 million Series AGoal: Expand production of sustainable materials that reduce construction wasteImpact: Tackling industrial emissions and advancing the circular economyRead more →Lumion Secures $10M to Power the Future of Trade SchoolsFunding: $10 million seed roundGoal: Build an operating system to modernize vocational educationImpact: Addressing the skilled labor gap through better tech and infrastructureRead more →Swen Capital Raises $183M for Ocean Impact VenturesFunding: €183 millionGoal: Invest in early-stage startups protecting marine ecosystemsImpact: Scaling technologies for ocean conservation and sustainabilityRead more →Mealogic Raises $16M to Advance Food-as-Medicine InnovationFunding: $16 millionGoal: Integrate personalized nutrition and clinical outcomes through techImpact: Helping prevent chronic illness and improve health through better food systemsLearn more →Accessibility Startup Sociability Raises $3.5MFunding: $3.5 million seed roundGoal: Build accessible tech solutions for people with disabilitiesImpact: Empowering inclusive innovation with support from global backersLearn more about Sociability →SparkCharge Secures $30.5M to Expand Mobile EV ChargingFunding: $30.5 millionGoal: Scale its mobile charging network across the U.S.Impact: Making EV adoption more convenient and equitable through on-demand serviceRead more → ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In this episode, I had the pleasure of speaking with Jacqueline Novogratz, Founder & CEO of Acumen on her global journey that led her from the world of international banking to the heart of social entrepreneurship—beginning in Rwanda, and now reaching 650+ million lives through Acumen’s work around the world.From Chase Bank to Kigali: A Journey Rooted in EmpathyJacqueline’s journey began not with a grand strategy, but with a moment of clarity while working in Rwanda in the late 1980s, where she helped launch one of the country’s first microfinance institutions.There, she witnessed how markets could be harnessed to empower individuals—especially women—but also saw how fragmented and fragile traditional aid systems were."Access isn't enough; capability is key."That idea would eventually become Acumen.The Founding of Acumen: Bridging Markets and PhilanthropyFounded in 2001, Acumen was created to tackle what Jacqueline calls "the blue flame" space—the gap between pure philanthropy and market-driven capitalism. Acumen uses “patient capital” to invest in entrepreneurs solving problems in energy, agriculture, healthcare, education, and workforce development."We need to reframe what risk means in investing."Acumen has since invested over $150 million into companies that have impacted millions of people in low-income communities across Africa, South Asia, Latin America, and the U.S. But the goal isn’t just scale—it’s systemic change.What It Takes to Build Markets That Work for the PoorJacqueline explains that creating sustainable impact requires far more than capital—it demands a deep understanding of local contexts, cultural norms, and the lived experiences of the communities being served."The status quo exists for a reason; change is hard."She emphasizes that real progress depends on:Entrepreneurial courageLong-term thinkingCollaboration with governments and civil societyAcumen works to build "markets with moral imagination", where value creation doesn’t come at the cost of human dignity or environmental degradation.Education, Circular Impact, and the Future of Social EntrepreneurshipAnother major focus of Acumen is education. Through the Acumen Academy, they’ve trained over 1,800 social enterprise leaders, equipping them with tools in moral leadership, storytelling, and systems thinking.Jacqueline envisions a circular economy of impact investing, where capital flows to and from communities, creating sustainable, inclusive systems over time."Resilience and moral imagination are essential qualities for social entrepreneurs."She sees the future of impact rooted in innovative partnerships—between private and public sectors, startups and institutions, and across geographies.A Legacy of Courage and CompassionAs Jacqueline looks ahead, her message is clear: we need a new moral framework for capitalism—one that measures success not just in returns, but in human dignity and long-term value for society.Her story is a reminder that systems can change, markets can heal, and entrepreneurs—when supported with the right kind of capital and community—can solve the world’s most pressing problems. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 88 of the Investing in Impact podcast. Today, I’m joined by Medea Nocentini, Senior Partner at Global Ventures and Founder of C3 – Companies Creating Change, about scaling impact across the Middle East and Africa.Medea brings a unique blend of corporate strategy, venture capital, and impact entrepreneurship. At Global Ventures, she invests in growth-stage startups transforming emerging markets through technology.As founder of C3, a B Corp-certified social enterprise, she has supported over 300 impact-driven startups across 27 countries, helping them raise more than $550 million to date.In this episode, we discuss:The evolution of impact investing in the Middle East and AfricaKey challenges and opportunities for startups in frontier marketsHow C3 builds scalable programs to support foundersThe role of partnerships and ecosystem-building in driving long-term impactLet’s dive in. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 87 of the Investing in Impact podcast. Today, I’m joined by Dr. Andy Kuper, Founder and CEO of LeapFrog Investments, a pioneering firm that has reshaped how global capital can drive profit with purpose.Dr. Andy Kuper, founder and CEO of LeapFrog Investments, has redefined how private capital can create meaningful change. Since launching the firm in 2007, Kuper has led with a bold vision: to deliver "Profit with Purpose" by investing in businesses that generate strong returns while solving real-world challenges across Asia and Africa.📈 Impact at Scale: 537 Million Lives ReachedToday, LeapFrog’s portfolio companies serve over 537 million people, providing access to essential services like healthcare, financial tools, and climate solutions. Of those reached, 359 million are emerging consumers, many of whom are gaining access to formal financial and health services for the first time.Beyond reach, LeapFrog’s investments have supported over 241,000 jobs and livelihoods in more than 37 countries, contributing to inclusive economic development at scale.💸 Billions Raised, Sustainable Growth DeliveredLeapFrog has secured nearly $3 billion in capital commitments from some of the world’s leading financial institutions. The firm typically invests $20–75 million in high-growth companies led by exceptional teams, targeting influential minority or majority stakes.These portfolio companies have achieved an average annual growth rate of 23% since investment—proving that social impact and financial success are not mutually exclusive.🏆 Global Recognition for Global ImpactLeapFrog has received international acclaim for its transformative approach. Fortune named it one of the Top 5 Companies to Change the World, alongside Apple and Novartis—making it the first private investment firm to earn that recognition.Dr. Kuper has been honored worldwide, including being appointed an Officer of the Order of Australia in 2022 for distinguished service to impact investing and financial inclusion. He’s also been recognized by the World Economic Forum, EY, YPO, and the Economist Group for his global leadership.🎓 Scholar, Author, and AdvocateOriginally from South Africa and now an Australian citizen, Andy Kuper holds a Ph.D. from the University of Cambridge and has held academic roles at Harvard, Cambridge, and Columbia. He’s the author of two books on globalization and governance and has co-authored publications with Nobel laureates and international leaders.📊 Leading the Way in Impact MeasurementLeapFrog is not only a pioneer in impact investing but also a leader in measuring and reporting impact. The firm is a signatory to the UN Principles for Responsible Investment, earning their highest A+ rating. It also plays a leading role in advancing industry standards as a founding Investors Council Member of the GIIN and a contributor to the Impact Management Project.🚀 Aiming to Impact One Billion LivesWith a mission to reach one billion people through the power of capital markets, LeapFrog Investments continues to raise the bar for what’s possible in private equity and impact investing.By combining rigorous financial discipline with a deep commitment to social good, LeapFrog proves that capital can be a catalyst for lasting, systemic change—especially in the places that need it most. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 86 of the Investing in Impact podcast. Today, I'm joined by Howard Fischer, Co-Founder and Chief Evangelist of Gratitude Railroad, to discuss his journey from Wall Street to impact investing and how Gratitude Railroad is building a community-driven approach to fund entrepreneurs creating lasting social and environmental change.Prior to his work in impact investing, Howard spent over 30 years in traditional finance as the Founder and CEO of Basso Capital Management, a hedge fund specializing in convertible securities.He previously held senior trading roles at Smith Barney, Drexel Burnham Lambert, and Cohen Feit & Company, and began his career as a Certified Public Accountant in both public and private sectors.Howard currently serves on the boards of 1% for the Planet, The Carbon Underground, and the Garrison Institute’s Compassionate Leaders in Finance program.He also advises BrightEdge, the investment fund of the American Cancer Society, and has held board positions with DoneGood, Builders Fund, Atlas Impact Partners, and Blackdirt Capital.He holds a B.S.E. in Accounting and Finance from the Wharton School at the University of Pennsylvania, and was a Fellow in Harvard University’s Advanced Leadership Initiative in 2013 and 2014. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 85 of the Investing in Impact podcast. Today, I'm joined by Matt Eldridge, Executive Director of Realize Impact, on using Donor Advised Funds to innovate impact investing.Impact investing is often perceived as complex, requiring a balance between financial returns and social good.Realize Impact eliminates these barriers, providing a streamlined process that enables individuals, foundations, and donor-advised funds (DAFs) to invest in high-impact ventures while maintaining financial sustainability.How It WorksImpact investing through Realize Impact is facilitated via the Philanthropic Investment Grant (PHIG)—a simple and effective way to direct capital toward high-impact ventures.By recommending an investment and providing matching capital, donors can amplify their contributions while supporting meaningful change.Realize Impact simplifies impact investing into three steps:Grant Recommendation – Investors recommend an impact investment through a grant from a DAF, foundation, or personal funds.Due Diligence & Investment – Realize Impact conducts research, reviews terms, and executes the investment in debt, equity, or revenue-based funding.Returns & Reinvestment – 99% of the investment returns are donated back to the investor’s recommended DAF, foundation, or nonprofit for reinvestment.This model allows investors to support impactful projects without the complexities of direct investment management.What is a Donor Advised Fund?A Donor Advised Fund is a philanthropic giving vehicle that allows donors to contribute funds, receive immediate tax benefits, and then recommend grants to eligible charities over time.Think of it as a charitable savings account, where individuals or families set aside funds dedicated to philanthropic purposes.These funds are managed by sponsoring organizations, such as community foundations, universities, or specialized charitable organizations, which administer the DAF on behalf of the donor.Unlocking Capital for Global SolutionsSignificant capital remains idle in donor-advised funds and foundations. Realize Impact mobilizes these funds into ventures addressing key global challenges such as:Climate change – Investing in renewable energy and sustainable business models.Economic empowerment – Supporting underrepresented entrepreneurs with access to capital.Social equity – Financing housing, education, and healthcare initiatives.By actively deploying philanthropic capital, Realize Impact maximizes both financial and social returns.Transparent Fee StructureRealize Impact offers a straightforward, affordable pricing model:$500 flat fee for investments of $10,000 or more.No fee for investments under $10,000 (though returns are not re-donated).This ensures accessibility while maintaining financial sustainability.Redefining Impact InvestingContrary to the belief that impact investing sacrifices returns, Realize Impact proves that financial and social benefits can align.By reinvesting returns into donor-advised funds and nonprofits, the organization amplifies the impact of every dollar. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 84 of the Investing in Impact podcast. Today, I'm joined by Daryn Dodson, Founder and Managing Director of Illumen Capital, an impact fund of funds committed to advancing gender and racial equity in financial markets.Illumen Capital invests in leading growth, private equity, and venture impact funds, providing fund managers with targeted coaching and tools to reduce implicit biases in decision-making.Previously, Daryn consulted for the Board of Calvert Funds, a $15 billion impact investing pioneer, managing a global portfolio of over 40 funds across five continents, encompassing more than 350 companies.He also served as Director of University and Corporate Partnerships at The Idea Village, where he secured over 100,000 hours and $2 million in resources from private equity firms, business schools, and Fortune 500 companies to rebuild New Orleans’ entrepreneurial ecosystem after Hurricane Katrina.He serves on the Board of Directors for Ben & Jerry’s, the CFA Institute’s Future of Finance Advisory Council, the New Venture Fund, and the Impact Assets Investment Committee.Daryn earned his M.B.A. from Stanford University, where he served on the Dean’s Management Board, and his A.B. from Duke University. His work reflects a steadfast commitment to equity and measurable impact in financial markets and beyond.About Illumen CapitalIllumen Capital, an impact-focused fund of funds, is on a mission to challenge the status quo. By reducing racial and gender bias in financial decision-making, Illumen Capital aims to create a more inclusive and optimized asset management industry—one that not only drives equity but also enhances financial performance.Illumen Capital partners with institutional investors to empower the next generation of diverse-led venture and private equity fund managers.Their mission is rooted in the belief that an equitable asset management industry will be the cornerstone of a more just and prosperous future.Why it matters:Racial and gender bias limits potential. Research led by Illumen Capital and Stanford SPARQ revealed that race influences the decision-making of professional investors. Alarmingly, high-performing Black-led funds are often rated more harshly on subjective criteria such as competence and social fit.Missed opportunities: This bias not only perpetuates inequities but causes investors to unknowingly overlook high-potential investment opportunities. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 83 of the Investing in Impact podcast. Today, we’re joined by Dan Fishman, Co-Founder and General Partner of Regeneration.VC, a venture capital firm at the forefront of Consumer ClimateTech. Regeneration.VC specializes in supporting early-stage companies that are redefining consumer industries through sustainability-focused innovation.TakeawaysThe next generation of founders is focused on solving climate issues.Sustainable brands are outpacing conventional brands in growth.Technology is key to transforming material science and production methods.Supply chains can be innovated without complete overhaul.Creativity in entrepreneurship is being overshadowed by data-driven decisions.The U.S. has potential to lead in climate tech but needs to evolve.California remains a leader in climate legislation and innovation.The future of work in climate tech is about creating lasting careers.Regeneration.VC’s mission is to drive systemic change by investing in groundbreaking solutions that prioritize circularity, sustainable materials, and carbon reduction technologies. By addressing the intersection of consumer demand and environmental impact, Regeneration.VC aims to create a future where business growth aligns with planetary health.Through their portfolio, the firm champions visionary startups working on innovative solutions in sustainable fashion, eco-friendly packaging, renewable products, and more. Regeneration.VC is not just funding businesses but fostering a movement toward a regenerative economy that prioritizes environmental restoration and resilience.Dan brings a unique perspective to this work, shaped by his diverse career spanning entertainment, fashion, and food industries. He co-founded Bulldog Entertainment Group, worked with major celebrity brands, and launched successful fashion ventures like House of Harlow 1960 and Winter Kate. In the food sector, he was the first investor and President of Coolhaus, leading its vegan product line launch and eventual acquisition by Perfect Day. His entrepreneurial expertise and passion for sustainability drive the vision of Regeneration.VC. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In episode 82 of the Investing in Impact podcast, I speak with David Lynn, Co-Founder and CEO of Mission Driven Finance (MDF), an organization focused on closing capital gaps and catalyzing economic opportunities in underserved communities.In this conversation, David shares his unconventional journey from tech to finance and the catalysts that led him to establish MDF.We dive into MDF’s mission to bridge capital gaps by focusing on private credit and real estate to support local businesses, and David highlights the importance of community-driven due diligence, where relationships are prioritized over traditional metrics.David also discusses the diverse sources of capital backing MDF, including foundations, high-net-worth individuals, and institutional investors, and MDF's expansion from its roots in San Diego to a national scale.Looking forward, he outlines MDF's ambitious goal of moving a billion dollars into communities by 2027 and the broader potential for blended finance policies to drive growth in impact investing. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In episode 81 the Investing in Impact podcast, I speak with Dan Barker, President and CEO of Halcyon, an incubator and investor in early-stage, impact-driven startups from around the globe.About DanDan is a seasoned leader in impact investing and social entrepreneurship. As the President and CEO of Halcyon, he's dedicated to nurturing and funding innovative startups making a positive global impact. Before joining Halcyon, Dan held leadership roles at Mastercard, BlackRock, and Deloitte, where he focused on driving social change through research, strategy, and investment.His academic background, including a master's degree from Columbia University and a bachelor's degree from NYU, further complements his deep understanding of international finance and economic policy. Dan's commitment to fostering a more equitable world is evident in his service on various advisory boards and his role as a judge for the Inclusive Fintech 50.Halcyon: Accelerating the Impact-Driven FutureHalcyon is a leading incubator and investor dedicated to fostering the growth of early-stage, impact-driven startups. Since 2014, Halcyon has empowered social entrepreneurs with the resources, community, and expertise they need to succeed. By providing fellowships, mentorship, and investment opportunities, Halcyon helps startups address critical global challenges in Health, Climate, and EquityTech.Halcyon House: A Historic Hub for InnovationHalcyon House, a historic 18th-century mansion nestled in the heart of Washington, D.C.'s Georgetown neighborhood, serves as the beating heart of Halcyon. Once home to the first Secretary of the Navy, Benjamin Stoddert, this iconic building now provides a unique and inspiring workspace for Halcyon’s fellows.With its rich history and elegant surroundings, Halcyon House fosters creativity, collaboration, and innovation. Its grand rooms, including the historic library and the modern boardroom, provide the perfect setting for Halcyon's programs, events, and community gatherings. Whether it's a fellowship retreat, a speaker series, or a networking event, Halcyon House offers a distinctive backdrop that elevates the experience.For Halcyon’s fellows, the mansion is more than just a workspace. It's a place to connect with like-minded individuals, seek inspiration, and grow their businesses. The serene atmosphere and stunning architecture create an ideal environment for focused work and creative thinking. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In episode 80 the Investing in Impact podcast, I speak with Cole Shephard, founder of Legacy Group, on his mission to become a leading coffee producer in Colombia while maintaining a focus on sustainability and social impact.About Cole ShephardCole is a Partner at Legacy Group, an alternative asset manager focused on high-impact investment opportunities in the U.S. and Latin America.Founded in 2015, Legacy Group aims to bridge the gap between financial capital and ventures with significant social and environmental impact across various sectors, including real estate, agriculture, and technology.Before founding Legacy Group, Cole spent eight years with Pricewaterhouse Coopers, working across the U.S., Bermuda, Hong Kong, and Beijing. His expertise spans accounting, advisory, and consulting, with a focus on mergers and acquisitions in industries like financial services, real estate, and healthcare.In this episode, Cole shares valuable insights on building business models that integrate environmental and social initiatives, emphasizes the importance of adaptability for aspiring entrepreneurs, and outlines the ambitious future goals for the Green Coffee Company.Key Takeaways from the Interview:Green Coffee Company is Colombia's largest coffee producer.The company focuses on sustainability and social impact.Building a business for the long term is crucial.Education and talent development are key to success.Entrepreneurship involves facing numerous challenges.Aspiring entrepreneurs should learn from experiences.Identifying strengths and weaknesses is essential.Future goals include becoming a public company.The company aims for nationwide expansion in Colombia.Building a community around the business is important. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In episode 79 the Investing in Impact podcast, I speak with Ed Marcum, the Managing Partner of the Working Capital Fund, on the innovations creating a more transparent and responsible global supply chain.With over 20 years of experience in human rights and venture capital investing, Ed has worked across the for-profit, nonprofit, and public policy sectors.Previously, he spent more than a decade at Humanity United, guiding initiatives to address forced labor in corporate supply chains.He holds a bachelor’s degree from the University of California, Berkeley, and an MBA/MA from The Wharton School and the Lauder Institute at the University of Pennsylvania.About the Working Capital FundThe Working Capital Fund is on a mission to improve the lives of marginalized workers, catalyzing economic justice by investing in innovative solutions that address the deep-seated challenges of global supply chains.Global supply chains are enormous, involving millions of workers across thousands of businesses. On average, a Fortune 500 company works with over 10,000 suppliers, producing the goods that consumers rely on daily.However, these supply chains are often associated with some of the most pressing challenges humanity faces, including forced labor, unfair wages, and environmental degradation.Annually, over $354 billion worth of goods are at risk of being tainted by forced labor, with more than 17 million workers trapped in modern slavery conditions.These challenges are often hidden deep within supply chains, making them difficult to detect and resolve. Moreover, supply chains are a primary contributor to greenhouse gas emissions, exacerbating the climate crisis.How the Working Capital Fund Works to Create ImpactThe Working Capital Fund focuses on investing in technologies and solutions that address the injustices inherent in global supply chains.Through its strategic investments, it aims to create a positive impact on workers and the environment. Key areas of focus include:1. AI-Enabled Transparency ToolsOne of the biggest challenges in addressing supply chain issues is the lack of transparency. Corporations often do not have visibility into the practices of their suppliers, making it difficult to identify labor violations or environmental concerns.By investing in AI-enabled transparency tools, the Working Capital Fund is empowering companies to map their entire supply chains and assess risks in real time.These tools offer a clear view of potential human rights abuses or environmental risks, helping businesses make more informed decisions about their suppliers.2. Worker-Voice SolutionsEmpowering workers is a critical part of creating a fair and just supply chain. The Working Capital Fund invests in worker-voice solutions that give laborers the tools they need to hold their employers accountable.These solutions allow workers to anonymously report unsafe working conditions, wage theft, or other violations, providing valuable feedback to companies and regulators.With this data, stakeholders can take action to improve labor conditions and ensure that workers’ rights are respected.3. Financial Technology for Fair PayEnsuring fair wages for workers is another priority for the Working Capital Fund.By investing in financial technologies, the Fund is helping to create systems that ensure workers are paid promptly and fairly.These technologies also help gather sustainability data on upstream suppliers, providing insights into whether they are adhering to ethical labor practices.With this information, companies can work towards ensuring that their entire supply chain is both economically and socially responsible. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In episode 78 the Investing in Impact podcast, I speak with Gavin Smith PhD, Managing Director, Head of Equity Research and Sustainable Investing for PGIM Quantitative Solutions, on his journey into sustainable investing and the evolution of ESG and SDGs.Gavin Smith, PhD, is the Managing Director and Head of Equity Research and Sustainable Investing at PGIM Quantitative Solutions. In this role, he leads the integration of ESG factors into the firm’s investment platform and oversees research and analysis for Quantitative Equity portfolios.Prior to this, Gavin was a portfolio manager and a key member of PGIM’s Research team, focusing on alpha and implementation strategies. Before joining PGIM, he led the North American Quantitative Research team at Macquarie Capital and held research roles at Barclays Capital and Plato Investment Management in Sydney, Australia.Gavin holds a BComm (Honors) in finance from the University of Wollongong and a PhD in finance from the University of New South Wales, Australia.TakeawaysGavin's dual role combines quantitative equity research with sustainable investing.The evolution of ESG has been significant since the Paris Climate Accord.Data quality is crucial for effective ESG and SDG investing.Key metrics for evaluating companies include carbon emissions, water usage, and diversity.Engagement with companies is essential for improving data transparency.SDGs provide a framework for assessing the impact of investments.Greenwashing poses a challenge in identifying truly sustainable companies.The future of sustainable investing relies on better data and education.Investors are increasingly interested in the financial performance of sustainable companies.The integration of ESG and SDGs can lead to more impactful investment strategies.Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In episode 77 the Investing in Impact podcast, I speak with Lawrence Williams III, Partner at the De-Carceration Fund, on the fund's mission to support startups that address the challenges faced by incarcerated individuals and those reentering society.The U.S. criminal justice system affects over 6.6 million people and costs the nation more than $80 billion per year.The De-Carceration Fund is unique in its mission to support and invest in enterprises that directly address the failings of the U.S. criminal justice system. The fund’s multipronged strategy includes backing companies that work in areas such as:Preventing Entry: Advocating for reforms in gun control, cash bail, foster care, law enforcement, and domestic violence to reduce the number of individuals who enter the criminal justice system.Reducing Suffering: Supporting efforts in juvenile justice, legal costs, prison programming, family support, and sentence reduction to ease the burdens placed on those within the system.Ending the Cycle: Addressing recidivism by promoting reform and rehabilitation that help formerly incarcerated individuals reintegrate into society and avoid re-incarceration.The Economics of IncarcerationThe current system perpetuates a cycle of financial exploitation and human suffering. Private companies make approximately $7 billion from prison operations, with over $3 billion of that coming directly from the families of incarcerated individuals.Each inmate costs an average of $35,000 per year, yet over half of those released return to prison within three years.This broken system not only drains resources but fails to provide meaningful solutions to reduce crime or support rehabilitation.The indirect costs of incarceration, estimated at $260 billion annually, further highlight the deep flaws in the system.These costs ripple through society, affecting families, communities, and the overall economy. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com
loading
Comments