Advisory
We are researchers at heart. With roots that begin in academia, our team combines data-driven insights with practical application.
How We Can Help
We can help your organization achieve both impact and financial targets. We have completed 100+ engagements with clients of all types.
Research↓
Research is in our DNA – we have completed over 100 research projects for a variety of clients.
Systems Mapping: High level overview of an issue/sector to help define the boundaries, identify key stakeholders, trends, and areas that require attention*
Theory of Change: Analyze academic/industry literature and conduct interviews with industry experts to identify investors’ Theory of Change.
Feasibility Studies: Assess the feasibility and viability of initiatives from an economic and impact standpoint.
Evaluate↓
We have developed robust dealflow pipeline in the Canadian social innovation and social finance market.
Canadian Social Venture Database: We developed a database of over 2,400 social ventures, sourced through 170 deal flow organizations, or DFOs. DFOs are organizations that represent credible, reliable sources of social ventures.
Canvas Dealflow Network: Our network of 20+ dealflow partners represent a robust pipeline of investment opportunities. These partners span across Vancouver, Calgary, Regina, Toronto, Montréal, and more cities.
Invest↓
We have advised and structured over $50M investment into social ventures and funds.
Emerging Markets: Deep dive into emerging market funds for family offices. Resulted in $1M investment from family offices.
Cleantech: Research from a technological and policy perspective to inform $1M investment into a cleantech investment platform.
Preventative Health: Support investment and management of an AI-led, data-driven population health and engagement solution platform.
Manage↓
We have advised, supported, and helped grow leading Canadian social ventures.
Social Innovation Academy: The Social Innovation Academy (SIA) recruits the top analysts from post-secondary institutions across Canada to work with leading social ventures. Our partnership with SIA provides added support.
Learn more about Social Innovation Academy here.
Past Projects
Impact Measurement
Financial Institution | Designing an impact measurement and management framework for major Canadian impact investment fund
Social Return on Investment
Non-profit | Measuring the social return on investment of a literacy program for inner-city children.
Greening Real Estate
Real Estate | GHG emission reduction and sustainability strategy for portfolio of buildings in hospitality, office, retail, and storage.
