Growing…

Growing…

Potomac ConsultantsJonathan Chen, Krista Lausman, Brendan Maggiore, and Kent Strader

and Sustaining

Barriers Opportunities Sustainable Revenue

Awareness Campaigns

Implementation Plans Conclusion

P~~ Impact Investing Survey

42%46%50%54%

What are the most significant barriers to impact investing?

Good Hope Consulting, May 2010


Awareness Campaigns


P~~ Barriers to Impact Investing

Access

Awareness

Measurable Impact


Awareness Campaigns


P~~ With Awareness Comes Opportunity

Less than $100

$100-$999

$1,000-$9,999

$10,000+

0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50%Good Hope Consulting, May 2010

Households in the top 30% income bracket indicate a willingness to become involved in impact investing

$120 Billion Estimated

Market Opportunity

P~~


Awareness Campaigns


Recommendations: Sustainable Financing and Open Access


Awareness Campaigns


P~~ Loan Vehicles

Senior Debt: Growth Notes Collateralized amongst

three diverse SGBs Aimed at investors Protected by senior

subordination Interest

9.5% to investor 13.5% to Agora

Subordinate Debt: Impact Notes

Allocated for one SGB Aimed at impact-oriented

investors Includes requirement for

entrepreneur to choose new fund

Interest 2.5% to investor 9.0% to Agora 4.0% to new projects


Awareness Campaigns


P~~ Loan Vehicles

Senior Debt: Growth Notes Collateralized amongst

three diverse SGBs Aimed at investors Protected by

subordination Interest

9.5% to investor 13.5% to Agora

Subordinate Debt: Impact Notes

Allocated for one SGB Aimed at impact-oriented

investors Includes requirement for

entrepreneur to fund another project

Interest 2.5% to investor 9.0% to Agora 4.0% to new projects


Awareness Campaigns


P~~ Loan Subordination


Awareness Campaigns


P~~ Creating an Open Exchange

Facilitate the relationship between GIIRS and the Global Impact Investing Network

Private OTC exchange:

Emphasis on linking strategic partners

Mercado Abierto

P~~


Awareness Campaigns


RecommendationsUndergrad Awareness Campaigns


Awareness Campaigns


P~~ Agora Emerging Leaders Program

Mission StatementA competition to determine which university's

student body has the most effective impact investment campaign

Goals– Awareness– Leadership development for impact investment

sector


Awareness Campaigns


P~~ Agora Campus Manager

• Manage relations with top business schools– Can use MBA contacts and

networks– Push Agora’s mission

statement• Create partnerships with

Undergraduate Business Faculty and encourage Agora entrepreneur projects


Awareness Campaigns


P~~

---School with a Impact Investing Club

---School with a club similar to Impact Investing

---School without a Impact Investing Club

University of MichiganNYU

Impact Investing Clubs

13


Awareness Campaigns


P~~

14

EMERGING LEADERS

EMERGING LEADERS

EMERGING LEADERS

EMERGING LEADERS

EMERGING LEADERS

EMERGING LEADERS

EMERGING LEADERS

EMERGING LEADERS

EMERGING LEADERSEMERGING LEADERS

EMERGING LEADERS

EMERGING LEADERS

EMERGING LEADERS

EMERGING LEADERS

Agora Campus Locations

P~~


Awareness Campaigns


Implementation and Expectations

16Barriers Opportunities Sustainable Revenue

Awareness Campaigns


P~~ Agora Emerging Leaders Timeline

2011 2012

AUG SEP OCT NOV DEC JAN FEB MAR APR

1

Evaluate & select Campus Leaders

Perform webinar training

Campus Leaders recruit group

members

Impact Invest

training by Agora

staff member

Contest rules

provided

Contest begins Feb 1st

Group members develop

plan

Results

Impact Investment AwarenessCapital Raised

Post AEL Campus Leader intern

position

Contest ends

March 1st


Awareness Campaigns


P~~1

Member Evaluation

Capital Raised Campus Involvement “Deliverables” for Agora and the Startup

Value of capital raised to invest in startup

Percent of student body who donated to the Agora

Emerging Leaders Fund

Classroom involvement in: -Raising Awareness of Agora- Creating meaningful products to help the start up

Rank out of 25 institutions Rank of out 25 institutions Rank based on creativity and impact


Awareness Campaigns


P~~1

Deliverables for Agora and the SGB

• Emerging Leaders reach out to professors to relate classroom assignments to Agora

Connect

• Students gain real life experience while creating meaningful resources for startup.

Engage • Deliverables such as websites and databases implemented at startup at no charge

Deliver


Awareness Campaigns


P~~1

Further Student Advocacy

Agora Student Leaders

Campus- wide involvement

Advocacy for future investment

Senior Gifts

• Invest senior funds in Agora, and use for senior gift in 3 years time

University Endowment Rating

• Advocate for a change in the rating system of universities to include social impact


Awareness Campaigns


P~~

EMERGING LEADERS

AGORA CAMPUS STAFF

Agora Emerging Leaders


Awareness Campaigns


P~~ Bond Implementation

2011 2012 2013 2014 2015

Bond:

Pricing

Registration

Marketing

Mercado Abierto:Partner Recruiting

Site development

Exchange developmentExchange Launch


Awareness Campaigns


P~~ Administrative Cost Coverage

Questions?

Appendix

Competitive Landscape

Trip Funding

University Class Gifts

Emerging Leaders

Expansion

Emerging Leaders Timeline

1

Growth Note for Agora Emerging Leaders

Senior Class Gifts: 2010

George Washington University: $74,838

Brown University: $50,974

Yale University: $29,670

Stanford University: $29,670

University of Delaware $10,865

University of California- Irvine $10,000

Dartmouth University: $10,000

University of Connecticut $6,000

Investment Source: Senior Class Gifts

Competitive Landscape

LowTime

High Stage 0: Apprenticeship

Impact of new idea

Stage 1: Launch Stage 2: Building

Stage 3: Systems Change

Stage 4: Global Systems

Change

Maturity of social entrepreneur

Ashoka

Echoing Green

Acumen Fund

Draper Richards Foundation

New Profit

Skoll Foundation

Kellogg Foundation

Manhattan Institute

Agora Partnerships

Lifecycle of a Social Entrepreneur

Agora Emerging Leaders

• Expansion Timeline

Year 1• Launch 10

Programs

Year 2• Expand to

15

Year 3• Expand

to all Top 25 Business Schools

29

Agora Emerging Leaders Timeline

2011 2012

AUG SEP OCT NOV DEC JAN FEB MAR APR

1

Evaluate & select Campus Leaders

Perform webinar training

Campus Leaders recruit group

members

Impact Invest

training by Agora

staff member

Contest rules

provided

Contest begins Feb 1st

Group members develop

plan

Results

Impact Investment AwarenessCapital Raised

Post AEL Campus Leader intern

position

Contest ends

March 1st

Debt Vehicles

Standard SGB Loan Construction

Loan Subordination

Mercado Abierto

Open market for exchange of goods and authorizing loans.

Key partnerships:

Administrative Cost Forecast

Grant Reduction

Concluding Remarks

Increased awareness can bring

incredible opportunity

Necessary to utilize partnerships and

resources to meet those needs faster

Core competency:Relationship-building

Unique barriers toImpact Investing

Documents

Growing…