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Modules

CASE’s Smart Impact Capital modules are organized into three buckets to help you prepare your investment strategy, target the smartest capital for your unique venture, and cultivate a productive relationship with investors to reach your end goals.

Each module contains flexible content comprised of short videos, interviews with social entrepreneurs and impact investors, and customizable tools.  You can access just what you need when you need it, helping you efficiently develop a plan to raise smart impact capital for your venture.

If you are already registered, check out the key capital raising questions page to see which Smart Impact Capital tools and resources answer your burning questions.

  • Develop Your Investment Strategy

    What are the opportunities and constraints in the impact capital market, and what do they mean for you? Learn how to clearly articulate your investment strategy to impact investors - on both the business growth and impact dimensions - and develop a cash model to calculate the funding you will require.

    • Module 1

      Impact Capital 101

      Discover what makes impact capital different, how it exchanges hands in the market, and how it may help your enterprise.

      Start Module 1
    • Module 2

      Articulating Strategy to Investors

      Assess your venture’s business growth and impact evidence trajectories, learn a few related hacks, and develop an investment roadmap in a language investors will understand.

      Start Module 2
    • Module 3

      Calculating Your Funding Gap

      Understand the key elements of a financial model, develop your own customized model, and calculate your funding gap.

      Start Module 3
  • Target Smart Capital

    What are the motivations and constraints of different capital providers? How do different types of capital impact your business? Gain insight into these questions and model investment scenarios in your cash model to target the smartest capital for your venture.

    • Module 4

      Types of Capital

      Understand the implications of different types of capital, and weigh key characteristics to determine the types best aligned with your venture.

      Start Module 4
    • Module 5

      Investor Triage

      Identify target investors using our shortcuts and linked databases, and prioritize leads by applying your own knockout and fit criteria using our Investor Alignment Tool.

      Start Module 5
    • Module 6

      Scenario Planning (coming soon)

      Model different investment scenarios to learn how taking different forms of capital under different terms could affect your venture.

      Start Module 6
  • Interact With Investors

    How can you target and cultivate the most promising investor relationships? Learn how to effectively and efficiently manage the investment process to get to a “yes” with investors that meets your needs and theirs.

    • Module 7

      Investor Cultivation (coming soon)

      You have the dual challenge of communicating about business growth and impact in a pitch to investors. Avoid the common pitfalls and learn how to interpret investor response.

      Start Module 7
    • Module 8

      Due Diligence (coming soon)

      Get to a “yes” that is in your best interests, as efficiently as possible.

      Start Module 8
    • Module 9

      Exits & Endgame (coming soon)

      Protect the social and financial success of your venture by looking ahead to be sure the capital gets you where you want to go.

      Start Module 9