Ignition Fund I An experimental application of capital in catalysis of transformative ventures. CONVERSATION PRIMER - v1

Pre-amble The values I hold as I bring this forth: Attention on systems-depth shifts and consciousness change Embodiment of whole systems thinking Acknowledgement of all as one, one as all, and all as it is.

The values I hold as I bring this forth:

Attention on systems-depth shifts and consciousness change

Embodiment of whole systems thinking

Acknowledgement of all as one, one as all, and all as it is.

Escalating imbalance… Records are being broken Homelessness Poverty Disparity Hurri c a n e s Tsunamis Heat Etc… Pick your Passion

Records are being broken

Homelessness

Poverty

Disparity

Hurri c a n e s

Tsunamis

Heat

Etc…

… calls for profound change. Deep change happens at two interrelated levels: systems and consciousness They are both in constant, dynamic interplay They are the co-creators of society Venturing is the intentional process of change To undertake a risky or daring journey To risk or offer To undertake to e xpress, as when opposition or resistance appears likely to follow; be bold enough; dare to go Capital is the key ingredient in venturing Financial Social Intellectual Transformative Ventures

Deep change happens at two interrelated levels: systems and consciousness

They are both in constant, dynamic interplay

They are the co-creators of society

Venturing is the intentional process of change

To undertake a risky or daring journey

To risk or offer

To undertake to e xpress, as when opposition or resistance appears likely to follow; be bold enough; dare to go

Capital is the key ingredient in venturing

Financial

Social

Intellectual

In response emerges… A purpose To restore balance among people and the planet by venturing towards s ystems-depth shifts and consciousness change. A goal To discover and demonstrate a systems based approach to catalytic investment in transformative ventures .

A purpose

To restore balance among people and the planet by venturing towards s ystems-depth shifts and consciousness change.

A goal

To discover and demonstrate a systems based approach to catalytic investment in transformative ventures .

with a perspective on venturing… The more transformative the venture the less effective conventional planning and management approaches prove to be Working on changing systems and consciousness requires operating in the style of the system and consciousness you aim to create Transformative venturing is about creating a stable state far from equilibrium

The more transformative the venture the less effective conventional planning and management approaches prove to be

Working on changing systems and consciousness requires operating in the style of the system and consciousness you aim to create

Transformative venturing is about creating a stable state far from equilibrium

Venture investing involves 3 forms of capital Financial Social Intellectual In the overlaps there is leverage At the centre is the fulcrum Investing in transformative ventures requires a transformative approach and a perspective on investing.

Venture investing involves 3 forms of capital

Financial

Social

Intellectual

In the overlaps there is leverage

At the centre is the fulcrum

Investing in transformative ventures requires a transformative approach

Transformative investment practices… “ Venture Votex” “ Viable System Model” -wisdom in community -co-creative engagement -expert advice -directive Intellectual “ Iggy-Active Network” -dynamic -fluid -interconnected -directly managed -linear -referral based Social “ Seed stability fund” “ Deal Day” -invest in conditions -create space -comfort with unknown -invest in plans -seek surety -control risk Financial Transformative investment practice Systems Strategy Conventional Strategy

“Seed stability fund” Recognize capital’s clout as Attractor Influencer Enforcer Use capital’s clout in encouraging systems style transformative venturing Invest in creating basic financial stability Baseline independence and freedom Follow-on to catalyze growth Once aligned then intentional or opportunistic

Recognize capital’s clout as

Attractor

Influencer

Enforcer

Use capital’s clout in encouraging systems style transformative venturing

Invest in creating basic financial stability

Baseline independence and freedom

Follow-on to catalyze growth

Once aligned then intentional or opportunistic

“Deal Day” A co-creative approach to deal structuring 1 day session Engage venture team, investors, and key community members Assess alignment Determine requisite and accelerating condition measures and activities Structure deal to most catalyze conditions and leverage capital clout

A co-creative approach to deal structuring

1 day session

Engage venture team, investors, and key community members

Assess alignment

Determine requisite and accelerating condition measures and activities

Structure deal to most catalyze conditions and leverage capital clout

“ Iggy-active network” Whole portfolio network activation Online profile and network development LinkedIn + social network? (ning/facebook/twitter/pownce etc.) Leverage network Deal flow Due diligence engagement (Readiness screening) Specific capital requests from aligned ventures

Whole portfolio network activation

Online profile and network development

LinkedIn + social network? (ning/facebook/twitter/pownce etc.)

Leverage network

Deal flow

Due diligence engagement (Readiness screening)

Specific capital requests from aligned ventures

“Venture Vortex” A comprehensive venture alignment framework For assessment For optimization

A comprehensive venture alignment framework

For assessment

For optimization

“Viable System Model” (VSM) Developed by Stafford Beer Systems science of organization Diagnostic Design

Developed by Stafford Beer

Systems science of organization

Diagnostic

Design

Systems-based investment cycle Employ capital as a catalyst Requisite Conditions Basic financial stability Core competency coverage Readiness indicators Trust Clarity Momentum Accelerating conditions Venture vortex alignment Active, appropriate network

Employ capital as a catalyst

Requisite Conditions

Basic financial stability

Core competency coverage

Readiness indicators

Trust

Clarity

Momentum

Accelerating conditions

Venture vortex alignment

Active, appropriate network

Resulting deal process Identify transformation Call into network for ventures Online alignment survey Readiness screen Venture vortex assessment Deal Day Venture vortex and VSM optimization Reporting and network requests Revisit as appropriate

Identify transformation

Call into network for ventures

Online alignment survey

Readiness screen

Venture vortex assessment

Deal Day

Venture vortex and VSM optimization

Reporting and network requests

Revisit as appropriate

Ignition Fund I A practical experiment into transformative investment practices $1.5 M - $3 M $500k management and systems setup $500+k stability funding $500+k growth seed funding 18 months active management Venture reporting and network in perpetuity 5 ventures already short-listed 1 charity, 1 non-profit, 2 commercial, 1 concept Renewable energy, sustainable food, regional transformation, consciousness change

A practical experiment into transformative investment practices

$1.5 M - $3 M

$500k management and systems setup

$500+k stability funding

$500+k growth seed funding

18 months active management

Venture reporting and network in perpetuity

5 ventures already short-listed

1 charity, 1 non-profit, 2 commercial, 1 concept

Renewable energy, sustainable food, regional transformation, consciousness change

Michael A. B. Lewkowitz An accomplished venture builder with over a decade of experience founding, advising, professional investment, and managing emerging entities with a vision. Founded: 6 Incubated: 2 Managed: 3 Advised: 5 Mission: To co-create a comprehensive example of the practical structures for common people to meet their primary needs in a way that reflects balance among people and the planet by 2015. Igniter

Michael A. B. Lewkowitz

An accomplished venture builder with over a decade of experience founding, advising, professional investment, and managing emerging entities with a vision.

Founded: 6

Incubated: 2

Managed: 3

Advised: 5

Mission: To co-create a comprehensive example of the practical structures for common people to meet their primary needs in a way that reflects balance among people and the planet by 2015.

Anticipated results 3 viable transformative ventures 1 incubated venture 1 commercial grade venture opportunity Systems based investment experiment learnings Venture Vortex model Deal Day process and deal document template Iggy-active network approach 18 month facilitated debrief session participation and output Deal terms to be determined in “Deal Day” Initial considerations Investment at par by end year 3 Principal return by end year 5 1 commercial grade venture opportunity

3 viable transformative ventures

1 incubated venture

1 commercial grade venture opportunity

Systems based investment experiment learnings

Venture Vortex model

Deal Day process and deal document template

Iggy-active network approach

18 month facilitated debrief session participation and output

Deal terms to be determined in “Deal Day”

Initial considerations

Investment at par by end year 3

Principal return by end year 5

1 commercial grade venture opportunity

Next Steps Is there something here that’s caught some interest? Follow-up conversation and vortex review Still interested? “ Deal Day”

Is there something here that’s caught some interest?

Follow-up conversation and vortex review

Still interested?

“ Deal Day”

Ignition Fund I An experimental application of capital in catalysis of transformative ventures. CONVERSATION PRIMER

Fun slide…