Pt investments quarterly_update

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Pt investments quarterly_update

  1. 1. Investing in Social Innovation Q1 2010 Quarterly Report
  2. 2. Goals of PT Investments <ul><ul><li>Increase the chances of start up success with both capital and expertise </li></ul></ul><ul><ul><li>Engage our top talent in building the Jewish future by enabling them to leverage their resources, network, add a layer of meaning to their work </li></ul></ul><ul><ul><li>Connect North American, Israeli and other Global professionals with the context of supporting Jewish start-ups in a manner not bound by geography </li></ul></ul><ul><ul><li>Grow PresenTense's Network to benefit PresenTense and its community </li></ul></ul><ul><ul><li>Develop PresenTense as a resource for Innovation in the Jewish Community  </li></ul></ul>
  3. 3. Assumptions  <ul><ul><li>PresenTense Fellows: </li></ul></ul><ul><ul><ul><li>Require funding and continued community support, and  </li></ul></ul></ul><ul><ul><ul><li>Are looking to PresenTense for assistance </li></ul></ul></ul><ul><ul><li>Young professionals in the PresenTense community (and those not yet a part) are looking for more ways to get involved with our Fellows' projects </li></ul></ul><ul><ul><li>PresenTense has a competitive advantage to connect social entrepreneurs with the resources that they need to scale their ventures </li></ul></ul>
  4. 4. Targeted Programming <ul><ul><li>PT Investment Fund Activities </li></ul></ul><ul><ul><ul><li>Partnership Meetings </li></ul></ul></ul><ul><ul><ul><li>Project Assessment </li></ul></ul></ul><ul><ul><ul><li>Partnership Building  </li></ul></ul></ul><ul><ul><ul><ul><li>Recruitment </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Communications </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Online presence etc...  </li></ul></ul></ul></ul><ul><ul><li>Portfolio Involvement </li></ul></ul><ul><ul><li>Events </li></ul></ul><ul><ul><ul><li>Education </li></ul></ul></ul><ul><ul><ul><li>Networking </li></ul></ul></ul>
  5. 5. Planned vs. Actual Milestones <ul><ul><li>Management Committee and Process Development </li></ul></ul><ul><ul><ul><li>Completed: Israel MC, description, meetings </li></ul></ul></ul><ul><ul><ul><li>Ahead: Finalizing MC membership, Advisory Board </li></ul></ul></ul><ul><ul><li>Partner Recruitment and Marketing Plan </li></ul></ul><ul><ul><ul><li>Completed: Fund documents, PT announcements, $1,000, 8 verbal commitments, fellows survey </li></ul></ul></ul><ul><ul><ul><li>Still in process: leads spreadsheet, marketing materials, website, one-on-one meetings, partner survey, fellows mtgs </li></ul></ul></ul><ul><ul><li>Infrastructure and Program Schedule </li></ul></ul><ul><ul><ul><li> Still in process:  GoogleSite, newsletter, meeting schedule </li></ul></ul></ul><ul><ul><ul><li>Ahead:   social media outlets </li></ul></ul></ul><ul><ul><li>Partnership Systems and Procedures </li></ul></ul><ul><ul><ul><li>Still in process: determine application process, project review, meeting format, partner reports, entrepreneur feedback, partner handbook </li></ul></ul></ul>
  6. 6. Unexpected Events <ul><ul><li>Time Management </li></ul></ul><ul><ul><li>Trip to the US  </li></ul></ul><ul><ul><li>New strategy  </li></ul></ul>
  7. 7. Next Quarter's Plans <ul><ul><li>First Partnership Meetings  </li></ul></ul><ul><ul><li>First Networking and Educational Event </li></ul></ul><ul><ul><li>Continued recruitment </li></ul></ul><ul><ul><ul><li>Target 15-20 people </li></ul></ul></ul><ul><ul><ul><li>$10,000-$15,000 </li></ul></ul></ul><ul><ul><li>Invitation to Fellows and First Application Round </li></ul></ul><ul><ul><li>Post Institute Fellows Assessment </li></ul></ul><ul><ul><li>Creating platform for local PT Investment groups </li></ul></ul>
  8. 8. Projected vs. Actual Budget <ul><li>Projected:    $2,715  </li></ul><ul><li>(Marketing Material, Meetings, Travel and Salary) </li></ul><ul><li>Actual:        $2,128                Savings of $590 </li></ul><ul><ul><li>Did not print any marketing material </li></ul></ul><ul><ul><li>Overestimated meeting and travel budget </li></ul></ul><ul><ul><li>Did not plan NYC event because of PT in NYC   </li></ul></ul>

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