1. FUNDRAISING & PARTNERSHIP PROCESS
1 2
Understand our client and Launch the fundraising
set up a resource program and deploy the
mobilisation strategy operational strategy
Assets, liabilities & objectives are A tailored approach is being
assessed to define the budget applied to each partner/donor
Partnership Development
Portfolio Management
Project Analysis and Management
Complex multi-stakeholder environments
Policy and Strategy
Support and Supervision
4 3
Allocation to fundraising,
Reassessement resource mobilisation &
Investment Solutions
Periodic review of client’s profile A calibrated allocation to suit
(M&E) and fund’s performance the budget and objectives (donor) to
each client (funded private or public
organisation)
© Global Education Investments - 2012

2. 7 PARTNERSHIP FUNDAMENTALS
Independent strategic
fundraising operations and
flexible asset allocation
Global and tailored Customized solutions to meet
approach for private client and partner objectives
and public
stakeholders Reactive
Experience sharing
Dedicated account management
team (direct access)
Financial and Reaching out to current
operational security. and new public/private
Rigorous selection of donors with a diversified
granted organisations portfolio of instruments
such as direct
contributions or advanced
finance (markets)
M&E plan and Performance Framework
Mobilising the Civil Society
Service Delivery indicators networks while involving a
Work plan analysis wide range of partners
Guideline of cooperation, expectations, roles
and responsibilities
© Global Education Investments - 2012

3. OVERALL OPERATIONAL PROCESS AND POLICIES
External Sources Internal Sources
Request for proposals CEO
Principal Recipient and Managing Director
grant contextual Fundraisers
information Account Managers
Strategic fundraising activity Relationship Managers
and asset allocation Analyst RM
Market data,
academic research
Tactical
allocation/Choice of
Investments (direct
contribution and/or
advanced finance)
Asset management
counterparties,
compliance and due
diligence assistance
Performance & Risk Monitoring
(adjustments & arbitrage)
© Global Education Investments - 2012

4. 10 CORE VALUES
GLOBAL VIEW PRIVACY SECURITY
International Coverage Partnership, Financial Surety
No external shareholders
FLEXIBILITY SPECIALISATION
Flexible investment and Fundraising & advocating
funding allocation
DEXTERITY EXPERIENCE
Proactive and Reactive Senior Executive and
tailored approach
CULTURE INDEPENDENCE BESPOKE
Entrepreneurial and long No conflict of interest ROI and minimise the risk
term view
© Global Education Investments - 2012