1. Growing…
and Sustaining
Potomac Consultants
Jonathan Chen, Krista
Lausman, Brendan Maggiore, and
Kent Strader

2. Impact Investing Survey
What are the most significant barriers to
impact investing?
Good Hope Consulting, May 2010
56%
54%
52%
50%
48%
46%
44%
42%
Lack of track Don't know Financial Limited Insufficient
record where to find advisors do not knowledge benchmarks
recommend
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

3. Barriers to Impact Investing
Access
Awareness
Measurable
Impact
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

4. With Awareness Comes Opportunity
Households in the
$10,000+ top 30% income
bracket indicate a
willingness to
$1,000-$9,999 become involved in
impact investing
$100-$999 $120 Billion
Estimated
Less than $100
Market
Opportunity
Good Hope Consulting, May 2010
0% 10% 20% 30% 40% 50%
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

5. Recommendations:
Sustainable Financing
and Open Access
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

6. Loan Vehicles
Senior Debt: Growth Notes Subordinate Debt: Impact
 Collateralized amongst Notes
three diverse SGBs  Allocated for one SGB
 Aimed at investors  Aimed at impact-
oriented investors
 Protected by senior  Includes requirement
subordination for entrepreneur to
 Interest choose new fund
 9.5% to investor  Interest
 13.5% to Agora  2.5% to investor
 9.0% to Agora
 4.0% to new projects
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

7. Loan Vehicles
Senior Debt: Growth Notes Subordinate Debt: Impact
 Collateralized amongst Notes
three diverse SGBs  Allocated for one SGB
 Aimed at investors  Aimed at impact-
oriented investors
 Protected by  Includes requirement
subordination for entrepreneur to
 Interest fund another project
 9.5% to investor  Interest
 13.5% to Agora  2.5% to investor
 9.0% to Agora
 4.0% to new projects
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

8. Loan Subordination
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

9. Creating an Open Exchange
 Facilitate the relationship between GIIRS and
the Global Impact Investing Network
 Private OTC exchange:
 Emphasis on linking strategic partners
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

10. Recommendations
Undergrad Awareness
Campaigns
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

11. Agora Emerging Leaders Program
Mission Statement
A competition to determine which university's
student body has the most effective
impact investment campaign
Goals
– Awareness
– Leadership development for impact investment
sector
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

12. 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
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

13. Impact Investing Clubs
University of Michigan
NYU
---School with a Impact Investing Club
---School with a club similar to Impact Investing
---School without a Impact Investing Club
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
13
Revenue Campaigns Plans

14. Agora Campus Locations
EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER
EM G N LEAD S
ER I G ER
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
14
Revenue Campaigns Plans

15. Implementation and Expectations
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

16. 1
Agora Emerging Leaders Timeline
2011 2012
AUG SEP OCT NOV DEC JAN FEB MAR APR
Post AEL Evaluate Campus Impact Contest Group Contest Contest Results
Campus & select Leaders Invest rules members begins ends
Leader Campus recruit training provided develop Feb 1st March
intern Leaders group by Agora plan 1st
position members staff
Perform
member
webinar
training
Impact Investment Awareness
Capital Raised
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
16
Revenue Campaigns Plans

17. 1
Member Evaluation
“Deliverables” for
Capital Raised Campus Involvement
Agora and the Startup
Classroom involvement in:
-Raising Awareness of
Percent of student body Agora
Value of capital raised to
who donated to the Agora - Creating meaningful
invest in startup
Emerging Leaders Fund products to help the start
up
Rank based on creativity
Rank out of 25 institutions Rank of out 25 institutions
and impact
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
17
Revenue Campaigns Plans

18. 1
Deliverables for Agora and the SGB
• Emerging Leaders
reach out to professors
to relate classroom
Engage • Deliverables such as
websites and
assignments to Agora • Students gain real life databases
experience while creating implemented at
meaningful resources for startup at no charge
startup.
Connect Deliver
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
18
Revenue Campaigns Plans

19. 1
Further Student Advocacy
Senior Gifts
• Invest senior funds in
Advocacy Agora, and use for senior gift in
for future 3 years time
Campus- wide investment
involvement University Endowment
Rating
Agora Student
Leaders • Advocate for a change in the
rating system of universities to
include social impact
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
19
Revenue Campaigns Plans

20. Agora Emerging Leaders
EM G N LEAD S
ER I G ER
AG R C PU STAFF
O A AM S
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

21. Bond Implementation
2011 2012 2013 2014 2015
Bond:
Pricing
Registration
Marketing
Mercado Abierto:
Partner Recruiting
Site development
Exchange
development
Exchange Launch
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

22. Administrative Cost Coverage
Sustainable Awareness Implementation
Barriers Opportunities Conclusion
Revenue Campaigns Plans

23. Questions?

24. Appendix
Competitive
Landscape
Trip Funding
Emerging
Leaders University
Class Gifts
Timeline
Emerging
Leaders
Expansion

25. 1
Growth Note for Agora Emerging Leaders

26. Investment Source: Senior Class Gifts
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

27. Competitive Landscape
Lifecycle of a Social Entrepreneur Impact of new idea
Maturity of social entrepreneur
Stage 0: Stage 1: Launch Stage 2: Stage 3: Stage 4:
High Apprenticeship Building Systems Global Systems
Change Change
Agora Partnerships
Draper Richards
Echoing Green Foundation
Acumen Fund
Ashoka
Kellogg Foundation New Profit
Manhattan Skoll Foundation
Institute
Low
Time

28. Agora Emerging Leaders
• Expansion Timeline
Year 3
• Expand
Year 2 to all Top
• Expand to 25
15 Business
Year 1 Schools
• Launch 10
Programs

29. 1
Agora Emerging Leaders Timeline
2011 2012
AUG SEP OCT NOV DEC JAN FEB MAR APR
Post AEL Evaluate Campus Impact Contest Group Contest Contest Results
Campus & select Leaders Invest rules members begins ends
Leader Campus recruit training provided develop Feb 1st March
intern Leaders group by Agora plan 1st
position members staff
Perform
member
webinar
training
Impact Investment Awareness
Capital Raised
29

30. Debt Vehicles

31. Standard SGB Loan Construction

32. Loan Subordination

33. Mercado Abierto
Open market for exchange of goods and
authorizing loans.
Key partnerships:

34. Administrative Cost Forecast

35. Grant Reduction

36. Concluding Remarks
Unique barriers to
Impact Investing
Core competency: Increased awareness
Relationship-building can bring
incredible opportunity
Necessary to utilize
partnerships and
resources to meet those
needs faster