You are on page 1of 12

Proposing a Social

Finance Fund for


McCombs
Suchi Sundaram

Overview
Background
Proposal
Story
Financials
Implementation
Background

Proposal

Story

Financials

Implementatio

Objective
To increase alumni giving and
introduce an educational
opportunity for students to
give back to the community

Background

Proposal

Story

Financials

Implementatio

Types of Social Finance


Initiatives
Social
Entrepreneurshi
p
Impact
Investment
Microfinance

Background

Proposal

Development of individual-focused solutions to world


problems
Three main types of organization structures
Generation of social & financial return
Three main types of designated initiatives

Financial services to low-income individuals (primarily


supply of loans or savings to poor)

Story

Financials

Implementatio

Types of Ventures at
Universities
Social Innovation
Challenge

Impact Fund

Social Enterprise
Institute

Competition
designed to
encourage
design-thinking
for tackling
social problems
Examples: Dell
Social Innovation
Challenge
$5000-$50,000

Funds designed
to provide early
seed funding to
companies that
provide return
Example: UM
Social Venture
Fund
$5000$10,000,000

Institute
designed to raise
awareness about
social
entrepreneurship
Example:
(Wharton
example)
Houses various
social initiatives

Background

Proposal

Story

Financials

Implementatio

Proposal
Connect with organizations on
campus

Create a program for social


entrepreneurship

Use certain percentage for student-run


fund

Background

Proposal

Story

Financials

Implementatio

Example of Successful VentureGrub Hub

Background

Proposal

Story

Financials

Implementatio

Background

Proposal

Partnership
with
Crowdfundin
g Platform,
Our Crowd
$50,000
Investments
Per Year

Story

Ross SVF

Partnership
with
Parnassus
Core Equity
Fund
Fund
Performance
(Rate of
Return8.92%)

Wharton SVF

Harvard

Financials of Other Business


Models
Student Run
Venture
Fund
$50,000
investments
per year
Total
Investment$500,000

Financials

Implementatio

Stages of Implementation
Stage IProgram
Consolidation
3 months
Assess
profitability
& potential
success
Choose
partners/
asset
classes

Background

Proposal

Stage II- Phase


1
Implementatio
n
1 year
project
Promotional
Campaign to
potential
investors
Assess
strength of
endowment

Story

Stage IIIPhase 2
Implementatio
n
Allocation of
Funds to
Social
Venture
Fund
Timeline of
projects: 5-7
years
Evaluation
of
profitability
Financials

Implementatio

Potential Partnerships

Goldman
Sachs
Background

Proposal

Deloitte
Story

Impact Hub
Financials

Implementatio

Corporations are invested in social


finance

Background

Proposal

Story

Financials

Implementatio

There
is a need for a social
Key
Takeaways
finance fund.

1. Important educational investment: firms


want students with this expertise. (put
somewhere in presentation)
2. Opportunity to spark alumni giving and also
impact the community.
3. Opportunity for positive press and keeping
up with current standards.

Background

Proposal

Story

Financials

Implementatio

You might also like