Client: Early Stage Healthcare Venture

Challenge: Obtain funding to scale internationally

Engagement: We worked with the executive team to prepare a 5-year forward-looking financial model to determine cash need and then evaluated equity and debt options and recommended debt as the preferred type of funding. Helped screen and prioritize potential lenders including coaching the executive team on pitches. Venture ultimately secured multimillion dollar debt financing under favorable terms.

Client: Global Investment Fund

Challenge: Building clinical quality systems at a newly launched hospital in emerging markets

Engagement: Our team engaged with the chief clinical officer and head of quality, shared global best practices, highlighted key challenges and outlined tools available for building quality systems in the hospital. Engagement involved helping develop clinical quality metrics, performance management tools and service quality indicators.

Client: Venture Capital Fund

Challenge: Feasibility of telemedicine tools in emerging markets

Engagement: The fund approached our team as part of the due diligence process to evaluate the feasibility of a telemedicine startup focused on emerging markets. Our team supported the fund in doing a SWOT analysis of the technology, market and the startup team. Critical challenges in sales and adoption were highlighted which helped the fund make an informed decision on their proposed investment.

Client: International Foundation

Challenge: Program funding of a primary healthcare program in emerging markets

Engagement: A large international foundation was evaluating the opportunity to create a multiyear fund to focus on primary healthcare delivery in emerging markets and approached our team. We highlighted challenges in the existing markets and opportunities in sub-segments, showcase bright spots and help create a practical yet ambitious rollout plan.

Client: Educational Institution

Challenge: Train social entrepreneurs on key steps to launching their enterprise

Engagement: We developed and conducted a workshop to train more than 20 social entrepreneurs on the key steps to launching their future enterprises including idea refinement, business model structuring, selecting key founders and partners, types of funding and legal structure.

Client: Healthcare Venture

Challenge: Refine operational processes to reduce errors and improve productivity

Engagement: We documented existing processes, measured a baseline of current productivity and analyzed root causes of errors. Then developed and documented new processes to minimize errors and streamline operations, especially regarding internal communication and decision making, Created checklists and trained staff on new procedures resulting in significant reduction in errors and productivity improvements.


All social enterprises need funds to grow and increase their impact. Many articles, books, talks, and even entire courses are dedicated to where to find funds,
what type of funds to pursue, and how to best pitch your enterprise. We Scale Impact file iconThe belief is that pursuing any funding is good and getting as much funding as possible will help you to scale even faster. Contrary to that belief, there are many cases where one should not pursue funding. Drawing upon our work with over 100 social enterprises, both for-profit and non-profit, and our years fundraising for our own social enterprises including taking grants, impact equity investments, impact debt, and traditional debt we’ve learned that sometimes the best course is declining funding opportunities. To help social entrepreneurs save significant amounts of time and effort and understand when to make this counter-intuitive decision, we developed our rapid, pragmatic, Dynamic Funding Opportunity Assessment™ (DFOA™). Our paper explains DFOA and enables impact leaders to increase their organization’s overall effectiveness and ultimately impact. Click the icon at right to see the paper.


Asia / Pacific

  • Australia
  • Burma
  • China
  • Indonesia
  • Japan
  • New Zealand
  • Singapore
  • South Korea
  • Taiwan
  • Thailand
  • Vietnam


  • Botswana
  • Cote d’Ivoire
  • Democratic Republic of the Congo
  • Ethiopia
  • Gabon
  • Ghana
  • Kenya
  • Mali
  • Nigeria
  • Rwanda
  • Senegal
  • South Africa
  • Tanzania
  • Uganda

Europe & Middle East

  • Austria
  • France
  • Germany
  • Italy
  • Jordan
  • Lebanon
  • Netherlands
  • Spain
  • Sweden
  • Switzerland
  • United Kingdom

Latin America

  • Brazil
  • Chile
  • Peru

North America

  • Canada
  • Mexico
  • United States

South Asia

  • Bangladesh
  • India
  • Pakistan


Let us provide you with high impact strategies based on pragmatic advice.