Foundations in Impact Fund Investing

Who is This For?

If you’re an accredited investor who’s curious about joining an impact-focused fund as a Limited Partner, this course is a great fit. Whether you’re experienced in impact investing or just getting started, you’ll benefit from this fund primer.

What You’ll Learn

This program is designed to equip you with the essential tools, frameworks and confidence to dive into fund investing while you connect with a community of like-minded investors.

In this comprehensive, easy-to-follow course, you’ll gain a solid understanding of fund investing basics and how to leverage your investments for both financial return and social impact. We’ll break down complex financial concepts into clear, actionable insights, making it easier than ever to start building a portfolio that aligns with your values. Together we’ll cover:

Intro to Startup Investing – Understanding startup investing, including its evolution from early-stage funding to public markets.
VC + Wealth Management – Understand the financial requirements and expectations for Limited Partners, including various investor profiles, roles and time commitments.
Impact + Fund Investing – Differentiate fund investing from other investment types and
philanthropic spending, highlighting the unique aspects and benefits of each approach. Develop a personal investment thesis and align it with your values to identify target funds that resonate with your goals.
Fund Structures + Strategies – Solid understanding of venture capital funds, including their basic structures and the rationale behind choosing this asset class.
Returns + Exits – Understand the key aspects of venture exits and portfolio construction, including how these factors impact fund economics.
VC Stakeholders – A thorough understanding of the functional roles within a
venture fund team, including those in startup and investment teams, as well as alternate roles.
Fund Mechanics – Understand the role of capital calls in fund management and
the attributes that define a strong fund manager.
Finale & What’s Next – Panel presentation + program wrap up.

Course Fee

This 8-week program is $695 CDN + GST.

About Your Course Provider

Rally Assets is an impact investment management firm that helps investors generate positive social and environmental impact alongside a financial return. Rally creates impact funds and other portfolios to enable foundations, other institutional investors, family offices and individual accredited investors to invest in alignment with their values.

Through its joint venture in Realize Capital Partners, Rally is a fund-of-funds manager for the Government of Canada’s Social Finance Fund. They are a Portfolio Manager and Exempt Market Dealer registered in Alberta, British Columbia, Ontario and Quebec with the respective provincial securities commissions.

Rally is also a certified B Corporation. Certified B Corporations meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose.

Meet Your Instructor