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Specialized pathways
Different capital sources bring different questions. These pathways help you organize supporting documents, review gaps and prepare questions for the relevant program, institution or adviser. They sit alongside the Data Room and Evaluator Lens.
State-backed capital can bring investment, matching, conflict-screening and reporting requirements alongside the commercial case for your fund. The SSBCI pathway helps you work through those questions and prepare supporting drafts. The administering program and your counsel determine which requirements apply.
What makes SSBCI different from a private LP relationship. Review the program’s investment constraints, private-capital matching, service fees, conflict screening and reporting obligations. Federal guidance and state implementation both matter. Blueprint helps document your proposed approach; eligibility, fee treatment and legal implementation need confirmation with the program and counsel.
These labels describe an initial review of supplied documents. They are not eligibility decisions or institutional approval.
A development finance institution will want to understand both the investment case and the development purpose. What would its participation make possible? How will the fund identify and manage environmental and social risks? This pathway helps you prepare the evidence and drafts for those conversations, with the specific DFI’s requirements still to confirm.
The distinction that matters before the first DFI meeting. An ESG policy sets out intentions. An Environmental and Social Management System (ESMS) describes responsibilities and processes for identifying, assessing, monitoring and reporting risks. This pathway helps draft that documentation and identify gaps. It does not put the process into operation or certify compliance. Confirm the applicable standards, evidence and decision calendar with the DFI.
These labels describe an initial review of supplied documents. They are not eligibility decisions or institutional approval.
An impact claim needs more than a policy attached to a questionnaire. Explain the outcome you seek, how investment activity could contribute to it, what you measure and what you do when the evidence is incomplete. This pathway helps develop those materials from your fund’s actual strategy and practices.
Make the intended outcome and evidence clear. Start with a specific outcome and explain how you will assess it. For example, a manager tracking employment should define whose jobs are counted, the reporting period and the source of the figures. A policy describes intentions; evidence shows what has happened. Blueprint helps organize both without inventing results.
These labels describe an initial review of supplied documents. They are not eligibility decisions or institutional approval.
Begin with the free Diagnostic, then choose Raise or Close and Scale for pathways. You can use more than one. Pathway outputs are drafts and preparation tools; program eligibility and legal conclusions remain with the relevant institution and counsel.