Impact Reporting - Market-Building Recipients Surveys: Event Survey | Training and Peer Learning Programs Survey | Capacity Development Grant Survey Training and Peer Learning Programs Survey "*" indicates required fields LinkedInThis field is for validation purposes and should be left unchanged.Organization InformationOrganization Name*Organization Website Lead Contact Name*Lead Contact Email* Stage of Organization* New (This is the first fund/product your organization is managing/issuing) Emerging (Your organization has already launched one to two funds/products) Established (Your organization has already launched multiple funds/products) Unsure Primary Impact Area*[Please select]Affordable HousingArts and CultureBiodiversity and Ecosystem ConservationClean EnergyClimate Adaptation and ResilienceClimate Change MitigationEnergy AccessEnergy EfficiencyFinancial InclusionFood SecurityGreen BuildingsMarine Resources Conservation and ManagementNatural Resources ConservationNutritionPollution PreventionQuality EducationQuality Health CareQuality JobsRacial EquityResilient InfrastructureSmallholder AgricultureSustainable AgricultureSustainable ForestrySustainable Land ManagementSustainable Water ManagementWaste Management & CircularityWater, Sanitation, and HygieneOtherSecondary Impact Area(s) (if applicable) Affordable Housing Arts and Culture Biodiversity and Ecosystem Conservation Clean Energy Climate Adaptation and Resilience Climate Change Mitigation Energy Access Energy Efficiency Financial Inclusion Food Security Green Buildings Marine Resources Conservation and Management Natural Resources Conservation Nutrition Pollution Prevention Quality Education Quality Health Care Quality Jobs Racial Equity Resilient Infrastructure Smallholder Agriculture Sustainable Agriculture Sustainable Forestry Sustainable Land Management Sustainable Water Management Waste Management & Circularity Water, Sanitation, and Hygiene Other Other:Key Stakeholders Your Organization Aims to Positively Impact:*Select all that apply. You may select both Environment and People. Environment People: No Specific Target Population People: Specific Target Population Population Group(s) Your Organization Aims to Positively Impact: 2SLGBTQIA+ Black Peoples Other Racialized Peoples Gender-Diverse: Agender Gender-Diverse: Non-Binary Gender-Diverse: Other Indigenous Peoples: First Nations Indigenous Peoples: Inuit Indigenous Peoples: Metis Immigrants and Newcomers Lone Parent Families Nonprofits and Social Enterprises Northern Canadian Communities Official Language Minority Groups People Experiencing Homelessness or Housing Insecurities People on Low Income People Living with a Disability People without Advanced Educational Qualification People Living in Rural and Remote Areas Refugees and Internally Displaced People Seniors Survivors of Domestic Violence, Sexual assault, Abuse or Stalking Women Youth and Children Training Support ReceivedProgram You Participated In:* Towards: Community Finance Development Accelerator implemented by SVX The Canadian Private Capital Investment School (CPCIS) offered by Ivey Academy Canadian Impact Venture Investors Coalition (CIVIC) - Impact Investors Circles program SKILLS: To what extent did the SVX program help you strengthen your knowledge and skills in the following areas:*UnsureNot at allSlightlyModeratelySignificantlyInvestment ThesisEquity Investing PerspectivesCapital Types & SourcesInvestment ReadinessSustainable Growth PlanningFinancial Health AssessmentFinancial Reporting & ComplianceFinancial Management Systems/TechEquity Capital Deployment FrameworksImpact Measurement FrameworksImpact KPIsImpact Data & AnalysisImpact ReportingDeal Room PreparationDue DiligenceImpact NarrativeSKILLS: To what extent did the Ivey program help you strengthen your knowledge and skills in the following areas:*UnsureNot at AllSlightlyModeratelySignificantlyDeal flow processDeal evaluation processIncorporating sustainability aspects related to ESG into investment strategyEvaluating ethical considerations in investment processDeal structuring and managementDeal negotiationCIVICPlease use the scale below to rate your startig point and current level of skills and knowledge of the following areas in impact investing. 0 – Unsure 1 – Basic Awareness - I have a basic awareness of the skills, but no practical experience 2 – Basic Understanding - I understand the skills conceptually but have minimal hands-on experience 3 – Applied Understanding - I can apply these skills in some contexts with support 4 – Proficient Application - I can independently apply these skills effectively in most contexts 5 – Advanced Integration - I integrate these skills into complex scenarios and can innovate or teach others Rate your Skills and Knowledge in: Impact Thesis Development*Impact thesis development: Defining the social or environmental change an investment aims to achieve and how it will be measured.0 - Unsure1 - Basic Awareness2 - Basic Understanding3 - Applied Understanding4 - Proficient Application5 - Advanced IntegrationStarting PointCurrent State RatingRate your Skills and Knowledge in: Navigating Deal Flow*Navigating deal flow: The process of sourcing, filtering, and managing investment opportunities.0 - Unsure1 - Basic Awareness2 - Basic Understanding3 - Applied Understanding4 - Proficient Application5 - Advanced IntegrationStarting PointCurrent State RatingRate your Skills and Knowledge in: Deal Evaluation*Deal evaluation: The process of assessing potential investments using financial analysis, market research, competitive positioning, business model viability, and impact.0 - Unsure1 - Basic Awareness2 - Basic Understanding3 - Applied Understanding4 - Proficient Application5 - Advanced IntegrationStarting PointCurrent State RatingRate your Skills and Knowledge in: Negotiation*Negotiation - Structuring investment terms, valuation, and governance rights with entrepreneurs and co-investors.0 - Unsure1 - Basic Awareness2 - Basic Understanding3 - Applied Understanding4 - Proficient Application5 - Advanced IntegrationStarting PointCurrent State RatingRate your Skills and Knowledge in: Closing Deals*Closing deals: Finalizing the investment through legal documentation, securing fund approvals, and ensuring compliance with regulatory and governance frameworks before capital deployment.0 - Unsure1 - Basic Awareness2 - Basic Understanding3 - Applied Understanding4 - Proficient Application5 - Advanced IntegrationStarting PointCurrent State RatingRate your Skills and Knowledge in: Assessing Impact Returns*Assessing impact returns: Analysing the extent to which an investment delivers intended social or environmental outcomes.0 - Unsure1 - Basic Awareness2 - Basic Understanding3 - Applied Understanding4 - Proficient Application5 - Advanced IntegrationStarting PointCurrent State RatingRate your Skills and Knowledge in: Measuring Impact KPIs*Measuring impact KPIs: Collecting data on key metrics that indicate progress toward impact objectives.0 - Unsure1 - Basic Awareness2 - Basic Understanding3 - Applied Understanding4 - Proficient Application5 - Advanced IntegrationStarting PointCurrent State RatingMARKET KNOWLEDGE: Rate your knowledge of the impact investing market before and immediately after your participation in the program.*0 - Unsure 1 - I am aware of market/industry trends but have limited depth of knowledge 2 - I have a basic understanding of the market but it is not fully comprehensive 3 - I can explain and apply key market trends in decision-making with guidance 4 - I can independently track and apply market trends to strategy and decisions 5 - I integrate market trends into my organization’s strategic planning and can advise others 0 - Unsure1 - General Awareness2 - Basic Understanding3 - Can Explain and Apply Trends with Guidance4 - Can Independently Explain and Apply Trends5 - Strategic Integration of TrendsBefore the ProgramAfter the ProgramHow would you describe your abilities to apply your technical skills and knowledge acquired through the program to address the practical challenges of managing and scaling a fund?*
