Impact Reporting – Market-Building Recipients

Surveys: Event Survey | Training and Peer Learning Programs Survey | Capacity Development Grant Survey

Training and Peer Learning Programs Survey

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Comments

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Organization Information

Organization 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*

Secondary 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 Received

Program 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:*

	Unsure	Not at all	Slightly	Moderately	Significantly
Investment Thesis
Equity Investing Perspectives
Capital Types & Sources
Investment Readiness
Sustainable Growth Planning
Financial Health Assessment
Financial Reporting & Compliance
Financial Management Systems/Tech
Equity Capital Deployment Frameworks
Impact Measurement Frameworks
Impact KPIs
Impact Data & Analysis
Impact Reporting
Deal Room Preparation
Due Diligence
Impact Narrative

SKILLS: To what extent did the Ivey program help you strengthen your knowledge and skills in the following areas:*

	Unsure	Not at All	Slightly	Moderately	Significantly
Deal flow process
Deal evaluation process
Incorporating sustainability aspects related to ESG into investment strategy
Evaluating ethical considerations in investment process
Deal structuring and management
Deal negotiation

CIVIC

Please 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 - Unsure	1 - Basic Awareness	2 - Basic Understanding	3 - Applied Understanding	4 - Proficient Application	5 - Advanced Integration
Starting Point
Current State Rating

Rate your Skills and Knowledge in: Navigating Deal Flow*

Navigating deal flow: The process of sourcing, filtering, and managing investment opportunities.

	0 - Unsure	1 - Basic Awareness	2 - Basic Understanding	3 - Applied Understanding	4 - Proficient Application	5 - Advanced Integration
Starting Point
Current State Rating

Rate 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 - Unsure	1 - Basic Awareness	2 - Basic Understanding	3 - Applied Understanding	4 - Proficient Application	5 - Advanced Integration
Starting Point
Current State Rating

Rate your Skills and Knowledge in: Negotiation*

Negotiation - Structuring investment terms, valuation, and governance rights with entrepreneurs and co-investors.

	0 - Unsure	1 - Basic Awareness	2 - Basic Understanding	3 - Applied Understanding	4 - Proficient Application	5 - Advanced Integration
Starting Point
Current State Rating

Rate 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 - Unsure	1 - Basic Awareness	2 - Basic Understanding	3 - Applied Understanding	4 - Proficient Application	5 - Advanced Integration
Starting Point
Current State Rating

Rate 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 - Unsure	1 - Basic Awareness	2 - Basic Understanding	3 - Applied Understanding	4 - Proficient Application	5 - Advanced Integration
Starting Point
Current State Rating

Rate your Skills and Knowledge in: Measuring Impact KPIs*

Measuring impact KPIs: Collecting data on key metrics that indicate progress toward impact objectives.

	0 - Unsure	1 - Basic Awareness	2 - Basic Understanding	3 - Applied Understanding	4 - Proficient Application	5 - Advanced Integration
Starting Point
Current State Rating

MARKET 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 - Unsure	1 - General Awareness	2 - Basic Understanding	3 - Can Explain and Apply Trends with Guidance	4 - Can Independently Explain and Apply Trends	5 - Strategic Integration of Trends
Before the Program
After the Program

How 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?