Alert

Lorem ipsum
Okay
Logo

Impact Investor Matching Tool - Investor Entry Form

I'm Dave, and I am an impact investor, advisor, consultant, and public speaker. I dedicate my time to advancing the field of impact investing in Canada. I would like to help improve the flow of impact investment capital. That's why I am building a matching service where I connect impact investors like you with investment offerings that match your preferences (e.g. rate of return, SDG focus, geographic regions, etc.). There is no cost for this service and I am NOT providing any recommendations or due diligence on the investment offerings I bring to your attention. Your name and contact info will be kept strictly confidential. I will NOT publish your name or contact information anywhere. Instead, I will send you a communication when any new impact investment that I come across matches your impact investment preferences. And I will only share your name/contact info with an impact investment provider with your express consent. If you have any questions or want to provide feedback, feel free to contact me at dave@davidoleary.ca. You can learn more about me by visiting www.davidoleary.ca.

Please provide your email address in case we need to reach you. (This information will NOT be made public)
Where do you reside?
If someone referred you, please mention them by name
Are you an "accredited investor"?
Description
In a few sentences, tell me what kind of impact investments you're looking to make.


What kind of returns/impact trade off are you looking for? (select all that apply)
  • Prioritize Returns (i.e. I want market rate returns)
  • Prioritize Impact (i.e. I'm willing to accept below market returns for greater impact)
  • Equally Weight Returns and Impact
  • I'm open to everything
SDGs
Select ALL SDGs that your organization focuses on across all activities.
  • All
  • 1 - No Poverty
  • 2 - Zero Hunger
  • 3 - Good Health & Well-being
  • 4 - Quality Education
  • 5 - Gender Equality
  • 6 - Clean Water & Sanitation
  • 7 - Affordable and Clean Energy
  • 8 - Decent Work & Economic Growth
  • 9 - Industry, Innovation, & Infrastructure
  • 10 - Reduced Inequality
  • 11 - Sustainable Cities & Communities
  • 12 - Responsible Production & Consumption
  • 13 - Climate Action
  • 14 - Life Below Water
  • 15 - Life on Land
  • 16 - Peace, Justice, & Strong Institutions
  • 17 - Partnerships to achieve the Goals
  • All
  • I'm not sure.
Impact Themes
List any impact themes that do not fall under the SDGs that your organization focuses on.


What type of investments do you prefer? (select all that apply)
Direct investments are where you own an asset directly (e.g. a bond or stock) whereas an indirect investment is one where you hand your money to an impact investment manager and they invest on your behalf (e.g. an impact fund).
  • Direct Investments (e.g. promissary note, bond, equity)
  • Managed Investments (e.g. an impact fund or Fund of Funds)
  • I'm not sure
Which types of assets do you want exposure to? (select all that apply)
  • Cash
  • Debt - Public
  • Debt - Private
  • Preferred Shares
  • Equity - Public
  • Equity - Private
  • Qasi Equity (e.g. Equity-Like Debt)
  • Real Estate
  • Other
  • I'm not sure
Where would you like to make an impact? (select all that apply)
  • Hyper Local (i.e. my city/neighborhood)
  • Canada
  • United States
  • Europe
  • South America
  • Asia
  • Other
Where are you willing to invest? (select all that apply)
This refers to the domicile of the investment and could have currency exchange and tax implications if investing outside of your home country or region.
  • Canada
  • United States
  • Europe
  • South America
  • Asia
  • Other
How large of an investment are you looking to make in any single investment? (select all that apply)
  • Under $25,000
  • $25,000 - $49,999
  • $50,000 - $99,999
  • $100,000 - $249,999
  • $250,000 - $499,999
  • $500,000 - $1,000,000
  • Over $1M
What investment stages are you interested in? (select all that apply)
  • Seed Stage (Getting off the ground)
  • Early Stage (Market Validation & Going to Market)
  • Growth Stage (Fueling growth)
  • Late Stage (After growth stage but pre-IPO)
  • I'm not sure

Do not submit passwords through this form. Report malicious form