1. Evolving The Accelerator
Into a Self-Sustaining
21st Century Model
Huntington Management Consulting
Stefanie Barron • Martin Lemaire • Rani Pimentel • Chris Rossignol
2. Market Potential in Retail Impact Investing
Future Individual Donors Will Provide Majority of Non-Profit Investing
“There is a $120 billion market hiding in plain sight.”
-Hope Consulting
• 90% of Americans with salaries
between $80K and $250K are Foundations
21%
open to impact investing
• 50% of Americans with greater than
Charitable
$1MM salary say they will contribute Giving
less than $10K per year Corporations
4%
• Current market potential of $120BN, Individuals
growing to $500BN in five years 75%
Source: Tactical Philanthropy Advisors
3. Students Provide Link to Investors
Reach Individual Donor Network Through Student Connections
Professors
• 15.9 million university Peers Advisors
students in the U.S.
• Student reach estimated
Student
at 100 million people
Employers Family
• Students connect directly
to retail investor network
Alumni Friends
7. Student Run IMPACT Generators
Create a Student Organization for Social Entrepreneur Empowerment
• Engage passionate
students in impact
investing
• Guide by Agora
Mentor Network
• Generate capital
to foster growth in
Central America
8. IMPACT Generator Process
Ready, Set, Go Process for Developing Ongoing Relationships
Ready Agora Assigns Business and Mentor
Central American business requests capital needed to fund growth
Set Students Raise Capital to Make Impact Investment
Through alumni network, endowment, fundraisers and events
Go Students Perform Needed Consulting Initiatives
Agora connects students with needed resources
Students Make Spring-Break On-Site Visit to Location
Students connect directly with investment, engage in program
Students Write Agora Impact Report/Video
Promote ROI and success of impact investments
9. IMPACT Generator Portal
Strengthen the Movement Through Building Connections
Meet the
Generators IMPACT
Portal
Donations
Investor
Information
Fundraising
Ideas
IMPACT
Discussions
Social Media
Hookup
11. Accelerator Structure
Picture the Relationship Between Students and The Agora Partnership
Agora
Partnerships
Advisory
Board
Program
Director
Portfolio Manager 1 Portfolio Manager 2 Portfolio Manager ‘n’
12. Accelerator Structure
Picture the Relationship Between Students and The Agora Partnership
Agora
Partnerships
Advisory
Board
Program
Director
Student
IMPACT Board
Portfolio Manager 1 Portfolio Manager 2 Portfolio Manager ‘n’
IMPACT IMPACT IMPACT
Generator Generator Generator
13. Accelerator Structure
Picture the Relationship Between Students and The Agora Partnership
Agora
Partnerships
• One nomination per
IMPACT Generator
Advisory
Board
• Share of best
practicing and
Program innovative ideas
Director
• SGB correlations
Student
IMPACT Board • Provide Agora
youthful insight-
how to reach
Portfolio Manager 1 Portfolio Manager 2 Portfolio Manager ‘n’ future investors
IMPACT IMPACT IMPACT
Generator Generator Generator
15. Utilize Potential to Grow Movement
Growing Upon Newly Established Foundation of IMPACT Generators
Local Alumni Student
Community Network Body
Create Measurable Initiatives
16. Local Community Partnerships Create
IMPACT
Spread Awareness and Generate Revenues for Investment
Local Community
Metric: ROI, Trackable Links
• Localized, grassroots
People
Planet marketing
• Strategic partnerships
Profit
• Brand awareness
• Infiltrate student
common places
• Generate “cool” factor
17. Alumni Network and Endowment Funds Create
IMPACT
Capitalize on University Network Driven By Student Pride
Alumni Network
Metric: Total Donation per Account, Alumni, Student
Giving To Your University • Alumni loyalty
• Support next generation
– Direct contact
– Matching gifts
– One-time donation
– Multi-year commitment
Agora Partnerships IMPACT Generator
As an alumni, invest in student-led
organization fighting • Endowment fund
poverty, protecting the environment
and improving Central American
Communities
• Donor recognition
DONATE NOW
• Life income gift
18. Ask Us
LIKE the IMPACT Contest About Our
Mobile
App!
Create
IMPACT
Drive Awareness Amongst Peers in Support of Cause
Student Body
Metric: Trackable Links, Click-Through Investments
IMPACT Generators create their own
Facebook fanpage and social networks
Agora hosts semester-long competition
sponsored by a corporate investor
IMPACT Generators compete to see which
university can build the most support
Winner has the most “Likes” and Fans
www.facebook.com/IMPACTMIT
Prize: $10,000 to invest in respective company
Drive Increase Strengthen Support Impact
Movement Involvement Social Media Entrepreneurs
20. Agora - Accelerator Structure
Define Roles in Agora Partnerships Resulting from IMPACT Generator Implementation
Finding the best SGB’s for
Agora investment opportunities
Partnerships Explore corporate
investment opportunities
Advisory Young professionals
mentor IMPACT
Board
generators
Ensure Accelerator
Program resource availability
Director Coordinate networking
between IMPACT Generators
Student
IMPACT Board
Focus on strengthening
Portfolio Manager 1 Portfolio Manager 2 Portfolio Manager ‘n’
SGB relationships
Social impact measurement
IMPACT IMPACT IMPACT
Generator Generator Generator
21. Summary Results
Strategic Results Universities Engaged by 2016
Total Students Engaged by 2016
Total Dollars Raised by Students from 2011 to 2016
16
273
$110,184,208
Agora Partnerships Positioned for 21st Century Total Dollars Raised per Student $403,605
Low Transaction Costs Student Human Capital
Sustainable Business Model High Deal Flow
Engagement with Undergrads Student IMPACT board
22. Evolving The Accelerator
Into a Self-Sustaining
21st Century Model
Discussion
Huntington Management Consulting
23. Discussion Appendix
Huntington Management Consulting
Financial Strategy Strategy Strategy IDEA Box IDEA Box
Pro Forma ‘Day in AgoraStudent IMPACT Agora Chip New Social
Income the Life’ Value Prop UGD Leaders Fro-Yo Networks
Investor Accelerator Target IMPACT Agora Coffee Facebook
Dashboard Structure Universities Portal Sleeves Fanpage
Investor Upper-Mgmt IMPACT Student LIKE the Hydrate to
Types Roles Portal Content Role IMPACT Accelerate
Coffee Sleeve Sources MBA Corp Investor Alternative Mobile App
Impact and Uses Differentiator Package Spring Break Climber
Agora Agora Impact Strategy ‘Start the Paid Research T-Shirt
Balance Sheet Report/Video Timeline IMPACT’ Kit Scholarships Campaign
IMPACT Impact Cash Strategic Alternative Lecture Two-Minute
Metrics Info Flow Risks Options PowerPoint Recap
25. Student Run IMPACT Generators
Actionable Steps for Agora to Kick Start Undergraduate Movement
26. Unleash the Potential of Impact Entrepreneurs
Integrate Undergraduate Students into the Impact Investing Movement
United States Central America
27. Unleash the Potential of Impact Entrepreneurs
Integrate Undergraduate Students into the Impact Investing Movement
United States Central America
28. Unleash the Potential of Impact Entrepreneurs
Integrate Undergraduate Students into the Impact Investing Movement
United States Central America
Fight Poverty, Protect the Environment and Improve Central American Communities
29. Implementation Timeline
Timeline of Major Events
2011 2012 2013 2014 2015
Campus Marketing Initiatives
Impact Generator
Student Impact Board
Local Business Partnerships
Like the Impact Competition
Reinvest Cash Flows into Universities
Mobile App
30. Corporate Investor Package Create
IMPACT
How Should Students Approach Companies for Investment Opportunity?
Corporate Investors
• Use of alumni network
• Business plan from SGB
• Impact entrepreneur’s goals must
be outlined
– Financial capital
– Goods / services that will be
produced
– Social impact opportunity
• 3 minute YouTube summary video
of SGB operations
– Generators must help create
• “Investor Dashboard”
31. Investor Dashboard Create
IMPACT
Corporate Investors
Oscaritos’ Performance Dashboard
Total Jobs Total Goods
Created Produced
Target Investment Infusion
Investor ROI
Impact ROI
Current Investment Level
32. Jobs Weighting System
Weight Based On
•Job Growth (year over year)
•% of employees paid a living
wage
•Ratio of highest to lowest paid
employee
•# of employees in managerial
positions
•Higher weight for industry or
service jobs
•Lower weight for agricultural job
33. Impact Cash / Information Flow
Agora takes 2.5% investor infusion
Impact
Investors Agora
Entrepreneurs
Agora returns infusion with % return $1,000 contact fee
after successful Impact goal is met
Impact
Generators
Cash Inflow to Impact Entrepreneurs
Cash Outflow to Investors
Information Flow
34. IMPACT Initiative Metrics
Metric 1 Metric 2 Metric 3
Mobile Application Click Through Rate Donation per Download -
Frozen Yogurt ROI Flavor Purchase Percent -
Coffee Sleeves Difference of Website Visits Metric 1 less on-sight traffic -
Coffee House Home Page
Direct Click Through Rate Time Spent on Website Donations from Direct User
Alumni Network $ Donated per Account $ Donated per Alumni $ Donated per Student
High Level Results Total Students Engaged Universities Engaged $ Raised by Students
35. Creating a Buzz in the Classroom
Design a PowerPoint Slide to be Displayed Prior to the Start of Lectures
36. Alternatives
Possible Strategies for the Accelerator Program in the 21st Century
Self-Sufficient Control Over Develop Collegiate
Business Model Investment Relationship
Alternatives
Create University
“Accelerator” Class
Social Media
Campaign
Undergraduate
Student Led
Investment
Organization
37. “Start the Impact” Kit
Provide Student Leaders the Tools to Set-up Their University IMPACT Generator
• Leadership roles
• Constitution development
• Video presentation on Agora
and Impact Investing
• Fundraising Ideas
• Connection to Agora resources
• How-to write an IMPACT Report
• Username/Password to
IMPACT Portal
– Connection to network
38. Strategic Risks
Three Major Risks of Implementation Strategy
Targeted University Fails to Student Driven Funding
Motivation of Students
Implement Methods Fail
Social entrepreneurship
awareness is spreading
Apply model to any IMPACT Generator
University Resume building
Contingency Fund provides opportunity
Competition aspect temporary support
initiative Career development
Look for corporate donors
Unique experience with
lifelong benefits
39. Coffee Sleeve Impact
Drive Traffic to Agora Website and Measure Results of Marketing Efforts
Negotiate with coffee shop
to make Agora website the
homepage after free Wi-Fi
login
Track effectiveness of
sleeve by measuring click-
thru traffic on website
30% of coffee purchasers stay in shop
Measure how many site hits come from coffee shop IP address
Compare to normal click thru, attribute differences to sleeve impact
41. Agora IMPACT Report and Video
Create Progress Report to Motivate Future Investments
• Written by students,
revised by advisor
• Status report of progress,
social return on investment
• Students build upon
previous semester report
• Tools for investor education
• Attract media attention,
PR opportunities
Upload to Portal: Strengthen IMPACT network
45. Agora Balance Sheets
Statement of Financial Position FYE 2009 Statement of Financial Position FYE 2016
Assets Assets
Cash and Cash Equivalent $240,725 Cash and Cash Equivalent $214,535
Property and Equipment $5,501 Property and Equipment $10,000
Other Assets $19,041 Other Assets $20,000
Total Assets $265,267 Total Assets $244,535
Liabilities and Net Assets Liabilities and Net Assets
Accounts Payable $12,470 Accounts Payable $15,000
Accrued Payroll $19,065 Accrued Payroll $20,000
Total Liabilities $31,535 Total Liabilities $35,000
Net Assets $233,732 Net Assets $209,535
Total Liabilities and Net Assets $265,267 Total Liabilities and Net Assets $244,535
46. Paid Research Internship Scholarships
Students can apply for $2,000
scholarships to aid in research
Direct Data to
Portal
Data Students
General Data to
Publication
47. Sources and Uses
Sources Uses
Donor Funding (from Phase 1) $ 500,000 Impact Geneerator Contingency Fund $ 50,000
Cash on hand $ 240,725 Mobile App $ 50,000
Additional Cash Flows $ 201,834 Travel and Lodging $ 30,750
Marketing $ 9,000
Paid Research Internships $ 22,000
Total Sources $ 942,559 Total Uses $ 161,750
48. Two Types of Investors
Partner Investor vs. Return Investor
• Partner investors supply small
amounts of funding Cash Flows from Impact Generators
– Returns are automatically Partner Investors Return Investors
reinvested
• Return investors control their
funding returns
– Minimum investment of $100 Impact Generators
required
• Typical electronic funds
transfer costs are 10.5 cents
per transaction
Impact Entrepreneur
Low Transaction Costs =
Low Minimum Investment
Source: U.S. Department of the Treasury
49. Accelerator Structure
Roles for “Upper” Agora Members Resulting from Accelerator Implementation
Finding the best SGB’s for
Agora investment opportunities
Partnerships Look for growth areas, new
markets for applying model
Advisory Young professionals Explore corporate
mentor IMPACT investment opportunities
Board
generators
Program Ensure Accelerator resource
availability
Director
Coordinate networking
between IMPACT Generators
Student
IMPACT Board
Liaison with respective SGB
Portfolio Manager 1 Portfolio Manager 2 Portfolio Manager ‘n’
Social impact measurement
Mentor IMPACT Generators
IMPACT IMPACT IMPACT
Generator Generator Generator
50. Accelerator Structure
Picture the Relationship Between Students and The Agora Partnership
Agora
Partnerships
Student
Impact Board
Advisory
Board
IMPACT
Generator
Program
Director
Student Alumni Student Local
Network Body Corporations
IMPACT Board
Portfolio Manager 1 Portfolio Manager 2 Portfolio Manager ‘n’
IMPACT IMPACT IMPACT
Generator Generator Generator
51. Agora Mobile Application Game
The Higher You Climb, The Greater the IMPACT
Central America
Trivia Climbing Game
Taps into social media and engages
youth and tech savvy market
Corporation matches $0.05 for every
climber that reaches the top of the
mountain
Measurement of success:
Total downloads to dollars donated
Free to download
52. Alternative Spring Break
Provide a Memorable Tangible Experience for IMPACT Generators
Weeklong Bond with team
Action, reflection,
immersive members, generate
education and
experience for ideas for future
direct contact with business
IMPACT Generators growth
53. A Day In the Life of an IMPACT Generator
Leaders of the IMPACT Generator Balance School and Impact Investing
8am: Meet with local coffee shop owners
to pitch coffee sleeve promotion
10am: Social entrepreneurship class
12noon: Lunch meeting with IMPACT
Generator Executive Board
2pm: Spend time on Facebook for “Like the Impact”
contest – send fan invites, share pages and information
James Liu, Wharton Junior 4pm: Revise results for Agora Impact Report
Social Entrepreneur
6pm: Attend networking dinner with Young
Professionals Board members
8pm: Homework
54. Student Role in Agora Partnerships
Who is the ideal candidate? What value do they add?
• Social entrepreneurship student • Networks
• Active in their community • Link to large university
• Driven and motivated endowment funds
• Social media expert • Involve the people who care
What actions will they What is the potential?
take? • Build the buzz
• Fundraising • Create a movement
• Creativity in consulting • Empowered students will make a
• Evolution into social media difference
55. Hydrate to Accelerate
Forward Thinking, Social-Cause Marketing On Campuses
“Hydrate to Accelerate” the
IMPACT on Campus
People
•Associate impact investment
Planet movement with “green-living”
Profit •Brand placement in
classroom, gym, library
Triple Bottom Line Bottle
environment
•% return of profits for investment
56. IMPACT Generator Student Organization
Example Structure to Organize Undergraduate Students
Chief Executive Officer • Lead the passion and inspire the group
Marketing Officer • Start the movement and strengthen IMPACT
Investment Officer • Build support and manage relationships
Financial Officer • Direct dollars and support growth
Operations Officer • Operate efficiently to maximize potential
Technical Officer • Innovate and assist in technology
Faculty Advisor • Strengthen, mentor and guide
57. IMPACT Portal – Content
Strengthen the Movement Through Building Connections
Through the portal, students interact with each other sharing best practices
and tangible results to accelerate the IMPACT Generators network.
•Biography of team members
Meet the Generators
•Progress updates and blogs
•Shared strategies of investor relations
Investor Information
•Access to Investor Pitch Book
•Ideas for raising campus awareness
Fundraising Ideas
•Picture gallery
•Live discussion forum
IMPACT Discussions •Engages students to talk about ideas
•Share ideas on favorite SM sites
Social Media Hookup •Track traffic flow both directions
58. Target IMPACT Universities
Focus on Universities with Social Entrepreneurship Majors and Strong Endowments
• First: enter schools with established
consulting relationship
– NYU, Columbia, Johns Hopkins, MIT, Duke
• Next: Focus on schools with
appropriate social entrepreneurship
majors, groups, classes, etc.
– High caliber motivated students
– Large endowments
– Examples:
Dartmouth, Cornell, Northeastern, UVA, Y
ale, Babson
First year: Long term:
Launch IMPACT 16 Schools
in 1-3 Universities in 5 Years
59. Value Proposition of IMPACT Generators
Identify Key Benefits to Agora Partnership and Student Leaders
Agora Value Add Student Value Add
• Connection to younger • Experience in new emerging
demographic industry
(future investors) • Connection to business
• Connection to networks, leaders
alumni and endowment • Enhance college education-
• Direct connection to putting classroom knowledge
innovative ideas to real-world applications
• Recruiting talented UG • Desire to “do good”
• Cost-reducing in fundraising
expenses
60. New Social Network Opportunities
• OnlyWire.com auto-submit your blog post
to 42 top social networking sites
• Stumbleupon.com let unique users stumble
upon your blog and entrepreneur stores
• Screenr.com create screen-capture videos
with audio easily for free
• Cinchcast.com record audio either via
phone or web connect to blog posts and other
social networking sites
61. Create Your Facebook Fanpage
Current Page
• Shift from group
account to fanpage
• Provides ‘insights’
into user
demographic, post
effectiveness, engag
ement
• Link to IMPACT
Generator pages
• Upload albums, tag
photos, build
community
62. Program Differentiation
Clarifying Differences in Agora University Relationships
MBA Accelerator IMPACT Generators
• Short-Term • Long-Term
• Consulting Focus • Investment Focus
• Agora Staff • Agora Staff
Mentorship Mentorship
• Agora-funded • Faculty advisor
• Self-funded
63. Create Buzz through Local Favorites
Agora Partnerships dedicated to providing
talented entrepreneurs in developing
Agora
countries with the tools, networks, and Chip
financing necessary to launch
Example location: successful, socially responsible businesses –
Columbia University the kind that can fight poverty, provide
needed goods and services, and help build a
sustainable society.
For every Fro-Yo sold, a percentage is
donated to Columbia’s IMPACT Generator
www.facebook.com/IMPACTColumbiaU
www.agorapartnerships.org/IMPACTGenerators
Proposal: Actions: Result: Strategic Benefit:
Students Pitch Concept Marketing Initiatives Brand Awareness Funds are raised to
Sales % negotiated Flyers, chalking, etc. Increased Participation support programs
64. Agora Local Coffee Sleeves
Target Local Coffee Shops to Build Awareness and Spark Interest in Movement
• Target demographic at
coffee shops
• 7 out of 10 of all drink sales
leave the store
• Example supplier:
customcupsleeves.com
• 1300 sleeves - $95.00
Strategic Low cost
benefits publicity
• Target local coffee shops
• Look for event opportunities
Brand Campus
awareness involvement • Trackable link to measure effectiveness