Revenue-Sharing Templates

Click on the links below to download the two revenue-sharing templates discussed in Business Impact Accelerator© and throughout this website.

These templates were prepared for The Social Impact Foundation by attorneys from CrowdCheck Law. They are provided on the WIIN learning platform for educational purposes only and must be reviewed and customized for your specific use by qualified legal representation retained through your business or social enterprise.

The two revenue-sharing templates include:

3X-in-10™ Promissory NoteDownload
3X-in-10™ Subscription AgreementDownload

Investment Readiness Checklist

Use this checklist to prepare your enterprise for the Investment Readiness Check (outlined in Module 6 of Business Impact Accelerator©).

Once you complete this review, your enterprise will be able to advertise its high-quality 3X-in-10™ Revenue Sharing Offer to women and HeForShe investors in our 10X Impact Forum and on your crowdfund investment platform-of-choice.

Required Deliverables and Review Questions:

Verified Check Report

  • Were any issues identified in the Verified Check Report from CrowdCheck that would make prospective investors or securities regulators doubt the integrity or trustworthiness of this team or enterprise?

You will find information about the CrowdCheck Verified Check Report in Module 6 of Business Impact Accelerator©. Look for the first Activity titled Build Investor Trust and Confidence.

Financial Statements Review or Audit

  • Did the financial statements review or audit raise any issues that would concern prospective investors, tax authorities, or securities regulators?

You will find information about the Financial Statements Review or Audit in Module 6 of Business Impact Accelerator. Look for the first Activity titled Build Investor Trust and Confidence.

Sustainable 10X Impact Business Plan

  • Did this business or social enterprise address all questions in the Business Plan Checklist and submit a high-quality Sustainable 10X Impact Business Plan?

Reference the Business Plan Checklist in the BIA Library for details. You can also reference Module 3 of Business Impact Accelerator for additional information.

Governance Documents Review

  • Are the governance documents of this enterprise sufficient to protect the long-term interests of investors and stakeholders?

You will find information about the Governance Documents Review in Module 6 of Business Impact Accelerator. Look for the second Activity titled Protect Investors and Stakeholders.

3X-in-10™ Offer Review

  • Are the 3X-in-10™ Revenue Sharing Offering documents properly structured and legally binding?

You will find information about the 3X-in-10™ Revenue Sharing Promissory Note and Note Subscription Agreement in Modules 3 and 6 of Business Impact Accelerator. In Module 6, look for the second Activity titled Protect Investors and Stakeholders. Also, check the BIA Library learning program for the two 3X-in-10™ Revenue Sharing Offer templates created by CrowdCheck Law.

SEC Form C Review

  • Did the Form C disclosure conform to all SEC requirements under the Regulation Crowdfunding exemption?

You will find information about the SEC Form C Review in Module 6 of Business Impact Accelerator. Look for the second activity titled Protect Investors and Stakeholders.

Investor Pitch Deck and Profile Review

  • Are promotional materials complaint with SEC requirements and do they clearly direct all prospective investors to an approved crowdfund investment platform?

You will information about the Investor Pitch Deck and Profile Review in Module 6 of Business Impact Accelerator. Look for the third Activity titled Promote 3X-in-10™ Revenue Sharing Offer. 

Investment Readiness Check

  • Is this enterprise ready to promote their 3X-in-10™ Revenue Sharing Offer to women and HeForShe investors?

You will find information about the Investment Readiness Check in Module 6 of Business Impact Accelerator©. Look for the fourth Activity titled Confirm Investment Readiness.

Business Plan Checklist

Use this checklist to complete the Sustainable 10X Impact Business Plan outlined in Module 3 of Business Impact Accelerator© and discussed in Module 6, Fund Business Impact.

The Sustainable 10X Impact Business Plan is one of the key documents required of our Investment Readiness Check.

Business Plan Sections and Key Questions to Address:

Executive Summary

  • What is this plan all about and why should women and HeForShe investors care?

Think of an Executive Summary as the opening statements a trial lawyer would make to the judge and jury. In less than a page, you want to present the most relevant points of your plan and “make the case” for your 3X-in-10™ Revenue Sharing Offer. Be sure to point out the benefits and value you aim to create during the ten-year investment period.

Big Problem

  • What are the priority jobs, pains and gain of your customers? How did you determine and confirm these priorities?
  • What’s the real problem your enterprise is trying to solve? What’s the negative impact if this problem is not addressed?
  • How many customers do you plan to reach in the next ten years? What’s the depth of impact your enterprise aims to create in the lives of these customers?

You will find answers to these questions by completing the Activities and Deliverables in Modules 1 and 2 of Business Impact Accelerator. The last question in this section focuses on the breadth and depth of impact resulting from your scaling and growth plans.

Unique Solution

  • How does your value proposition canvas compare to competitors? How does it address high-value outcomes desired by customers in a cost-efficient manner?
  • How does your business model canvas create enduring social and economic value? How will it positively impact women?
  • What are your competitive advantages? How are you positioning your impact-driven brand against competitors focused only on maximizing short-term profit?
  • Can you describe the testing and validation process for your Sustainable 10X Impact Business Model? What metrics did you use to establish product-market fit? Is this customer traction strong enough to support a ten-year revenue sharing investment offer?

Modules 1 and 2 of Business Impact Accelerator will provide you with the tools to answer these questions in a clear and compelling fashion. In this section, you need to make the case for why someone should do business with you and what value and specific “benefits package” they would receive. You will also need to clearly describe how product-market fit was validated. This section provides an opportunity to tell investors that you have the loyal and profitable customer base necessary to fulfill terms of your 3X-in-10™ Revenue Sharing Promissory Note and Subscription Agreement.

Strategy for Scaling Impact

  • What is your team’s ten-year Vision of Sustainable 10X Impact? What Big Hairy Audacious Goal are you going to achieve? Why is this important to stakeholders?
  • What scaling and growth capital objectives did your team establish?
  • What has to happen for your enterprise to launch this impact scaling plan and grow sustainably after achieving “take-off” in 4–5 years?
  • What strategic metrics and projects did you select for the One Page Strategy Map and Plan? How are these related to your critical success factors?

In this section of the five-year plan, you will draw from work completed in Modules 2, 3, and 4 of Business Impact Accelerator. You will need to be transparent in describing how you intend to scale the positive impact of your enterprise. This will help women and HeForShe investors understand the growth capital requirements and budget you share in the last two sections of the plan. Do not generalize in this section. You want to show investors that you know how your enterprise will use their invested capital to scale and grow sustainably.

Marketing and Sales Strategy

  • Can you describe the personas of your customers and the journey they’re on?
  • How will you communicate your brand message to these customers and get in front of them to present your products, services or solutions?
  • What’s the system and process for helping customers work through their buying or purchasing journey? What evidence do you have this process works?

Modules 2, 3, and 4 of Business Impact Accelerator will help you develop, test, and validate your marketing and sales strategy. The last question is very important (“what evidence do you have this process works?”). Be sure to review the contents of Improve Customer Experiences and Simplify Internal Operations in Module 4. In these Activities, you’ll find resources to map the journey of your customers through their decision-making process as well as resources to deliver an engaging and profitable customer experience.

Operations and Service Strategy

  • Tell us how you plan to deliver on customer promises and provide world-class service and support?
  • How will you measure customer retention and ensure a sustainable base of revenue during the ten-year investment period?
  • What is your customer experience strategy and how do you intend to engage customers and transform them into loyal promoters and brand advocates?

This section focuses on how your enterprise will develop its capability to deliver on the value proposition described previously in Unique Solution. It also ties to any scaling action plans and growth capital requirements needed to ensure customers are satisfied, come back for more, and tell others. Be sure to spend time to talk about your customer engagement and retention strategies and processes. This will reassure women and HeForShe investors that your enterprise will be able to achieve its forecasted average annual revenue growth rate during the ten-year investment period. Reference Modules 2, 3, and 4 of Business Impact Accelerator for tools to answer these three very important questions.

Organization and People Strategy

  • Can you provide investors with visibility into the background of the team participating in Business Impact Accelerator© and the key principles of your enterprise?
  • What does your organization chart of the future look like? How do you plan to acquire and/or develop the talent needed to scale impact and grow revenues at 5–10%+ per year for ten years?
  • What are your plans for using the Change Accelerator© platform over the next ten years to develop the change management capability of your team and organization?
  • How will you and your team develop an “army of entrepreneurs” and entrepreneurial culture?
  • How will the Annual B Impact Improvement Plan advance your enterprises’ commitment to sustainable business and B Corp Certification?

Modules 4 and 5 of Business Impact Accelerator will help you answer these questions, in addition to any scaling action plans you identified in Module 3. The first question references the Verified Check Report from CrowdCheck that is a part of our Investment Readiness Check. Be sure to discuss how you will use the Change Accelerator© platform to respond to change and navigate the ten-year journey of growth and business transformation. Also reference your Annual B Impact Improvement Plan to reassure investors of your commitment to build a sustainable, high-impact enterprise. Making the commitment to obtain or sustain B Corp Certification will help to differentiate your enterprise in investor’s minds.

Scaling Risks

  • What are all of the things that could go wrong with this plan?
  • Can you describe to investors how you and your team will avoid the “paradox of growth”?
  • Can you tell us about the counter-measures and plans you’ve prepared to mitigate risk and avoid disappointing investors?

We have seen far too many investment offers and business plans that depend on boilerplate language in this section. While some of this is necessary and even expected by securities regulators, we recommend that you be transparent and specific about the things that can go wrong with the five-year plan. Equally important, provide the set of counter-measures you and your team will employ to respond to challenges and mitigate (or reduce) the risk of failure. Investors will be impressed with your honesty and the fact you are ready to deal with the realities of scaling impact and achieving sustainable growth.

Financial Performance

  • What are the highlights of your enterprises’ financial performance of the past two years?
  • What is the average annual revenue growth rate you are projecting for the next ten years? How did you arrive at this estimate?
  • What key indicators should investors focus on as they review your five-year pro formal financial statements in the Appendix?
  • What were the results of your cash flow pressure tests and other “what-if analyses”? How did you factor these results into your financial projections?

Module 3 and 6 of Business Impact Accelerator will help you and your team to answer the questions in this section of the five-year business plan. This section is linked with your growth capital budget and pro forma financial statements. Make sure everything adds up and is cross-referenced accurately. Be sure to include the projected revenue growth for the next ten years. If you’re planning a 3X-in-10™ Growth Capital Campaign, you do not want to keep prospective crowdfund investors guessing about an important metric they need to calculate their internal rate of return (or IRR).

Growth Capital Requirements

  • What is the total amount of growth capital your enterprise will need to scale impact and achieve sustainable growth after scale-up?
  • What are the specific line items in your growth capital budget? What is the purpose for each of these expenses?

As we indicated previously, you will need to provide a detailed budget for your growth capital requirements. Don’t make the mistake of speaking in general terms here. We’ve seen far too many crowdfund investment offers that discuss “use of funds” in vague and general terms. Be specific and show investors how your growth capital requirements are linked to the scaling action plans and strategy for sustainable growth after scale-up. You want to build the trust of investors and reassure them that you and your team know what you’re doing and will be good financial stewards of their invested capital.

Appendices

  • Did you include pro forma financial statements for the next five years, including (1) profit and loss statement, (2) balance sheet and (3) cash flow statement?
  • Are there other supporting documents investors need to see?
  • Did you provide investors with a warning about “forward-looking statements” and did you direct investors to your Investment Platform Profile for details of the 3X-in-10™ Revenue Sharing Offer?

In this section, you will need to include your pro forma (forward-looking) financial projections for the next five fiscal years. These include–at a minimum–profit and loss or income statement, balance sheet, and cash flow statements. If there are other financial-related documents you’d like to share, this would be the location for them (e.g., results of cash flow pressure tests, what-if-analyses, etc.). Reference Modules 2 and 3 of Business Impact Accelerator for more information on improving cash flow management and conducting cash flow pressure tests. Also, work with the team at CrowdCheck to include appropriate warnings about “forward-looking statements.” And be sure to direct prospective investors to your Investment Platform Profile to see the terms of your 3X-in-10™ Revenue Sharing Offer. 

The Willingness to Learn

“Most people have never heard of revenue-based finance and investment.”

We confirmed this finding in focus groups and interviews during 2016-2017 with 100 entrepreneurs, investors, college students, and business professors in three different locations in the U.S. Yes, many of these women and men knew about conventional debt and equity models of finance and investment. Few understood the power and potential of revenue sharing and revenue-based finance. Only a handful were aware of new crowdfund investing laws enacted in May 2016 in the United States.

In the focus groups we conducted, we also discovered that many people were not familiar with concepts like “royalties”, “revenue-based growth capital”, “investment multiple”, “promissory notes”, or “internal rate of return” (among others). In fact, we discovered these concepts were mind-numbing, complex, boring, and even a little scary to some of the women and men we interviewed.

Is this the case for you?

If so, we have good news. We took this into account in developing our 3X-in-10™ Revenue-Sharing Model and WIIN Learning Platform. In our programs and learning materials, we explain the financial and legal mumbo-jumbo in plain language, show real-world examples, and provide easy-to-use calculators to crunch the numbers.

But there is one critical resource we can’t provide. And that is your willingness to learn. This resource must come from you.

So, let’s be honest. Are you ready to step outside your comfort zone, overcome the fear of change, and learn something new? Are you ready to challenge your thinking about money and the purpose of business? Are you willing to learn about a new strategy for raising flexible revenue-based growth capital and making revenue-sharing investments on a crowdfund platform?

If you do have the willingness to learn, then we have the programs, tools, resources, and support required for success in our WIIN Learning Platform and Community Forums.

Recommended Service Providers

We have had the good fortune to associate with a number of highly skilled professionals and innovative firms over the last four years to develop our 3X-in-10™ Revenue Sharing Model and WIIN Learning Platform.

We highly recommended these individuals and enterprises and their products and services:

Jesse Jacoby

Jesse is Managing Principal and Founder of Emergent Consultants, a Denver-based change management and business transformation consulting firm.

Jesse is the creator and developer of the Change Accelerator© platform referenced throughout Business Impact Accelerator©. He is also the creator of the Business Transformation Readiness Assessment and RocketManager™ leadership development program.

Strategyzer

Strategyzer is a Swiss-based consulting firm headed by Alex Osterwalder and Alan Smith. They are the creators of classic tools like the Business Model Canvas and Value Proposition Canvas. Their books and learning platform have been an integral part of Mark Livingston’s consulting work since 2010 and a key component of the WIIN Learning Platform.

B Lab

The Philadelphia, Pennsylvania-based nonprofit B Lab is the creator and developer of the B Impact Assessment as well as B Corporation Certification process. The B Impact Assessment is integrated into the Business Impact Accelerator program in Modules 1, 2, and 4.

CrowdCheck

CrowdCheck is a due diligence and disclosure firm based in Alexandria, Virginia that provides support to business and social enterprises preparing to raise flexible revenue-based growth capital on a crowdfunding investment platform. CrowdCheck is an integral part of our Investment Readiness Check and Business Impact Accelerator program. Utilizing CrowdCheck’s Verified Check Report will enable your business or social enterprise to save time and money in preparing and launching a winning crowdfund capital campaign.

Anuar Heberlein

Anuar is a founder and partner of Stratygika in Vancouver, British Columbia and a specialist in financial analysis, cash flow pressure testing, financial modeling, business models, and business/financial statement planning. Anuar is one of the two finance and private equity investment specialists who helped us to review and validate our 3X-in-10™ Revenue Sharing model.

Chris Peacock

Chris is an experienced WordPress website designer and developer who assisted us in developing the WIIN learning platform. Chris is based near Houston, Texas.

Eckerd College

The Leadership Development Institute of Eckerd College in St. Petersburg, Florida oversees administration of the Entrepreneurial Mindset Profile™. You will be introduced to this assessment in the Business Impact Accelerator activity titled Develop an Entrepreneurial Culture.

Innovative Learning Solutions

Knoxville, Tennessee-based Innovative Learning Solutions is the creator and developer of the Marketplace® Live family of business simulations and microsimulations for developing financial literacy and business acumen. You will be introduced to their family of simulations in the Business Impact Accelerator activity titled Develop Business and Financial Acumen.

Apex Law Group

The Apex Law Group is a Seattle-based law firm providing services to business and social enterprises. The Social Impact Foundation utilized their services in 2019 after relocating to Blaine, Washington.

Crowdfund Investing Platforms

There were 43 approved crowdfund investing platforms (or funding portals) in the United States (as of August 1, 2018). These platforms are regulated by the Securities and Exchange Commission (SEC) and must adhere to strict compliance standards established by FINRA, the Financial Industry Regulatory Authority.

As of August 2018, eleven of these platforms supported revenue-based or revenue sharing investment offers (e.g., promissory notes, flexible debt agreements, revenue participation notes, etc.). In our research, the Wefunder platform appeared to be the most successful in helping firms raise revenue-based growth capital.

There were 28 approved and regulated crowdfund investing platforms (or funding portals) across eight Canadian provinces (as of June 12, 2018). These platforms are closely monitored by securities regulators in Canada at both the federal and provincial levels.

To learn more about crowdfund investing in Canada and to review the platforms available to investors, visit the website of the National Crowdfunding and Fintech Association of Canada (NCFA).

Note: The Social Impact Foundation does not have a relationship with any of these platforms nor is there an implied endorsement of any one platform. Prospective users of these platforms are responsible for their own due diligence and investment or capital raising decisions. Reference our FAQ for additional disclosures.

Assess Business Impact

Module One Description

In this first Module of Business Impact Accelerator©, you and your team will assess, measure, and examine the impact currently generated by your business or social enterprise. By completing these assessments, you will start to identify ways to create more social and economic value for stakeholders. You and your team will complete four Activities …

  1. Measure Baseline Impact
  2. Check Customer Impact
  3. Examine Business Model
  4. Evaluate Customer Engagement

… and produce seven Deliverables:

  • B Impact Assessment
  • Impact Value Chain
  • Customer Impact Interviews
  • Business Model SWOT Diagram
  • Business Model Environment Map
  • Strategy Canvas
  • Customer Engagement SWOT Diagram

These Deliverables will enable you and your team to build a sustainable, high-impact enterprise that differentiates you from competitors focused only on maximizing short-term profit.

For each of the Deliverables in Module One, we provide step-by-step instructions, coaching tips for completion, and a Quick Start Action Plan. We also feature a Certified B Corporation to benchmark and offer a list of resources to help you manage the transition of your enterprise from one stage of growth to another. If you have any questions, please contact us directly through this website.

Activity Description

In this Activity, you and your team will measure the current social and environmental impact of your enterprise. You’ll do this by completing the B Impact Assessment and establishing a baseline score.

Measuring and quantifying your business impact is important because as you learned in Gender Wealth Strategy©, Positive Impact is rapidly becoming a key driver of competitive advantage. 

As one of the leaders of an impact-driven enterprise, it is incumbent on you to “measure what matters” and develop a sustainable brand and business that differentiates you from competitors focused only on short-term profit.

The B Impact Assessment will help your enterprise establish an initial baseline of its social and environmental impact. This Deliverable will enable you and your team to begin improving impact, make progress toward B Corp Certification, and gain recognition as an enterprise using “business as a force for good.”

B Impact Assessment

Required Materials:

To complete the B Impact Assessment, you will need financial, operating, and organizational documents specific to your enterprise (these will become evident as you work through the B Impact Assessment).

To Do List:

There are four actions for you and your team to complete:

  1. Sign up for and complete the Business Impact Assessment and create a B Impact Assessment Report after completing as many questions as possible.
  2. Benchmark results, review assessment scores for each section, and discuss answers to questions most important to you.
  3. Identify the “vital few” areas where you’d like to improve assessment results in the next three months.
  4. Save a copy of this baseline report for use in the first Activity of Module 2 (Continuously Improve Impact).

Coaching Tips:

The B Impact Assessment measures the overall impact of a business or social enterprise on its stakeholders. The Assessment enables enterprises–regardless of industry, age or size–to describe in tangible terms the depth and breadth of impact they generate for their family of stakeholders.

Examine the B Impact Assessment site before starting the assessment. Be sure to read through the FAQ questions available in the About section and watch this introduction to the B Impact Assessment. Also, be sure to visit the B Lab’s website at the first opportunity. On the B Lab website, you’ll find the B-Corp Declaration of Interdependence as well as videos discussing how enterprises are “doing well by doing good.”

You may not be able to answer all of the questions of the B Impact Assessment the first time. But no worries. You’ll be revisiting this assessment in Module 2 and on a regular basis as you work toward B Corp Certification (more on this in Module 4). After you finish as many questions of the assessment as you can, generate a B Impact Assessment Report and prepare to share results with the entire team.

Take the Next Step

Note that your organization’s assessment results will be maintained in the platform hosted by B Lab.

Have someone in your organization (perhaps yourself) assume the role of “change facilitator” or “change coach” and moderate a review/discussion of assessment scores in a followup meeting. With your leadership, management, or project team, discuss answers to questions most important to you. Ask team members which “vital few” areas they think will improve assessment scores in the next three months. You’ll be using this information in Module 2 to develop a customized 90-day improvement plan.

To see the result for this Deliverable, click on the link for the Ben & Jerry’s B Impact Assessment Report (see Featured Certified B Corporation). This impact-driven business, a subsidiary of $60 billion Unilever, has been able to preserve its commitment to creating positive impact while generating competitive financial returns inside a publicly traded global corporation recognized as a leader in sustainable business. We think that’s pretty special given the short-term “profit first” mindset of Wall Street banks, investment funds, and investors.

Review Questions:

  1. What did we learn about our current level of social and environmental impact?
  2. How do we compare against comparable business or social enterprises?
  3. Did we identify “vital few” areas we think will improve our assessment results in the next 90 days?

Estimated Time:

It will take approximately 4–5 hours (over several sessions) to complete the B Impact Assessment, generate a baseline report, and review results with the entire team.

Featured Certified B Corporation: 

Ben & Jerry’s

Recommended Resources:

To learn more about sustainable business and social entrepreneurship, we recommend the following:

Next Step

Check Customer Impact

Click on Next Toggle Bar

Activity Description

In this Activity, you and your team will check the impact your business or social enterprise delivers for customers. You’ll do this by developing an Impact Value Chain and conducting Customer Impact Interviews.

Checking customer impact is important because as you learned in Gender Wealth Strategy©, many enterprises focus only on maximizing profit, not positive impact. As one of the leaders of an impact-driven business, it is incumbent on you to understand the depth and breadth of impact you have on customers as well as all stakeholders.

The Impact Value Chain will help you define and describe the key outcomes or results of your enterprise. Customer Impact Interviews will help you understand the impact you’re making in the lives of customers.

Together, these Deliverables will enable you and your team to identify opportunities for designing a more profitable, scalable, and impactful value proposition and business model.

Impact Value Chain

Required Materials:

To develop an Impact Value Chain, you will need to visit the website of The Fuqua School of Business at Duke University. You will also need to download a template from the Business Impact Accelerator Library and visit the website of SlideModel.com.

To Do List:

There are four actions for you and your team to complete:

  1. Download and review the Double Bottom Line Project Report from The Fuqua School of Business website
  2. Ensure understanding of “output, outcome, and impact” on pages 6-7 of the Double Bottom Line Project Report.
  3. Create an Impact Value Chain for your business or social enterprise.
  4. Save a copy of this Impact Value Chain for use in Customer Impact Interviews and for the Sustainable 10X Impact Business Plan you’ll be developing in Module 3.

Coaching Tips:

The Impact Value Chain is a “design tool” used by enterprises to communicate key outcomes and results generated for stakeholders. If a picture is worth a thousand words, then a well-crafted Impact Value Chain (also called a logic model or theory of change) meets this standard. With attention spans at an all-time low, there’s something to be said for a simple one-page diagram that communicates the “why” and “so what” of your business or social enterprise.

Another benefit of the Impact Value Chain is that it will enable you and your team to clarify “means” and “ends.” In profit-driven enterprises, the bottom-line is considered the primary outcome. However, in impact-driven businesses, profit is just one of the means to a bigger end (i.e., positive impact–the intentional creation of enduring social and economic value).

To get started, first download the Double Bottom Line Project Report from the Fuqua School of Business website at Duke University. Then, identify a small group of 2–3 team members to develop a draft Impact Value Chain. Be sure to review pages 6–7 of the Double Bottom Line Project Report and ensure understanding of the terms “output, outcome, and impact.”

What is an Impact Value Chain?

Next, download the Impact Value Chain template.

Impact Value ChainDownload

There are five sections of the template to complete:

  1. Key Resources: important assets required to make your business model work (you will revisit this section later in the Module).
  2. Key Activities: important activities enabling you to deliver value and generate impact (you will revisit this section later in the Module).
  3. Main Outputs: significant results generated by your enterprise (focus more on external results).
  4. Primary Outcomes: “meaningful changes” your business creates in the lives of customers (this section gets to the “so what” behind your purpose or mission and the problem you solve as an enterprise).
  5. Positive Impact: this is the “ultimate change” you aim to create in the world (note that you may not be able to attach a monetary value to this impact right now).

Feel free to customize the design of your Impact Value Chain. Do a quick Google search to see the variety of creative ways that business and social enterprises from around the world are communicating their primary outcomes with impact value chains, logic models, or theory of change diagrams.

To help you do this, visit the website of SlideModel.com to purchase an appropriate template for displaying your Impact Value Chain results. You’ll be visiting SlideModel.com many times during Business Impact Accelerator© to look for templates that will help you communicate the results of your business improvement and development work. SlideModel.com has over 12,000 templates and two affordable subscription plans ranging from $100–$200 per year.

After the small group has developed a draft Impact Value Chain, ask them to schedule a review meeting with the entire team and moderate the discussion. Make any improvements as necessary to the Impact Value Chain.

You’ll be reviewing the outcomes of your Impact Value Chain in Module 2 as you create a ten-year Vision Story of Sustainable 10X Impact and design a Sustainable 10X Impact Business Model. Also, you will need this Impact Value Chain for the Sustainable 10X Impact Business Plan you and your team will be developing in Module 3.

Review Questions:

Before moving to the Next Step, ask these questions:

  1. Did we address all five sections of the Impact Value Chain?
  2. Did we distinguish outputs from the outcomes and impact we create?
  3. Are there any assumptions we need to confirm or validate with customers?

Estimated Time:

It will take approximately 3–4 hours to draft and review an Impact Value Chain. If your enterprise already has a logic model or theory of change diagram, then use this Activity to review and improve the work previously completed.

Featured Certified B Corporation: 

Patagonia

Recommended Resources:

To learn more about measuring impact and developing impact value chains, logic models, or theory of change diagrams, we recommend the following:

Next Step

Customer Impact Interviews

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Customer Impact Interviews

Required Materials:

To conduct Customer Impact Interviews, you will need the Design a Better Business and Value Proposition Design books. You will also need the Impact Value Chain developed in the first part of this Activity.

To Do List:

There are five actions for you and your team to complete:

  1. Review pages 106–119 in Value Proposition Design (Understanding Customers) and pages 88–89 in Design a Better Business (Master Questioning).
  2. Download and review The Lean Data Field Guide: Tips for Collecting Data to Build More Impactful Businesses from the Acumen website.
  3. Develop a set of 5–10 questions to assess the depth and breadth of impact your enterprise is currently delivering to customers.
  4. Identify 2–3 customers for each team member to interview in the next two weeks (in-person or by phone).
  5. Conduct the interviews and summarize key findings for use in Module 2 of Business Impact Accelerator.

Coaching Tips:

In his four-phase customer development process, Steve Blank reminds us to “get out of the building” and go talk to customers to learn, measure, and build solutions that exceed their expectations. In this Activity, you will use the same idea to have a conversation with your customers and learn about the impact your enterprise is creating in their lives.

To prepare for this discussion, start with a review of pages 106–119 in Value Proposition Design and pages 88–89 in Design a Better Business (these are two of the five books you’ll need to purchase for every member of your team participating in Business Impact Accelerator©). These pages will provide you with clear guidelines for interviewing customers and asking the right questions.

Next, download The Lean Data Field Guide from the Acumen website and focus on pages 9 and 11. You’ll find six question sets to customize. You’ll also see six desired actions you can take as a result of your customer impact interviews. Note this comment from the Guide: “The question sets in the guide are linked to the desired action and enable companies to make better, informed decisions. This ultimately drives higher sales and more impactful businesses.”

Use the Acumen Guide to identify 5–10 questions for your customer impact interviews. Then, select 2–3 customers for each team member to interview in the next two weeks by phone or in-person (if possible). Explain to these customers that you are seeking their feedback to improve the impact of your enterprise. Listen carefully to their comments and be sure to follow-up on any issues raised during the interview.

Close the Loop

This simple act of following-up is called “closed-loop feedback” (it’s one of the key topics in Module 4 of Business Impact Accelerator). You might be surprised at the number of enterprises that ask customers (or employees) for feedback and then fail to do anything about the information they receive. Ask your key customer contacts if they would be willing to keep the conversation going in the next few months. By doing this, you’ll identify potential “earlyevangelists” or “early adopters” to test and validate the Sustainable 10X Impact Business Model you and your team will be designing in Module 2 of Business Impact Accelerator.

After completing your customer impact interviews, compile and summarize key findings for review by the entire team. Be sure to save this information for use in Module 2. In this Module, you will be asked to create a vision, value proposition, and business model that sustainably grows and scales the breadth and depth of your impact over the next ten years.

Review Questions:

Before moving to the Next Step, ask these questions:

  1. Did we leave our customers with a positive impression?
  2. Did we identify “earlyevangelists” or “early adopters” willing to continue the conversation?
  3. What were the key findings from our customer impact interviews?

Estimated Time:

It will take approximately two weeks to schedule and conduct customer interviews as well as compile, summarize, and review key findings.

Featured Certified B Corporation: 

Chandos Construction

Next Step

Examine Business Model

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Activity Description

In this Activity, you and your team will examine the current business model of your enterprise. You’ll do this by creating a Business Model SWOT Diagram and Business Model Environment Map.

Examining your business model is important because as you learned in Gender Wealth Strategy©, conventional finance and investment models prioritize profit over impact. As one of the leaders of an impact-driven enterprise, it is incumbent on you to explain the rationale for how your organization creates enduring social and economic value.

The Business Model SWOT Diagram will help you identify the priority strengths and weaknesses of your model as well as assess potential threats and improvement opportunities. The Business Model Environment Map will help you describe the macro environment in which your business model operates and identify key forces shaping your future.

Together, these Deliverables will enable you and your team to identify opportunities for designing a more profitable, scalable, and impactful business model.

Business Model SWOT Diagram

Required Materials:

To create a Business Model SWOT Diagram, you will need the Business Model Generation book. You will also need to access free resources from the Strategyzer website.

To Do List:

There are six actions for you and your team to complete:

  1. Review the nine building blocks of the Business Model Canvas on pages 14–51 of Business Model Generation.
  2. Download and examine the Business Model Canvas Instruction Manual from the Resources section of the Strategyzer website.
  3. Use the Manual to sketch the current business model of your enterprise (if you do not currently have one).
  4. Review the SWOT process and assessment questions on pages 212–225 of Business Model Generation (note the preview copy from the Strategyzer website does not contain this section).
  5. Develop a Business Model SWOT Diagram using a template purchased from the SlideModel.com website.
  6. Save a copy of your SWOT Diagram for use in Modules 2 and 3 of Business Impact Accelerator.

Coaching Tips:

The Business Model Canvas is rapidly becoming the “gold standard” for describing how business and social enterprises create, deliver, and capture value. The canvas was created by Alex Osterwalder and Yves Pigneur and introduced in 2010. Osterwalder leads the consulting firm Strategyzer, which counts many of the world’s biggest corporations as clients.

If your enterprise has previously developed a Business Model Canvas, then use this activity to strengthen the model as well as involve all team members in the SWOT assessment process. Remember the Principle of Involvement from Gender Wealth Strategy©? This activity will develop the capability of your team to improve and transform the business model into one capable of generating higher impact and delivering greater economic value.

If you do not have a Business Model Canvas, then download The Business Model Canvas Instruction Manual from the Strategyzer website (after creating a free account) and sketch a canvas before reviewing the questions on pages 217–223 of Business Model Generation. Note that you have already started this process by completing the first two columns of the Impact Value Chain in the previous Activity (i.e., the Key Resources and Activities sections).

Strengthen Your Business Model

Be sure to discuss these seven areas with your team as you go into the assessment. Each of the areas offer valuable clues for designing a more sustainable, scalable, profitable, and impactful business model:

  1. Switching Costs
  2. Recurring Revenues
  3. Earning vs. Spending
  4. Game-Changing Cost Structure
  5. Others Who Do the Work
  6. Scalability
  7. Protection from Competition

As you review assessment questions, record scores and take notes of the discussion. After completing the evaluation, summarize results and with 1–2 other team members, prioritize the top 5–6 Strengths, Weaknesses, Opportunities, and Threats.

You can capture this information in a Business Model SWOT Diagram by purchasing a template from SlideModel.com (e.g, Flat SWOT Analysis Design for PowerPoint). SlideModel.com offers two levels of affordable subscriptions ranging in price from $100–$200 per year. You’ll be using this service throughout the Business Impact Accelerator© program and on an ongoing basis.

After compiling assessment results and creating a Business Model SWOT Diagram specific to your business or social enterprise, review this draft with the entire team and make any adjustments as necessary. Be sure each item on the SWOT Diagram is understandable and clearly stated.

Review Questions:

Before moving to the Next Step, ask these questions:

  1. Did we adequately describe all nine building blocks of our business model?
  2. What did we learn about our current business model?
  3. Are the SWOT Diagram statements stated clearly?

Estimated Time:

It will take approximately 3–4 hours for the entire team to complete the Business Model SWOT Assessment process and another 1–2 hours to document and summarize results.

Featured Certified B Corporation: 

Laureate Education

Recommended Resources:

To learn more about the Business Model Canvas, we recommend reviewing the Resources section of the Strategyzer website. This consulting and training firm offers a number of free videos and webinars in addition to several high-quality and affordable online learning programs. We also suggest subscribing to the free Strategyzer Channel on YouTube and signing up for the Strategy Blog on their homepage.

We also recommend taking Business Models for Social Enterprise, a free course from +Acumen on the NovoEd online learning platform that discusses the integration of your impact model (Impact Value Chain) with the Business Model Canvas.

And, we advise taking How to Build a Startup (a free course by Steve Blank on Udacity).

Next Step

Business Model Environment Map

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Business Model Environment Map

Required Materials:

To create a Business Model Environment Map, you will need the Business Model Generation book. You will also need to visit the Strategyzer website.

To Do List:

There are five actions for you and your team to complete:

  1. Review pages 200–211 of Business Model Generation on mapping your business model environment.
  2. Download The Business Model Design Space Card Deck from the Resources section of the Strategyzer website.
  3. Conduct a four-hour business model mapping workshop based on the Card Deck.
  4. Identify and record the top 6–8 forces appropriate for each of the four areas identified on the Business Model Environment Map.
  5. Save a copy of the Map for use in Modules 2 and 3 of Business Impact Accelerator.

Coaching Tips:

One of the mantras frequently shared by Alex Osterwalder of Strategyzer (and co-author of Business Model Generation, Value Proposition Design, Testing Business Ideas, and The Invincible Company) is: “Every enterprise has a business model … and every business model has an expiration date.” The real question behind this question is: “Do you know the expiration date of your business model?” Osterwalder’s mantra is a reminder for every business or social enterprise to get on with the work of innovating their business model before competition and external forces in the environment render it obsolete.

So, what forces will shape and influence the strategic direction of your business or social enterprise during its ten-year journey of growth, change, and transformation?

To answer this question, download The Business Model Design Space Card Deck from the Strategyzer website and identify the top 6–8 “forces” in each of the four quadrants of the Environment Map. These quadrants correspond to the four areas identified in Business Model Generation on page 201: Key Trends, Market Forces, Industry Forces, and Macro-Economic Forces.

Then, organize and facilitate a four-hour workshop using the agenda presented in the Card Deck. Have everyone review over the factors and questions highlighted on pages 202, 204, 206, and 208 of Business Model Generation before the workshop. Consider what forces and trends will shape and influence the direction of your business or social enterprise in the next ten years.

Be sure to take 30 minutes at the end of the workshop to prioritize and rank order the top 6–8 issues, factors, or trends in each of the four areas. These are the issues you and your team will need to consider as you design your Sustainable 10X Impact Business Model in Module 2 of Business Impact Accelerator. Use a 3-point scale for determining the importance of these issues, trends or factors (e.g., 3=super critical/address, 2=important/study and 1=relevant/monitor).

Then, display your results using one of the SWOT Diagram templates available from SlideModel.com.

Review Questions:

Before moving to the Next Step, ask these questions:

  1. Did we address all issues in the business model assessment process?
  2. What did we learn about the external environment that could potentially impact our enterprise?
  3. What other information do we need to confirm our assumptions and hypotheses?

Estimated Time:

It will take approximately four hours to complete the workshop and another 1–2 hours for the change coaches to tabulate and summarize results for the entire team.

Featured Certified B Corporation: 

Revolution Foods

Recommended Resources:

To learn more about analyzing forces and trends, we recommend the following:

Next Step

Evaluate Customer Engagement

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Activity Description

In this Activity, you and your team will evaluate the effectiveness of your enterprise in engaging customers. You’ll do this by creating a Strategy Canvas and Customer Engagement SWOT Diagram.

Assessing your capability to transform customers into trusted partners is important because as you learned in Gender Wealth Strategy, less than 10% of enterprises achieve sustained organic growth over a ten-year period. As one of the leaders of an impact-driven business, it is incumbent on you to build mutually beneficial, profitable, and enduring relationships with your most loyal promoters and customer advocates.

Strategy Canvas will help you compare your value proposition to those of your competitors. Customer Engagement SWOT Diagram will contribute to strengthening the engagement level of customers.

Together, these Deliverables will enable you and your team to build a robust and loyal customer base, more predictable revenue stream, and attract women and HeForShe investors.

Strategy Canvas

Required Materials:

To create a Strategy Canvas, you will need the Value Proposition Design book. You will also need to visit the Strategyzer website.

To Do List:

There are five actions for you and your team to complete:

  1. Review the six building blocks of the Value Proposition Canvas on pages 3–61 of Value Proposition Design.
  2. Download and review The Value Proposition Canvas Instruction Manual from the Resources section of the Strategyzer website.
  3. Use this Manual to sketch the current value proposition of your enterprise (if you do not currently have one).
  4. Review the process for creating a Strategy Canvas on pages 128–131 of Value Proposition Design and create a Strategy Canvas for one or more customer segments served by your enterprise.
  5. Save a copy of your Strategy Canvas(es) for use in Modules 2 and 3 of Business Impact Accelerator.

Coaching Tips:

The Value Proposition Canvas is rapidly becoming the “gold standard” for describing how enterprises create value for customers. The canvas is a critical part of the Business Model Canvas you and your team examined in the previous Activity of Module 1.

If you have a Value Proposition Canvas for your business or social enterprise, then use this Activity to sharpen your focus on the “benefits package” offered to customers.

If you don’t have a Value Proposition Canvas, take the opportunity now to sketch one before creating a Strategy Canvas. To do this, you’ll need to download the Value Proposition Canvas Instruction Manual from the Strategyzer website.

Then, organize and facilitate a workshop with the entire team. The manual from Strategyzer will guide you through the process step-by-step. Don’t worry if this Value Proposition Canvas isn’t perfect or appears “too general.” This is common during the initial stages of defining, designing, and prototyping value propositions and business models. Be comfortable with the ambiguity and know there will be many iterations ahead as you put your “value map” under the microscope and improve the fit/alignment between what you offer customers and what these customers are really expecting.

Focus on the Vital Few

The Strategy Canvas is a tool from the book, Blue Ocean Strategy. On pages 128–131 of Value Proposition Design, the Strategyzer team has laid out an excellent example of how to use this tool. Notice in the book, the Strategyzer team has focused on three pain relievers and three gain creators from their value map to compare against two major competitors. Use the “less is more” principle here. Focus on the “vital few” pain relievers or gain creators with the most impact on the lives of your customers. Your customer impact interview notes will offer guidance.

Be sure to assess the performance of your benefits honestly. Chances are good your main competitors just completed their Strategy Canvas using your enterprise as one of their benchmarks!

You will need this information for Module 3 of Business Impact Accelerator and the Sustainable 10X Impact Business Plan that is needed to prepare and launch a winning 3X-in-10™ Growth Capital Campaign as well as advertise your 3X-in-10™ Revenue Sharing Offer to women and HeForShe investors. There are two sections of this impact-driven business plan outline which focus on “customer and business model development” and “competitive differentiation and advantage.”

Review Questions:

Before moving to the Next Step, ask these questions:

  1. Did we describe all six building blocks in our Value Proposition Canvas?
  2. What did we learn about our current value proposition?
  3. Is it clear how we differentiate our enterprise from competitors (or competitive offerings)?

Estimated Time:

It will take approximately 2–3 hours to develop a Value Proposition Canvas (if you’re starting from scratch) and 2–3 hours to conduct the Strategy Canvas exercise.

Featured Certified B Corporation:  

TOM Organic

Recommended Resources:

To learn more about the Value Proposition Canvas, we recommend the free resources available on the Strategyzer website. They offer a number of free videos and webinars in addition to several high-quality and affordable training programs. We also suggest subscribing to the free Strategyzer Channel on YouTube and the Strategyzer Blog (sign-up is available on the Homepage).

We also advise two free courses from +Acumen to learn more about developing high-impact value propositions:

  • Business Models for Social Enterprise
  • Human-Centered Design

Next Step

Customer Engagement SWOT Diagram

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Customer Engagement SWOT Diagram

Required Materials:

To create a Customer Engagement SWOT Diagram, you will need The Hidden Wealth of Customers book. You will also need to visit the Center for Customer Engagement’s website.

To Do List:

There are five actions for you and your team to complete:

  1. Ensure everyone has a copy of The Hidden Wealth of Customers (you’ll also need this book for Modules 4 and 5 of Business Impact Accelerator).
  2. Download and read two free reports from the Center for Customer Engagement website (Find Your Rock Star Customers and The Level 4 Customer Value Proposition) as well as watch “The Hidden Wealth of Customers”.
  3. Review and answer the 40-item Customer Engagement Questionnaire found in the appendix of The Hidden Wealth of Customers.
  4. Identify priority areas for improving and strengthening customer engagement and create a Customer Engagement SWOT Diagram using the SWOT Diagram template you purchased previously from SlideModel.com.
  5. Save a copy of your Customer Engagement SWOT Diagram for ongoing use with Business Impact Accelerator©.

Coaching Tips:

According to Bill Lee, author of The Hidden Wealth of Customers, “The best person to find your next customer is a current customer.” Lee writes: “The time has come to move beyond delighting customers or measuring their loyalty. Typical customer engagement initiatives do nothing to expand the notion of value a company can provide its customers.”

How about your business or social enterprise? Has it identified and engaged its most valuable customers and transformed them into loyal promoters to assist you in scaling the positive impact of your enterprise?

In this Activity, you will assess how effective your organization has been in engaging and building loyal promoters and customer advocates. First, however, you will need to learn more about Bill Lee’s work in helping companies stimulate organic growth through mutually beneficial relationships with “rock star customers.”

Visit Mr. Lee’s website, and download two free reports titled Find Your Rock Star Customers and The Level 4 Customer Value Proposition. You’ll find these short reports in Free Stuff/Reports. Be sure to click on Book and then Skip to Video Links to watch “The Hidden Wealth of Customers.” Also, you’ll need to access The Hidden Wealth of Customers book to review and complete the Customer Engagement Questionnaire found in the appendix.

Diagnosis Before Prescription

Team members can individually view the video and review the reports, but you’ll need to meet as a team to complete the questionnaire. Read through the questions, record scores, and capture critical notes from the team’s discussion.

Keep the conversation focused and offer concrete examples and details. In particular, note questions in the Customer Retention and Creating a Better Value Proposition sections.

Using results from the Customer Engagement Questionnaire, identify and prioritize 5–6 items in each of the four quadrants (look for items that score 6 or below). These priorities will help you in Module 2 to design a more impactful value proposition, as well as improve the repeatability and scalability of your lead generation, lead conversion, and customer retention strategies.

Capture your Strengths, Weaknesses, Opportunities, and Threats in a SWOT Diagram. Use the template you purchased previously from SlideModel.com (Flat SWOT Analysis Design for PowerPoint). And, be sure to factor these priorities into your Sustainable 10X Impact Business Model and Business Plan (to be designed and developed in Modules 2 and 3 of Business Impact Accelerator).

Review Questions:

Before moving to the Next Step, ask these questions:

  1. Did we review and score all of the items on the Customer Engagement Questionnaire?
  2. What did we learn about our customer engagement capabilities?
  3. Is there any “low-hanging fruit” we can address immediately?

Estimated Time:

It will take approximately 3–4 hours to watch the video, read both articles, and create a Customer Engagement SWOT Diagram specific to your business or social enterprise.

Featured Certified B Corporation:  

Natura Cosmeticos SA

Recommended Resources:

To learn more about customer growth, strategy, and engagement, we recommend the following:

  • “How to Grow Your Business and Sales Faster” (YouTube video about four revenue growth strategies and the power of 80-20).
  • The 80-20 Principle: The Secret to Achieving More with Less by Richard Koch.
  • 80-20 Sales and Marketing: The Definitive Guide to Working Less and Making More by Perry Marshall.
  • Strategy from the Outside-In: Profiting from Customer Value by George Day and Christine Moorman.
  • The Customer-Funded Business: Start, Finance, or Grow Your Company with Your Customer’s Cash by John Mullins.
  • Outside-In: The Power of Putting Customers at the Center of Your Business by Harley Manning and Kerry Bodine.

We also suggest three free courses from +Acumen to learn more about customer discovery:

  • Introduction to Human-Centered Design
  • Social Impact Analysis
  • Lean Startup Principles for the Social Sector

Next Step

Module One Review

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Module One Review

Module One of Business Impact Accelerator© focused on these Deliverables and Outcomes:

  • B Impact Assessment (establish an initial baseline of your enterprises’ social and environmental impact)
  • Impact Value Chain (define and describe the key outcomes of your enterprise)
  • Customer Impact Interviews (understand the specific impact you’re making in the lives of customers)
  • Business Model SWOT Diagram (identify the priority strengths and weakness of your business model as well as assess potential threats and improvement opportunities)
  • Business Model Environment Map (describe the macro environment in which your business model operates and identify key forces shaping your future)
  • Strategy Canvas (compare your value proposition to those of your competitors)
  • Stakeholder Engagement SWOT Diagram (strengthen the engagement level of your customers)

So, how did you and your team do? Were you able to complete all of these deliverables and generate the intended outcomes?

Now, on to Module 2 and Transform Business Impact!

3X-in-10™ Calculators

In this section of the WIIN learning platform, you will find our 3X-in-10™ Calculators. These three calculators are used by women and HeForShe investors, business owners, and entrepreneurs.

Use the first calculator to assess viability and profitability of revenue sharing investment offers (whether 3X-in-10™ or not). The 3X-in-10™ Calculator assumes a model enterprise is seeking to raise $250,000 in growth capital and is willing to share 5% of its top-line revenue with women and HeForShe investors over a ten-year period.

The second calculator focuses on the annual yield an individual investor potentially could receive from investing in the 3X-in-10™ offer of the first calculator. The third calculator makes the assumption you have decided to take all revenue sharing loan repayments and reinvest them in other 3X-in-10™ Offers and create a ten-year 3X-in-10™ Revenue Sharing Portfolio.

Be sure to click on the “return” buttons and hover over each section of these calculators. There is more information in the “pop-up boxes” about our 3X-in-10™ Revenue Sharing Model.

What If You Made this
3X-in-10™ Offer to
Women and HeForShe Investors?Use this calculator to assess the potential return of a revenue sharing investment offer. It's built on a financial model we call the 3X-in-10™ Revenue Sharing Offer (or 3X-in-10™ for short). This is investor code for "triple your investment in ten years." Click on the Potential Investor Return button to see results.

Four numbers are needed to create or evaluate a 3X-in-10™ Revenue Sharing Offer. This first input cell asks for the starting revenue base of the enterprise seeking to raise growth capital. Typically, this is the net revenue forecasted for end of the current fiscal year. In our 3X-in-10™ Model, we use an enterprise with a revenue base of $1 million. Go ahead and enter the starting revenue base for your enterprise.

The second input cell asks for the amount of flexible revenue-based growth capital a business or social enterprise is aiming to raise on a crowdfund investment platform. Typically, 25% of the revenue base is considered a "safe" amount. In our model, the enterprise is seeking to raise $250,000. Go ahead and enter the amount of growth capital your enterprise is aiming to raise.

The third input cell asks for the average annual revenue growth rate of the enterprise for the next ten years. In our model, the enterprise forecasts a realistic and sustainable 10% average annual growth rate. Go ahead and enter the growth rate for your business or social enterprise. You may need to assume a percentage if this number is not provided.

The fourth input cell asks for the percentage of top-line revenue to be shared with investors over the ten-year investment period. Typically, the range is between 1–10%. In our model, the enterprise has chosen 5%. Their 3X-in-10™ Revenue Sharing Promissory Note would provide pro-rated payments to investors equal to 5% of revenue generated for the quarter. Go ahead and enter the revenue sharing percentage being offered by your enterprise.

Potential Investor
Return

Total Cash
ReturnedThe first output cell calculates the total amount of cash investors potentially could receive from this 3X-in-10™ Revenue Sharing investment. This number is calculated by multiplying the growth capital amount by the investment multiple.

Net Present Value of InvestmentThe second output cell calculates the Net Present Value (or NPV) of this 3X-in-10™ Offer. NPV is the difference between the present value of cash inflows and outflows. It takes the "time value of money" into account and tells investors if future cash flows are adequate to pay back the revenue sharing agreement. Our NPV formula uses a "hurdle rate" of 8.7%. This is the return of a portfolio of ten equity investments (discussed in Key Finding #5 of the Gender Wealth Strategy learning program). A NPV greater than zero means this benchmark has been met. Check the IRR to confirm.

10-Year Average Annual Return or IRRThe third output cell calculates the Internal Rate of Return (or IRR) of this 3X-in-10™ Offer. IRR is the discount rate that makes the net present value of all investment cash flows zero. Investors use IRR to judge the attractiveness of different investment options. Investors typically favor options with the highest IRR. In our 3X-in-10™ Offer, the potential IRR (average annual return) is 23.3%.

Investment
Multiple XThe fourth output cell confirms the investment multiple of a revenue sharing offer. Use this number to confirm or evaluate the viability of the revenue sharing offer you're creating or evaluating.

Total Growth Capital Investment250,000

Enter Investment Multiple
and Investment Period:

The investment multiple in our model defaults to 3.0. However, you can change this if you're evaluating an offer that is not a 3X-in-10™ (e.g., 1.5X in 5, 2X, etc.)

The investment period in our model defaults to 10 years. However, you can change this if you're evaluating an offer that is not a 3X-in-10™ (e.g., 1.5X in 5, 2X, etc.). Note that our model ends after ten years.

Desired Investment Amount750000

What If You Invested in
the Above 3X-in-10™
Revenue Sharing Offer?This calculator focuses on the yearly return (or annual yield) you potentially could receive from the 3X-in-10™ Offer in the first calculator. Note the cash return and annual yield are not risk-adjusted nor do they take into account the "time value of money." This calculator will help you see how fast it takes to earn back your invested capital (i.e., time to 1X).

This input cell asks you to enter the amount of money you would like to invest in the 3X-in-10™ Offer in the first calculator. This is a one-time investment where you would receive quarterly revenue sharing repayments from the business or social enterprise you've chosen to fund and support.

Your Potential Return

Year Cash Return Annual Yield
1
2
3
4
5
6
7
8
9
10

Total Cash
Returned15,000This is the total of all cash returned in years 1–10. You can easily check whether the total is 3X your initial capital investment.

What If You Reinvested
All of Your Repayments
in Other 3X-in-10™ Offers?This calculator assumes you've taken all revenue sharing repayments and reinvested them in other high-quality 3X-in-10™ Offers with the same parameters as the first calculator. This calculator provides the potential return for a risk-adjusted portfolio of revenue sharing investments. We used Bureau of Labor Statistics (BLS) business failure rates from 1994–2015 to create a conservative estimate of the potential results if you reinvest all of your repayments in other high-quality 3X-in-10™ Offers.

This cell is based on the amount of capital investment you entered in the second calculator.

Your Potential
Portfolio Return

Year Cash Return Annual Yield
1
2
3
4
5
6
7
8
9
10

Total Cash
Returned23,185This is the total of all cash that potentially could be returned in years 1–10 as a result of your 3X-in-10™ Revenue Sharing Portfolio. Divide the Total Cash Returned by Your Initial Investment to see the potential Investment Multiple of your risk-adjusted 3X-in-10™ Portfolio. In our example, the Potential Investment Multiple is 4.6X. This result is two times the average return of a portfolio of ten equity investments (reference Key Finding #5 in the Gender Wealth Strategy learning program). This result also translates into a potential 30.1% IRR (average annual return)!

3X-in-10™ Webinar Series

The 3X-in-10™ Webinar Series consists of four videos and a Learning Check focused on the innovative 3X-in-10™ revenue-based financing and investment model.

The series has five parts:

  1. Part 1: Basics of RBF
  2. Part 2: Six Key Numbers
  3. Part 3: Potential Return
  4. Part 4: 3X-in-10™ Calculators
  5. Part 5: 3X-in-10™ Learning Check

Be sure to have the 3X-in-10™ Calculators open in another tab/window as you watch each of the videos in order. You’ll find these calculators in the WIIN Learning Platform section of our website.

3X-in-10™ Learning Check and Answer Key

3X-in-10™ Series Part 5 SlidesDownload
3X-in-10™ Answer KeyDownload

Key Outcomes of Business Impact Accelerator©

Business Impact Accelerator© is organized into 6 Modules, 24 Activities, and 48 Deliverables. Click on this link or download a copy of the learning design we created for Business Impact Accelerator©.

BIA DesignDownload

Deliverables are the tools, documents, or products you and your team will create in order to assess, transform, scale, generate, accelerate, and if desired, fund the positive impact of your business or social enterprise.

You will not need to complete all of these Deliverables to develop a Sustainable 10X Impact Business Plan or prepare for a winning 3X-in-10™ Growth Capital Campaign on a crowdfund investing platform. However, these Deliverables will help you and your team navigate and manage an exciting ten-year journey of sustainable growth, change, and transformation.

The Deliverables and Key Outcomes of Business Impact Accelerator include:

  • B Impact Assessment (establish an initial baseline of your enterprises’ social and environmental impact)
  • Impact Value Chain (define and describe the key outcomes of your enterprise)
  • Customer Impact Interviews (understand the specific impact you’re making in the lives of customers)
  • Business Model SWOT Diagram (identify the priority strengths and weakness of your business model as well as assess potential threats and improvement opportunities)
  • Business Model Environment Map (describe the macro environment in which your business model operates and identify key forces shaping your future)
  • Strategy Canvas (compare your value proposition to those of your competitors)
  • Stakeholder Engagement SWOT Diagram (strengthen the engagement level of your customers)
  • B Impact Improvement Plan (embed impact improvement into the daily operations and organization culture)
  • Customer Persona and Journey Canvases (gain insight into customers you currently serve or may decide to serve in the future)
  • Statements of Core Purpose and Values (redefine and articulate the “why” behind your enterprises’ existence)
  • Vision Story of Sustainable 10X Impact (establish a strategic destination for the ten-year journey of investment, growth, and transformation you’re preparing to launch)
  • High Impact Value Proposition Canvas (adopt an “outside-in” point of view and discover ways to create more value for current and new customers)
  • Sustainable 10X Impact Business Model Canvas (find the right business model to deliver on the Big Hairy Audacious Goal identified in your vision)
  • Investment Readiness Level Canvas (track progress toward the validation of a profitable and scalable business model aligned with your Vision of Sustainable 10X Impact)
  • Scaling and Growth Capital Objectives (identify the key results to be achieved during scale-up)
  • Scaling Action Plans (plan the financial and human resources needed to deliver on the scaling objectives)
  • 3X-in-10™ Revenue Sharing Offer (calculate a safe percentage of revenue to share with investors during the ten-year growth capital investment period)
  • Sustainable 10X Impact Business Plan (create a high-quality scaling plan and realistic financial projections to achieve “take-off” and sustainable growth)
  • Cash Flow Pressure Test (examine the impact of different growth scenarios on the cash flow and profitability of your enterprise during the time it takes to reach take-off)
  • Business Transformation Readiness Assessment (diagnose the current health of your business and organization development efforts)
  • Case for Change Story (communicate the strategic direction and vision of your business or social enterprise)
  • Customer Journey Maps (create a branded customer experience)
  • Net Promoter® Surveys (strengthen and build customer relationships)
  • Company Service Aptitude Test (measure and improve the service level of your enterprise with the C-SAT)
  • One Page Strategy Map and Plan (focus and align everyone in your enterprise around strategic priorities and measures)
  • Strategy Reviews (engage frontline teams in helping you manage and improve performance)
  • Organization Chart of the Future (align the strategy and structure of your enterprise as it scales)
  • Process Improvement Plan (prioritize the work processes to simplify and improve)
  • Business Process Maps and Library (create an online portal of process documentation to accelerate learning and performance)
  • Annual B Impact Improvement Plan (achieve and/or sustain B Corp Certification)
  • Entrepreneurial Mindset Profile™ (develop entrepreneurial thinking and skills across your organization)
  • Culture Map (design a work environment that prizes and rewards entrepreneurial action)
  • Core Values Interview Guide (hire the right people aligned with your culture, values, and vision)
  • Change Accelerator Project Dashboard (monitor employee engagement, organization health, and progress of your business transformation efforts).
  • Change Assessment Profiles (identify opportunities for improving change management skills)
  • Executive Sponsorship Assessments (develop more effective sponsors of change across your enterprise)
  • Progress Reviews (evaluate the progress of your strategic projects and initiatives)
  • Team Effectiveness Assessments (identify and eliminate barriers in the way of top performance)
  • Marketplace® Live Business Simulations (develop the knowledge and skills your team needs to grow a successful business or social enterprise)
  • Conscious Capitalism® Simulation (learn about the four principles of Conscious Capitalism® and reinforce the entrepreneurial, impact-driven culture you’re aiming to develop and build)
  • Verified Check Report (raise investor trust and confidence with a comprehensive background check and due diligence review from the team at CrowdCheck)
  • Financial Statements Review or Audit (raise investor trust and confidence by meeting all SEC requirements for financial disclosure)
  • Sustainable 10X Impact Business Plan Review (raise investor trust and confidence with a high-quality business plan and pro forma financial statements)
  • Governance Documents Review (protect investors and stakeholders by ensuring your enterprises’ legal affairs are in order)
  • 3X-in-10™ Offer Review (protect investors and stakeholders by ensuring your 3X-in-10™ Revenue Sharing Promissory Note and Note Subscription Agreement are correctly structured)
  • SEC Form C Review (protect investors by ensuring your revenue sharing investment offering meets all SEC disclosure requirements)
  • Investor Pitch Deck and Profile Review (promote your 3X-in-10™ Revenue Sharing Offer following all SEC regulatory requirements)
  • Investment Readiness Check (complete a final review of investment readiness before promoting your high-quality 3X-in-10™ Revenue Sharing Offer to women and HeForShe investors in the Women’s Impact Investing Network)

Gender Wealth Strategy

Introduction

Welcome to the Gender Wealth Strategy© learning program.

Gender Wealth Strategy was written and designed for woman business owners, entrepreneurs, investors, and HeForShe advocates. This online learning program will introduce you to an inclusive and sustainable solution for closing the gender wealth gaps women experience around the world.

These gaps negatively impact women in three ways:

  1. Woman business owners and entrepreneurs are four times less likely than men to raise capital to start new ventures or secure financing to expand established enterprises.
  2. Women, on average, own just 36% of the financial and non-financial assets that men do.
  3. Women, on average, are paid 80 cents for every dollar paid to men, with pay gaps even larger for women in communities of color.

In Gender Wealth Strategy©, you will learn about the biased and broken system preventing women from building sustainable businesses, raising flexible capital, and making profitable and sustainable investments that build long-term financial security and wealth. You will also learn about a new system of finance and investment designed to help women (and HeForShe advocates) close these gaps once and for all.

Gender Wealth Strategy© includes the following content:

  • New Paradigms: A summary of ten key findings from our research into the new business and investment strategy of Positive Impact. This section provides background information central to the design of our solution for closing the gender wealth gaps.
  • A Failed System: An in-depth analysis of the biased and broken system of finance and investment that fails women and contributes to the gender wealth gaps. This section examines why so many entrepreneurs and investors (women and men) experience a lack of success in building financial security and wealth.
  • Whose Needs Come First?: An overview of the criteria used to design a new system of finance and investment for women and HeForShe advocates. This section compares our 3X-in-10™ Revenue Sharing model with conventional debt and equity models used by 99.5% of banks, lenders, private equity investors, and investment fund managers.
  • Women’s Wealth System: An introduction to a new system of finance and investment designed to help women and HeForShe advocates build sustainable businesses, raise flexible revenue-based growth capital, and make profitable and sustainable investments that create enduring social and economic value. This section presents our solution for closing gender wealth gaps in the U.S., Canada, and world.
  • Take the Next Step: An agenda with talking points for discussing the Women’s Wealth System with key stakeholders at work and, if applicable, significant others at home.

Note: In several of the videos in Gender Wealth Strategy©, you will hear reference to individual or enterprise membership. As of April 2020, the WIIN Learning Platform does not require any membership. Read the FAQ section of our website for an explanation.

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