About Screening and Mapping
Use screening and mapping processes to refine the pipeline of investments, and to be clear internally about the focus and purpose of investing.
Communicate this focus and purpose externally, allowing potential applicants to gauge their own eligibility and suitability in making their application.
1.1 Screening
Devise a screen to test the eligibility of potential investments and organisations, taking care to consider:
- 1.1.1 Mission
Is there an effective and well-designed mission in place?
- 1.1.2 Use of Investment Capital
Does the investment support the organisation and its generation of impact?
- 1.1.3 Governance
Does the organisation have a governance structure that supports its mission and its generation of impact?
- 1.1.4 Profits and Assets
Is there assurance that the use of profits and assets will be in line with the mission?
- 1.1.5 Impact Evidence and Transparency
Is the mission being demonstrably achieved, and is there regular and transparent reporting on impact performance?
1.2 Mapping
Draw up a mapping template or classification tool that can be used to check organisations for suitability, and organise them subsequently into consistent peer groups. Ensure that categorisation is complete and distinct.
