Month, Year

Impact Opportunity Report

[organization name]
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TABLE OF 

CONTENTS

01  Story

02  Impact Opportunity

03  Impact

04  Business Solution

05  How We’re Different

05  Market

08  Traction

09  External Factors

10  Impact Risk

11  Startup Barriers

12  Next Steps

13  Team

06  Market Research

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0I. STORY

Introduction:

How would you introduce your organization to a potential investor in 1-2 paragraphs?

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What is your Mission Statement?

MISSION

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Established:

#

Size of the enterprise 

#

Years of collective experience within the impact problem space

Location:

20XX

Meet Us:

02. IMPACT OPPORTUNITY 

The Problem:

What is the social/environmental problem you are trying to solve?

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Our Target:

Number of people

Where are you targeting your efforts currently?

Affected Population

Current Target State/Province

Key Stakeholder:

Tell us about the individual, community, and/or environment that benefits most by solving this problem?

Cost of the Problem:

Please tell us about the economic, environmental or social COST of the problem in your words (dollars lost, people affected, loss of opportunity, etc.)

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03. IMPACT

Our Solution:

How does your product or service help solve the social or economic problem outlined in the problem questions above? 

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Sustainable Development Goals

SDG Targets

Select the indicators you use/intend to use to track change? [dependent on SDG]

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sustainablecitiesandcommunities.jpg
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OUTCOME GOALS:

What are the specific changes you would like to see due to your efforts?

What specific targets to do you hope to achieve in the next 1-3 years?

04. BUSINESS SOLUTION

Tell us about your product or service​

What your customers receive from you?

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Productivity
Productivity
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Productivity
Financial
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Productivity
Process
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Productivity
Support
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05. HOW WE’RE DIFFERENT

Current Approaches:

What are ways your customers are currently solving the problem?

Primary Competitors:

Who are your main competitors?

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Testimonial

How does your product/service differ from your competitors'? How is your solution unique?

Tell us what your clients say about your product or service

Differentiating Factors:

Competitive Advantages:

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Brand License
Copyrigths
Customer Lists
Trademark
Patent
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Personal Accreditation
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Regulation
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Software
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Other

06. MARKET

Customer Profile:

Tell us about the paying customer and how you would describe different customer groups.

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$1.02B

Total Addressable Market

$500M

Serviceable Addressable Market

$44.5M

Serviceable Obtainable Market

Why is this valid?

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07. MARKET RESEARCH

INDUSTRY PERSPECTIVE:

Basil Data performs market research services for social enterprises and their capacity-building partners.

 

Contact us at impact@basildata.com to include this market research page in your Impact Opportunity Report

Click here to start a market research project with Basil Data

CURRENT STATE RESEARCH:

08. TRACTION

What stage of development is your PRODUCT in?

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GROWTH

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09. EXTERNAL FACTORS

What factors affect our growth path?

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Seasonal Trends

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Close Proximity to Industry Trends

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Commodity Price/Availability Fluctuations

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Economic Cycle

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Competition

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Laws and Regulations

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Customer Taste and Preferences

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Natural Disasters

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Technological Evolution

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International Markets and Foreign Exchange Markets

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Political/Social Momentum

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other

Please explain your reason(s) for your selection(s) above

Explanation:

10. IMPACT RISK

Anticipated Risks: Have you anticipated any of these risks to the expected outcomes?

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Tell us more about how you've prepared (or plan to prepare) for each of the selected impact risks.

How we have prepared for these risks:

11. STARTUP BARRIERS

What factors affect our growth path?

Capital Requirements
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Access to Materials
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Economies of Scale
Technical Knowledge Base
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Access to Distribution Channels
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Product Differentiation
Customer Cost Of Switching
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Patents
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Educating your Market
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Government Regulations
Other

Please elaborate on how you are dealing/plan to deal with each of startup barriers you selected above

How we deal/how we plan on dealing with our hurdles:

12. NEXT STEPS

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Areas to focus in next 6 months for Organization

Tell us more (<100words)

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Market Research
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Market Research
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Market Research

Tell us more (<100words)

Tell us more (<100words)

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13. TEAM

Image and Bio of founding team member

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Image and Bio of founding team member

Image and Bio of founding team member

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Image and Bio of founding team member

This content must not be copied or disseminated without direct permission from Basil Data. Social and environmental issues are inherently complex and this report is meant for informational purposes only. You should not construe any such information or material as legal, tax, investment, financial, or other advice. All content is information of a general nature and does not address the circumstances of any particular individual or entity. 

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This report was developed by Basil Data. Our objective is to improve communication and transparency between impact investors and social entrepreneurs. Our mission is gather better impact data to maximize funding for those making a positive impact.

Illustration by Storyset.

W:  www.basildata.com

E:   impact@basildata.com

S:   @basildata