Social Enterprise Summit 10 th Anniversary New Orleans April 16, 2009

Financing Social Ventures

Panelist



Allen Bromberger

- Perlman & Perlman, LLP [email protected]



Barbara Nagel

- Perlman & Perlman, LLP [email protected]



John Baker

- Aperio, LLC [email protected] 

Robert Wexler

- Adler & Colvin [email protected]

Financing Social Ventures

Hypo One:

 An existing non-profit has identified a commercial application for a technology it identified. There is the potential for a lot of profit in the long-term, however, in the short term significant investment is needed. The application will be sold in two markets: one is mission-related and the other is not.

Financing Social Ventures

Hypo Two:

 Existing non-profit wants to employ people with disabilities to do a janitorial service. The business is likely to be marginally profitable, however, it is not "investment grade". The nonprofit thinks this venture is important from a mission point of view but is concerned about the financial risk.

Financing Social Ventures

Hypo Three:

 A social entrepreneur wants to start a business that provides language instruction to pre-school children. The business should be able to make a profit from fee-paying students. The entrepreneur would like to be able to raise money for scholarships for low-income students.