Together We RISE: Rewarding Investments through Smart Education

Hello RISE Impact Enthusiasts,

Imagine investing in a way that not only grows your wealth but also creates a more sustainable and equitable world. At RISE, we turn this vision into reality by backing ventures that are both profitable and impactful. We believe in bridging the gap between financial success and meaningful change.

Impact Investing Trends for 2024: The landscape of impact investing is evolving with a push towards transparency and standardized impact metrics. New players, including tech startups and established financial institutions, are bringing innovative perspectives. AI is enhancing analytical capabilities, promising sustainable and ethical investing with both financial returns and positive social outcomes​ (Atlanta Consulting Group)​​ (Impact Investor)​.

Top Impact Investing Funds: Major private equity firms are leading the impact investing movement. TPG Rise Climate closed on $7.3 billion, targeting investments in climate solutions and sustainable agriculture. Other notable funds include General Atlantic’s BeyondNetZero with $3.5 billion and KKR's second impact fund with $1.9 billion, focusing on measurable social and environmental impact​ (PitchBook)​.

As a reminder, RISE maintains a comprehensive database of private vetted, exclusive, impactful investments that includes everything from startups to established funds and real estate, spanning all areas of impact. These opportunities vary; some have specific participation qualifications, while others are more accessible. We do this because we all have different levels of savings, communities, and can participate in impact at different levels. Either way, as always, let's share this valuable knowledge of values aligned investing with our loved ones, including our children (it's never too early to start!), friends, and broader community. With that said, let's explore this week’s impactful opportunity.

TEACHING IMPACT INVESTING

Family Impact Investment Discussions

Understanding Impact Lending: Making Your Money Work for Good

Introduction to Impact Lending Impact lending is an investment strategy that focuses on providing loans to businesses, organizations, and individuals to create positive social and environmental change. Unlike traditional lending, impact lending prioritizes funding projects that align with specific values and goals, such as sustainability, community development, and social justice. As an expert in private investing with decades of experience, I've seen firsthand the transformative power of impact lending.

Why Impact Lending Matters Impact lending involves offering loans to entities that aim to achieve a positive impact in addition to financial returns. These loans can be directed towards a variety of sectors, including renewable energy, affordable housing, small business development, and education. The goal is to provide capital that supports initiatives making a tangible difference in society. Impact lending is about more than just earning interest on loans; it's about contributing to meaningful change. For women, impact lending can be a powerful tool to support other women entrepreneurs, foster community growth, and champion causes that matter most.

Types of Impact Lending

1. Microfinance: Providing small loans to entrepreneurs and small businesses, especially in developing countries, to help individuals start or grow their businesses, leading to economic development and poverty reduction. Microfinance can empower women entrepreneurs who often lack access to traditional banking services.

2. Community Development Financial Institutions (CDFIs): Offering loans for affordable housing, community facilities, and small businesses to support local economic development and build stronger, more resilient communities.

3. Green Lending: Financing projects that have environmental benefits, such as renewable energy projects, energy-efficient buildings, and sustainable agriculture to help combat climate change and promote environmental sustainability.

High-Level Opportunities in Impact Lending

1. Private Lending Opportunities: High-net-worth individuals and institutional investors can explore private lending opportunities that target high-impact sectors, such as renewable energy startups, social enterprises, and private educational institutions. These opportunities often provide the potential for higher returns while driving significant positive change.

2. Direct Lending to Nonprofits and Social Enterprises: Investors can provide direct loans to nonprofits and social enterprises focused on addressing critical social issues, such as homelessness, healthcare access, and education inequality. These loans can help these organizations scale their impact and achieve their mission.

3. Participation in Impact Funds: Investors can participate in impact investment funds that pool resources to finance a diversified portfolio of impact-driven projects. These funds are managed by experts who identify and support high-potential initiatives across various sectors, offering a streamlined way to engage in impact lending.

Next week, we will discuss the financial metrics behind impact lending. Ready to make a real impact with community? Email us [email protected]

._{*Please, it is never too early to share these differentiations with others so we are all educated together allowing us all to have an investor mindset. If you need lists or access to any of the above reply back and we will support with our database.}

New Weekly Impact Insight - August 3 2024

*Every week, we highlight a unique, fascinating investment opportunity and, most importantly, demonstrate how we analyze it.

🌟 A company focused on treating medical conditions related to bone 🌟

📍 Why This Company? This company has developed novel chemistry that selectively delivers pharmaceuticals to a specific tissue. The advantage of this technology is that exposure to the active pharmaceutical occurs only in the targeted tissues, thereby eliminating toxicity to unrelated organs.

🚀 Mission: The initiation of clinical trials and the advancement of its therapeutic solutions are indicative of the company's expansion in its operational activities within the biotechnology and health care industry.

♻️ Impact Goals: The company is developing innovative drugs that can selectively distribute to musculoskeletal tissue. These drugs carry payloads such as small-molecule hormones or anti-cancer agents. Its first clinical program utilizes tissue-selective distribution to deliver prostaglandin, a potent hormone that triggers the body's own regenerative process, to musculoskeletal tissue to renew and repair muscle and bone. The drug-conjugate carries the drug in an inactive state until it binds to the bone. After the targeting moiety binds to bone, the drug is released where it is received by mesenchymal stem cells, stimulating their maturation to several lineages.

💰 Funding: This company has recently raised $15 million for Phase 1 clinical trials, indicating an influx of capital to support its research and development efforts. Additionally, the company has begun dosing patients with its investigational drug, which is designed to accelerate the healing of bone fractures, suggesting progress in its product pipeline.

👩‍💼 Women Exposure: Bone health is important for women. 50% of post-menopausal women have bone loss. While existing treatments can slow down bone degeneration, there is currently no safe way to reverse bone loss. The body’s skeleton renews itself only every 10 years.

🧑‍🔬 Team and Expertise

• Founder & President: 30+ years leading discovery at Merck resulting in $80B+ in revenue from development of Singulair®, Vioxx®, Arcoxia®, Previcox®, Tredaptive®, and Odanacatib. Recipient of Heroes of Chemistry award and two-time recipient of Prix Galien.

💡 My Thoughts: In September 2023, the company announced the successful dosing of the first human participants in a randomized, double-blind, placebo-controlled clinical trial. The company’s work is going to contribute to societal health and wellbeing, bringing potential broader impacts of its innovations. So, it's beneficial for investors to invest in such companies at an early pre-revenue stage before its exit strategy, such as acquisitions, mergers, or initial public offerings (IPOs).

🏷️ Tags: #InnovationforImpact #Tech4All #HealthCare #HealthAccess #HealthTech #Biotech #SocialInfrastructure

Questions to consider:

1. How do these medical breakthroughs at this company differentiate from competitors?

2. When marketed, what is the potential market size for the company’s products, and what is the expected growth rate?

3. What is the status of the company’s clinical trials? When is Phase 2 planned to be complete?

4. Does the company have any strategic partnerships or collaborations with other biotech companies, research institutions, or healthcare providers?

   👉 Login To View Company Name & Listing & Returns👈

_{It's not my rule—it's just how the finance industry works I cannot share private investment opportunities to the masses that are on this email list. Some private investment opportunities are reserved, please log in. I'm a firm believer that knowledge and community power financial growth for everyone. Irregardless of where we are in our investment journey, we all need this knowledge and discuss with our families.}

Look around at the real estate and businesses out there—there are ones that prioritize making the world better for you and your generation, and some that don't. We want to support those that prioritize these principles. We look for solid plans with great people leading.

P.S. Whenever you’re ready here are a few ways for us to work together:

1. RISE The Movement Impact Circle:

   Join the RISE The Movement Impact Circle, a network where we collaborate, learn, and dive into vetted, exclusive, private, impact investment opportunities. We share two opportunities from businesses, funds, and real estate - all impact presented by women to women. Next monthly meeting - August 13th. Ready to be a part of this circle of change-makers? Join Us. 

2. Impact Investing Education Program:

   Not ready to invest? Begin the world of impact investing with our 12-week Impact Investing program, designed for women who want to make a difference.

3. Partner with RISE the movement:

   Do you share a commitment to making a positive impact? Our RISE community is a vibrant mix of entrepreneurs, investors, and finance professionals. While our individual values may differ, our shared belief in investing for a better tomorrow unites us. We invite you to collaborate with us and showcase how your organization can empower us to excel in impact investing. 

   Together, we're not just investors; we're changemakers.

   Until next week, keep making an impact!

   Warmly,

   ^Tanaha

@risethemovement

www.risethemovement.com

At R.I.S.E (Rewarding Investments Smart Education) we are committed to educating and providing community for women investors at every stage of their impact investment journey. We believe the key to success lies in education, informed decision-making, and using investments to make an impact.

_{Disclaimer:R.I.S.E. the Movement is an educational platform designed to provide informative resources and foster discussions related to personal finance and investing. We are not registered financial advisors, and the content presented on our platform should not be construed as investment advice. Any information shared or discussed on this platform is for educational purposes only and should not be considered as a substitute for professional financial advice. It is important to conduct thorough research and consult with a qualified financial advisor or professional before making any investment decisions. R.I.S.E. the Movement does not guarantee the accuracy, completeness, or reliability of the information provided, and shall not be held responsible for any actions taken based on the content presented. By engaging with R.I.S.E. the Movement, you acknowledge and agree to release the platform, its creators, and contributors from any liability arising from your use of the information provided.}