4

Investors’ Circle

Invests in companies who are working to address climate change, environmental stewardship and energy stability
Investors’ Circle
Leadership team

Woody Tasch (Founder)

Type
Angel Group
Number of Employees
0 - 50
Headquarters
San Francisco Bay Area, West Coast, Western US
Established
1992
Social Media
Summary

Investors' Circle (IC) was founded in 1992 by Woody Tasch, who also co-founded the Slow Money Institute. The organization was created as a network of impact investors who shared a common goal of using their capital to create social and environmental impact, as well as financial returns.

At the time of its founding, impact investing was a relatively new concept, and IC was one of the first organizations to focus on this approach to investing. Over time, the network grew to include hundreds of members across the United States and expanded its focus to include a wide range of impact investing strategies and sectors.

Throughout its history, IC has played a leading role in promoting impact investing as a viable and effective way to address some of the world's most pressing social and environmental challenges. The organization has provided education and support to investors interested in impact investing and has helped to connect them with opportunities to invest in high-impact ventures and projects.

History

Investors' Circle (IC) is a network of impact investors founded in 1992 by Woody Tasch, who also co-founded the Slow Money Institute. IC was one of the first organizations to focus on impact investing and played a key role in developing the concept and promoting its adoption among investors.

IC was originally formed as a group of 12 investors who shared a common goal of using their capital to create social and environmental impact, as well as financial returns. Over time, the network grew to include hundreds of members across the United States and expanded its focus to include a wide range of impact investing strategies and sectors.

Throughout its history, IC has played a leading role in promoting impact investing as a viable and effective way to address some of the world's most pressing social and environmental challenges. The organization has provided education and support to investors interested in impact investing and has helped to connect them with opportunities to invest in high-impact ventures and projects.

IC has also been involved in advocacy efforts aimed at promoting policies and practices that support impact investing and has played a key role in shaping the overall direction of the impact investing industry.

Overall, IC's history is closely intertwined with the growth and evolution of the impact investing movement, and the organization has played a key role in promoting the idea that investing can be a powerful tool for social and environmental change.

Investment criteria

Investors' Circle (IC) invests in early-stage ventures that have the potential to create social and environmental impact, as well as financial returns. The organization focuses on a range of impact areas, including clean energy, sustainable agriculture, healthcare, and education.

IC's investment criteria include the following:

  • Impact: The venture must have the potential to create significant social and/or environmental impact. IC seeks out ventures that have a clear and compelling mission, and that is working to address a pressing social or environmental challenge.
  • Scalability: The venture must have the potential to achieve a significant scale and reach a large number of people. IC looks for ventures that have the potential to grow rapidly and have a significant impact on their target market or industry.
  • Management Team: The venture must have a strong and experienced management team with a track record of success. IC looks for leaders who are passionate about their mission, have a deep understanding of their industry, and have the skills and experience needed to build a successful venture.
  • Financial Viability: The venture must have a clear and viable business model, with the potential to generate significant financial returns. IC looks for ventures that have a clear path to profitability and that can demonstrate a sustainable financial model.
  • Deal Structure: IC looks for investment opportunities that have a clear and well-structured deal. This includes factors such as appropriate valuations, clear terms, and appropriate investor protections.

Overall, IC's investment criteria are focused on identifying high-impact ventures with the potential to create significant social and environmental change, while also delivering strong financial returns to investors. The organization is committed to promoting impact investing as a powerful tool for positive change and seeks to support ventures that are working to build a more sustainable and equitable world.

Values

Investors' Circle (IC) is guided by a set of core values that reflect the organization's commitment to social and environmental impact, as well as its belief in the power of impact investing to drive positive change. Some of IC's key values include:

  • Impact: IC is committed to investing in ventures that have the potential to create significant social and environmental impact. The organization believes that impact investing can be a powerful tool for driving positive change, and seeks to support ventures that are working to address some of the world's most pressing challenges.
  • Innovation: IC values innovation and entrepreneurship, and seeks out ventures that are using new and innovative approaches to address social and environmental challenges. The organization believes that new ideas and approaches are essential to driving progress and creating meaningful impact.
  • Collaboration: IC values collaboration and partnership, and works closely with its members and portfolio companies to achieve its mission. The organization believes that impact investing requires a collaborative approach that brings together investors, entrepreneurs, and other stakeholders to create lasting change.
  • Integrity: IC values honesty, transparency, and ethical behaviour, and holds itself and its portfolio companies to high standards of integrity. The organization believes that maintaining trust and credibility is essential to the success of impact investing.
  • Sustainability: IC values sustainability and seeks to support ventures that are working to create a more sustainable and equitable world. The organization believes that sustainable solutions are essential to addressing social and environmental challenges over the long term.
Mission

Investors' Circle (IC) mission statement is to drive the growth of impact investing and support entrepreneurs who are building innovative solutions to some of the world's most pressing social and environmental challenges.

The organization believes that impact investing can be a powerful tool for creating positive change, and seeks to promote the adoption of impact investing practices and principles among investors and entrepreneurs alike. IC's mission is to help build a world where financial returns are not the only measure of success, but also social and environmental impact.

IC is dedicated to identifying, supporting, and investing in high-impact ventures that have the potential to generate positive social and environmental outcomes while also delivering financial returns to investors. The organization seeks to build a diverse portfolio of ventures across sectors, geographies, and impact themes and is committed to supporting the growth and evolution of the impact investing industry as a whole.

Portfolio

Investors' Circle (IC) has a diverse portfolio of high-impact ventures across sectors, geographies, and impact themes. The organization's portfolio includes early-stage and growth-stage ventures that are working to address some of the world's most pressing social and environmental challenges, including:

  • Clean energy and sustainability: IC invests in ventures that are developing new technologies and solutions to promote clean energy and sustainability, such as renewable energy, energy efficiency, waste reduction, and sustainable agriculture.
  • Healthcare and wellness: IC invests in ventures that are working to improve health outcomes and promote wellness, such as medical technologies, healthcare services, and nutrition and wellness products.
  • Education and workforce development: IC invests in ventures that are working to improve education and workforce development outcomes, such as edtech platforms, job training programs, and career development services.
  • Social justice and equity: IC invests in ventures that are working to promote social justice and equity, such as affordable housing, criminal justice reform, and community development initiatives.

Here are some examples of companies that have received investments from IC in the past:

  • Beyond Meat: A plant-based meat alternative company that aims to reduce the environmental impact of animal agriculture.
  • Revolution Foods: A company that provides healthy, affordable meals to schools and other institutions.
  • Method Products: A sustainable cleaning products company that uses plant-based ingredients and recycled packaging.
  • Stonyfield Farm: An organic yoghurt company that sources milk from organic family farms and promotes sustainable agriculture practices.
  • Echogen Power Systems: A company that develops waste heat recovery technologies to increase energy efficiency and reduce greenhouse gas emissions.
  • Runa: A company that sources sustainably harvested guayusa leaves from indigenous communities in the Amazon rainforest to create energy drinks and teas.
  • Kuli Kuli: A company that sources moringa leaves from smallholder farmers in West Africa to create healthy snacks and supplements.

Some of the notable companies in IC's portfolio include Beyond Meat, Revolution Foods, Method Products, and Stonyfield Farm. IC also has a network of over 300 investor members, who are committed to supporting the organization's mission and investing in high-impact ventures. Overall, IC's portfolio reflects the organization's commitment to driving positive social and environmental outcomes through impact investing.

References
Investors’ Circle
Leadership team

Woody Tasch (Founder)

Type
Angel Group
Number of Employees
0 - 50
Headquarters
San Francisco Bay Area, West Coast, Western US
Established
1992
Social Media