Committed to growing the exponential correlation between economic
growth and environmental sustainability
Target Deal Profile
01. Mid Size Market
DCIF will invest up to $20 million of capital (debt &/or equity) in each platform, with the ability to invest up to $100 million through partner co-investments.
02. Early Stage
In the event of a compelling IP, DCIF may also invest in Series A capital (debt &/or equity) on a discretionary but limited basis.
03. Profit from Purpose
Each investment will fit within DCIF’s impact framework, based on the UN Sustainable Development Goals and in conformity with the DCIF signature impact investing process.
04. Value Creation
DCIF can provide significant value-add beyond capital investment.
05. Expertise & Specialization
Specialize in opportunities requiring sector depth, relationships, and strategic thought.
06. Deal Dynamics
An experienced team in solving complex deal dynamics where creativity, flexibility, and certainty can make a difference in uncertain economic times.
Investment Criteria
Late stage to exit within 3 years of commitment
Benefit from operating and vertical expertise
Provide opportunities for consolidation
Strong customer base with recurring revenue streams
Defensible market position with barriers to entry
Underutilized or non-core assets
Scalable and fast growing business model
Impact investing in an ever-evolving landscape
We see the fourth industrial revolution not only as an opportunity to create wealth but also an opportunity to impact and benefit diverse communities.
DCIF is driven by our collective need to respond to Community Health, Access to Capital and Climate Change, utilize cloud technology better, and provide more efficient and cleaner tech to businesses to ultimately improve the quality of life for diverse, low-income communities.
$7 Billion Increase
Fortune notes that investments in renewable energy in the U.S. rose to $44.1 billion in 2015 from $37 billion a year earlier, with the expectation that the growth trend will continue over the long- term.
20% Impact Invest Increase
A 2016 study of 125 major fund managers, foundations, and development finance institutions conducted by J.P. Morgan and the Global Impact Investing Network found $46 billion in impact focused investments under management, which represents a ~20% increase over 2015 year
$3 trillion
Per Forbes, certain estimates indicate the impact investment market will grow to $3 trillion as the more socially conscious millennial generation of entrepreneurs build impact driven businesses.
Opportunistic Opportunities
Additionally, there are a multitude of opportunistic opportunities that exist as a result of companies that have not been able to realize their potential due to any number of factors that could include inability to scale effectively, a weak management team, lack of operational effectiveness, and inexperience with the relevant regulatory framework among other factors
Strong M&A Activity
Per research published by Greentech Capital Advisors, Environmental Services companies in North America such as waste management and recyclers are experiencing strong M&A activity with similar trends occurring in many of the sub-sectors of impact, including sustainability, technology (IoT, logistics technology, FinTech, Advanced Manufacturing, etc.), renewable energy (solar, hydro, wind, bio) and business services, among others.
Unique Landscape
The current environment in the impact investing landscape is unique in that there are technologies that were not viable on a stand-alone basis from a cost perspective received funding from an investor base that entered the industry at a time that proved to be too early for the technologies being funded creating significant “investor fatigue” and a lack of access to additional capital for these technologies.
Unrealized Potential
Further, due to the considerable negative effects of the global financial crisis of 2008 and lack of a historical long-term investment focus on the impact sector, particularly the sustainability and clean technology sectors, thousands of currently undercapitalized companies, whose potential has yet to be fully realized, are available at attractive valuations.
Recapitalization
DCIF has been approached by several pension funds and unnatural holders seeking a recapitalization of their distressed sustainability and clean technology portfolio companies creating an environment in which these investments can be made at a substantial discount to the capital already invested.
$445 billion of new transactions