Inclusive Investing

Inclusive investing is a general term that can have broad or narrow definitions. This course is focused on helping BIPOC founders understand inclusive investing from the investor’s viewpoint and identify investment programs and funds that include diversity, equity, and inclusion as a priority in their investment selection process.

The language of capital markets can be intimidating and filled with foreign terminology. A secondary purpose of the course is to help BIPOC founders understand how investors think, including strategic partners, governmental organizations and foundations.  The course helps founders be more efficient in finding the right capital sources at different stages of development.

Through a combination of recorded lectures and supplemental resources, this course will inform you about:

  • The definitions that apply to inclusive investing
  • Understanding the variety of grants, programs, crowdfunding and equity-based angel and veture capital sources
  • Understanding the fundamental concepts of investing and how investors select companies in their portfolios
  • Resources to help you identify government grants, foundations and investment firms that prioritize inclusivity.
  • The fundamentals in preparing to meet with and pitch to investors. What you need to be able to communicate at different stages of development.

Course Information

Course Instructors

Peter Marsh Peter Marsh
Author

Peter is an investor, the Founder of Flywheel, and a Founding Director of the Flywheel Foundation. He is an active startup coach and the originator of numerous programs supporting economic development through entrepreneurship.

Dr. Shante Williams Dr. Shante Williams
Author

Dr. Shante Williams is a distinguished venture capitalist, business owner, inventor, intellectual property strategist and private investor. Currently, she serves as CEO of Black Pearl Global Investments, a Black-owned asset management firm focused on reducing health disparities across the globe.

Inclusive Investing Defined

Socially Responsible vs. Impact Investing

Understanding Investment Basics

Risk and Return Analysis

Deal Structures and Terms

Ethical and Environmental Screens

Impact Measurements

Market Trends

Inclusive Capital Sources

Course Information

Course Instructors

Peter Marsh Peter Marsh Author

Peter is an investor, the Founder of Flywheel, and a Founding Director of the Flywheel Foundation. He is an active startup coach and the originator of numerous programs supporting economic development through entrepreneurship.

Dr. Shante Williams Dr. Shante Williams Author

Dr. Shante Williams is a distinguished venture capitalist, business owner, inventor, intellectual property strategist and private investor. Currently, she serves as CEO of Black Pearl Global Investments, a Black-owned asset management firm focused on reducing health disparities across the globe.

Inclusive Investing Defined

Socially Responsible vs. Impact Investing

Understanding Investment Basics

Risk and Return Analysis

Deal Structures and Terms

Ethical and Environmental Screens

Impact Measurements

Market Trends

Inclusive Capital Sources