The 7-Step Framework


Each investor brings unique experience, values, biases, preferences, and opinions to his or her work. And while investment decisions are often subjective and personal, the most successful investors approach their portfolio with a keen sense of objectives, level of flexibility, and clarity on what constitutes “deal breakers.”

“The 7-Step Framework” is meant to provide you, as a current or future early-stage impact investor, with a framework based on the successes and failures of your peers to encourage you to become more inquisitive, reflective, and self-aware. We expect that parts of the guide will raise more questions than answers. And, as you will see in this document, there is no single approach to early-stage global impact investing. Toniic and the global community of impact investors and intermediaries are field building. We invite you to join us.