Our Services

Financial markets are mature, sophisticated and systematic, with proven success in nurturing and supporting growth of new business ventures. Our world in the past decades has enjoyed tremendous economic success and accumulated wealth at a pace never before seen. We face, however, grave challenges in our society including a rapidly aging population, rapid displacement of workforce as a result of technological advancement, growing proportion of children with special education needs, increasingly severe social disintegration, dwindling opportunities for social mobility, and widespread depression across all income segments.

We believe social innovation is desperately needed to address these issues. Social innovators are best positioned to identify the needs of the communities that they serve, and offer solutions that address those needs.

For social innovation to gain momentum, financial means are necessary. Our role is to create a common language between the financial and social innovation sectors, and remove friction in channeling market capital to social innovation projects.

Our services comprise:

• Advising innovators and investors on funding options and deal terms
• Analyzing performance of social innovation projects and identifying potential revenue and impact drivers
• Constructing financial and valuation models
• Establishing credible and sustainable framework for impact measurement
• Deal-making between social innovators and impact investors

Our experience includes:

• Structured financing
• Equity investing
• Social-based lending

Before each deal happens, there are months and years of hard work and preparation. As a prerequisite to accessing market capital, social innovators must get themselves and their projects ready. We offer both project-based consulting and consulting on an annual retainer basis.

We offer advice on:

• Financial modeling
• Deal structuring
• Valuation
• Corporate governance
• Business model
• Social model
• Impact measurement

Our experience includes social impact measurement, study and evaluation of the following projects:

• Primary healthcare projects in Kwai Chung
• Other Learning Experience projects in primary schools
• Sports participation by school teenagers
• Ethnic minorities entrepreneurial leadership project
• Ethnic minorities employment projects
• Community and cultural tours

We partner with universities and tertiary education institutions in Hong Kong in offering credit-bearing programmes and courses to nurture future social innovators.

Our expertise includes:

• Impact measurement and valuation
• Theory of Change and social model development
• Business model development
• Financial modeling Accounting and financing
• Social marketing
• Governance and board management

Our track record includes:

• MSE at HKU Space
• Management of Social Enterprises at PolyU SPEED
• Digital Governance at HKU PPA

We also partner with universities and research labs in Hong Kong in driving research initiatives to collect and analyze data that will give social innovators a better grasp of social needs and market opportunities.