聯絡我們
聯絡我們

專業服務

靈活便捷地為市場資本與社創項目穿針引線

  • 金融市場系統成熟、操作精密，培育創新企業的成績有目共睹。過去數十年間，環球市場經濟空前成功，人類社會以前所未見的速度累積了財富。
    然而，我們面臨嚴重的社會挑戰，包括人口老化、科技進步導致工種流失、特殊教育需要兒童比例增加、社會日漸分裂孤立、社會階層流動性減少以及各收入階層皆受到抑鬱、情緒病困擾等。

    為應對這些問題，我們相信世界迫切地需要社會創新。社創家最能夠辨識他們服務的社群的需求，並提出相應的解決方案。

    為了社會創新穩步發展、蒸蒸日上，財務資源必不可少。我們的角色是在金融和社會創新領域之間建立共同語言，消除將市場資本引導到社會創新項目中的阻力。

    我們的服務包括：

    • 為創新者和投資者就融資選項和交易條款提供建議；
    • 分析社會創新項目的表現，辨識潛在的收入和社會效益驅動因素；
    • 建立財務和估值模型；
    • 建立可信且可持續的社會效益評估框架；
    • 促成社創家與創效投資者之間的交易。

    我們的經驗包括：

    • 結構融資；
    • 股權投資；
    • 基於社會效益的貸款。

  • 在每單交易發生之前，需要數月甚至數年的辛勤工作和準備。作為獲得市場資本的先決條件，社創家必須讓自己和他們的項目準備就緒。

    我們提供以下方面的建議：

    • 財務模型建立
    • 交易結構設計
    • 估值
    • 公司治理
    • 商業模式
    • 社會模式
    • 社會效益評估

    我們的經驗包括以下項目的社會效益量度、研究和評估：

    • 葵涌的基層醫療項目
    • 小學的其他學習體驗項目
    • 學校青少年的體育參與
    • 少數族裔企業領導項目
    • 少數族裔就業項目
    • 社區和文化導覽

  • 我們與香港的大學和高等教育機構合作，提供學分課程和科目，培育未來的社創家。

    我們的專業領域包括：

    • 社會效益量度和估值
    • 變革理論 (Theory of Change) 和社會模式發展
    • 商業模式的建立
    • 財務模型建立
      會計和融資
    • 社會行銷
    • 公司治理和董事會管理

    我們的往績包括：

    • 香港大學專業進修學院的社會企業管理(Management of Social Enterprises) 碩士課程
    • 香港理工大學專業進修學院的社會企業管理 (Management of Social Enterprises) 課程
    • 香港大學公共行政學院的Digital Governance 課程

    我們還與香港的大學和研究室合作，推動研究項目，收集和分析數據，以幫助社創家更透徹地了解社會需求和掌握市場機遇。

  • 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.

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創效投資

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

Structured financing