Coming soon. This chapter is outlined below and being written. It's part of the Portfolio Intelligence course.
What this chapter will cover
- Assess impact potential and data readiness during diligence, before capital is committed.
- Apply consistent screening criteria so every prospective deal is evaluated on the same impact and risk lens.
- Flag mission-fit, additionality, and measurement gaps early, while you still have negotiating leverage.
- Carry diligence findings straight into the impact agreement so onboarding starts from a known baseline.
- Approach prompt: What would you want to know about an investee's impact data quality before you wire the money, not after?
Why it matters
Screen deals before they enter the portfolio.
