impact
PORTFOLIO
Emerging Models for Global SDG Efficiency & Impact ROI
PORTFOLIO
Impact Portfolio
Collaborative optimization of the most effective organizations
for global systems change
Impact Media Collaboration Technology Data
PORTFOLIO
What We Do
Focus
On Impact, Collaboration, Media, Technology, & Data
Facilitate
Collaboration and Optimization of the most effective organizations for global systems change
Fund
Optimized sustainability and regenerative development impact initiatives and high-impact-yield innovations
PORTFOLIO
4M Problem
Barriers to Humanity’s Self Organization
Modality
Metrics
Media
Money
Some of the greatest progress is siloed
Siloed orgs lack resources, real-time awareness of new information, and general optimized efficiencies
Lack of metrics and KPIs for global efforts
No existing standard for measurement of progress, metrics and KPIs for global efforts... How do local KPIs become globally meaningful data?
Even the best media is often only seen by few
Successful engagement is directly related to high level media, marketing, and story-telling, which is reserved for top brands
Fragmented money sources hinder progress
The inefficient process of constantly seeking funding diverts valuable resources from mission-critical activities
A New Model
PORTFOLIO
Utilizing the best of what humanity has to offer
Model
Description
Funding
Members
Resource
Sharing
Expert
Network
Focus on
Scalability
Optimizers
Media
Engine
Global Context
Model to connect and optimize the most effective NGOs and companies in affecting solutionary change quickly on a global scale
Impact Portfolio
Investment
Grants
Standard
High Level
In Silos
Collaborating
Individuals
Collaborating
Venture Studio
Find the right talent to help build a company based on our idea, using our capital and tools
Investment
Grants
In Silos
Collaborating
Standard
High Level
Individuals
Collaborating
Accepts existing companies into cohort-based program and help them scale
Accelerator
Investment
Grants
In Silos
Collaborating
Standard
High Level
Individuals
Collaborating
Brainstorms interesting topics and invests in some of the ideas that come out of it
Incubator
Investment
Grants
In Silos
Collaborating
Standard
High Level
Individuals
Collaborating
PORTFOLIO
Optimizing Impact Philanthropy
A Pathway to Sustainable Impact
Phases 1 + 2
Validate the model and optimize the impact philanthropy space.
Phases 3 + 4
Move into the for-profit space to scale and sustain the impact.
$39B
ESG Market
($72B by 2033)
$841B
Annual Global Philanthropic Spend
Philanthropy & ESG/SDG
Data & Technology
Media
$214B
Media Distribution
($233B by 2030)
$21T
Annual SDG Public
Sector Spend
$274B
Data
($336B by 2027)
$5.2T
Technology
$2.32T
Media &
Entertainment
We, humanity, are responsible for how the entirety of these dollars performs for our future
PORTFOLIO
Optimal Fund Performance
Impact Funds
Optimizers
Applied
Increase
Projections
- Modality of Collaboration
- Metrics developed
- Media developed
- Money distributed
- 20% increases in efficiency in philanthropic impact funds spent
- 50%+ increases in effectiveness for impact
- Now $80M behaves like $100M
$100M Fund managed by Ed Burke, former Global Managing Partner at Accenture
PORTFOLIO
How It Works
Visibility for Optimizer Partners on all Optimizer progress with members allows for greater
context and possibilities
cross-sector
Members are across all SDGs, and are NGOs, For-Profit Companies, and SDG-driven projects
Media
Data
Theory of Change
Collaboration
Resource
Share
Vetting
Members receive individual optimization but also meet as a collaborative cohort to gain collaborative contextual benefit
Benefits
Expanded Context
Enhanced Feedback Loops
Elevated Decision Making
Visibility for Members with their challenges, successes, and innovations allow for enhanced resrouce share and elevated decision making
Optimizer Partners are those leading in their respective field:
i.e.- Pro Social World is an Optimizer Partner for the “Collaboration” Optimizer
Members
Media
Optimizers
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Increased Effectiveness
Each Portfolio member receives custom optimization
97%
After
Implementation
66 %
89%
Beginning
Efficiency
After
Optimization
Example Member Organization Projections
Evaluations are completed at the start, at milestones, & upon completion
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PORTFOLIO
Collaboration
Unprecedented Success with Groups
ProSocial World
Results from Members of
ProSocial Groups
- Leading researchers in Collaboration
- Fully funded by Templeton
- IRB Certified
- Interdisciplinary practical scientific framework
- Peer Reviewed Journal
- Co-Founded by David Sloan Wilson, Evolution Institute
Greater Coordination
Higher Trust
Increased Information Sharing
Increased Resource Sharing
Ability to Attain Otherwise Improbable Goals
The system for Portfolio’s collaboration optimization is by ProSocial World. Gloablly leading researchers in Collaboration, ProSocial World applies Elinor Ostrom’s Nobel prize-winning Core Design Principles (CDPs)
Group Transformation Model
Individuals
Collaborative
Groups
New “High
Level” Groups
OPTIMIZERS
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Theory of Change
And Second Order Change
Process
Social Change
Outcomes
- Strategic Planning
- Communication
- Measurement & Evaluation
- Second Order Change framework
Portfolio’s review process for Theory of Change is led by the Empowerment Institute and Center for Reinventing the Planet, founded by David Gershon, founder of the 1986 Earth Run and leading authority on empowerment and social change.
Necessary for:
- Transformation
- Sustainability
Each Member deepens their effectiveness through this process
OPTIMIZERS
EMPOWERMENT INSTITUTE
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Data & Technology
Global Data Collaborative
AI
Integration
Elevated Metrics
2
Add promos
(if any)
- Open invitation for global data collaborative
- Continuing discussion:
- What is non-threatening that is also beneficial
- Benefits the individual, the entity, and the whole
- Rapid prototyping collaborations that draft new models for data
3
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- Multiple AI partners:
- Fvtura
- GeniusX
- Logos
- Leveraging AI to help track synergies
- Utilizing AI for matching engine capabilities
- Using AI for inclusivity and elevated decision making
- Facilitated by LightNet
- Founded by Zenka Caro
- Leveraging the most successful performance measurement tools
- Data measurement and possibilities assessments
- Explores what is possible to measure in collective context
- Pushes the limits of what’s possible through data
1
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OPTIMIZERS
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Media Engine
Regenerative Finance
Distribution
Models
Collective
Premier
Quality
Studios
Portfolio helps its members to build regenerative finance opportunities into their media, marketing, and storytelling through
- Marketing
- Distribution
3
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In Partnership with
- Platforms
- Remote studios
- 350M paid partner syndicate reach
3
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- Decentralized production of content
- Contextual efficiencies for storytelling
2
Add promos
(if any)
3
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Animators and filmmakers from
Agencies from
- Rapid production
- Showcasing projects
- Regenerative finance models
- Exponential distribution networks
1
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OPTIMIZERS
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Impact Measurement
Impact is quantifiable... down to the dollar
The Impact Stack overlays the SDGs specifically
Integrated Impact Score
The Portfolio vetting system is designed by Impact Genomics, founded by Seth Blaustein and advised by Tom Chi of GoogleX.
The Integrated Impact Score (IIS) synthesizes 32 points across 7 vectors that define how much total positive benefit is achieved for humanity.
Each member of the Portfolio undergoes a vetting process to comprehensively assess their rate of integrated impact per dollar.
OPTIMIZERS
We’re Multi Lingual
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Portfolio translates metrics into top goals frameworks
UN SDGs
Singularity University GGCs
Barbara Marx Hubbard
Wheel of CoCreation
IDGs
DDC’s
Humanity’s Checklist
OPTIMIZERS
PORTFOLIO
Benefits & Outcomes
Benefits
1) Solving for SDG efficiency
2) Solving for SDG progress measurability
3) Optimizing Philanthropy ($841B annual spend)
Real World Outcomes
1) Increase in efficiency and effectiveness per organization,
including impact per dollar (across any SDGs)
2) SDG progress predictions and querying by sector or group
3) Replicable practices for collaboration at scale
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What We Need
Global Data & Media Partners
Future Member Prospects
Philanthropic Benefactors
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Funding Blueprint
Raising $100M
for impact optimization and the scalable model
$6M
$14M
$80M
OPERATIONS
OPTIMIZERS
GRANTS
$5M allocated to media, $25M allocated to orgs to do what they are already doing best but now optimized, and $50M collaborative innovations. 2024-2026.
Including media marketing storytelling, operations, beta data research & publication. 2024.
Optimizers are deployed during the beta over the course of 12-18 months. $5M allocation is the Portfolio Media Studio. 2024-2026.
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Funding Sources
Individuals
Families
Family Offices
Aligned Corporations
Impact Org
Fund to Funds
Foundations
The Benefactors
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Our funders are co-creators in humanity’s future
Dragon
The Social Innovator
Owl
The Planetary Guardian
Phoenix
The Visionary Philanthropist
- The Dragon embodies power, transformation, fortune, authority, protection, and strength. It signifies the innovator’s fiery spirit to challenge the status quo and catalyze profound societal change through visionary ideas.
- Core Values: Innovation, entrepreneurship, social impact, systemic change, education.
- Background: Often from entrepreneurial, educational, or social enterprise backgrounds.
- Motivations: Driven by the potential to create scalable social enterprises that address systemic issues.
- Interests: Social entrepreneurship, educational reform, technology for social good, impact investing.
- Engagement Style: Prefers to invest in and mentor social enterprises and startups with high-impact potential.
- Key Attributes: Innovative, mentor-minded, strategic investor, values measurable impact, supportive of young entrepreneurs and other innovators.
- The Owl symbolizes wisdom, knowledge, self-actualization, mystery, and connection with the Earth. It captures the guardian’s ambition to protect and sustain the planet while seeing the bigger picture and acting with precision.
- Core Values: Regenerative systems, cultural preservation, creativity, global heritage, wisdom, elegance.
- Background: Often from industries related to cross sector or transdisciplinary sciences or renewable energy.
- Motivations: Driven by the urgency to shape humanity’s heritage with wisdom, guided by a deep understanding of cultural nuances and a commitment to diverse traditions.
- Interests: Renewable energy projects, conservation, regenerative agriculture, and living systems design.
- Engagement Style: Prefers to support large-scale initiatives and policies that promote systemic change and global scale, always with an emphasis on wisdom.
- Key Attributes: Passionate about nature, data-driven, strategic thinker, long-term focus, supportive of scientific research, culturally aware, creative, promotes global unity through cultural understanding.
- The Phoenix symbolizes rebirth, renewal, hope, resilience, and the ability to rise from the ashes. It embodies the visionary’s capacity to create new paradigms and transform challenges into opportunities.
- Core Values: Innovation, sustainability, social justice, inclusivity.
- Background: Often self-made, with a background in technology, renewable energy, or innovative sectors.
- Motivations: Driven by a desire to leave a lasting legacy that impacts future generations positively.
- Interests: Environmental conservation, education reform, global health initiatives, technological advancements for social good.
- Engagement Style: Prefers collaborative projects that leverage technology and innovation to solve global challenges.
- Key Attributes: Forward-thinking, risk-taker, open to disruptive ideas, embraces diversity, seeks scalable and sustainable solutions.
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Contact
Telegram: @TammyLMichelleScarlett
Email: Scarlett@ImpactPortfolio.World