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For Profit Due Diligence

Mar 13: 9:00-11:30 AM

Location: Hopscotch

For-Profit Due Diligence

Emily Winslow, Dan Yechout, and Janice Fritsch from Social Venture Circle will take us through one of our most popular sessions of evaluating a for-profit social venture.

Curious to better understand what happens after the pitch? In this interactive workshop, you will first watch BitsBox – a for-profit social venture ready to scale – pitch and then engage with other potential investors in a guided due diligence process. You will learn from two seasoned impact investors who invested in the company. Participants will gain a deep understanding of strategies to assess a potential investment and the due diligence process and leave the workshop prepared to take the next steps in evaluating companies.

9:45: Break with coffee and light snacks


Emily Winslow, Senior Manager of Investments and Impact Opportunities, Social Venture Circle and Co-Founder and CEO of All Wins Ventures

Dan Yechout, Social Venture Circle

Janice Fritsch, President, Kenneth King Foundation

Scott Linger, CEO / CTO of BitsBox

Aidan Chopra, Co-Founder and Creative Director at Bitsbox of BitsBox

Earlier Event: March 13
Later Event: March 13
Managing Family Dynamics