Archives

From Impact First to 100% impact portfolio

Why don’t you have a 100% impact portfolio in which all your asset classes are deployed in impact investments? When I started investing I didn’t care a lot whether my investments had any positive impact or not; this was just an afterthought held somewhere in the back of my mind. I just was squarely driven […]

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Portftolio approach

This is my current impact investment portfolio. I have invested several times in some of these companies, at different stages of their life cycle.  Similarly to any other risk allocation decision, I try to hedge against company-specific risks (i.e. non Beta) by diversifying, which may bring my returns closer to market returns, nevertheless, I am […]

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Last mile delivery in India using E-bikes

Interview with Sameer Ranjan Jaiswal, co-founder and CTO FAE Bikes (*) Logistics/last-mile delivery: what is your competitive advantage? We are creating a niche for ourselves in the last mile logistics segment. Last-mile logistics using two-wheelers is a $10Bn+ market in India. Converting to electric offers a lot of economic and environmental benefits. Today, the demand […]

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My investment criteria

I try to follow certain ”rules” both for the selection of the startups and for the allocation of funds within my startup investment portfolio. These rules are not written in stone for me, nevertheless, I try to adhere to them as much as my human nature (greed and fear) allows me, i.e. I follow a […]

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Innovation at the cross-roads

My current investment thesis is based on a combination of : PAYG Inter-Operability + a.i. / data driven finance since such combination could open the door to the financing goods and services for approximately 1-2 billion persons currently living at the bottom of the pyramid. I became interested in the combination of PAYG Inter-Operability + […]

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Why impact investment?

I am another of the rational optimists and that is why for some years I have invested part of my savings in companies with high social impact. The goal of ending extreme poverty has been announced on more than one occasion and it is a fact not too widespread by the media, that in the […]

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