IMPACT JOURNEY OF A CAPITAL HOLDER

JOHAN’S JOURNEY BEGINS
MAPPING THE JOURNEY WITH WAIC
From the very first conversation, we dive into Johan’s situation. Together, we create his Today profile: who is Johan, what knowledge and experience does he bring, what are his personal values and goals, and what questions and challenges are currently on his mind? This forms the foundation for understanding his starting point and defining the first steps of his Impact Journey.
We discuss his current capital allocation, values, and ambitions, and we also map the dynamics within his team and relevant stakeholders. This gives us a clearer picture of where he stands and where he wants to go. For example, it could be reducing his negative impact, better managing of portfolio risks, or aligning more closely with his personal values.
Based on these insights, we create a tailored roadmap, deciding which “islands” Johan will visit on his adventure. WAIC suggests starting Johan’s journey at Inspiration Island. Additionally, we think Connection Island, Knowledge Island, and possibly Share Your Practice Island could be valuable destinations. The most relevant islands and the order in which they will be visited will become clearer as the journey progresses.
Each island offers something unique, whether it’s inspiration, knowledge, connections, support, or the opportunity to share practical experiences. At the same time, we know that every journey is dynamic: destinations may be removed, revisited, or replaced with new ones as Johan’s insights, questions, and interests evolve.
With our experience, we adjust the roadmap flexibly and are happy to help Johan navigate unexpected twists. Throughout both the highs and the lows of his Impact Journey, we remain by his side, ensuring he continues to move forward and achieve meaningful impact.
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CURIOUS TO START YOUR OWN JOURNEY? YOURS WILL START WITH A SIMPLE MESSAGE, AND WE’RE HERE TO GUIDE YOU.
More capital holders
Ventreone
VENTREONE, a well-established player in impact investing, has been working on its sustainability goals for quite some time. Their reporting includes extensive data, yet they’ve noticed that the message doesn’t always resonate as intended with their diverse stakeholders. They aim not only to refine the content but also to enhance how they communicate with different audiences and address any potential blind spots in their reporting.
Sara
Sara unexpectedly inherited a substantial amount of capital and now finds herself leading a family office. She feels a deep sense of responsibility to use this wealth sustainably, creating positive social and environmental impact. Though determined, she faces several challenges. She wonders which themes truly matter, doesn’t yet fully grasp the complexities of the investment world, and struggles with finding trustworthy guidance on this journey.
Additionally, she’s uncertain about how to engage her team and family and how to establish a structure that will help her monitor her progress. She’s unsure of the right approach for specific investments and is looking for support in finding her focus.
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