IMPACT JOURNEY OF A CAPITAL HOLDER

VENTREONE’S JOURNEY BEGINS
MAPPING THE ROUTE AT THE WAIC TRAVEL AGENCY
Before setting out on their journey, VENTREONE arrives at WAIC, where we take the time to understand their ambitions, challenges, and current position in the sustainability landscape.
Together, we create their Today profile—filled with everything they bring to this journey: existing sustainability reporting practices, communication strategies, stakeholder relationships, and the key questions shaping their path forward. We analyze what’s working well, where opportunities are being missed, and which voices should be heard more clearly.
From this foundation, we craft a tailored roadmap. For VENTREONE, we recommend beginning at Knowledge-Building Island, where we’ll explore their current reporting practices in depth. Next, they will journey to Inspiration Island, drawing insights from industry peers. Advisory & Support Island will then help refine their strategy, before landing on Connections Island, where they will bring their impact story to life.
As with any great adventure, the route remains flexible. Some islands may be revisited and unexpected insights may shift the course.
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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
Johan
Johan, an experienced capital holder, has been considering for some time how to deploy his wealth more meaningfully for social and environmental impact. Although he has already taken some steps, he feels overwhelmed by the many possibilities. He is looking for an investment strategy that better aligns with his personal values and goals.
Through a connection, Johan hears about WAIC. He decides to reach out to schedule an introductory meeting.
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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