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KAWASAKI PITCH FORMAT
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Working Draft ... Version 191223 8.00 am
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Kawasaki Guide
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Pitch Development Notes
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TVM Impact Capital Partners
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PROBLEM
- 'On average' the world has progressed very well over the past 50 years, but the average does not reflect the fact that a few have done very well, and many have not done well at all. The distribution of progress is not a simple normal distribution but something very different.
- There is a massive environmental crisis caused in large part by a massive increase in consumption and the associated industrial production. Water is polluted. Air is polluted and land is polluted.
- There is a massive amount of waste in the modern economic system. As much as 40% of food that is grown is thrown aweay!
- GreenHouseGases (GHGs) emitted by industry, buildings and vehicles are causing global warming and fatastrophic changers in weather patters.
- There are all sorts of industrial and consumption detritus that is polluting land, waterways and oceans. Long lasting plastics are now everywhere, including in the food chain of most living creatures.
- There is global social crisis emerging. It takes many forms:
- Many communities around the world are affected by changing climate. One of the ways in which this manifests is that traditional ways of producing food are no longer possible, and people are forced to relocate.
- Rapid changes in technology are disrupting old patterns of employment and causing workers to be displaced. In many places well paid jobs are disappearing and the only available jobs are poorly paid. In most places retraining and relocation has been ineffective.
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OPPORTUNITY
- The opportunity is that there is amazing technology and a massive amount of wealth that can be mobilized to address these problems.
- The challenge is to incentivize these resources so that they focus on critical issues in a sustainable way so that the needle is moved.
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VALUE PROPOSITION
- There is 'True Value' in improving the social condition of people and remediating the natural environment ... but this true value has not been measured effectively ssince the atart of the industrial revolution. This did not matter much when the world population was quite small (only 1.7 billion in 1900, but up to 7.1 billion in 2014).
- In 1900 the industrial economy quite small with a global GDP of about $2.2 trillion. By 2014 GDP has increased to around $53.2 trillion, an increase of 24 times. People are more prosperous, but societies and the environment have become unsustainable.
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UNDERLYING MAGIC
- The magic is in the metrics. Every successful company on the planet uses metrics to manage. The central metric for ever has been profit performance, and this has been exceptionally good.
- Important issues like social impact and environmental impact have, however, been ignored.
- This has now become a critical issue because of potentially catastrophic changes in essential natural systems.
- Emerging technology to address many of the critical issues exist, but resources need to be invested to move the needle.
- A new management paradigm using metrics for social, environmental and economic performance like TVM need to be embraced.
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- Nothing can be economically sustainable unless there is an economic driver.
- In a perfect world, a job pays enough for a decent quality of life for the family, and the production of goods and services provides decent paying jobs and does so with no damage to the environment.
- A market economy goes some way to making this happen, but not very well because of the way technology and economies of scale and powerful interests are also in play.
- The biggest single thing that TVM can do is to help to change the singular focus on profit performance to something that embraces social impact, and environmental impact as rigorously as there is focus on profits and impact on financial wealth.
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BUSINESS MODEL
- The biggest single thing that TVM must do is to help change the singular focus on profit performance to something that embraces social impact, and environmental impact as rigorously as there is focus on profits and impact on financial wealth.
- Peter Burgess qualified as a Chartered Accountant in the UK in 1965. In 1981 a CA colleague in the USA founded the Association of Chartered Accountants in the USA (ACAUS) which has become an international crossroads for CAs worldwide. This is one network that has the potential to leverage the TVM initiative.
- Organizations in the global not-for-profit community struggle for funds, no matter how valuable the work that they are doing. They need a better way to account for and report on the value add that are achieving. Some NGOs benefit from a few very wealthy philanthropic organizations, but they reach a tiny persentage of those seeking financial support.
- TVM aims to be accounting and reporting, not monitoring and evaluation, where the accounting is not only for the money incomes and expenses, but also the value add or destruction associated with society as well as the value add or destruction associaed with the environment.
- Whereas conventional financial reporting usually does the reporting to reflect the impact of the entity on the contributor of financial or material resources. TVM aims to show the relationship between the resources contributed and the impact onf all the beneficiaries.
- TVM numbers ALL the value flows (positive and negative) using all the relevant concepts that are commonplace in conventional double entry money accounting.
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GO TO MARKET PLAN
- The basic concepts of the TVM methodology are 'open source' and will continue to be open and avaialable to all for the forseeable future.
- Some developments of TVM will become 'premium' services and available on a subscription or licensing basis.
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COMPETITIVE ANALYSIS
- There are several initiatives that address the need for sustainability reporting. These include:
- GRI ... the Global Reporting Initiative
- SASB ... the Sustainability Accounting Standards Board
- IRIS+ ... the Impact Reporting and Investment Standards, an initiative of GIIN (the Global Impact Investing Network)
- IR ... Integrated Reporting, and initiative of IIRC (the International Impact Reporting Council)
- aaa
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MANAGEMENT TEAM
Peter Burgess ... Co-Founder ... Former Corporate CFO / VP Manufacturing / World Bank consultant / UN consultant
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FINANCIAL PROJECTIONS / KEY METRICS
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CURRENT STATUS / ACCOMPLISHMENTS TO DATE / TIMELINE / USE OF FUNDS
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