Marcum LLP
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Consulting Services - Social Capital Advisors

 

Marcum Social Capital Advisors matches social impact investors with social entrepreneurs who can successfully transform the world.

Investors and philanthropists are looking for new, more effective ways to fund social change. Traditional philanthropy models often fail to move the needle. More investors are looking to support companies that are designed to improve society, but they don't know how to vet "good stories" to find potential successes.

Our leadership team is interested in getting beyond a story to accomplish world-changing results.

As more investors and entrepreneurs are seeking to both do well financially and do good globally, they have embraced social enterprise as a model to address chronic social challenges. Investors and philanthropists are increasingly seeking to put their funds toward social enterprise.

To dramatically increase the success of our social entrepreneurs and achieve a return on investment, we provide a seven-step process based on 30 years of business practice and application analysis:

  1. ​​Determine impact investor's area of focus
  2. Source applications from our network of appropriate social entrepreneurs
  3. Match investors interests with appropriate change agents
  4. Create a tailor made strategy for our entrepreneur to achieve full investment
  5. Provide world class coaching/training up to one year
  6. Provide social entrepreneurs and team stipend up to one year
  7. Upon completion of coaching/training investors make full impact investment

Our social entrepreneur improves our world, gets ROI and is provided with ongoing coaching to meet future challenges.

Our team develops a custom tailored strategy to bring their concept to its greatest potential providing leadership coaches and financial advisors. Unlike previous efforts, we have a track record of transforming seemingly impossible areas of social change with sustainable results.​​

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For Entrepreneurs

You have a great business idea that also meets a social need to improve your community and maybe even the world.

You need support – both through business mentoring and through monetary investment. We want to work with you!
Social entrepreneurs who are a good match for our fund (or model) meet the following three criteria:

  1. ​Clearly identified social impact solution
  2. Personal track record of tenacity and successful achievement
  3. Demonstrated traction in marketing their model
 

For Investors

We have worked with you for years – identifying good "risk" investments and delivering results.

You want to make a difference in the world. You want to help entrepreneurs who have good ideas, the tenacity to succeed and the knowledge and connections to get things done. We are here to help – both you and our entrepreneurs.

Investors in our fund prioritize three goals:

  • ​Social change impact data that can be clearly reported out monthly
  • Entrepreneurs matched to their area of investment focus
  • World class coaching provided to ensure success​

As the field of social enterprise emerges, three large problems have been exposed and are hindering the growth of the field:

  • ​Too often, social entrepreneurs lack the business background needed to launch a successful company and attract investors, including basic financial literacy and strategic leadership skills. This has left the field of social enterprise as a "good story," but not a reality.
  • Potential investors (foundations, banks, wealth management companies and philanthropists) lack a vetted process to know which social entrepreneurs deserve what funds.
  • Deserving entrepreneurs don't know funders. 

​​To address these three problems at once and allow the social entrepreneur movement to take a giant leap forward, Marcum has developed the nation's first vetted social entrepreneur investor matching service: Marcum Social Capital Advisors.

For Investors
 

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