Advisory | SIMA Funds

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SIMA brings experience and relationships, and also perspective and passion to our advisory mandates. We draw from relationships with hundreds of social businesses and scores of impact investors to forge new partnerships for our clients. Our advisory services help to achieve alignment between business and social goals as fundamental to serving low-income people and reducing climate change.

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What We Do

Execution in Challenging Markets

• We diligence companies which serve low-income customers at the Base of the Pyramid and originate investments for investors, including execution and reporting.
• We report on and evaluate program-related investments, grants and outcomes for foundations and family offices.
• Conduct portfolio evaluations, stress test portfolio quality, test credit risk management.
• Merger and acquisition advisory from buy and sell-side perspectives.

Strategy and
Implementation

• Develop, establish and report on implement impact investing, technical assistance, and grant programs.
• Leverage existing resources by mobilizing other international and local providers.
• Share knowledge through research, convening stakeholders, conducting industry events
• Implement CSR initiatives and employee engagement programs.
• Provide training for boards and employees.

Goal Setting and
Evaluation

• Streamline underwriting and impact reporting process though suitable metrics, tools, and scorecards for assessing social and environmental impact.
• Evaluate effectiveness of technical assistance.
• Align business and impact strategies with stakeholder goals and Sustainable Development Goals (SDGs).

Our Expertise

• Completed fundraising syndications and co-investments for leading off-grid solar, mini-grid, and microfinance companies.
• Produced impact assessment of a portfolio of off-grid solar and financial inclusion companies.
• Fulfilled impact and climate change investment mandates for European and other foundations.
• Advised off-grid solar companies on business planning, internal controls, and fundraising.
• Served as financial advisor to impact investment fund focused on agriculture in Africa.
• EUR 25 million equity raise for large microfinance network.
• Developed a nonbank finance company in Pakistan for the funding of affordable schools.
• Previously developed and implemented CSR strategy related to impact investing for Deutsche Bank.
• Rolled out social performance assessment for Moody’s Corporation.

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