Investment Panel

Because our investors, investees and Purpose Driven Capital all will benefit from diverse views, opinions and advice we seek to operate Investment Panels to each of our funds.

The Investment Panel will provide ongoing advice to the fund manager with regard to the both the fund and the strategies the manager should pursue to optimise the investment outcomes of the fund.

Whilst Investment Panel membership is closely associated with the investment of owning a share of the carried interest of Australia’s most innnovative investment funds it should be about much more.

Panel membership offers very healthy returns on your investment, with only moderate risks and a structure to eliminate those risks very quickly.

Panel membership has tremendous potential to fulfill other personal gains through their involvement and activities, such as:

Incentivising and stimulating more climate and SME investment. Utilising your expertise, experience and networks. Working in an exciting, fun, rewarding environment. The thrill of building businesses, even as an observing adviser, without the risk.

Working indirectly, or directly, with a diverse spread of intelligent and motivated investees. Influencing & directing the funds’ managers and investees, not managing them or doing the work. Fuelling the frontiers of innovation. Participating in the asymmetric financial gains that can come from supporting brilliant people, ideas and businesses.

For all panel members, you will be participating in the pursuit of our Purpose and delivery of social giving through the 15% of fees we allocate to social causes.

We seek to work with highly credible individuals with extensive experience and success in business or the professions.

That have useful networks that might be beneficial to tap into, from time to time, when it is right and mutually beneficial for the network and investees of the fund.

That have mindset and attitude of care and concern for the fund, its investors and investees and the outcomes we can assist in improving so as to accelerate Purpose Driven Capital in its pursuit of it’s Purpose.

The Panel is not a board of directors or the executive of the fund, and as such we strive to keep the responsibilities and commitments to the minimum possible while still seeking the panel gains of having such a collective of expertise and experience available to the funds’ management and investors/investees (indirectly).

Responsibilities

1. The Panel has no management responsibilities or liability (under legal statute);
2. Members must provide reasonable advice that is not biased.

Commitments

1. To provide that advice the member thinks is fit, and proper and likely to assist the investor/investee outcomes of the fund and our striving towards our Purpose.
2. To attend a monthly fund meeting (either by video or in person).

Diversity

While we seek diversity in gender, ethnicity, geography, we recognise that our choice is also limited by there only being few appointments per fund and a reasonable buy-in investment required.

Achieving Our Purpose

Achieving our Purpose, as per our Self Managed VC Fund model, will require collaboration, and the collaboration between Panel members and Purpose Driven Capital’s management will be vital.

It does not matter if a panel member is involved purely for their own financial gain, their contribution will still be a contribution towards achieving our Purpose.

Social Giving

There is no requirement or need for Panel members to engage in or share our social giving policies.

Assessment

An assessment of each applicant will take place to ensure we are the right fit for those applicants, and the reverse.  It is not as simple as making the investment and being granted panel membership and a fund stake.

It is important to note that:

1. For us to strive for our Purpose takes more than financial success, it requires collaboration with people who have the right mindset; and
2. Panel membership is a five year working relationship.

More Details

For more details on our Investment Panels, see the Details page, or Contact Us and we would be happy to have a chat and discuss the full details.