Zofia Dzik

PEAI's Private Equity Fundraising Consultancy & Certification Services - from designing your Fundraising Process Map, Assistance, Review and Advice on your Data Room, PPM and Due Diligence Questionnaire, to Review, Advice and Certification of your Track Record, we approach your fundraising in a systematic way, apply a step-by-step process, using a variety of Check Lists to make sure you are not missing anything important LPs pay attention to, and help you build a picture that you want to present to your potential investors. For more information or to discuss, email us at info@peaccountinginsights.com #privateequity, #privateequityfirms, #privateequityfunds, #investorrelationships, #debtfunds, #creditfunds, #mezzanine, #infrastructurefunds, #privateequitysponsors, #fundraising, #PPM, #DDQ

4

1 komentarz

New opportunity alert! 🚨 Any business can now contribute to halting and reversing nature loss with the new "Nature Positive Strategy: Practical Guidance for Corporates". This guidance offers six foundational principles and straightforward advice for developing nature positive strategies. By taking action now, corporates can lead the way in setting the bar for action and ambition, while also creating business value. And the best part? The guidance includes case studies from global companies already leading the way in this space. Join the movement towards a sustainable future and check out the guidance to start your nature positive journey today! #NaturePositive #Sustainability #CorporateResponsibility Link to guidance: https://lnkd.in/gGggs29B

2

WELCOME TO SNIUKAVATICS ... What are those? Deep plunges of a Sniuk into wrong Strategy waters. In this example, an old and sterile framework about Strategy, called the "Strategy Diamond", which combines into a subjective mumbo-jumbo selection several components of the Strategy cycle: 1. "Arenas", something vaguely defined as extended markets where we'll do business. 2. "Differentiators", something about "winning", the mistaken stuff that suggests that business is a zero-sum game. It's not, except in a Blue Ocean context. These "arenas" and "differentiators" are in fact uninspired interpretations of the product-market-fit dimensions of the Strategy, along which we are defining our Strategic Positioning Mix of Strategic Choices /*. 3. "Vehicles", described as "ways to get there". Very confusing! There are clearer and more actionable ways to describe this: an Activity System, essential for turning our Strategic Choices into reality, and a Capabilities System, for having in place what is required to do that. All this resulting in a set of Strategic Gaps to be closed through the execution of our Strategy. 4. "Staging", suggested to be a "a sequence of moves". Could the authors of this "diamond" not have heard of Strategic Planning, which is about so much more that some sequenced "moves"? /** 5. "Economic Logic", about returns (profitability?). Well, that's not something that's part of the Strategy. It's about the Business Model that results from implementing our Strategy /^. We validate (or invalidate) our Strategy by estimating the sustainability of the resulting Business Model, but that model is not part of our Strategy. A big misunderstanding. Ok, that's it. There are more ways "to skin a ... thing", but some of them are more confusing and more harmful than others. Navigating through the weeds of Strategy approximation is unfortunately foggy. Why? On one hand, because Sniukavatics, like the example here, are polluting our social networks and business communities. On the other hand, because we are not alarmed by authors saying: "If you’re tired of the fluff and ready for a strategy that actually works, it’s time to embrace the Strategy Diamond". Which is the same as "Pick this fluff, it's better than other fluff!" What the heck! We're surrounded 😀 ... /* THE PRODUCT-MARKET FIT https://lnkd.in/ddkZCUzX STRATEGIC POSITIONING https://lnkd.in/d-f3Tza4 /** THE STRATEGY CYCLE https://lnkd.in/drwFzvyr /^ BUSINESS MODELS FOR OUR STRATEGIC CHOICES https://lnkd.in/dYcF5QHj The comics stuff: THE SNIUKULATIONS https://lnkd.in/d7GsqTcR THE "MASTER SUPERFICIALISTS" https://lnkd.in/d2jrRnDY THE VIRTUOUS GARBAGE CYCLE https://lnkd.in/di4P_KrG THE SO-POPULAR SHALLOW BOILERPLATES https://lnkd.in/dj6JeakU THE "INSTITUTES" https://lnkd.in/dp_ciKRP STRATEGY VS. PLANNING? https://lnkd.in/dNbPbUT7 A SURROGATE https://lnkd.in/d55DhbpS THE STRATEGY MUMBO-JUMBO MODEL https://lnkd.in/dV5ybtbP WHEN (STRATEGY) SIMPLICITY GETS TOXIC https://lnkd.in/dtARz6DV

27

7 komentarzy

The Due Diligence Blind Spot: Why don’t potential CEOs do it? In my experience, many CEOs don't delve as deeply as they ought to before joining a company backed by a private equity (PE) firm. There are several reasons for this, and the consequences of skipping thorough due diligence can be severe. The Allure and the Time Crunch: Firstly, the offer itself can be blindingly attractive. A hefty compensation package, the chance to turn a struggling company around, or simply the prestige of being associated with a well-known PE firm can all cast a shadow over any potential problems. The allure of a seemingly perfect opportunity can cloud judgement and lead CEOs to accept the position without properly scrutinising the details. Secondly, time can be a significant constraint. The recruitment process for CEOs often moves at a breakneck pace, leaving them with precious little time to thoroughly investigate both the PE firm and the target company itself. This pressure to make a swift decision can severely restrict a CEO's ability to conduct comprehensive due diligence, but it shouldn’t. Beyond the Surface: Unveiling the PE Firm's Culture However, a deeper investigation is crucial. While the information presented by the PE firm is important, it's just the tip of the iceberg. Uncovering the realities that might lie beneath the surface is key to making an informed decision. One often-overlooked yet invaluable source of unfiltered insights are previous CEOs who have worked with the PE firm on other portfolio companies. These individuals have walked a similar path and can offer a unique perspective on the PE firm's priorities, the prevailing funds culture within their portfolio companies, and their management style. Learning from Experience: Speaking with past CEOs, both those who enjoyed success and those who faced difficulties, can be particularly insightful. Conversations with CEOs who encountered challenges can shed light on potential issues with the PE firm's modus operendei. The Bottom Line: Investing in Success While a fantastic offer might be tempting, taking the time for in-depth due diligence is an essential investment for any CEO. Speaking with previous CEOs from the PE firm's portfolio adds another layer of valuable insight. This comprehensive approach is the key to avoiding pitfalls and ensuring their own success, as well as the well-being of the company they're considering leading.

24

2 komentarze

🌍 Industrial policies and protectionism are on the rise globally, driven by competition between economic blocks, geopolitical tensions, and the aim to reach climate neutrality goals. But it is not a perfect solution. 🔬 Our report examines current industrial policy trends, their impact on investors and businesses, and offers insights into European industrial policy development and the need for proactive, smart and forward-thinking strategies. 📈 Industrial policies and subsidies are back with a bang, especially in major economies such as the US, China, India, Germany, and Brazil. Governments are increasingly getting involved in setting industrial priorities and supporting strategic industries through subsidies to promote innovation and technology diffusion. 💼 For investors and businesses, the return of industrial policy offers short-term gains for some but can also create longer-term challenges. Transition-related and tech sectors will gain the most from industrial policies, especially low-carbon technologies, metals, advanced technologies, semiconductors, and defense-related sectors. 🌱 The EU's industrial policy faces challenges as it aims to balance the green and digital transition, maintain the Single Market, foster innovation, and retain national control over policies. The EU's industrial strategy focuses on key sectors such as semiconductor technologies, hydrogen, industrial data, space launchers, and zero-emission aviation. For the full picture: https://lnkd.in/etqj5wZH #IndustrialPolicies #Innovation #Sustainability #Europe #netzero #Ludonomics #AllianzTrade #Allianz

15

1 komentarz

Greenwashing and the future of sustainability Greenwashing is false or misleading claims towards the benefits of a product or services in relation to its environmental impact. This has been no doubt a distraction in sustainability. Portfolio Managers and Investors sometimes do not see the IMPACT of their investments and have been left asking. Funds earmarked for specific environmental problem resolution do not always deliver because the focus is lost in its implementation. We are now looking up to the Standard Boards for transparency and standardization. Governments for example - EU Taxonomy has become the International benchmark in this light. It is no doubt other Countries are racing to redirect their efforts of their NDC ( Nationally Determined Contributions) commitment towards the Paris Agreement. What is you view on this? #greenwashing #sustainabilitychallenges #gogreen #greenfinance #sustainablefinance #sustainbilitymatters #cleanenergy #renewables

2

"Enshittification is the pattern of decreasing quality observed in online services and products such as AirBnB, Amazon, Facebook, Google Search, Twitter, Bandcamp, Reddit, Uber, and Unity. The term was used by writer Cory Doctorow in November 2022, and the American Dialect Society selected it as its 2023 Word of the Year. Doctorow has also used the term platform decay to describe the same concept." Basta fare una ricerca su Google o cercare di leggere un sito di news da mobile per capire di cosa si parla... https://lnkd.in/eG4wd59Y

4

1 komentarz

While impact investing is doing a great job of contributing to achieving the United Nations Sustainable Development Goals, it is also prone to "impact risk". Indeed, all impact investment projects are subject to “positive impact risk” and “negative impact risk”, which may arise from multiple sources. Check out my short talk on what is impact risk in impact investing, what are the major sources of impact risk, and why should impact investors care about it. https://lnkd.in/gxuUuTtc #impactinvesting #impactinvestment #ImpactInvesting #sdgs #unsdgs #esginvesting #esginvestment #impactrisk #socialimpact #riskmanagement #esg

19

1 komentarz

💡 Venture #investors are the hidden hand behind the most #innovative #companies surrounding us. 👉 The authors’ #research reveals that the #venture #mindset is characterized by several #principles: 1️⃣ the individual over the group, 2️⃣ disagreement over consensus, 3️⃣ exceptions over dogma, 4️⃣ agility over bureaucracy.  . . . . #vc #venturecapital #decisions #venturemindset

12

#ESMA EU markets regulator the European Securities and Markets Authority (ESMA) announced the issuance a Public Statement on the first application of the European Sustainability Reporting Standards (ESRS), aimed at helping companies prepare for new sustainability reporting and supervisory requirements under the EU’s Corporate Sustainability Reporting Directive (CSRD), with the first reports set to begin next year. The CSRD is a major update to the EU’s Non-Financial Reporting Directive (NFRD), the previous EU sustainability reporting framework, significantly expanding the number of companies required to provide sustainability disclosures to over 50,000 from around 12,000, and introducing more detailed reporting requirements on company impacts on the environment, human rights and social standards and sustainability-related risk. The CSRD took effect from the beginning of 2024 for large public-interest companies with over 500 employees, with the first reports to be issued in 2025, followed by companies with more than 250 employees or €40 million in revenue in the following year, and listed SMEs one year later. https://lnkd.in/dnGA8AbR

5

How can we synthesize the ethical teachings of ancient biblical stories with the principles of sustainable development and advanced and exponential cutting edge technologies to create a timeless holistic framework that ensures the responsible and equitable evolution of AI for the betterment of all humanity? That's the main question I investigate in the book "Garden of Wisdom: Timeless Teachings In An AI Era" #GardenofWisdom #AI #Wisdom

2

1 komentarz

Join us today for an insightful webinar on #ImpactInvesting and #SociallyResponsibleInvesting! 🌍💡 Are you curious about whether impact investments are the right fit for you? Or wondering what criteria NGOs must meet for their projects to qualify? We’ve got you covered! Tune in to learn from industry experts about: 🔹 The fundamentals of impact investing 🔹 Criteria for NGOs to fit their projects 🔹 How to align your investments with your values Don’t miss this opportunity to expand your knowledge and make a difference! 🌱 #Webinar #Investment #Sustainability #Finance #CSR #NGOs https://lnkd.in/eiHy8FGD

3

Two weeks of climate investment journey in the United Kingdom! First in London for British Private Equity & Venture Capital Association (BVCA)'s ESG conference. Thank the great presenters who shared the current interaction between ESG and the venture capital industry Hannah Leach with VentureESG. I look forward to future climate-related co-investments with Ed Phillips Matthew Chagan, and Henry Hamilton and the perspective from LPs Laura Callaghan Nina Kraus Lucia Mancisidor David Vyravipillai Chloe Dagnell. Also, the conference touched upon a few important topics related to empowering diversity in investment and the founder field. Thanks so much to the BVCA team for organizing this wonderful event to connect the dots. Harriet Assem Chris Elphick The conversation focused on several key areas: 🔍 Reliable Data Collection Challenges in collecting dependable ESG data and the necessity for a contextual narrative. 🛠️ Materiality and Trust The critical importance of materiality and building trust in ESG reporting. 📊 Theory of Change and KPI Frameworks Starting with a clear theory of change and developing practical KPI frameworks aligning with limited partners' expectations. 🔄 Consistency and Standardization Emphasizing consistency and standardization in ESG reporting, especially for LPs with multiple investments. 🌿 Sustainability Reporting in Private Equity The significance of transparency, accountability, and incorporating stakeholders in the reporting process. Action Items: 📈 Develop customized impact frameworks for new funds based on intended outcomes and LP feedback. 🗂️ Aggregate ESG data from portfolio companies and schedule roundtable discussions to review results and identify challenges. 📝 Provide narrative context alongside ESG data reports to explain performance and plans for improvement. 📣 Consider reporting requirements and communicate intended direction of travel even with incomplete or estimated data. 🤝 Involve investment teams in ongoing ESG data collection, reporting, and stakeholder engagement. This discussion underscores the importance of a structured and transparent approach to ESG reporting to meet the growing expectations of stakeholders and drive meaningful impact. #ESG #Sustainability #PrivateEquity #Reporting #Transparency #Accountability #StakeholderEngagement Meredith Zhang

21

1 komentarz

𝗧𝗵𝗲 𝗕𝗶𝗴 𝗲𝗕𝗼𝗼𝗸 𝗼𝗳 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗙𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸𝘀 𝟮𝟬𝟮𝟰 An insightful guide to #sustainability frameworks (both voluntary and mandatory) that navigates the complex world of sustainability reporting. This comprehensive overview consolidates all the key information and demystifies the various acronyms associated with sustainability reporting frameworks. EcoAct

272

15 komentarzy

Ex-OpenAI Researcher’s Alarming Insights on the Future of AGI and Superalignment: This might be the most intriguing analytical report you’ll read, and it is quite alarming to read this report. Continue reading on Generative AI » #genai #generativeai #ai

1

Billerud Discussion on Investment Decisions: Are there still other opportunities for infrastructure and community competitiveness? [Cluster Development Theory] #industry #economics #economictheory #investment #industryinvestment #development #qualityoflife #economicclusters #internationalinvestment #FDI #government https://lnkd.in/eU--UbVM

4

Together with three #impactinvestors we did a lot of work on Impact Investing over the past twelve months. And there's a lot more happening this summer. Catch up with it here: https://lnkd.in/eiHy8FGD

3