Frequently Asked Questions
Q: Why impact investing?
Q: What is the landscape for impact investing?
Q: Why do you focus on Donor Advised Funds as the primary investment technique?
Q: Why do you employ Private Equity in social impact deals?
Q: What is the role of community?
A: Building on the private equity or venture capital emphasis on diligence and business strategy, Sagamore Invsetments. LLC also emphasizes relationships between the Fund and its social investors and social entrepreneurs. The bridge between investor and entrepreneur can only be effectively constructed in a community context.Poverty is rooted in broken relationships. This lack of social capital is also one of the persistent barriers to restoring health in many areas of life. Humans are biologically hard-wired to connect and this applies to wealthier classes as well and both learn that relationships fill a need that commodities cannot.Investing in communities also allow for networked and leveraged deals since information can be exchanged, ideas can iterate, and a collective knowledge can grow. Sagamore will fuel this collective knowledge base by producing an annual Public Good Index for our of its investment communities. Sagamore will also train hundreds of nonprofits annually in these communities to strengthen their performance and heighten their relational connections to donors, colleagues, government officials, and other stakeholders.
Q: Does Sagamore have any experience in impact investing?
A: Sagamore has been operating an impact investing fund since 2011. On average, we sell $3 million in Indiana tax credits each year amounting to $6 million donations to create educational opportunities for low income families. In total, we have managed over $30 million to date and served over 1,000 donors.