24 - Dan Somers on making big ideas investible and measuring impact
We all can see big ideas, but its often not clear how to translate them into investible ideas. Impact investment is one of the highest profile ideas just now, so we have Dan Somers of impact investors Boundary Capital to talk about this.
He talks about how they drew investible themes out of the big idea, and how that works when it comes to looking at companies. Inevitably, this involves measuring impact. We discuss the Boundary approach, how the market looks at it and the challenge of comparability. We also give investors ideas about how to get started in this area.