Investment Readiness Service Provider List
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Your full name:Email:Phone number:Company nameCompany websiteShort description (max. 300 characters) of your company and services:What is your primary location of work?If your primary location of work is outside Metro Vancouver, please describe where:Select up to three investment readiness services that you provide. If other, please specify.Are your services geared primarily towards environmental, social or cultural impact?
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Jerome Lengkeek
jlengkeek@urbanmatters.ca
6045750913Urban Matters CCC
http://www.urbanmatters.ca
We support people who use enterprise activity to drive social impact. Can support IRP fundees with business planning, feasibility studies, and program design. Specialists in facilitation are also available. Practice areas include social housing, accessibility and community health.Metro VancouverAlso have operations hubs in Kelowna, Kamloops, Calgary and Victoria.Business planning, Viability study, Product developmentSocial
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Isabelle Swiderskiisabelle@seven25.com+14159106196Seven25http://seven25.comSeven25 helps impact-driven entrepreneurs design better ventures through design thinking and design making. From branding to storytelling to impact measurement, Seven25 designs tools for social enterprises to quantify and express their performance, attracting funders, clients and supporters.Metro VancouverWe work globallyBranding, Financial modelling, Impact measurement, Software or web designSocial
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Hillary Samson
hillary@samsonconsulting.ca
6043454095Samson Consulting
https://www.samsonconsulting.ca/
Samson Consulting (Hillary Samson) offers business planning, feasibility, and operations service. Hillary has an MBA in Entrepreneurship from UVIC, and works with progressive companies including AbeBooks.com (Amazon), Modo Co-operative, Lunapds and Great Bear Rainforest Essential Oils.Metro VancouverBusiness planning, Viability study, Financial modellingSocial
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Tania LoTania@tandemig.com604-700-9577
Tandem Innovation Group
http://tandemig.comTandem Innovation Group is a group of entrepreneurially minded independent consultants and professional advisors. We work with companies through Launch, Growth, RTO/IPO, and provide Contract CFO, COO, CHRO, Controllership, Outsourced Bookkeeping, Cloud Bookkeeping Conversion, Training, & RecruitingMetro VancouverDowntown Vancouver Accounting services, Financial modelling, Financial recordingSocial
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Mike Rowlandsmike@junxion.com7788828594Junxion Strategyhttp://www.junxion.comJunxion Strategy is an international social impact consultancy. For over 20 years, Junxion has been advising on strategy, sustainability, and social impact, building a global portfolio of clients that include some of the world’s most courageous and generative brands.Metro VancouverBusiness planning, Branding, Impact measurementSocial
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Adam Millard
adam@3foldpartners.com
77885556833Fold
https://3foldpartners.com/
We’re a people development firm that partners with organizations and leaders to find clarity of purpose, build strong company cultures and develop resilient leadership. Our clients benefit from our culture development, leadership training and enterprise coaching products and customized services. Metro VancouverManagement coaching, Leadership training; Intensive team dynamics workCultural
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Chris Coldeweychris@greyareainc.com604-618-6957Grey Area Projects
https://greyareainc.com/
I work with mission-driven organizations on strategy, innovation, and technology initiatives. I help organizations with new product and service development, market analysis, and business planning. Metro VancouverN/ABusiness planning, Product development, Market analysis and understandingSocial
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Joanna Buczkowska-McCumber
joanna@ideasforimpact.ca
2508832389
Joanna Buczkowska-McCumber
http://www.ideasforimpact.ca
Social Impact Agency specializing in amplifying social impact through business. Our services include social impact audits, business planning, strategy development, operational efficiency all from a social impact lens creating businesses that are good for the plant. Metro VancouverBusiness planning, Product development, Market analysis and understanding, Management coachingSocial
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Elena Yugaielena@olencha.com604-349-4744Olencha Consulting
http://www.olencha.com
Elena Yugai is a Director at National Social Value Fund, a former investment manager at Helder Ventures, educator and mentor at Groundswell and e@UBC, member of the Pacific Impact Investor Network, and has been named one of BC’s Most Influential Women in Tech - STEM Stars 2018 by BC Magazine.Metro VancouverBusiness planning, Viability study, Financial modelling, Impact measurement, Market analysis and understanding, Management coachingSocial
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Kurstin Leith
kurstin@lbnbrands.com
6042096256
LBN Brand Management
http://lbnbrands.com/index.html
LBN is a Natural and Organic Food Broker. Representing brands with exceptional and articulated progressive values. LBN has deep roots in the industry, a mastery of data collection and analysis and a belief in the impact of progressive brands.
Outside Metro Vancouver
We are a National Brokerage firm - working coast to coast but based in Vancouver.Business planning, Brokerage, Management coachingEnvironmental
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Kristy O'Leary
kristy@decadeimpact.com
778-874-4387
Decade Impact Strategy & Activation
https://www.decadeimpact.com/
Decade is an impact consulting firm which assists our clients in identifying operational levers that can create change. Our focus is impact measurement, business planning, and market analysis and understanding. We take a team approach and engage entire teams in change-making. Metro VancouverBusiness planning, Impact measurement, Market analysis and understandingSocial
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Bruno Lambruno.lam@ubc.ca6047288949
UBC Sauder Centre for Social Innovation & Impact Investing (SauderS3i)
https://www.sauder.ubc.ca/thought-leadership/research-outreach-centres/centre-social-innovation-impact-investing
SauderS3i is an academic & applied research centre based at UBC. Since 2007 we have completed over 100 projects in market research, cost-benefit analysis, financial modelling, and business model design with a range of clients, including some of BC’s leading non-profits and social enterprises.Metro VancouverBusiness planning, Viability study, Financial modelling, Impact measurement, Market analysis and understandingSocial
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Cheralyn Chok
cheralyn@socialinnovationacademy.ca
7788674323
Social Innovation Academy
http://www.socialinnovationacademy.ca
Social Innovation Academy (SIA) provides a wide range of services with geographic reach across the country. We recruit the top students from post-secondary institutions across Canada to work on projects in: brand design, impact measurement, financial modelling, and feasibility studies. Metro VancouverBusiness planning, Viability study, Branding, Financial modelling, Impact measurement, Market analysis and understandingSocial
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Kevin Moorhead
kevin@svpvancouver.org
6049106640
Social Venture Partners Vancouver
https://www.socialventurepartners.org/vancouver/
Social Venture Partners is a network of engaged philanthropists who invest time, money and professional expertise in local social enterprises and non-profits. Metro VancouverBusiness planning, Accounting services, Impact measurement, Legal services, Financial recording, Management coaching, Governance, HR, fund development, Technology Assessments and SupportSocial
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Andrew Greerandrew@purppl.com2504621784Purpplhttps://purppl.com/Purppl accelerates ideas, projects and enterprises that work for the public good. We help social entrepreneurs build sustainable revenue models and sustainable impact models.
Outside Metro Vancouver
We operate primarily in the Interior. We have staff based in Kelowna and a diverse team of Entrepreneurs in Residence based around BC including the lower mainland.Business planning, Financial modelling, Management coachingSocial
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Elizabeth Chick
elizabeth@buysocialcanada.com
604.416.0318 x105Buy Social Canada
https://www.buysocialcanada.com/
Buy Social Canada’s team has over 20 years’ experience working with social enterprises & social purchasers. We certify social enterprises, offer consulting services, develop social procurement resources, & bring together purchasers & suppliers to increase social enterprise’s business opportunities. Metro VancouverBusiness planning, Tendering and bid writing, Market analysis and understandingSocial
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Holden Bonwithbonwit@gmail.com16048681682
Holden Bonwit - consultant
https://www.linkedin.com/in/hbonwit
Holden helps organizations build and execute on growth strategies and financial plans. Based on his engineering experience launching products, and focused on ventures with positive social and environmental impact, his consultative approach helps to break down complex challenges into palatable steps.
Outside Metro Vancouver
SquamishBusiness planning, Financial modelling, Growth strategyEnvironmental
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Matt Putramatt@mattputra.io6043408014Matt Putra
https://www.linkedin.com/in/mattputra/
I am currently the CFO / VP Finance at New Market Funds and would be happy to help social enterprises, non-profits and charities with their strategic planning and financial modelling. I create financial models that help businesses optimize and manage their cash flow effectively.Metro VancouverBusiness planning, Financial modellingSocial
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Shawn Smithssmithe@sfu.ca6045629347
RADIUS, Beedie School of Business, SFU
https://radiussfu.com/RADIUS is a social innovation and venture hub with deep experience supporting social enterprises, from idea through growth. We have worked with 200+ social ventures in the last 7 years, through cohort programs and individualized support from our Entrepreneurs in Residence and expert advisors. Metro Vancouver
We have also have the technology and experience to support remote work, having engaged with ventures on location or virtually in a number of locations outside Metro Vancouver
Business planning, Viability study, Business Model Development & TestingSocial
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Gordon Holley
gh@humanityfinancial.ca
6042299795
Humanity Financial Management Inc.
https://www.humanityfinancial.ca
CPA firm working exclusively with Canadian charities and NFPOs to build internal financial and organizational capacity to improve mission achievement and impact.Metro VancouverBusiness planning, Accounting services, Financial recording, Management coaching, Financial and organizational capacity building.Social
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David Lee
dlee.kanook@gmail.com
778.889.9981I have provided business planning services to community-based organizations for over 10 years, focusing on employment social enterprises in particular. My approach takes the social mandate of your organization into full account while bringing a strong business lens to the work.Metro VancouverBusiness planning, Management coachingSocial
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David Ian Gray
davidiangray@dig360.ca
7788557103DIG360 Consulting Ltd.https://dig360.caWe are a highly respected advisor to both corporate and entrepreneurial Retail/D2C CEOs. Excited by innovation and purpose, we help Social Ventures scale. Adapting retail & business experience, we ensure your "business" side is healthy via strategy refinement, practice improvement, market relevance.Metro VancouverBusiness planning, Viability study, Market analysis and understanding, Management coaching, Very impactful, results-driven Workshops Environmental
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Keith Ippelkeith@spring.is604.789.1519Spring Activatorhttps://spring.is/Spring is a global advisor, incubator, accelerator and capacity building organization that empowers impact entrepreneurs and ecosystem organizations to build better businesses and change the world. Metro VancouverImpact measurement, Investment structuring, Negotiation support, Capital Raising SupportSocial
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Alexander Gouldalex@targetedtalent.ca6042037570Noval Holdings
https://www.targetedtalent.ca/
Noval Holdings is the parent company of Targeted Talent and Cerberus Consulting. We provide HR consulting services to companies, including help with Organizational Design, Compliance, Recruitment and Staffing and Training & Development. Metro Vancouver
Business planning, Management coaching, HR Consulting
Social
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Julian Giacomellijagdruk@gmail.com15147814642
Druk Training and Consulting
I work as an independent consultant, coach, adviser for startups to SMEs and larger organisations. I advise on strategy, product development, marketing and communications, financing strategy, HR development and other.Metro Vancouver
Business planning, Branding, Financial modelling, Investment structuring, Product development, Market analysis and understanding, Negotiation support, Management coaching
Social
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Manpreet Dhillon
manpreet@vezaglobal.com
6043743274Veza
http://www.vezaglobal.com
Veza Global (www.vezaglobal.com) - a diversity and inclusion firm with a focus on leadership development of culturally diverse people providing them equal opportunities for success. I am an Entrepreneur in Residence for Women's Enterprise CentreMetro Vancouver
Management coaching, Human Resources
Social
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Darren Stott
darren@greenchainconsulting.ca
7789033663Greenchain Consulting
http://www.greenchainconsulting.ca/
Greenchain Consulting specializes in the agri-foods and social enterprise sectors. We help organizations with; business development, market research, feasibility studies, business plan writing, business & marketing strategies, policies and procedures, best practice research and facilitation.Metro Vancouver
Business planning, Viability study, Market analysis and understanding
Social
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Ryan Clancy
ryan.c.clancy@gmail.com
4168956300
LIFT Philanthropy Partners
https://www.liftpartners.ca/investment-readiness-program
LIFT supports SPOs through the investment readiness journey through a cohort approach, in the areas of: governance; revenue diversification; impact measurement; and communicating impact. LIFT has open spots for 6 to 8 SPOs in The Greater Vancouver Area. Visit LIFT's website to reserve a spot. Metro Vancouver
Impact measurement, Management coaching, Revenue Diversification, Governance, Marketing & Communication (Impact Focused)
Social
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Ronna Chisholminfo@railyardlab.com(604) 398-3330
Railyard Lab a Dossier Creative Venture
http://railyardlab.com/An intern powered design studio within Dossier Creative that brings together business and design students for a collaborative and immersive work experience. Under the mentorship of industry professionals, we are exposed to a full breadth of work and client situations to develop new brands and ideas.Metro Vancouver
Business planning, Branding, Market analysis and understanding
Social
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John Kay
john@realizestrategies.ca
604-718-8292Realize Strategies
http://www.realizestrategies.ca
We help purpose-driven organizations develop and align people, culture, strategy and purpose. Our services include financial evaluation and modeling, feasibility studies, strategy development and organizational/human capita ll development. Metro Vancouver
Business planning, Viability study, Financial modelling
Social
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Lawrie Ferguson
lawrie@collectivegoodinc.com
6049705519
Collective Good Business Services
https://www.collectivegoodinc.com/
A business services & consultancy designed to help social ventures by sourcing and providing the business resources they need. In-house capabilities in marketing, branding, communications, strategy, management and research & can access other business professionals through our Collective.Metro Vancouver
Branding, Product development, Market analysis and understanding
Social
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Colienne Regout
colienne.regout@gmail.com
7789600406Look4Loops
https://www.look4loops.com/
Look4Loops put organizations on circular tracks to empower their sustainable impact and generate new revenue streams (by optimizing the use of resources and designing out waste). Our 3 service categories - educate, create and optimize - give all the tools to future-proof their core businesses.Metro Vancouver
Business planning, Market analysis and understanding, Management coaching
Environmental
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Eric Adebayoeadebayo@gmail.com6043437969
Econometric And Organizational Advanced Analysis
https://www.eoaanalysis.com/
EOAA Provides high quality quantitative and qualitative analysis of organizational data in order to aid social enterprises, charities, NGOs, environmental organizations, etc. in program impact evaluation, financial modeling, market analysis, and many other data-driven tasks.Metro Vancouver
Business planning, Financial modelling, Impact measurement, Market analysis and understanding
Social
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Alia Sunderjialia@skybear.ca6043668483Sky Bear http://www.skybear.caAt Sky Bear we provide end to end business consulting services from concept to post launch focusing on social enterprise. We specialize in e-commerce growth, branding, design, business model validation and food innovation and recapture. Metro Vancouver
Business planning, Branding, Product development
Social
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Weston Triemstraweston@netsign.com778-883-0793
Netsign Communications Inc.
https://netsign.comWe make modern web applications for desktop and mobile.
Our mission is to use simplicity to create a "it just works" experience that become word-of-mouth marketing for your business.
We're a full service web development shop with 25 years experience providing strategy, design, and development.
Metro Vancouver
Product development, Software or web design
Environmental
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Maxine Bulloch
maxinepbulloch@gmail.com
6043798450
Maxine Bulloch Photography
http://www.maxinebulloch.com
I'm a photographer working with impact-driven businesses translating values into visuals, and creating visual brand narratives that meaningfully showcase the difference they are making. Services include Branding Photography, Event Photography, and Portrait Photography.Metro VancouverBranding, Photography Social
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James Grieve
james@catalyst-strategies.com
7782146010Catalyst Strategies Inc
https://www.catalyst-strategies.com/
We collaborate with our clients to discover practical ways to design, deliver, and implement business plans and strategies that streamline processes, capture value, improve operational efficiency and effectiveness, and provide distinct competitive advantages in their markets and for their customers.
Outside Metro Vancouver
Kelowna, British Columbia
Business planning, Viability study, Branding, Impact measurement, Product development, Market analysis and understanding, Management coaching, Feasibility Studies and Operations Assessments
Social
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Greg McLareninfo@farmfooddrink.ca250-618-1226Farm Food Drink Inc.http://farmfooddrink.ca/Farm|Food|Drink is a group of business management specialists who offer business planning, market research, and creative marketing services for agricultural businesses and organizations. Our services include feasibility studies, strategic planning, workshops, marketing & branding, and more.
Outside Metro Vancouver
We operate and have team members throughout BC, including Vancouver/Fraser Valley, although our greater focus is in rural areas outside of Vancouver.
Business planning, Viability study, Market analysis and understanding
Social
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Shivani Singh
shivani@pathfindersocent.com
+16477710369PATHFINDER
https://pathfindersocent.com/
PATHFINDER consults with Business, Academia and Policy for innovative solutions in Sustainable Development.
Outside Metro Vancouver
We began in Toronto and London. While one of the partners (Jess) is UK/EU based, the other (Shivani) intends to move to Vancouver in the next year or so.
Business planning, Impact measurement, Management coaching
Social
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Rupert Downingredowning@me.com2507275475
Rupert Downing & Associates - Sustainable Community Development
https://www.linkedin.com/in/rupertdowning/

Social Enterprise Coaching Service for BC. For social entrepreneurs, social enterprises and social purpose business, we provide customized one-on-one support for planning, problem-solving, start-up and scale-up.
Outside Metro Vancouver
All of B.C.
Business planning, Viability study, Product development, Market analysis and understanding, Management coaching
Social
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Joel Harrison
joel@methodiccontent.com
778-231-1611Methodic Content
https://methodiccontent.com
We provide marketing services, strategy and content creation to help social enterprises and nonprofits build thought leadership in their industry.
Metro Vancouver
Software or web design, Digital Marketing/Social Media
Social
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