How We Work

Inside WSVF

Introduction

The Wharton Social Venture Fund (WSVF), housed in The Wharton School, seeks to co-invest and partner with angel and venture capital investors focusing on a triple bottom line (people, planet, and profits) investment philosophy.

The Wharton Social Venture Fund works with carefully selected venture capital partners on a broad range of projects. In addition to co-investment activities, we have historically engaged in hands-on strategy project work. Our members participate in rigorous training sessions in which they can refine their investment skills and industry knowledge.

Co-Investments

Updates on WSVF co-investments:

  • Participating in MBA initiative sponsored by a new domestic impact investing fund that Brian Trelstad, former CIO of Acumen Fund, is launching
  • Received seed funding from Wharton Social Impact Initiative to make direct co-investments
  • WSVF sources, conducts due diligence, and negotiates terms on high potential domestic investments
  • WSVF selected investment chosen by Acumen Fund’s +acumen venture network in 2012

Advisory projects

Can include, but are not limited to:

  • Deal sourcing: Mapping of investment opportunities in specific geographies or sectors, access to University-wide ecosystem of entrepreneurs and Wharton alumni
  • Portfolio management: Portfolio tracking and assessment, competitive strategy, social impact measurement
  • Exit: Review of exit opportunities, preparation of exit marketing documents

Investment review projects

Can include, but are not limited to:

  • Screening: Create early screening papers with preliminary analysis of market opportunity, business model, and potential risks
  • Due Diligence: In-depth analysis on discrete parts of the due diligence process, leveraging our access to all university resources (such as faculty, industry experts, and vast library databases), and student free time.
  • Closing: Creation of full-blown investment proposals, early vetting of investment proposals by our standing investment committee that meets several times each semester