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SVP Waterloo Region Annual Work Plan

03/30/2017

Annual work plan to guide the working relationship between the SVP and investee, and provide performance measurement criteria to evaluate the progress of the relationship in the current funding cycle.

SVP Portland Investment Team Process Map

03/30/2017

A visual timeline of the process for considering and making grants by the investment team.

SVP Portland 2016 Investment Team Overview and Process

03/30/2017

A description of SVP Portland’s investment approach and process for grantmaking.

SVP Portland Investment Team Due Diligence Checklist – Investment Team Version

03/30/2017

A checklist of tasks for the investment team members during the due diligence process.

SVP Portland 2016 Investment Team Scoring Tool

03/30/2017

A tool used for scoring investee grant proposals.

SVP Portland Investment Team Due Diligence Checklist – Prospective Investee Version

03/30/2017

A checklist of tasks for prospective investees during the due diligence process.

SV2 Lightning Grant Rounds

03/30/2017

A fact sheet on SV2’s Lightning Grant Rounds, which is a shorter, less intensive grant-making model. The document also compares lightning grant rounds with SV2’s classic grant rounds.

SV2 Nonprofit Assessment Rubric

03/30/2017

Criteria for scoring grantee applications in 5 domains: (1) strategy and impact, (2) leadership, (3) finances, (4) SV2 fit, and (5) other x-factors.

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