PEF Our 5 Year Journey

AVPN Road Show October 2012

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To empower young people to reach their full potential

Education & employment

PEF Sweet Spot

Scale best charities

Deploy business resources

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After 5 years, we know where we can have impact

2007
Helping kids who fail 4-24yrs 5 Charities

2008
Remedial young people not employed Post-16 8 Charities

2009
Develop good citizens Post-16 12 Charities

2010
Intervene earlier 4-12yrs 16 Charities

2011
School to Work Transition 14-19yrs 18 Charities

2012
School to Work Transition 4-19yrs 3 JVs 3 Nursery 7m + 3m SIB

5m

6m

4m

4m

4m

PEF Sweet Spot!

National significance Business interest Highly measurable
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Our approach strategic investment coupled with business expertise

100% OF DONATIONS GO TO CHARITY DONATIONS ARE MULTIPLIED 5X PRO BONO EXPERTISE FOR PEF & CHARITIES

What weve achieved measurable outcomes for young people

LIVES OUTCOMES FINANCIAL IMPACT

Two secrets of our success

1.
2.

Picking the winners - moving them from good to great

Deploying the skills of business

5 questions to pick the winners

young people; preferably 14-19 yrs Mission alignment Children andemployment; school-to-work transition Education &

A proven intervention Scalability Confidence in the leadership

Measurable outcomes and proven impact Distinctive intervention with research back up Identifiable market for the product Government interest in intervention/ client group

Can PEF work with the management and board Appetite for business improvement and scale
1m-10m turnover Can absorb investment and skills
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Capacity of the charity

Moving charities from Good to Great

Scale Up Phase
Growth Fund >5m Branding and visibility for PEF Major influence on the board Joint venture or strategic partner role Social Impact Bond Prepare for exit

Introduction
Due diligence Deal team to provide biz support Dragons Den prep Grant agreement Milestones

, leadership, pay all the overheads

Opportunity Phase
Growth plans - speed, geography, market Stabilising the core functions Product and market definition Preparing the leadership Strategic application of investment

PEF is a strategic partner

First 100 Days

Getting to know the charity Creation of joint strategy Development of Biz Plan Measurement and data systems 8

Two secrets of our success

1.
2.

Picking the winners - moving them from good to great

Deploying the skills of business

Involving business in social change

PEF gives recognition, PR benefits

Intelligent giving

Staff learn, feel-good, retention

Social Change

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There is nothing that pro bono business partners cant do!

Scale Up Phase
Growth Fund >5m Branding and visibility for PEF Major influence on the board Joint venture or strategic partner role Social Impact Bond Prepare for exit

Introduction
Due diligence Deal team to provide biz support Dragons Den prep Grant agreement Milestones

PEF is a broker/coordinator
First 100 Days
Getting to know the charity Creation of joint strategy Development of Biz Plan Measurement and data systems 11

Opportunity Phase
Growth plans - speed, geography, market Stabilising the core functions Product and market definition Preparing the leadership Strategic application of investment

Ernst&Young has shown a business can be involved in radical social change

Business needs to remember it is part of society. We even went so far as saying wed like to define ourselves by making the difference outside of what we do in work. One of these, working with the Private Equity Foundation, aimed at reducing the number of young people who end up without a job or any education after leaving school aged 16. Asked whether he thinks clients care about this sort of social giving, he says increasingly that they do, and that it creates something of a halo effect. More importantly, he argues, it is helpful given that society has disconnected from business as a result of the financial crisis post-2007.
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Employees get involved suits, wellies or running shoes!

Support young people Portfolio charities Support PEF Fundraise or community service

Mentor young people Skills training Offer work placements Entry level jobs

Mentor charity staff Deal Captain

Due diligence Research & cross portfolio projects

PEF Awards Dinner Community engagement London Marathon Football Tournament

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Specialist projects Mentor PEF staff (strategy, HR, legal, Join a Committee sales etc) Become a Trustee Lead a workshop

Building the portfolio what we have learnt

PEF has to be the expert; know what works Unless you are visible, you cannot play the role of
catalyst

Most charities do not define product or market Difficult to achieve impact without influence Most donors fund inputs and hope for the best.
Funding outcomes is still light years away!

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