About this view.
The four core functions-Capital Provision, Deal Origination & Sourcing, Deal Evaluation/Structuring/Execution, and Opportunity Development-operate across five stakeholder segments; Infrastructure cuts across all. Use the lens to see who does what; open any card for descriptions, capacities, bottlenecks, sub-categories, and relationship dependencies.
Strategies describe how money moves for impact. Each strategy nests stakeholders from the Map and includes detailed, step-by-step examples you can reuse in workshops.
Key Terms Glossary
Investment Tools (selected)
EquityOwnership capital with upside through dividends or capital gains; patient but higher‑risk.
DebtLoans or bonds requiring repayment with interest; preserves ownership but affects cash flow.
GuaranteeThird‑party promise to absorb losses on default, de‑risking lenders and unlocking credit.
Asset Classes (selected)
Bonds (incl. Green/Social)Debt securities, including labeled bonds whose proceeds fund environmental or social projects.
StocksEquity ownership in companies; traded on exchanges.
Real AssetsPhysical assets like real estate and infrastructure.
CommoditiesTradable raw materials such as cocoa, gold and oil.
Money Market & CashShort‑term instruments used for liquidity.
Crypto/Digital AssetsDigitally‑native assets recorded on blockchains.
Financial Markets
BankingA network of financial institutions that take deposits and lend money, acting as a conduit of capital to businesses.
Investment ServicesSpecialists and firms that advise clients on financial products, planning and fund‑raising, including the policies, rules and standards that apply to these activities.
Investment Services
Investment Fund ManagersProfessionals who construct and manage diversified investment portfolios on behalf of clients or sponsors.
Financial AdvisorsAdvisors who provide financial guidance and planning services to individuals and organizations.
Investment ConsultantsConsultants who formulate investment strategies and planning for their clients.
Proxy Voting AgenciesSpecialized firms that advise on and execute shareholder votes for fund managers.
Fintech & Platforms
Financial TechnologyTechnology, software and algorithms that improve and automate the delivery and use of financial services.
Online Investment PlatformsDigital platforms that allow individuals to buy, sell and hold investments through a single online account.
Crowdfunding PlatformsInternet‑based platforms that raise small amounts of money from a large number of people to fund projects or ventures.
Investment Vehicles
Debt FundsFunds investing in fixed‑income securities like bonds and treasury bills, offering relatively steady income.
Private EquityInvestments made in private companies either directly or through specialized funds.
Venture Capital FundsFunds that finance start‑up companies and businesses in high‑growth sectors.
Exchange Traded Funds & NotesMarketable securities that track an index, commodity or basket of assets and trade like stocks.
Mutual Funds & Investment TrustsCollective investment schemes that pool money from investors to purchase diversified securities.
Pooled FundsInvestment structures where multiple investors combine capital to benefit from diversification and economies of scale.