Upstart Consults
A new business line of Upstart Co-Lab, Upstart Consults helps impact investors pursue a creative economy mandate by providing expert support on capacity-building, program development, and portfolio implementation.
Upstart Co-Lab will share the insights, experience, assets, and network developed to launch our Inclusive Creative Economy Strategy with private foundations, community foundations, funder & investor collaboratives, state arts councils, family offices and others seeking social impact and financial returns in the creative industries.
The Upstart team can
- Develop a tailored impact investing learning journey
- Assess an investment landscape based on geography, financial return, impact targets
- Evaluate the capital and capacity-building needs of target investees
- Identify co-investors and strategic partners
- Design an investment strategy and model portfolio
- Develop an impact thesis
- Build a deal pipeline
- Conduct due diligence and prepare investment memos
- Serve as a fund manager
- Serve as an Investment Committee Member
- Prepare an annual impact report
To learn more about engaging the Upstart Consults, please email info@upstartco-lab.org.
Other ways Upstart Co-Lab is building a coalition of impact investors who understand the power of art, design, culture, heritage and creativity to drive social impact:
From January 2020 through December 2022, Upstart advised 10 private foundations, donor-advised funds, and endowed cultural institutions — with $1 billion of aggregate investment capacity — on investing with funds and businesses in the creative economy expected to have commercial success, and generate social impact. Learn more about the Upstart Member Community.
From October 2020 through October 2022, Upstart Co-Lab advised 25 museums and other cultural institutions — with $6 billion of investment assets – supporting their impact investing journey and helping them learn to align their endowment with their values and mission. This is the start to unlocking the impact investing potential of museums and other cultural institutions which hold over $64 billion in their aggregate endowments. Learn more about Upstart’s work with museums and cultural institutions.