Evercore Presentation

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• Big Path Capital Overview

Founded in 2007 Celebrating Over 15 Years
Focused on Impact Investing Big Path Capital is
an impact-focused investment bank working with
impact, sustainability, and mission-driven
companies and funds. We have the largest network
of impact investors globally and have worked in
over 200 engagements (companies and funds) more
than any investment bank in the sector. We act as
the conduit between companies, funds, and
investors focused on impact and return.
D A L L A S
A T L A N T A
A S H E V I L L E
S A N F R A N C I S C O
R I C H M O N D
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• Worlds Leading Impact Placement Agent

Since 2007 Solely Focused on Impact Investing
Impact Sustainable Funds Worked with 200 funds
focused on impact sustainability, more than any
other group in the world.
Impact Investor Events We have put on over 60
impact investor events which includes both
in-person and virtual events that 6,000 impact
investors have attended.
Sector Leading Investor Network Cultivated and
built relationships with the worlds largest LP
impact investor network over 15 years in the
space. Place Picture Here
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• Meet Our Team

Michael Whelchel Co-Founder Managing Partner
Shawn Lesser Co-Founder Managing Partner
Christie Lange Vice President
J.D. Dell Managing Director Partner
Kristin Remenschneider Client Project Manager
Nick Dell Associate
Justin Thompson Marketing Assistant
Trena Stout PE Administrative Assistant
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• Our Comprehensive Approach to Impact Fund
  Placement

Funds
Investor Portal
Convenings
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• Full-Service Fund Placement Agent

Full Set of Services to Engage the Impact Sector

• Define Articulate the Strategy Story
• Assist in positioning the best story
• Navigate the LP landscape efficiently

• Create High Visibility Buzz
• Participation in Five Fund Forums and Impact
  Capitalism Summits
• Targeted, tailored introductions in conjunction
  with events
• Participation in online platform

• Manage Process Efficiently
• Oversee meeting logistics
• Manage communications between you and prospective
  investors
• Periodically report on status of each prospective
  investor's interest

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• Our Expertise

Big Path Capital has represented over 200
Impact/Sustainable private capital funds more
than anyone else in the world.
Across All Stages of Capital
Network Omni-Channel Outreach
Venture Capital
Largest Network in the Sector Over 15 years, Big
Path has curated a network over 2,000
self-identified impact investors, advisors, and
consultants.
Growth Equity
Private Equity Buyout

• Omni-Channel Outreach
• Multiple touch point opportunities created
• Email, phone, video calls
• Multiple annual investor convenings
• Online investor portal

Private Credit
Real Estate
Infrastructure
Fund of funds
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Five Fund Forum Showcase Overview
Best-in-Class Showcase of Impact Funds Presenting
to Impact LPs

• Overview
• Exposure to 200-250 LP attendees with a
  self-identified interest in Impact Diverse PE
  Managers. We have organized 29 Five Fund Forums
  over last 14 years.
• 10-minute online presentation
• One-page fund summary to be sent to all attendees
  before the event
• Concierge services to set up 1-on-1 meetings with
  interested investors. From the last Forum, we set
  up 100 1-on-1 meetings.
• 2-month presence on Big Path's Private Investor
  Portal which includes 900 impact institutional
  investors, family offices, wealth advisors,
  foundations, funds, etc.
• Fee Structure
• 12k event fee
• 2 success fee with a carve-out list

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