Impact Statement

Overview

TransitionPlan is an independent, value based strategy and advisory firm that transforms business transitions, whether scaling an impact start-up or passing on a family business, into platforms for measurable social and environmental value.

We address two pressing, interlinked challenges, that could be summarized as enablement for access to capital and societal impact:

1. Funding readiness and investor connections for impact start-ups and social ventures.
2. Succession and transition advisory for SMEs and family-owned businesses.

By integrating private investment, public funding access, and sustainability alignment, we enable ventures to unlock growth capital and align their strategies with global impact frameworks.

Our Theory of Change

We view transition moments as leverage points for systemic change. Our methodology blends in: 

• ABC Impact Management logic (Duke University)
  Act to avoid harm — Mitigating risks of failed transitions, governance vacuums, and regulatory non-compliance.
  Benefit stakeholders — Preserving jobs, embedding inclusive governance, and ensuring community benefit.
  Contribute to solutions — Designing capital strategies that advance the UN Sustainable Development Goals.

• IRIS+ metrics from the Global Impact Investing Network for standardized, comparable measurement.
• Wharton ESG best practices for attribution, stakeholder inclusion, and adaptive learning.

IMP’s Five Dimensions

1. What — We strengthen organizational capacity, governance, and funding readiness, resulting in improved resilience, job retention, and ESG maturity.

2. Who — We serve early-stage impact ventures, SMEs, family-owned businesses, and their ecosystems (employees, communities, and aligned investors).

3. How Much — Our engagements typically improve funding readiness scores by 30–50%, preserve or create jobs, and achieve measurable ESG integration within 12–18 months.

4. Contribution — We combine private and public capital strategies with impact measurement, closing a market gap where most advisors focus on only one.

5. Risk — Risks include undercapitalization, policy shifts, or investor misalignment, mitigated through diversified funding strategies and governance safeguards.

Real-World Applications

Avondale Private Capital — Supporting the launch of the Nature Capital Fund, an SDG-aligned investment vehicle for biodiversity and climate projects in Sub-Saharan Africa. We secure mission-aligned investors, connect to NGOs, and design social contracts for difference to ensure tangible local benefits.

Famville — Advising an early-stage platform tackling parental mental load and social isolation. We delivered a Theory of Change, SDG mapping, and IRIS+ metrics, positioning it for credible fundraising and public-sector partnerships.

SDG Alignment

TransitionPlan’s contribution to the SDGs lies in enabling and accelerating the impact of mission-driven clients by securing capital, embedding impact measurement, and aligning governance and strategy for long-term growth. We act as a catalyst for ventures whose work advances specific SDGs, ensuring they are investor-ready, measurable, and scalable.

Primary SDGs where TransitionPlan enables client impact:
• SDG 7 – Affordable and Clean Energy (Target 7.2, 7.3): Through advisory for funds and ventures in renewable energy and energy efficiency.

• SDG 8 – Decent Work and Economic Growth (Target 8.3, 8.5): By supporting businesses that preserve and create jobs through successful transitions and scaling.

• SDG 9 – Industry, Innovation and Infrastructure (Target 9.4, 9.5): By strengthening innovative enterprises and improving their capacity to deliver sustainable solutions.

• SDG 13 – Climate Action (Target 13.1, 13.2): Via capital strategies for climate-positive projects, such as biodiversity conservation in Sub-Saharan Africa.

• SDG 17 – Partnerships for the Goals (Target 17.16, 17.17): By connecting ventures with aligned investors, NGOs, and public-sector partners to unlock systemic change.

Measurement approach:
Since launching our enhanced impact methodology in April 2025, the date of our incorporation, we have begun tracking IRIS+ metrics across all engagements. While the first year will focus on baseline and process metrics, future reporting will aggregate capital raised, governance improvements, and SDG-related outcome indicators across our portfolio.

SDGs enabled by TransitionPlan

We help organizations measure, align, and communicate their impact using IRIS+, IMP, and the UN SDGs.

Let us map your contribution to the Global Goals — book your Impact Assessment with TransitionPlan today.