Workshop Steward-owned-aligned-finance – the Investor perspective

As more companies adopt steward ownership, the model is becoming increasingly relevant for investors. And that makes perfect sense—like any other businesses, steward-owned companies need capital to grow and fulfill their mission.

That’s why we host another edition of the in-depth finance workshop (in English).

Steward-Owned-Aligned-Finance (SOAF)? 🤷
This buzzing term is increasingly linked to systemic investing.
However, traditional equity financing often conflicts with steward ownership principles, compromising both independence and a mission-driven focus. Steward-owned companies require financing instruments that preserve self-determination and uphold the company’s purpose over the long term. This is exactly why the model is drawing the attention of many investors.

This workshop is for all types of financiers!
From business angels to institutional investors.
From pre-seed to seed or series.
From equity to loans or SAFEs.
And certainly for every impact investor.

We will again focus on the various aspects of Steward-Owned-Aligned-Finance (SOAF). During a 3-hour interactive crash course, we will explore the principles, techniques, challenges, investor relations, and real-life cases of SOAF

• A deep understanding of the two principles from an investor perspective: (1) Perpetual independence and (2) Profit serves purpose.
• A better grasp of valuation, capped returns, cash flow waterfall, structured redemption, and how risk adequacy can be balanced with the question, ‘How much is enough?’.
• How investor interests are protected: the use of milestones, golden share guarantees, information rights, consultancy rights in case of red flags, etc.
• Archetypes, best practices, and use cases from Belgium, Germany, and beyond.
• Guidance on where to find information and templates.
• Roundtable – different investor perspectives.

October 19 14:00 – 17:00 @ Commons Hub Brussels
> workshop will be in English
> It’s entirely free, but spots are limited