Forest Investment Growth Assessment
for Asset Managers
Align your forest investment strategy for impact and growth – in days, not months
You’re under pressure to deliver more than returns.
But what does that actually mean?
You’ve built solid forest investments on the heels of your track record. You know how to deliver returns. You already operate sustainably. But now investors are asking: “What more can you give me?”
They’re not just asking about the tonnes of carbon your timberland can deliver or sustainable forest management certification. In today’s investment climate, where sustainability is highly scrutinized – Investors want impact they can understand, trust, and tie to financial performance. And if you can’t articulate this – they’ll find a Manager who can.
Your challenge?
- You won’t compromise financial returns in the name of impact.
- Your team isn’t fully aligned on what impact even is.
- You don’t have time to wade through jargon or tick-box standards.
- You’re unsure what’s credible, what’s noise, and what can actually drive capital.
Imagine an investment strategy so compelling – it drives investors to commit
Imagine you’re in an investor meeting, walking them through your pitch deck and strategy – getting all smiles and nods, the genuine kind. Instead of investors asking you direct questions about sustainability or impact, that you only skirt around, you’re able to confidently demonstrate:
- Financial/Impact Complementarity – How your impact strategy strengthens financial returns.
- Team Track Record and Alignment – How your team is uniquely experienced and positioned to deliver your combined financial and impact return expectations.
- Credibility – That your impact objectives translate into manageable and measurable outcomes.
That’s exactly what the Forest Investment Growth Assessment is designed to prepare you for.
Because new capital to the forestry asset class demands impact – and now, you’re going to deliver it.
The Forest Investment Growth Assessment
Your Roadmap to Closing Impact Investment Capital
The Forest Investment Growth Assessment is a thorough evaluation of your firm’s forest investment growth strategy, designed to give you clarity on what needs to be put in place to enhance your likelihood of securing impact investor capital – regardless of how developed your strategy is.
Through a confidential review of your relevant supporting documentation and a 90-minute working session, we will assess your:
- Investment team’s capacity and alignment to attract investors and implement your strategy,
- Investment case – from financial assumptions to market data, impact potential and more,
- Rules of engagement – policies, best practices standards and how you will deliver your strategy with integrity,
- Uncertainties – maybe it’s your approach to investor outreach or how to get your local operators on board with impact. This is your chance to ask questions.
Within 3 days of the session, you’ll receive a Forest Investment Growth roadmap, with specific feedback and your clear action plan outlining:
- Impact baseline – where are you now, what are your strengths and weaknesses,
- Competitive advantage – the unique impact attributes and opportunities – whether across bioeconomy, climate, nature or social themes that only your firm can deliver,
- Red flags and gaps that need to be addressed to make your financial-impact thesis watertight,
- Growth roadmap – specific actions, structured in a stepwise plan to help you move from strategy to launch to closed.
In summary, it’s a focused evaluation and action plan aimed at moving you from concept or excel spreadsheets and power point presentations to investor conversations that close.
Who this is for?
The Assessment is well suited if you are an Asset Manager who:
- Is in the early stages of developing a new forest investment strategy,
- Is trying to secure capital from impact investors,
- Has an articulated strategy (ie. teaser, pitch deck, investment policy, etc.) or needs a sparring partner to better formulate your strategy,
- Wants to fast-track your strategy development phase,
- Wants to reduce risk of dead-end investor conversations.
This is NOT FOR YOU if you’re looking for:
- Investor introductions or placement services. I only carry out investor introductions with Asset Managers whom I know well and have worked with before,
- Development of your strategy’s documentation – such as pitch deck re-writes, ESG policies, etc. (this can come later),
- Ongoing advisory support (this can come later).
Ready to reduce the risk of your strategy not closing?
If you’re preparing for growth with your forest investment offerings, and you want to attract the rising demand of this asset class from impact investors – the Forest Investment Growth Assessment is the fastest way to move through your uncertainties and land your ideal impact investor partners.
Investment: €3,500
Why The ForestLink?
Shauna Matkovich, Founding Director of The ForestLink has 20-years of combined experience in operational sustainable forest management, international forest investment management, ESG and Impact management and business development of new forest investment strategies.
Shauna’s unique skillset and her collaborative get-things-done personality have helped numerous investment organizations in achieving their forest investment goals. Her combined focus on profitability, risk reduction and impact creation with expertise on how working forests operate is what you need if you care about sustainability and want it integrated into your organization and investment strategies.
Limited Availability
I take on a limited number of Forest Investment Growth Assessments each month to ensure depth and quality.
If you are ready to get your strategy off the shelf and into the forests, the sooner you book, the sooner you’ll have clarity on your next steps – so that your first impact investor conversations have the best chance of becoming long-term partnerships.
Not sure if this is the right fit for your needs?
If you’re unsure whether the Forest Investment Growth Assessment is appropriate for you, you can book a 15-minute fit call.
This is not a sales call – it’s a chance to clarify:
- Your current goals,
- Whether this assessment is sufficient, or
- Whether a different type of support would be more appropriate.