Services

After completing a thorough accreditation and suitability process, accredited or qualified investors are granted access to our secure, private password protected platform where they can discover information and data pertaining to private investment opportunities and impact and sustainability metrics.

The nature of Mission Markets’ business and our approach to client relationships is driven by the fact that the impact and sustainability markets benefit from real-time access to professionals who understand the needs of the market. As a result, our robust processes are not automated by the use of technology rather, our technology supports our ability to successfully execute opportunities.

Mission Markets provides a high touch, deeply engaged process enabling our professionals to understand the needs of both our investor and issuer clients. Prior to any investor becoming a Mission Markets platform client we directly communicate with them to verify their accreditation status, suitability and investment experience, and their interest in our specific impact and sustainability sectors.

Only after successfully completing this process is an accredited or qualified investor approved to securely view documentation, metrics, management videos, and marketing materials.

Technology

Mission Markets maintains a secure, password protected discovery platform accessible only to accredited investors, their advisors and pre-screened and approved issuers. Mission Markets does not operate a “trading platform,” but, rather, operates an online investment offering and data platform where all actual transactions are facilitated through our FINRA licensed registered representatives.

Mission Markets uses technology to enable investors to more effectively view private offering documents and issuers to cost effectively post their investment offering data to their own private offering data page.

Mission Markets does not use automation to drive impact and sustainability markets transactions. The Mission Markets platform is used to support our suite of traditional sales and marketing services enabling qualified and approved clients to more effectively source impact and sustainability investment offering data helping them with the investment due diligence process.

Technology Features Include:

• Features to identify opportuntiies for collaboration and partnering based on “problem” (i.e.,water shortage, energy deprivation, illiteracy, etc.) and theme (i.e., renewable energy, agriculture, e-learning, etc.)
• Ability to filter and search by sector and subsector, financial instrument, geographic location
• All approved investment offering documents and marketing documents posted in portable document format
• Management video presentations; pre-recorded presentations provided by the management team of an issuing opportunity.
• 3rd party sustainability and impact metrics providing a review of the impact and sustainability characteristics of a given opportunity; these include GIIRS, Trucost, B-Corp
• Required use of the Impact Reporting and Investment Standards (IRIS), a common language for describing the social and environmental performance of an organization.

• An approved impact and sustainability profile
• Strong and experienced management team
• Detailed business plan
• Offering memorandum or term sheet
• Executive summary
• Power point presentations
• Representation by legal counsel
• Provide documentation and results of ONE third party Assessment, Rating, or Certification (ARC) for the organization, project, or offering. Agree to annual updates of your ARC (where applicable). Contact Mission Markets’ for accepted third party list of ARC providers.
• Provide from one to five key quantitative impact indicators or results metrics reported annually following the IRIS taxonomy sheet titled ‘Product Impact’. Additional sector specific metrics will be made available over time. Quarterly reporting recom- mended. Contact support@missionmarkets.com if your principle metrics are not part of the IRIS taxonomy.

Sustainability and Impact Sectors

Mission Markets™ works exclusively with issuers whose business activities have a positive social and/or environmental impact and with accredited or qualified investors interested in making an impact through their decisions. The sectors that Mission Markets supports are diverse and include:

Informatics 2.0

The key to Mission Markets’ value as an organization solely focused within our targeted sectors is our ability to aggregate, develop and organize data and information so that we can prospectively produce proprietary and third-party research and content.

News & Data Aggregation

By supporting a community of investors, issuers and service providers, we are in the unique position to collect news and data related to securities and environmental credits transactions, issuer and project metrics, and user-generated content.

ESG Research & Ratings

Environmental, social, and governance (ESG) research and content are becoming increasingly important for investment decisions and valuations. At Mission Markets, we compile ESG Research & Ratings in order to create products and indicators for our customers.

Impact Analysis Metrics

Mission Markets™ has created a proprietary metric, Measuring Impact 4 (Mi4), to allow investors to customize metrics toward their specific impact interest. Mi4 version 1.0 poses key financial, environmental, social and governance (FESG) questions and calculates an impact and sustainability rating (not an investment rating) for opportunities on our platform. Each Mi4 rating is customized to reflect individual investor member’s sustainability return needs.