The Occam Model
We are a little different from most other investment consultants, even most other impact investment consultants.
Based on our decades of experience, we believe that investments that truly have impact can’t just be individual transactions. They need to be part of a program. That program needs to be patient, it needs to be designed to learn over time, and most importantly it needs to be built in authentic dialog with the communities it is trying to serve.
At Occam Advisors, we work in long-term partnership with our clients. We help design programs that are informed by communities they serve. We develop investment opportunities by identifying current leaders in a sector while also supporting the emergence of the next set of contributors. We lead collaborative investment diligence with our clients so that the programmatic impact is not just the investments themselves, but also the lessons learned that make them better grantmakers.
Finally, we help our clients support and learn from these organizations after investment as we build a portfolio of investments that is greater than the sum of its parts.
Based on our decades of experience, we believe that investments that truly have impact can’t just be individual transactions. They need to be part of a program. That program needs to be patient, it needs to be designed to learn over time, and most importantly it needs to be built in authentic dialog with the communities it is trying to serve.
At Occam Advisors, we work in long-term partnership with our clients. We help design programs that are informed by communities they serve. We develop investment opportunities by identifying current leaders in a sector while also supporting the emergence of the next set of contributors. We lead collaborative investment diligence with our clients so that the programmatic impact is not just the investments themselves, but also the lessons learned that make them better grantmakers.
Finally, we help our clients support and learn from these organizations after investment as we build a portfolio of investments that is greater than the sum of its parts.