Brad, welcome to — here’s a little intro info

on February 11, 2017 | in

Hi, Brad,

Welcome. We’re delighted to have you join the community. Finding or sharing quality impact investments is hard, but it doesn’t have to be. We have a better way.

A few quick things:

  • Coming soon. This month, we’re continuing to onboard investors like you. We’ll soon provide our deal posting template, whereby an investor who’s championing a deal can share an overview, due diligence and terms with other like-minded investors. We expect the first deals to be posted by next month.
  • Profile. Below is a copy of the profile information you submitted. By default, only your Name (if an individual), Location, Investor Type, Organization (if not an individual), and Geography and Sector preferences are visible to other investors who have profiles on our website. In some cases, we have also added selected elements of your publicly visible LinkedIn profile. We take your privacy seriously, as reflected in our Privacy Policy.
  • Login. To view your visible profile or those of other investors, or to see which deals are currently posted, please log in on this page using the following credentials:
    • Username:
    • Password: HxnH$8a+

In the meantime, please contact us if you would like to revise your profile, change your password, or have any questions or comments. We look forward to being in touch soon.

Luni & Matt

the team

Your Profile Information

Name Brad Dickson
Investor Type Individual investor (Accredited)
Organization n/a
Geography Utah
Sector 3. Good health and well-being
4. Quality education
5. Gender equality
7. Affordable and clean energy
Phone 435-659-5731
Currency USD
Ticket Size 10,000
Past Deals (number of) 5 direct
Past Deals (amount) 180,000
Group Affiliation Purpose Investment Network/SVP, Sorenson Impact Center
Location/Residence – Primary Utah
Years Investing 3
Led Diligence Yes
Led Terms Yes
Stage Prototype: $0-$50,000 revenues, customers testing the prototype, possibly an Angel
Initial Revenues: $10,000-$100,000 revenues, paying customers, often an Angel or three
Structure Convertible Debt
No Co-investment with Individual (not Accredited)
Near-term Deal No
Communication Frequency Once a week
Sharing Yes
How Heard? Saw that Luni was launching this, I think on LinkedIn
Anything Else? One niche (to help grow impact investing and the purpose economy) that I am focused on is helping educate philanthropists to include impact investing as part of their philanthropic portfolio, expand using DAFs for PRI for engaging social entrepreneurship, with an eye to building a sustainable component in their philanthropic portfolios.

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