Skip to content

Social Impact Fund Questionnaire

Waterloo Region Community Foundation (WRCF) is exploring opportunities to invest in smaller, regionally-relevant, social and climate-related impact funds as part of our commitment to innovative community building and impact investing. Our goal is to identify funds that not only align with our Investment Policy Statement and mission but also create meaningful connections between local investors, social enterprises, and the broader social finance ecosystem.

This questionnaire represents the first step in our due diligence process. The information you provide will help us understand your fund’s strategy, performance, and openness to collaboration, ensuring that any potential investment delivers both financial returns and community benefit. It will also help us determine which 10–12 funds will be invited to a half-day, in-person event in Waterloo Region in March 2026. Thank you for taking the time to share this information with us.

Please complete the questionnaire by January 19, 2026 at 5:00 PM (EST).
General Information
1.Contact First Name
2.Contact Last Name
3.Contact Phone Number
4.Contact Email Address
5.Company Name
6.Company Website
7.What is the name of the Principal(s)?
8.Can you share details of a track record in the case of current or previous funds (if any)?
Fund Information
9.What is the name of the Investment Vehicle?
10.What is the Investment Vehicle Structure?
11.What asset classes will the fund invest in?
12.What is the Fee Structure?
13.What is the projected number of portfolio/investments?
14.What is the aimed ticket size?
15.What is the projected fund size in CAD?
16.Has the fund had an initial close?
17.If yes, please indicate the date of close and the amount. If no, what is the Projected First Close date?
18.What are the targeted Investor Profiles?
19.Have you secured LP commitments?
20.If yes, provide investor names and committed amounts.
21.What is projected Number of Investors?
22.What is the expected term of the fund, including the investment period and the fund life?
23.How long is the investment/commitment period?
24.Describe the Exit Strategy of the fund. Include information about projected return and liquidity through the investment lifecycle.
25.Where will the fund be domiciled?
26.Describe the Fund Strategy. Include information about intended sectors, and how you plan on developing a pipeline of local investments.
27.Describe the fund's alignment with WRCF's Mission Alignment Framework, as articulated in WRCF's Investment Policy, Section 8.
28.What is the geographic focus for the portfolio companies?
29.Describe the Anticipated Impact Thesis. Include information about how you intend to measure and report impact to investors.
30.Provide a link to a recent publicly-available example of how you are reporting results and impact.
31.Describe the core team involved in evaluating and executing investments.
32.How much is the GP commitment? (Provide the amount)
33.What value could WRCF bring to the fund, in addition to our financial investment in the fund?
34.Are you willing to participate in an in-person event in Waterloo Region in March, presenting your fund to potential investors and potential pipeline investments?
If available, please send your fund's pitch deck by email to info@wrcf.ca