AVPN’s Capability Development Model webinar series – Pre-Engagement


AVPN’s Capability Development Model (CDM) is an organizational development road map designed around a set of five venture philanthropy (VP) practice areas to help members make sense of best practices and frameworks in the sector.

For the month of July, AVPN will introduce and dive into the first practice area of Pre-engagement. The challenges of Pre-engagement often are to locate suitable deals and make due diligence affordable and efficient. The first step in the social investing journey is to locate impact and investment-ready organisations and to screen and structure the engagement so that it is mutually beneficial for investor and investee.

Caspian Impact Advisers will share how they structure their pre-engagement processes through emphasizing pre-launch work, utilizing sector experts to lower the costs and using the term sheet negotiations as a test for the relationship.

Please use the following link to register for the event.

About the Speakers:


Martina Mettgenberg Lemiere is Assistant Director of AVPN’s Knowledge Centre.

She builds on over seven years’ experience of leading applied research for businesses and non-profits with a focus on human capital, education and impact. Most recently in Singapore, she led projects at INSEAD and the Human Capital Leadership Institute. Concurrently, she mentors students in entrepreneurship and financial literacy at the micro-business school aidha. Previously, she worked in business research and consulting in India for Evalueserve and other organisations, particularly focusing on banking and financial services. She also taught at the Universities of Manchester and Sussex and worked as an independent consultant for NGOs and investment agencies in London and Manchester in the UK.

She holds a PhD from Manchester Business School and an MSc and BA (Hons) in Anthropology from the University of Sussex and Manchester respectively.


Mona Kachhwaha is the Director of Investments at Caspian Impact Advisers and manages the India Financial Inclusion Fund. Mona works closely with Caspian’s portfolio companies and serves on the boards of various investee companies, thus providing active governance oversight across the portfolio.

Mona has over 19 years of financial industry experience gained during her tenure with Caspian and the Global Consumer Banking Division of Citibank India. At Citibank (1994 to 2007), she worked in a range of functions including Operations, Sales, Product Development, Credit Risk Management and Business Management. She was instrumental striking large asset relationships for Citigroup in Microfinance, which led to significant growth in Citibank’s microfinance asset base in subsequent years.

Mona graduated in Mathematics from Delhi University (1992) and holds a Post Graduate Diploma in Business Management from XLRI, Jamshedpur (1994).


The webinar is designed for audience participation with up to 25 mins time for questions.

Prior reading of the case is highly recommended https://avpn.asia/capability-development-model/pre-engagement/