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EI 3. Dossier with purpose: explain your impact and convince investors!

Do you want your project to speak the language of investors without losing its transformative essence? In this practical session you will learn how to build an investment dossier that combines economic strength and impact storytelling. We will accompany you in defining the theory of change, structuring the executive summary and presenting your project clearly and authentically.

This training will help participants to know how to prepare an investment dossier and be better able to go to impact investors to present their project. The training is based on practical content and work on the project itself.

Aimed at companies in the SSE and impact economy with financing needs or interest in impact investments, but lacking specific and specialized knowledge. The activity is designed for small, medium or large organizations. Participation in the previous session is valued

This activity consists of two sessions:
1st session: Theoretical and practical training for the preparation of the dossier
2nd session : Advice for the preparation of the dossier

Specific goals | Temary

General objectives:
1. Understand the basic structure of an impact investment dossier.
2. Advance in the preparation of the dossier itself with personalized support and feedback.


Specific  objectives :

1. Work on the key sections of the impact dossier in a practical way.
2. Learn how to translate the business model and social mission into an understandable and attractive story for investors.
3. Identify good practices and common mistakes in the writing and design of these dossiers




Available dates for the activity
Edition 1
Modality: Virtual classroom
Language: Catalan
Dates: From 24/02/2026 to 05/03/2026
2 virtual classroom sessions
  • Tuesday 24 February 15:30h - 18:30h
  • Thursday 5 March 15:30h - 18:30h
  • General information

    This activity is carried out in two types of format: face-to-face session or virtual session. Check the type of each session and the details in the calendar of the website.

    The activity will be carried out in the language indicated for each session.

    Remember that you can manage your registration (unsubscribe, obtain a certificate of participation...) from the Activities section of the Personal Space.

    For more information or if you have any special need and require support to follow the activity, write to us at innovaciosocioeconomica'barcelonactiva.cat

    If you cannot attend the activity, you must unsubscribe 12 hours in advance by entering the ACTIVITIES section of your Personal Space.

    Barcelona Activa offers workshops and training activities in the Social and Solidarity Economy aimed at people and groups who want to undertake new socio-economic initiatives. Check out the current courses and workshops offer here!

    Modality: Virtual classroom
    Duration: 2 sessions (6h)
    Language: Catalan
    Dates: From 24/02/2026 to 05/03/2026
    Opening of registration 26/12/2025 to 00:00 h.

    Category:   Altres Economies

    Lesson taught by

    GUILLAUMES QUERA, POL

    LIZANA PÉREZ, ANDREA