The partnership process

To carry out our work with people living in poverty, Opportunity International Australia partners with organisations that are capable of substantial social impact and sound operational sustainability. The partnership process is as follows:
 

1. Initial partner assessment

If we assess likely mission alignment, we will fund a formal business planning exercise, a step that forms a key input for the next phase of the partnership process – due diligence. In some cases, information obtained in this phase has led to a decision not to proceed with a relationship.

2. Detailed partner assessment

A due diligence exercise is conducted around mission alignment, performance and leadership credentials, together with an assessment of environmental risks. Our Investment Committee then reviews new partnership recommendations and proposals for ongoing support of existing partners, either passing a proposal on to our Board or making a decision not to proceed.

3. Partnership agreements

If Board approval is obtained, normal transaction execution processes are undertaken in the form of alliance, debt and equity agreements (as applicable).

4. Ongoing relationship management

This includes attendance at Board meetings, meetings between partners and their relationship managers, and monthly reporting by partners of financial and operational performance.