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Spreadsheet to accompany product 9B20M135.

Verge Capital was a social finance organization in London, Ontario, that connected local aspiring entrepreneurs with funds that would support initiatives with societal or environmental missions that benefited local communities. In 2019, the social finance manager at Verge Capital had to recommend one of two social impact business proposals that the organization should fund a CA$30,000 loan to. The two options were (1) Sri Lankan Foods, which operated a Sri Lankan restaurant, a catering business, and a granola production facility that provided short-term employment opportunities for newcomers to Canada, and (2) Material Impact, which collected and resold used textbooks to fund donations of books and learning materials to South American universities. While both businesses aligned with Verge Capital’s mandate, the social finance manager needed to choose just one. He wondered how sustainable the businesses were and what criteria Verge Capital should consider before investing.

Verge Capital was a social finance organization in London, Ontario, that connected local aspiring entrepreneurs with funds that would support initiatives with societal or environmental missions that benefited local communities. In 2019, the social finance manager at Verge Capital had to recommend one of two social impact business proposals that the organization should fund a CA$30,000 loan to. The two options were (1) Sri Lankan Foods, which operated a Sri Lankan restaurant, a catering business, and a granola production facility that provided short-term employment opportunities for newcomers to Canada, and (2) Material Impact, which collected and resold used textbooks to fund donations of books and learning materials to South American universities. While both businesses aligned with Verge Capital's mandate, the social finance manager needed to choose just one. He wondered how sustainable the businesses were and what criteria Verge Capital should consider before investing.

Student spreadsheet supplement to case W20583

This technical note provides hands-on instructions for searching, classifying, and obtaining documents from the U.S. Security and Exchange Commission's (SEC) official document repository, EDGAR. It helps students become familiar with the different types and classifications of SEC filings available for public companies registered with the SEC.