These are our current non-negotiables for partnership, grounded in our mission, values, and obligations as a 501(c)(3) organization. This is not a substitute for due diligence that your investors may want to conduct prior to deciding whether to support you. 

• A partner must be a U.S.-incorporated for-profit entity with an active FEIN and the majority of operations based in the U.S. (Please note we do not grantmake to nonprofits or facilitate investments into publicly traded securities or individuals).

• A partner must be majority-owned or led by underrepresented individuals, or its primary mission must be to serve underrepresented communities (see how we think about underrepresentation here).

• A partner must self-source investors with minimum commitments of $25,000. 

• A partner must provide Inspire Access a copy of applicable investment terms and/or related documents.

• A partner must be able to maintain basic accounting systems and accurate financial records  and be willing to provide semiannual reporting (e.g., income statement, balance sheet, cash flow), including details specific to Inspire Access’s investment, for our audit requirements. 

• A partner must embody the five core values that guide how we operate as an organization: integrity, collaboration, growth, justice and respect (review in detail here). 

To be as transparent as possible and help you prepare for what to expect in our Partnership Form, below are additional assessment areas we will evaluate beyond the baseline requirements. 

Market Awareness: Is there a clearly defined problem or gap being addressed? Who is the target audience? What are the market dynamics? Where does your organization fit within this landscape, and how is it positioned to create meaningful impact?

Solution and Model Viability: Is the solution or investment strategy credible, functional, and capable of delivering the intended value? Does it demonstrate a viable model for generating value, both financial and impact?

Organizational Readiness: Is there the right structure and team expertise to execute on the vision? 

Financial Health: Is the organization managing its capital responsibly and sustainably? Does it have a clear understanding of its economics and a strategy for growth?

This is a non-exhaustive list of documents which could be helpful to include with your Partnership Form submission.

• Pitch Deck/ Business Plan

• Term Sheet (if available)

• Current and prior financials (3 years if available)

• Financial projections (assuming expected funds are raised)

• Capital Structure (pre- and post-capital raise)

• Private Placement Memorandum and Limited Partnership Agreement (if applicable)

• Due Diligence Questionnaire (for funds if available)

• Transaction Documents: Subscription agreement, stock purchase agreement, loan agreement, and other (as applicable)

• Biographies of Key Management