CARIBEquity Investor Toolkit

Essential Tools for Caribbean Impact Investors

A curated collection of 10 essential tools designed to guide you through the complete investment journey—from building your investment thesis to conducting due diligence and measuring impact.

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Get Started: Complete Your Investor Readiness Assessment

Before accessing the tools, take our comprehensive assessment to evaluate your investment readiness and unlock personalized recommendations. This 10-minute assessment will help us understand your experience level and investment goals.

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✓ Takes only 10 minutes • ✓ Unlock all 10 tools • ✓ Get personalized insights

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Download Complete Toolkit for Offline Use

Get all 10 tools in a single archive for offline access. Perfect for working without internet or during field visits.

📋 What's Included:

  • ✅ All 10 investor tools fully functional
  • ✅ Multi-language support (EN/FR/ES)
  • ✅ All assets, images, and stylesheets
  • ✅ Works completely offline after download
  • ✅ No access restrictions in offline mode
📥 Download Complete Toolkit

💾 Archive size: ~57MB (includes all videos) • 📴 Works offline • 🔓 No restrictions

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Due Diligence Checklist

Comprehensive checklist covering team, product, market, financials, legal, and ESG factors to thoroughly evaluate startups before investment.

Launch Tool
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Deal Sourcing Tracker

Organize and track potential investment opportunities from initial contact through evaluation stages with built-in pipeline management.

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Valuation Calculator

Calculate startup valuations using multiple methods including DCF, comparable companies, and venture capital methods with sensitivity analysis.

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KPI Dashboard

Monitor portfolio company performance with customizable KPI tracking, visualization, and automated reporting capabilities.

Launch Tool
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Founder Readiness Heatmap

Assess founder and team readiness across key dimensions including leadership, market knowledge, and operational capabilities.

Launch Tool
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Investment Thesis Builder

Develop a clear investment thesis defining your focus areas, criteria, and strategic priorities with structured templates.

Launch Tool
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Outreach Email Templates

Professional email templates for founder outreach, follow-ups, and relationship building with customization options.

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Board Meeting Prep Checklist

Comprehensive checklist to prepare effectively for board meetings with portfolio companies, covering documents, strategy, financials, and governance.

Launch Tool
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ESG Scorecard

Evaluate companies on environmental impact, social responsibility, and governance practices with comprehensive scoring.

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Exit Readiness Assessment

Assess portfolio companies' readiness for exit events including acquisition, IPO, or secondary sales.

Launch Tool

About This Toolkit

The CARIBEquity Investor Toolkit is designed specifically for impact investors in the Caribbean region. These 10 essential tools represent the most critical resources needed to successfully navigate the complete investment journey.

Each tool features multi-language support (English, French, Spanish), comprehensive guidance, and video tutorials to ensure you can use them effectively without requiring additional training.

This toolkit is part of the CARIBEquity program, supported by the European Union, Global Gateway, ACP, and IDB Lab/BID Lab.

Supported By

Supported by Global Gateway, European Union, ACP, and IDB Lab