Indo Tekno Podcast

Impact VC 101: Dondi Hananto of Patamar Capital

February 02, 2021 Alan Hellawell Season 2 Episode 4
Indo Tekno Podcast
Impact VC 101: Dondi Hananto of Patamar Capital
Show Notes Chapter Markers

We are in the midst of an impact investing boom. Guest Dondi Hananto of Patamar Capital dispels many misconceptions around impact investing. He argues that intensive measurement of both "bottom lines" (Financial/Operational and Impact) can deliver outsized returns and do social & environmental good at the same time. Dondi shares powerful stories of mission-based portfolio companies mClinica & Mapan/Ruma; and anecdotes of successful female-led businesses Danacita & Sayurbox.

Introduction to Impact VC: SEA investment rises at 23% CAGR
Guest Dondi Hananto of Patamar reflects on learnings from entrepreneurial past
Patamar Capital origin story: How Indo's largest impact VC fund grew from impact investing in India
Dondi's founding of Kinara accelerator: an important input in accessing early stage ventures
Impact VC: Pursuing the "double bottom line" of meeting normal VC returns AND achieving positive impact
Impact can, and needs to be, measured just as closely as financial returns
Dondi: impact is not just a fad. Currently only 2% of global assets and will only grow
Impact start-ups using tech to amplify both impact and financial returns: the mClinica example
The private equity giants and their multi-billion dollar impact funds: enough deals to feed them?
This big gap: a lack of impact funding for Seed stage companies
"Gender lens" investing: the Sayurbox and Mapan success stories
Gender lens isn't just about female founders. It can be about businesses that serve women, etc.
Does "mass market" mean poor revenue opportunity? No! Find business models that users need to pay for
Danacita: multiple impact angles with female-founded educational loan platform
Patamar's main value add: multi-local, deep understanding of the mass market
Common themes amongst Patamar entrepreneurs: deep understanding of target business, obsession with customer
Supply chain opportunities serving SME's are the most interesting to Patamar
The smartphone as a massive catalyst to development: the Mapan story
Dondi's pandemic priorities: gaming, family, reading, Netflix, sleep
Conclusion