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Portfolio

DEVELOPED BY

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IN PARTNERSHIP WITH

FUNDED BY

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How do your gifts come to life?

Managing a portfolio in a regenerative business context involves strategically curating and balancing multiple projects, products, or services to ensure resilience, long-term impact, and financial sustainability. Unlike conventional portfolio management, which often focuses solely on risk-adjusted financial returns, a regenerative approach incorporates environmental and social impact as core decision-making factors. This means actively selecting and developing initiatives that align with ecological restoration, social equity, and long-term value creation.

A well-structured portfolio enables businesses and organizations to diversify their impact, mitigate risks, and create synergies between different initiatives. By integrating regenerative principles into portfolio management, organizations can ensure that their investments contribute to systemic transformation rather than perpetuating extractive practices. This requires a shift from short-term, profit-driven decision-making to a holistic strategy that balances economic viability with ecological and social well-being.

Furthermore, adaptive portfolio management is essential in a constantly changing environment. By applying dynamic assessment tools, organizations can continuously evaluate the relevance and performance of their portfolio components, making adjustments based on emerging needs, stakeholder feedback, and systemic shifts. This iterative process ensures that the portfolio remains relevant, effective, and aligned with the overarching mission of regeneration.

Just make sure (or do your best for) your portfolio comes from a place that is respecting natures language, value and operating Systems. For that, you can get inspired with the 10 of nature's unifying patterns to consider:

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“It will take courage for leaders to step back, reflect and reconnect with the essence of our humanity” 

JOHN FULLERTON

Biovilla Portfolio & Pitch Deck
How to Stand Out in Your Industry | Simon Sinek
Lock Step Model
Produtizar
8 Níveis de Produto Regenerativo
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MUST READ 

Start With Why: How Great Leaders Inspire Action

Simon Sinek's Start With Why explores how great leaders inspire action. The book argues that people don't buy what companies do, but why they do it, emphasizing the importance of a clear sense of purpose ("Why"). Sinek introduces "The Golden Circle," a model illustrating the relationship between "Why," "How," and "What," and discusses how building trust and loyalty through authentic communication leads to lasting success. The text also examines the pitfalls of manipulation versus inspiration in business and leadership.

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real-life examples

LEARN BY STUDYING

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Triodos Bank is a European bank that focuses on funding projects that are good for the environment and society. They only invest in sustainable projects, such as renewable energy, organic farming, and social enterprises. Their goal is to support initiatives that help create a positive impact, like reducing carbon emissions or promoting social well-being, while also making money for their investors. Every project they finance is chosen based on its ability to contribute to a more sustainable and fair world, following principles of regeneration and long-term value.

The bank's portfolio is built around the idea of regenerative finance, meaning they prioritize investments that help restore the environment and improve communities. Triodos is transparent about how and where they invest, and they work closely with the organizations they support to make sure the projects stay on track with their impact goals. Their financial decisions are always aligned with a broader mission to create positive social, environmental, and economic change, ensuring that their investments not only bring returns but also make the world a better place.

Triodos Bank
EUROPE

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Biovilla has a very complex portfolio with 15 years of existence and many learnings. Over time, it has evolved and developed different business units. What we see are eight main categories that Biovilla must operate in, and in most cases, transform products. These products are represented in the lines that make up the main categories and illustrate the business units that generate revenue while producing clear and conscious environmental and social value. Due to its complexity, the portfolio is also organized using color palettes. If you observe carefully, it starts with the more human or social part of the portfolio, with warmer earth tones, and gradually cools down, transitioning into other shades until reaching greens, which express Biovilla’s environmental values. This work of organizing each product within a main cluster that has a name provides a visual connection to help people understand the full scope of the business. This organization also helps inform the business plan, because each product cluster is then used to create the business plan and annual financial projections, which will be illustrated later. Therefore, a well-constructed portfolio illustration can serve not only as a communication tool for external audiences but also as a method for internal organization. When an organization cannot clearly define each product and structure it properly, it becomes very difficult to achieve sales and financial autonomy. This will likely compromise its impact in the medium to long term, as this organizational gap makes it hard to achieve results. A portfolio organization within a portfolio diagram allows the company’s members to structure not only the strategy for the coming years but also translate that information into numbers and enhance the impact they will have. In a broader context, the portfolio serves as an anchor that aligns the business model with the impact model, leading to much better results.

Biovilla
PORTUGAL

fundamental questions

LEARN BY ASKING

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How does my portfolio contribute to environmental, social, and economic regeneration?

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How can I ensure diversification while maintaining alignment with regenerative principles?

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How do I balance financial sustainability with mission-driven impact?

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What criteria should I use to assess the sustainability and impact of each project or investment?

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What tools and frameworks can help monitor and adapt my portfolio over time?

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"Your portfolio is your story. It should tell
the story of who you are, what you do,
and what you can do for others."

UNKNOWN (often attributed to career advisors)

frameworks

LEARN BY APPLYING

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What You Need to Build for Stability

Not always a single product can bring stability and accomplishment. A view of portfolio along with a strong product development strategy is essential for balancing financial sustainability, market relevance, and long-term innovation. In the context of a regenerative enterprise, we recommend a well-structured product portfolio should include these three key types of offerings:

1. Authority Product – The flagship product that defines the company’s core mission and expertise.

2. Cash Cow Product – The revenue-generating product that ensures financial stability and liquidity.

3. Innovation Product – The experimental product that keeps the company exploring new markets and opportunities.

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Assessing Portfolio Risks

ADDITIONAL RESOURCES

LEARN BY PRACTICING

assignments 

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01

Draw your diagram portfolio

RECOMMENDED

Deadline: 11th April

02

Answer the fundamental questions 

OPTIONAL

Deadline: 11th April

03

Categorize your portfolio into Authority, Cash Cow, and Innovation Products

EXTRA

Deadline: 11th April

Key content to help you complete these assigments

01

Estimated Time: 10 Min

02

Estimated Time: 18 Min

03

Estimated Time: 18 Min

04

Estimated Time: 30 Min

05

Estimated Time: 60 Min

Still having doubts?

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Online Clarification Session 

 10th April​

6 - 7 PM (Lisbon Time)

Having questions? Doubts? Thoughts you would like to share?

We are here for you. Reach out to info@boutique-impact.com and we'll come back to you​ shortly.

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DEVELOPED BY

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IN PARTNERSHIP WITH

FUNDED BY

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