Assess progress through financial performance and useful outcomes

Our proposed partnership approach is to agree objectives, establish baselines and report against consistent definitions. Reporting should show how capital translates into operating capability, cash flow and sustained development outcomes. 

What we propose to measure

Business-to-business partnerships can strengthen customer access, supplier networks and service delivery. Proposals should identify the relevant opportunity, the capability you bring and the commercial outcome to pursue together. 

Financial performance 

Net revenue, operating contribution, cash generation, liquidity, capital requirements and actual debt service or distributions. 

Enterprise platforms 

Paid use, retention, reliability, acquisition economics and contribution after delivery costs. 

Infrastructure 

Contracted demand, paid utilisation, delivery cost, availability, maintenance and lifecycle replacement. 

Access and livelihoods 

Affordability, supplier earnings, effective care use, learning progress, occupied homes and sustained jobs. 

Environment 

Material energy, water, waste and emissions in absolute terms and per unit of service. 

Additional results and adverse effects 

The change enabled by the support, other contributors, complaints, unintended harm and corrective action. 

Proportionate governance for each opportunity

Funding agreements should define use of proceeds, decision authority, reporting rights, related-party arrangements and escalation of material issues. Assessment should address demand, collections, currency, costs and concentration, alongside sector-specific matters such as clinical safety, safeguarding, customer protection, privacy and cybersecurity. 

Infrastructure assessment also covers site or facility rights, delivery risk, land use, resource requirements and climate resilience. Environmental and social requirements should be agreed with the relevant partners for the actual activity being financed.

Reporting that explains the result

We propose quarterly financial and impact reporting, supported by an annual review and proportionate independent verification where agreed. Targets, data owners, reporting costs and responsibilities belong in the funding agreements. 

Unique customers and shared outcomes should be counted once. Fund exposure must be distinguished from an investee’s full value. Capital raised, customer registration or construction activity alone does not establish a development outcome.