Mission-Capital Alignment Tool
Synchronize investment mission with capital structure
Semantic Finance: Traditional impact investing hopes mission survives market pressure. Semantic Finance makes mission structurally prior—encoded in legal structure, capital stack, and governance so that returns cannot override purpose. The mission is not a preference; it's a constraint.
Investment Structure Comparison
Structural Priority
Is mission structurally prior to returns in the capital stack?
Mission constraints are encoded in legal structure
Mission cannot be traded for higher returns
Returns take priority in capital allocation decisions
Conflict Resolution Rules
How are mission-return conflicts resolved?
Clear hierarchy when mission and returns conflict
Conflict resolution favors mission preservation
Conflicts resolved case-by-case without clear rules
Temporal Alignment
Do investment horizons match mission timescales?
Investment horizons match mission impact cycles
Patient capital structure supports long-term mission
Short-term pressures can override mission priorities
Erosion Prevention
Are there mechanisms to prevent gradual mission erosion?
Mission metrics tracked alongside financial metrics
Automatic triggers if mission drift detected
Mission review happens only during fundraising
Key Insight from SF Theory
Most "mission-driven" funds fail because mission is a preference, not a constraint. When returns lag, pressure mounts to "just this once" override mission. Semantic Finance encodes mission in structure so that overriding it requires changing the structure itself—a much higher bar than changing a preference.