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  • All HBS Web  (2,062)
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  • September 2018 (Revised January 2019)
  • Teaching Note

Gemini Investors

By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
Teaching Note for HBS No. 211-066. Gemini Investors was a private equity firm that targeted equity investments of between $4 million to $6 million per firm. In the period from 2000 to 2015, Gemini had successfully deployed four funds, all licensed as Small Business... View Details
Keywords: Small & Medium-sized Enterprises; Small Business; Private Equity; Investment Funds; Decision Making; Financial Services Industry; United States
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Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Gemini Investors." Harvard Business School Teaching Note 219-002, September 2018. (Revised January 2019.)
  • 16 Feb 2023
  • HBS Case

ESG Activists Met the Moment at ExxonMobil, But Did They Succeed?

The impact-investment hedge fund Engine No. 1 made a big splash in May 2021 when it managed to get three nominees elected to the ExxonMobil board of directors. It was an open effort to prod the oil giant toward renewable energy and test whether activist investing could... View Details
Keywords: by Lane Lambert; Financial Services
  • February 2015
  • Supplement

MuMaté Tool: Evaluating Financing Alternatives

By: Joseph B. Fuller
"MuMaté Tool: Evaluating Financing Alternatives" walks students through the considerations in allocating equity amongst the members of a startup's founding team. This exercise is designed to be used in conjunction with: Shikhar Ghosh, Joseph B. Fuller, Thomas E.... View Details
Keywords: Partners and Partnerships; Business Startups; Equity
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Fuller, Joseph B. "MuMaté Tool: Evaluating Financing Alternatives." Harvard Business School Spreadsheet Supplement 315-701, February 2015.

    Victoria Ivashina

    Victoria Ivashina is the Lovett-Learned Professor of Finance and Head of the Finance Unit at Harvard Business School. She also serves as a Research Associate at the National Bureau of Economic Research (NBER), a Research Fellow at the Center for Economic Policy... View Details

    Keywords: banking; federal government; financial services; investment banking industry; private equity (LBO funds); private equity (other)
    • August 2022 (Revised January 2025)
    • Case

    NOW PT (A): Should We Invest?

    By: George A Riedel, Amy Klopfenstein and Mel Martin
    In fall 2021, a team of students from the HBS Impact Investing Fund considered Neurologic Optimal Wellness Physical Therapy (NOW PT) for a potential investment. Dr. Banks, the founder of NOW PT, drove to visit patients. She sought an investment from the fund to open a... View Details
    Keywords: Entrepreneurship; Social Entrepreneurship; Finance; Investment; Health; Health Care and Treatment; Medical Specialties; Buildings and Facilities; Health Industry; Financial Services Industry; North and Central America; United States; Massachusetts
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    Riedel, George A., Amy Klopfenstein, and Mel Martin. "NOW PT (A): Should We Invest?" Harvard Business School Case 323-009, August 2022. (Revised January 2025.)
    • 15 Jun 2020
    • Video

    Webinar: Science, Business & Vaccine Development to Combat the Pandemic.

    • 19 Apr 2017
    • News

    Two MBA Students Awarded Soros Fellowships for New Americans

    • August 1998 (Revised October 2002)
    • Case

    Harbus Foundation, The

    By: James E. Austin and Linda Carrigan
    Describes the challenges faced by a group of HBS students as they create a foundation. Given surplus funds generated by the student-run newspaper, The Harbus leadership decides to find a meaningful use for the excess cash. Profiles both the entrepreneurial process used... View Details
    Keywords: Business Startups; Decision Choices and Conditions; Asset Management; Financial Institutions; Investment Portfolio; Management Analysis, Tools, and Techniques; Problems and Challenges; Social Enterprise; Valuation; Financial Services Industry
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    Austin, James E., and Linda Carrigan. "Harbus Foundation, The." Harvard Business School Case 399-031, August 1998. (Revised October 2002.)
    • 09 Apr 2008
    • News

    Melinda Gates Comments on the Future of Social Enterprise

    • October 2011 (Revised August 2012)
    • Case

    INNOVA-MEX's Bid for ENKONTROL

    By: Ramana Nanda, William R. Kerr and Carin-Isabel Knoop
    In their second year, two Mexican HBS MBAs joined forces to start a search fund based in Mexico City. They had raised money to acquire an existing private company in Mexico with an initial enterprise value between $5 million and $15 million. Just seven months after... View Details
    Keywords: Business Exit or Shutdown; Corporate Entrepreneurship; Investment Funds; Corporate Finance; Mexico City
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    Nanda, Ramana, William R. Kerr, and Carin-Isabel Knoop. "INNOVA-MEX's Bid for ENKONTROL." Harvard Business School Case 812-008, October 2011. (Revised August 2012.)
    • August 1990
    • Case

    Legacy Fund, Inc.

    By: Jeffry A. Timmons and James Weber
    Two young HBS graduates propose to create a new venture capital fund in 1989. The case focuses on: 1) evaluation of the venture capital industry; 2) whether there is an opportunity for a new specialized fund; 3) the structuring of risks and rewards in the fund; 4)... View Details
    Keywords: Venture Capital; Product Design; Investment Funds; Financial Services Industry
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    Timmons, Jeffry A., and James Weber. "Legacy Fund, Inc." Harvard Business School Case 291-010, August 1990.
    • August 2022 (Revised November 2024)
    • Case

    Sweet Teez Bakery: Projecting the Dough's Rise

    By: Emily R. McComb, Mel Martin and Amy Klopfenstein
    In 2021, the HBS Impact Investment Fund student team met with entrepreneur Teresa Maynard, who had applied for a $25,000 impact investment loan. The students thought the former Harvard Data Scientist’s bakery business, Sweet Teez Bakery, showed promise. Maynard had... View Details
    Keywords: Impact Investment; Entrepreneurship; Social Entrepreneurship; Finance; Investment; Goods and Commodities; Financial Reporting; Small Business; Food and Beverage Industry; United States; Massachusetts
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    McComb, Emily R., Mel Martin, and Amy Klopfenstein. "Sweet Teez Bakery: Projecting the Dough's Rise." Harvard Business School Case 223-004, August 2022. (Revised November 2024.)
    • 19 Sep 2023
    • Research & Ideas

    What Chandrayaan-3 Says About India's Entrepreneurial Approach to Space

    Intractable Problems as well as a first-time HBS course, Managing and Investing in a Fast-Growing Emerging Market: India. Will you be incorporating this breakthrough in them? Khanna: Both the courses are about creativity and... View Details
    Keywords: by Clea Simon, Harvard Gazette; Aerospace
    • August 2022
    • Supplement

    Sweet Teez Bakery: Projecting the Dough’s Rise Financial Supplement

    By: Emily R. McComb, Mel Martin and Amy Klopfenstein
    Abstract: In 2021, the HBS Impact Investment Fund student team met with entrepreneur Teresa Maynard, who had applied for a $25,000 impact investment loan. The students thought the former Harvard Data Scientist’s bakery business, Sweet Teez Bakery, showed promise.... View Details
    Keywords: Impact Investment; Entrepreneurship; Social Entrepreneurship; Finance; Investment; Goods and Commodities; Financial Reporting; Small Business; Food and Beverage Industry; Massachusetts; United States
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    McComb, Emily R., Mel Martin, and Amy Klopfenstein. "Sweet Teez Bakery: Projecting the Dough’s Rise Financial Supplement." Harvard Business School Spreadsheet Supplement 223-702, August 2022.
    • 07 Nov 2011
    • Working Paper Summaries

    Investment Cycles and Startup Innovation

    Keywords: by Ramana Nanda & Matthew Rhodes-Kropf
    • January 2013
    • Teaching Note

    INNOVA-MEX's Bid for ENKONTROL (TN)

    By: William R. Kerr and Ramana Nanda
    In their second year, two Mexican HBS MBAs joined forces to start a search fund based in Mexico City. They had raised money to acquire an existing private company in Mexico with an initial enterprise value between $5 million and $15 million. Just seven months after... View Details
    Keywords: Entrepreneurial Finance; Finance; Strategy; Entrepreneurship; Mexico
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    Kerr, William R., and Ramana Nanda. "INNOVA-MEX's Bid for ENKONTROL (TN)." Harvard Business School Teaching Note 813-087, January 2013.
    • 21 Oct 2022
    • News

    An Introduction to BiGS

    • 31 May 2016
    • HBS Seminar

    Sandra Sucher, Harvard Business School

    • October 2024
    • Supplement

    NOW PT (B)

    By: George A Riedel, Allison J. Wigen and Dave Habeeb
    Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

    Abstract: In fall 2021, a team of students from the HBS Impact Investing Fund considered Neurologic Optimal Wellness Physical... View Details
    Keywords: Health Care and Treatment; Medical Specialties; Business Model; Investment; Health Industry; United States
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    Riedel, George A., Allison J. Wigen, and Dave Habeeb. "NOW PT (B)." Harvard Business School Multimedia/Video Supplement 325-702, October 2024.
    • July 2022 (Revised January 2023)
    • Case

    Vicky Tsai and Tatcha: Confronting Stereotypes

    By: Geoffrey Jones and Veronica Tong
    Teaching Plan for HBS Case No. 323-007. This case examines the career of Vicky Tsai, the creator of San Francisco-based TATCHA, a Japanese-themed luxury beauty brand launched in 2009. It explores how Tsai developed the concept, assembled management, and successfully... View Details
    Keywords: Cosmetics Industry; Japan; Startup; Marketing; Entrepreneurship; Growth and Development; Product Development; Product Marketing; Acquisition; Identity; Brands and Branding; Ethnicity; Gender; Beauty and Cosmetics Industry; United States
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    Jones, Geoffrey, and Veronica Tong. "Vicky Tsai and Tatcha: Confronting Stereotypes." Harvard Business School Case 323-007, July 2022. (Revised January 2023.)
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