STAGE 6 Summary: Monitor & Evaluate

● Obtain Final External IC and MAC Approval: Obtain final external IC and MAC approval for the investment.

STAGE 4 SUMMARY: DEAL CLOSING

Prepare for Legal Agreements Implement Closing Checklist Deal Closed

● Prepare Draft Legal Agreements: Done in parallel with formal DD activities. Preparing the updated corporate agreements, share purchase agreement and other legal documents required to close the investment.

● Implement Closing Checklist: Sign updated corporate documents properly admitting [INV./FUND MANAGER NAME] managed investment vehicles as a shareholder to the company and wire the agreed upon investment tranche to the business.

STAGE 5 SUMMARY: PORTFOLIO VALUE CREATION

Onboard and Build

Implement Gender-Smart First 180-Days Project Plan

Operate

Demonstrate how a well-run, gender-smart company operates; Implement gendersmart tools

Transfer Company run by genderbalanced management team

Hold or Exit

● Onboard and Build: The SGS team will initially work alongside the team, as their managers, to build the proper systems outlined in the SG2X playbook. These include the reporting, finance and accounting, gender-sensitive HR policies and procedures, management, operating, sales and marketing systems that are standardized to a large degree across all companies and promote women’s economic empowerment.

● Operate: For a period of two years (Investment closing to end of Year 2), the SGS team will be accountable to [FUND NAME] for building and operating the SG2X management systems. The SGS team will also work with management to take them through an extensive training program, [INV./FUND MANAGER NAME]’s internal training system.

The combination of the classroom training, on the job oversight, coaching and apprenticeship offered to the local team by the SGS team is a key part of the [FUND

NAME] value addition to portfolio companies, resulting in gender-smart SMEs run by gender-balanced management teams.