March 17, 2013

CASE i3 Consulting Program (CASE i3CP)

CASE i3 Consulting Practicum

The CASE i3 Consulting Practicum (CASE i3CP) offers your organization the opportunity to engage with a team of carefully selected MBA students on an impact investing question you are currently addressing.

You benefit from the passion, fresh perspective, independence, and technical expertise our students bring to the CASE i3CP.  Our students benefit from the opportunity to apply their academic learning to an of-the-moment issue in the impact investing space.

How it Works:

i3cp Team Time i3CP Work i3CP
5 to 7 projects are selected annually and matched with a select team of Duke University Fuqua School of Business MBA students Teams spend on average 400 person-hours researching, analyzing, and making actionable recommendations Teams work remotely with you and are directly supervised by Cathy Clark, an experienced Duke faculty member and Director of CASE i3

meet_i3cp_fellowsOur CASE i3 Fellows and Associates are highly skilled first and second year MBA students at Fuqua selected by CASE i3 through a competitive application process. These students have a passion for impact investing and come to Fuqua with years of experience in related fields.  All teams are advised by Cathy Clark, a highly experienced Duke faculty member, to whom initial, mid-term, and final reports are submitted.  Fellows and Associates receive academic credit in recognition of the critical educational aspect of their efforts. Learn more.

We’re proud to have served over 30 clients with a 100% client satisfaction rate to date. For example, we have helped with:

INVESTMENT LANDSCAPING – We helped an impact fund decide which countries to focus on next as it expanded, based on economic conditions, entrepreneurial pipeline, and gaps in the investment landscape within certain industry segments.
IMPACT ASSESSMENT – We helped a global impact fund of funds define and aggregate impact metrics in the area of diversity and inclusion across its fund investments.
DEMAND STUDIES and PRODUCT FORMATION – We helped a global donor advised fund develop and test donor demand for new impact fund products.
DEAL AND INDUSTRY DILIGENCE – We helped an impact fund within a larger private equity firm identify bright spots and investable deals within two target industry segments.
EXIT PLANNING –  We helped an enterprise operating across Africa and Asia develop a timeline and plan for exit options for its impact investors.

Final deliverables often remain private, but we have two examples of clients who shared their team’s work publicly:

Why Duke?

The CASE i3CP capitalizes on Fuqua’s rich history of student-led client consulting projects. The Fuqua School of Business has connected more than 400 companies and organizations to MBA advisory teams over the past 25 years through the Fuqua Client Consulting Practicum. Fuqua students have advised a wide variety of clients, ranging from locally-based business and nonprofits, to large global corporations and social entrepreneurs operating in developing markets.

What Past Clients Say About our Teams

They bring diverse skills:

“We benefited greatly from the CASE i3 team’s diverse skill set and self-directed approach in analyzing opportunities for expansion.”

-Mercy Corps Social Venture Fund

CalvertFoundationThey are professional and rigorous:

“The CASE i3 Team was a dream to work with.  They were curious, diligent, and rigorous in their research and analysis – always ensuring that the work would be helpful and relevant to our organization in the long run.” 

-Calvert Foundation

They provide actionable recommendations:

“We found the team skilled at jumping in and learning a new industry and providing actionable recommendations and insights.”

-Big Path Capital


We have worked with a phenomenal group of clients, including:

2016 summer logo grouping


CASE i3CP Project Timeline

Applications are accepted over the summer for engagements from fall through spring. Appropriate projects can be designed to fit within the example time frame detailed below:

Late June: Application opens for client organizations
September 1: Deadline for applications from client organizations
September 5-15: Lead fellows conduct due diligence on potential projects
September 18: Client organizations selected by lead fellows
September 18-30: Lead fellows recruit their team of associates
Early October: Client virtually meets their student team
October 19-29: Exams and fall break; students off
October 30-December 12: Lead fellow works with client on refining project scope
December 13-January 17: Exams and winter break; students off
January 18-February 27: Student team works on project and meets remotely with client organization
March 1-18: Exams and spring break; students off
March 19-April 13: Student team works on project and meets remotely with client organization
April 20: Student team concludes project and sends deliverables to client
April 27: Client submits evaluation survey

You can view the Fuqua School of Business academic calendar here.

Tips for Applying:

We’ll be opening applications for 2018-2019 clients in June 2018.  Click on the blue box to the right to share your information to be notified when the next application opens. In the meantime, some application tips:

  • Be very clear about your scope of work and action steps
  • Detail the relevant expertise students will need to complete the project
  • Explain how the project is appropriate for students working remotely from Durham, NC

If you have any questions about CASE i3CP or the application process, email Carrie Gonnella.