After gender gaps and opportunities are assessed during due diligence, fund managers can choose specific gender goals or outcomes they would like the investee company to work towards. These goals can be embedded in the broader investment negotiation process. Certain gender targets can be agreed on in legal documentation, such as an ESG Action Plan (ESAP) or an MOU. Further information on developing an ESAP can be found in the CDC ESG Toolkit for Fund Managers.

Gender goals can also be built into the structure of the investment product. Detailed examples and approaches on embedding gender into deals can be found in the section on Deal Structuring and Terms and Levers in Private Equity and Value Creation: A Fund Manager’s Guide to Gender-smart Investing.