4D Wealth Case Studies
4D Wealth Framework: Real-World Case Studies of Our Secret Sauce in Business
I grew up in an era when business success was synonymous with financial gain. The 80s and 90s marked the rise of huge corporations – Microsoft, Coca Cola, Walmart, Bank of America to name a few. These companies provided all of us with access to technology, financial services, and everyday goods in an affordable and accessible way, with one goal in mind – financial success for those at the top. In the last 2 decades, as information has become more readily available and entrepreneurship has become accessible to the general public, profitability has been thrown to the wayside in favor of hypergrowth, with tech giants like Amazon, Meta, and Alphabet. Environmental, Social and Governance (ESG) and impact investing also became mainstream, but became overused and misused and came with the assumption of sacrificing returns to do good. One thing is consistent – these businesses and their investors are still prioritizing financial success for those at the top. However, at Ridge Group Investments, we’ve witnessed a new wave of visionary leaders who dare to redefine wealth, in a world where consumers are also demanding more from businesses. These pioneers care about financial success, but not only for themselves. We see these leaders crafting a future where business success is synonymous with human flourishing.
Inspired by such visionaries, we developed a framework called Four Dimensional Wealth (4D Wealth) – a framework we believe holds the key to a prosperous future. We are excited to present a series of case studies that highlight 4D Wealth, which provides a fresh perspective on profit, purpose, and impact.
What is Four Dimensional Wealth?
When we started Ridge Group Investments in 2017, we imagined a world where businesses are guided by a higher purpose. Where leaders would not be seduced by the allure of wealth, power, or recognition, but instead focus on solving real-world problems. As we began investing, we realized we didn’t need to imagine this world, because it already existed. What we saw was leaders who defined wealth in these four dimensions:
- Financial Capital – A strong financial case serves as the foundation to any business. The profitability and longevity is paramount. Stability and the feeling of having “enough” provides the flexibility to create other dimensions of wealth.
- Relational Capital – Honoring relationships and serving others first is key, starting with the team and customers and extending to partners and allies.
- Societal Capital – The net output of the company should do more good than harm. There is a responsibility to contribute positively to society, addressing pressing issues without compromise.
- Intellectual Capital – A different approach and perspective is required to succeed. These leaders embrace risks, challenge the status quo, and consistently seek creative solutions.
To bring this concept to life, we partnered with CorpCare and three individual companies to develop three case studies highlighting companies and leaders who are living out this framework.
- Walla: An innovative software startup with a transformative vision to be the business partner fitness studio owners have always needed.
- Blockit: A high growth software platform that provides patients superior access to healthcare more efficiently and transparently, benefitting both the provider and patient.
- Trinity: A global storage and home organization company that has set the bar high for company culture and operational efficiency. Their actions speak louder than words and have built incredible trust with all stakeholders over the past decade.
These case studies are a testament to the power of Four-Dimensional Wealth. They showcase how leaders who consider all four dimensions in their decision-making foster stronger, more sustainable, and innovative companies that leave an indelible mark on society.
This is our investment thesis - a fresh take on business that rekindles trust and reimagines success.
We invite you on this transformative journey into a world where business transcends the one-dimensional pursuit of profit and emerges as a force for positive change. Together, we can redefine wealth and usher in a new era of prosperity for the masses, not just the lucky few.
Do you want to see 4D Wealth in action? Check out our case studies:
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