We serve a range organizations seeking to maximize purpose and performance:
Financial Services Firms
Mission Lenders & Investors
Community Finance Institutions
Foundations
Impact Enterprises
Examples of our work and impact:
Regional Commercial Bank
Designed an impact investment fund for a $10 billion regional commercial bank that will invest $100 million in underserved entrepreneurs regionally to create jobs and build wealth for owners and employees.
Mission-Driven EdTech Startup
Developed growth strategy and supported capital raise for a rapidly growing early-stage education technology company with a mission to improve K-12 student outcomes with STEM technology.
Large National Foundation
Conducted regional capital ecosystem analysis and impact investment due diligence that led to multi-million dollar investments in several community development finance institutions (CDFIs).