We’re a financial and impact investing firm empowering purpose-driven organizations to drive positive impact in their communities. We love helping our clients and communities do good well in a smart, efficient way to help give you a fresh perspective on the way you think about money. We do this by applying traditional investment, community engagement, and creative design approaches to impact investing and strategy development.
All of your assets can work for good! We provide a strategic and efficient process to align your investments with your mission: from the board of directors, trustees, and staff education, to investment policy development, strategic portfolio design, through investment sourcing, Due Diligence, and structuring advice, putting your mission into action.
We believe in the power of the people! We provide culturally relevant and effective community engagement techniques to enable communities to visualize their assets, identify the gaps, collaborate to address these gaps, and grow toward their vast potential.
You are making the change we want to see in the world! We help you grow your company or fund by helping you navigate the impact investment industry and share your story in a meaningful way that will connect you with the right investors.
We are a unique team of big thinkers, financial experts, and creative entrepreneurs dedicated to making the world a better place. Applying our mainstream investment, financial, small business, and corporate sector experience to social impact, we have dedicated our working lives to help mission-driven organizations do good well.