Place-Based Investing

We design and implement place-based investment programs, funds, and regional collaboratives.

Approach

We meet clients where they are at: just beginning their journey, adding structure to an existing program, or evaluating and redesigning the next iteration. We guide clients through each step of an impact investment strategy lifecycle: discovery of opportunities and objectives, board education and consensus building, a clearly defined impact strategy, written policies and procedures, donor engagement strategy, sourcing and diligence of investments, monitoring, reporting and evaluation. We support the entire cycle or only those elements that a client needs, including ongoing, outsourced administration, deal sourcing, due diligence, monitoring, reporting and stakeholder communications.

Practice Leads

Marc Rand, Managing Partner; Kaylene Alverez, Senior Due Diligence Advisor; Theresa Wilson, Advisor

Case Studies

Community Foundation
Health System
Funder Collaborative

Work With Us

Governance

stakeholder education, level setting, and consensus building; policy and governance structure development; selection of suitable third-party investment advisors.

Strategy

defining the purpose, goals, financial and impact priorities, oversight and approval structure, resources, success measures, guiding principles, and guardrails of mission-aligned investing and impact-first programs; ecosystem landscape scans and capital gap identification.

Design

developing credit policy, risk rating and underwriting guidelines; workflows and procedures; staffing and/or 3rd party resourcing; funding and/or donor engagement strategy, impact measurement and assessment framework; budgeting and operations.

Implement & Manage

outsourced transaction management services from sourcing and underwriting through structuring, funding, and closing; fractional professional support for restructurings and project management needs.