Our Services
Community Capital Advisors works across leadership teams, program teams and investment committees to design, develop, integrate, and deploy mission-aligned capital.
Place-Based Investing
Research, Strategy & Design
We conduct market research, map ecosystems and assess capital gaps to inform impact strategy, design and capital allocation. Our clients include Foundations, Community Foundations, Health Funders, Family Offices, DAF sponsors, CDFIs, and other intermediaries of impact-focused capital.
Transaction Management
We provide transaction support on individual for a single transactions or on an ongoing outsourced basis for end-to-end investment processing including pipeline development and screening, underwriting, structuring, and restructures. We work closely with your tax and legal advisors as needed.
Operations
We provide project-based or ongoing administration support for your organization’s portfolio. This includes back office support for fund management, IMM (impact measurement and management), portfolio or investment monitoring, portfolio reports, and governance compliance.
Searches & Governance
Investment Policy & Governance
We facilitate fiduciary education, fluency, and consensus building. We help you articulate and incorporate mission-aligned values and impact priorities and clear accountability for results into your investment policies and practices.
Learning & Evaluation
We assess impact programs and evaluate practices against needs, objectives, peers and leading practices to advance your learning and impact.
Why Partner With Us
Driving Impact Through Mission-Aligned Investing
At Community Capital Advisors (CCA), we help foundations and mission-driven organizations unlock the full potential of their capital.
We guide place-based funders in complementing traditional grantmaking with equity-focused community investments, and we bring deep expertise in strengthening investment governance and selecting the right investment consultant/OCIO partner to advance both financial and mission-alignment goals.
We understand that achieving impact requires more than good intentions—it requires the right partners, strong governance, and strategies that are both financially sound and values-aligned.
What sets us apart
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Equity at the Center
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Cross-Disciplinary Expertise
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Proven Investment Governance Guidance
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Full-Spectrum Impact Tools
Benefits of Collaboration
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Place-Based, Community Investment Services
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Investment Advisor/OCIO Searches
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Investment Policy & Governance Guidance
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Learning & Evaluation Support
Scalable Solutions for Every Foundation
Community Capital Advisors is your partner in creating investment strategies, governance structures, and partnerships that unite financial performance with mission-driven impact.
Case Studies
