We’ve officially graduated! After two years of being selected for the ImpactAssets IA 50 Emerging Impact Manager list (in 2020 and 2021—an honor in itself!), this year we moved to the big kids' table on the IA 50 Fund Manager list as we surpassed three years of track record and $25M in assets under management.
This was a gift just in time for our 6th birthday, which we celebrated on March 25. We've reached several milestones since our start in 2016 and we're grateful for all the support that got us to where we are now. We're energized to continue our mission to flow capital where it doesn’t but should.
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While we still get the question “What even IS Mission Driven Finance?” we are now attracting client-partners from across the country eager to move capital into their community and need a thoughtful financial partner to make that happen. It turns out that our impact investment “plumbing” is in high demand. 🤷♀️
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To learn more about the origins of our rapidly growing enterprise and investing philosophy, check out this podcast featuring my co-founder David Lynn in conversation with the wonderful Jenny Kassan and Michelle Thimesch.
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Speaking of growth, we are seeking more team members to help us advance our mission. If you know talented and passionate folks aligned with our values, please share our current opportunities with them, or invite them to join our new open talent pool.
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Be well and take care of one another,
Lauren Grattan
Co-founder & Chief Community Officer
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Check the jobs page and follow us on social media for the latest openings.
- Contracts & Compliance Associate ⚖️ — assist our chief legal officer in fostering a culture of professional, responsible, and ethical behavior.
- Director of Portfolio Services 🗃 — get deals done across a variety of investment strategies—and the management orientation to coach and coordinate the team analyzing and executing them.
- Project Coordinator 🗓 — keep a wide breadth of tasks running smoothly while ensuring even the smallest ones are well organized and taken care of.
- Project Manager of Custom Solutions 🗓 — streamline the creation of cool new financial strategies and help deliver amazing service to our client-partners.
- Programmer / Analyst / Data Architect 📊 — ensure our data, business intelligence, and technology systems are set up for success.
- Staff Accountant 🧮 — ensure our accounting systems are up to date, with a particular focus on our debt and equity portfolios in multiple investment funds.
Help us spread the word! 📢
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Do you know any tenacious small businesses and nonprofits in California that are doing great things but need capital?
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We’ve got good news for you: As a way to thank the community champions who introduce us to impact-driven organizations that we haven’t met yet, we want to share not only our gratitude but also a referral bonus of $250 (upon disbursement of capital to the referred borrower).
If this sounds like you or someone you know, become a champion and reach out to us!
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We invest in impactful small businesses and nonprofits, including—but not limited to—those supporting immigrants, refugees, and survivors of trafficking, businesses transitioning to an employee-ownership model, and entities advancing regenerative agriculture.
- Options for loans, revenue-based financing, or equity
- Islamic financing available
- Flexible payment schedules
- No personal credit scores required
- No personal guarantees required
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