Expert Guidance for Impact-Driven Investments
By partnering with us, you can align your capital with economic justice and community development, leveraging our expertise to create sustainable community impact.
Our Advisory Approach
Through our Impact Capital Lab, we offer advisory support to help individual and institutional investors direct a portion of their portfolios toward place-based impact investing.
Services Offered
We provide a comprehensive suite of services designed to meet the unique needs of our partners:
Investment Strategy Development
Customized Portfolio Design: Craft investment portfolios that align with your mission and values, focusing on enterprises led by entrepreneurs of color.
Risk and Return Analysis: Evaluate financial, social, and ecological risks and returns to ensure a balanced investment approach.
Due Diligence Support
Impact Assessment: Conduct thorough evaluations of potential investments to determine their alignment with economic and racial justice goals.
Financial Analysis: Analyze the financial health and sustainability of prospective investees.
Capacity Building
Workshops and Training: Offer educational sessions to enhance understanding of integrated capital and impact investing.
Resource Development: Provide tools and materials to support ongoing learning and development.
Impact Measurement and Management
Metric Development: Establish key performance indicators to monitor financial, social, and ecological outcomes.
Reporting Frameworks: Design reporting systems to communicate impact to stakeholders effectively.
Who We Serve
Our advisory services are designed for:
- Individual Investors: Align personal investments with values centered on justice and equity.
- Foundations and Philanthropists: Strategically deploy capital to maximize community impact.
- Financial Institutions: Develop products and services that support inclusive economic growth.
- Nonprofit Organizations: Strengthen financial strategies to support mission-driven initiatives.
Getting Started
First we conduct a consultation to understand your goals and assess how our services can best support your mission. We then develop a customized plan to guide your impact investment journey.
Frequently Asked Questions
What is integrated capital?
Integrated capital refers to the coordinated use of different forms of financial and non-financial resources to support enterprises that are creating social and environmental impact.
How does BII tailor advisory services to individual clients?
Can BII assist with both for-profit and nonprofit investment strategies?
Transform Your
Investment Approach
Partner with us to align your capital with economic justice and community development, and create lasting community impact.