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.

"There are a couple things that really attracted WES to the Fund II model. One was the participatory democratic, governance processes that BII implements across all of its funds, the history of BII being rooted in community and the approach to underwriting, and the character-based lending that BII takes."

Matthias Pries

Impact Investing Manager at WES – Advocacy Partner & Investor

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.

Kesyon yo poze souvan

Ki sa ki kapital entegre?

Kapital entegre refere a itilizasyon kowòdone diferan fòm resous finansye ak non finansye pou sipòte antrepriz k ap kreye yon enpak sosyal ak anviwònmantal.

Transform Your
Investment Approach

Partner with us to align your capital with economic justice and community development, and create lasting community impact.

Abòne ak bilten nou an

Pran kontak

Adrès biwo:
2225 Washington Street, 2yèm etaj Roxbury, MA 02119

[email protected]
(617) 702-9132

Nimewo Enpòtan: 82-1543658

Adrès Postal:
Bwat Postal 300443
Plain Jamayik, MA 02130

Non-diskriminasyon

An akò avèk lwa federal yo ak règleman Depatman Trezò Etazini an, òganizasyon sa a entèdi pou l fè diskriminasyon sou baz ras, koulè, orijin nasyonal, sèks, laj, oswa andikap. Pou depoze yon plent pou diskriminasyon, ekri: Depatman Trezò Etazini, Direktè, Biwo Dwa Sivil ak Egalite Opòtinite nan Anplwa 1500 Pennsylvania Avenue, NW, Washington, DC 20220; rele (202) 622-1160; oswa voye yon imèl nan: [email protected].

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