Financial and Philanthropic Intermediaries
Designing and executing mission-aligned investment strategies.
Program Development
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Design: Market Assessment, Program Structure, Impact Framework
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Implementation: Investment Policy & Procedures, Procedural Documents (i.e. applications)
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Activation: Investment Underwriting and Deployment
Investment Program Development
Designing and structuring financial products and policies aligning with organizations mission and investment goals.
Design: Investment Program Development
o Market Assessment
o Program Design
o Capital Structure and Funding Strategy
Implementation: Investment Policy and Procedures
o Governance & Oversight
o Investment Types and Product Offerings
o Origination Procedures
o Approval and Decision-Making Process
o Investment Servicing and Management
o Risk Management and Mitigation
o Reporting and Documentation Requirements
o Impact Measurement
Investment Underwriting
Commercial underwriting services cover small business loans to support growth of entrepreneurs to large commercial real estate investment. Prime underwrites in alignment with the client’s specific investment policies and procedures to manage risk and maintain compliance.
Activation: Investment Underwriting
o Commercial Real Estate: Pre-development, Construction, Permanent Financing, Lines of Credit
o Small Business: Term Loans, Working Capital, Equipment Purchase
o Equity Investments: Real Estate, Private Equity
o Tax Credit Finance: New Market Tax Credit (NMTC), Low Income Housing Tax Credit (LIHTC)
o Financial Intermediaries Investments
Investment Memorandums Include:
o Company Overview
o Project Overview
o Management Overview
o Collateral Analysis
o Market Analysis
o Impact Analysis
o Financial and Ratio Analysis
o Global Cash Flow Analysis