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Local Investment and Advisory Solutions

As foundations decide to put more of their capital to work locally to create positive impact and change in their places, they often face hurdles in terms of their capacity. They do not have the internal skills and expertise to support local investing. The LOCUS team helps to reduce the barriers to local impact investing for foundations and family offices, either on their own or with other philanthropic partners, by becoming a partner with the foundation and:

  • Conducting financial due diligence on specific deals, CDFI and other partners.
  • Providing financial services (sourcing, servicing, monitoring and impact tracking) needed to effectively and efficiently make impact investments.
  • Building internal foundation capacity for continued impact investing.

LOCUS Capital is a benefit corporation and registered impact investment advisor providing financial services (due diligence, servicing, monitoring & reporting) for direct mission investments.