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Investment Support Services

LOCUS reduces the barriers to local impact investing by providing investment support services that enable foundations to make informed investment decisions, mitigate risk, ease transacting/ monitoring friction, enhance deployment processes and aggregate multiple sources of impact capital.


Explore our Solutions

Conducting due diligence on a prospective investment opportunity

LOCUS’ team of skilled financial professionals underwrite prospective director or intermediary investments under the Capital, Asset Quality, Management, Earnings, Liquidity, and Impact framework. This deliberate and thorough process is designed to take between 6-8 weeks. As an underwriting advisor, LOCUS manages this review process across all stakeholders including the foundation (or collaborative), the prospective investee, third-party legal counsel and (if a co-investment) additional capital partners.

Servicing and monitoring investment assets

LOCUS can serve as your “back-office” solution for emerging and established investment funds and portfolios. Generally, our asset servicing arrangement include the following core activities:

1) Onboarding new loans to our Core Loan Servicing System

2) Billing, receipt and application of payments

3) Tracking and receipt of covenants and borrower reporting documents

4) Producing standard and custom reporting packages including year-end reporting to support audit preparation

Assessing the policies, processes and tools supporting a foundation’s PRI portfolio

LOCUS understands that foundations with small, but growing, loan or PRI portfolios may not have reached the point of needing full back-office servicing. Yet, they are looking to identify strategies for improving efficiency, mitigating risk, easing reporting strains and quantifying impact. LOCUS’ investment professionals can offer an assessment of the policies, processes and tools currently supporting a foundation’s loan/ PRI portfolio.

Aggregating and administering a multi-stakeholder fund

LOCUS can work with multiple partners (foundations, banks, healthcare systems) to aggregate investment resources to create a local impact investing fund for a specific geographic region. These services are offered through LOCUS Capital, a registered investment advisor.

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