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.

Explore our Solutions

Local Impact Investment Due Diligence
  • The LOCUS team has decades of financial expertise in evaluating and underwriting community economic development projects and small business lending and can effectively help foundations evaluate the viability of local impact investments.

Local Impact Portfolio Administration
  • The LOCUS team can serve as your “back-office” for administrating your social investment portfolio. LOCUS’ regulated financial infrastructure is the perfect solution to administering your portfolio of impact investments.

Local Impact Fund Aggregation
  • The LOCUS team 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.