Securing and managing the Catalytic Capital for a $1 billion private impact fundI play a lead role in securing and managing LIIF's broad range of Catalytic Capital, which includes PRIs and guarantees from foundations, federal tax credits, and S&P-rated capital market investment products.
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Led the ideation and development of a social finance start-upThe client wanted to explore the viability and launch an online matchmaking service that would help investors find values-aligned investment advisors. The platform, Values Advisor, is currently in product testing phase.
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Designed a fund of community investment vehiclesMy MBA capstone team's creation is a concept that would make it simple and affordable for everyday investors to invest in the revitalization of main street economies by pooling CDFIs and loan funds into a single investment vehicle.
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Rebranded and expanded offerings for a field building resourceThe client was a web-based educational resource for investors seeking to learn more about aligning their money with their values. They were looking to increase traffic by rebranding and expanding the website's suite of offerings.
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Cordinated a working group to develop key performance indicatorsThe client was a network of values-aligned angel investors who were looking to develop a set of key performance indicators to help evaluate, measure and track the cultural, social and environmental impacts of their collective investments.
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Built a triple bottom line financial model and strategic planBuilt a financial model and strategic plan to identify the most socially, environmentally and financially viable solution to convert the SFPUC's excess biomethane into biofuel for their fleet and redirect emissions out of an underserved neighborhood.
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Developed a new program area and cultivated a development pipelineThis $24 million guarantee fund was expanding into a new geography. I researched cultural trends and market shifts in the region and cultivated a development pipeline of over $300,000 from governmental organizations and private foundations.
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