Mission Investments

DOING WELL AND

Doing Good

We are committing all our capital for impact given the urgency of challenges faced by kids and families in Colorado.

I would like to see business people try to solve social problems with the same imagination and energy they use to finance a factory or make a deal. Don’t call it philanthropy; call it corporate social investment. Make it integral to business.”

Sam GaryFounder

Leveraging the Power of Our Entire Balance Sheet

Since our founding, we’ve been committed to ensure that all our assets, whether philanthropic, below-market, or market-rate, are managed in pursuit of our mission and values. We also recognize that systems of racial oppression have made it more challenging for communities of color to access capital and benefit from wealth creation. By committing 100% of our endowment to impact, we can replace barriers with breakthrough solutions designed to propel communities toward their highest potential faster.

To achieve this, we use a range of investment tools and our entire balance sheet to catalyze market-driven solutions. To us, it has never been enough to give away 5% of our capital while the remaining 95% is invested elsewhere with no potential for impact. As a result, we deploy the capital on our balance sheet through impact investments in mission driven organizations.

Impact Investments

By tapping into the power of markets and market actors, nationally and locally, we can advance breakthrough solutions that improve School Readiness, Youth Success, and Family Economic Mobility. To do this we make impact investments in mission-based organizations dedicated to both social and financial impact. As a result, we invest in:

  1. For-profit companies, investment funds, and other organizations adopting market-based solutions across the country;
  2. National, market-based solutions to scale their impact in the areas of School Readiness, Youth Success, and Family Economic Mobility in Colorado; and
  3. Place-based investments that directly benefit Colorado kids and families.

    Reach out to learn more about our Impact Investments >

Our Impact Investments Portfolio

Pool

Helps guarantors to combine resources and expertise by establishing a one-stop-shop for intermediary lenders in climate, affordable housing, and small business through a diversity and equity lens.

Return Profile: Concessionary Asset Class: Guarantee
Outcome Area: Family Economic Mobility

Direct

A social emotional learning software company working to improve adolescent mental wellness in partnerships with schools.

Return Profile: Market-rate Asset Class: Venture Capital
Outcome Area: Youth Success

Direct

A low-interest rate loan to help finance the construction and completion of a new clinic space on a six-acre, mixed-use campus in the Elyria-Swansea neighborhood of Denver.

Return Profile: Concessionary Asset Class: Debt
Outcome Area: Family Economic Mobility

Fund II

A seed fund of global education technology companies with at least $3M allocated to early childhood development.

Return Profile: Market-rate Asset Class: Venture Capital
Outcome Area: School Readiness

Fund

Aims to finance properties near fixed-rail transit stations and high frequency bus stops to support affordable housing communities.

Return Profile: Concessionary Asset Class: Debt
Outcome Area: Family Economic Mobility

Fund I

A seed and Series A fund focused on FinTech and Future of Work investing in diverse founders/CEOs.

Return Profile: Market-rate Asset Class: Venture Capital
Outcome Area: Family Economic Mobility

Fund

Provides supportive housing to homeless communities while also addressing the underlying causes of homelessness.

Return Profile: Concessionary Asset Class: Social Impact Fund
Outcome Area: Family Economic Mobility

Direct

An unfunded guarantee for a loan to CDFIs to provide loans to local community development financial institutions to provide PPP loans to underserved small businesses.

Return Profile: Concessionary Asset Class: Guarantee
Outcome Area: Family Economic Mobility

Fund I

Invests in Colorado companies with high-growth, scalable business models and a commitment to improve healthcare, education, and the environment.

Return Profile: Market-rate Asset Class: Venture Capital
Outcome Area: Other

Fund II

Invests in female leaders using technology to solve the world’s biggest problems in health, education, economic empowerment and sustainability.

Return Profile: Market-rate Asset Class: Venture Capital
Outcome Area: Youth Success, Family Economic Mobility

Fund III

Invests in business, properties and social organizations to improve health and wellbeing, education and skills, sustainable living and under-served markets.

Return Profile: Market-rate Asset Class: Venture Capital
Outcome Area: Youth Success

Fund

A company that partners with districts to implement behavioral science-based text nudges to increase student attendance rates.

Return Profile: Market-rate Asset Class: Venture Capital
Outcome Area: Youth Success

Fund

A Colorado Small Business Impact Fund that provides small business loans, lines of credit, and training for entrepreneurs in with a priority for small businesses owned by low-to-moderate income individuals, women, veterans, and people of color.

Return Profile: Concessionary Asset Class: Debt
Outcome Area: Family Economic Mobility

Bridge Fund

Invests in Colorado companies with high-growth, scalable business models and a commitment to improve healthcare, education, and the environment.

Return Profile: Market-rate Asset Class: Venture Capital
Outcome Area: Family Economic Mobility

Breakthrough Solutions in Impact Investing

A boy of mixed race smiles while he types at the computer and wears headphones.

ASSEMBLE100

This inaugural convening assembled national leaders around a central purpose: to advance innovations and investments in housing affordability.

Dearfield Fund

In two years, Dearfield has invested more than $9 million in first-time Black homebuyers, leading to the purchase of 175 homes.

Apis & Heritage

A&H is attacking the racial wealth gap with an employee-led buyout approach at companies with large workforces of color

Financial Records

2021 IRS 990 PF

2020 IRS 990 PF

2019 IRS 990 PF

2018 IRS 990 PF

2017 IRS 990 PF

Discover New Possibilities

Together, we will create the change our community wants to see. Whether you want to discover more about our ventures, or connect with a member of our team, we want to hear from you.