SERVICES

Strategy and Capital Raise

Fund Formation and Capitalization

• New Markets Tax Credits-CDEs:
  • NMTC–CDE strategy, business planning, and structure. Track record assessment, product development, target market determination, community impact measurement/projection, strategic partnerships, financial pro forma preparation and fee structure, management capacity, operating partnerships, capitalization strategy.
  • NMTC-allocation application preparation. CDE strategy and structure, product development, community impact measurement/projection, strategic partnerships, operating partnerships, financial pro forma preparation and fee structure, target market / level of distress, management capacity, capitalization strategy.
• CDFIs–strategy, business planning and capitalization:
  • Organizational Strategy, product development, impact measurement and projection, capital raise, pro forma preparation.
  • Capital Raise services–CDFI Fund FA, Opportunity Finance Network, regulated financial institutions, philanthropic, other federal sources, …
• Angel Fund formation/Investment Fund development
• Federal Opportunity Zones-QOF formation

Enterprise Finance/Project Finance

• New Markets Tax Credits–Project Sponsors/QALICBs:
  • Prospectus development and capital raise. Capital structuring/pro forma preparation, QEI Letters of Interest, leverage debt Term Sheets, community impact/community partnerships, NMTC legal and accounting referral, QLICI closing support.
• Enterprise Finance
  • Strategy/Business Planning, Pro Forma Preparation, Impact modeling
  • Prospectus Development
  • Capital Structuring/Capital Raise-Angel Investors, Equity Investors, CDFIs, public lenders, SBA 7a, SBA 504, bank lenders
• Project Finance
  • Strategy/Business Planning, Pro Forma Preparation, Impact Modeling
  • Prospectus Development
  • Capital Structuring/Capital Raise-New Markets Tax Credits, Historic Tax Credits, Qualified Opportunity Zone Funds, public lenders, public grantors

Strategic Support

• Organizational Support
  • Strategy Development/Business Planning/Impact Modeling
  • Program Development
  • Technical Assistance
• Federal Grant application preparation:
  • Appalachian Regional Commission, US EDA, USDA, CDFI Fund, …
  • Strategic positioning, impact projections, financial projections

Investing in Opportunity