Advance Strategy
Advancing economic opportunity in San Diego and beyond
Advance provides the opportunity to:
Meet the Advance portfolio
Target portfolio companies
Advance makes capital available to tenacious small businesses and nonprofits that are committed to advancing local economic opportunity. We look for “tweens” — businesses that don’t fit SBA, microloan, or bank criteria and where our investment will be the tipping point enabling a project to proceed. As an engaged community partner, we use a social credit ideology to finance investments up to $500,000 in nonprofits, social enterprises, and small businesses at rates that encourage success.
Advance Strategy portfolio makeup
Advancing an inclusive economy
%
Nonprofits
%
Owned or led by women
%
Owned or led by people of color
The figures above are accurate as of December 31, 2022.
All information is cap-weighted and is reported since the inception of the Advance Strategy.
Advance Strategy
The Advance Strategy is Mission Driven Finance’s flagship place-based strategy launched in 2017 in our home community of San Diego, California.
Learn more about investing with Mission Driven Finance
