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Advance Strategy

Advancing economic opportunity in San Diego and beyond

Advance provides the opportunity to:

Invest in a diversified portfolio of commercial loans through an interest-bearing fixed income-style asset, like a bond

Deploy transformative capital to nonprofits, social enterprises, and small businesses that benefit the community
Empower community through economic opportunity

Meet the Advance portfolio

Group photo of The Skinny Gene Project

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

27%

Nonprofits

59%

Owned or led by women

73%

Owned or led by people of color

The figures above are accurate as of September 30, 2022.
All information is cap-weighted and is reported since the inception of the Advance Strategy.

Advance Strategy

Mission Driven Finance 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

Mission Driven Finance submark