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Hilltop Crossing groundbreaking

Advance Strategy

Advancing economic opportunity across California and beyond

Advance provides the opportunity to:

Deploy transformative capital to small businesses, nonprofits, and social enterprises that benefit the community

Empower community through economic opportunity

Meet the Advance portfolio

Right at Home San Diego team

Which companies does Advance support?

Advance makes capital available to tenacious small businesses and nonprofits committed to advancing local economic opportunity. We look for “tweens” — businesses and organizations 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




Owned or led by women


Owned or led by people of color

The figures above are accurate as of March 31, 2024.
All information is reported since the inception of the Advance Strategy.

Learn more about our investment strategies

Mission Driven Finance submark