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Discover what we’re finding about new models for investing in social change

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With our community-connected capital approach, we’re often out at San Diego events and impact investing convenings. Come find us and say hi if you’ll be there!


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How One San Diego Philanthropist is Using Impact Investing to Create a Better Future [Interview with Kara Ballester]

As lead investors in our Homebuilding Investment Fund, Kara Ballester and her husband Andy were instrumental in jumpstarting our efforts to accelerate affordable housing with San Diego Habitat for Humanity. We wanted to know–what motivated Kara to invest in affordable homeownership and what her experience with impact investing has been like. We like to kick […]

5 Things to Know About Getting an Impact-Based Loan for Your Business

There comes a time for many small businesses and nonprofits when you’re ready to grow and expand, but find yourself in an awkward, in between space–you’ve outgrown microfinance and often SBA loans, but don’t quite fit bank financing criteria.  That’s where we come in. While you have great plans, you might need customized transaction structures […]

How Friends of Willow Tree Uses Creative Capital to Connect Students with Nature [Interview]

When we first met Bethany Chaffin, director of the education enrichment center Friends of Willow Tree, in 2018 she faced a challenging capital gap. Friends of Willow Tree needed a loan ahead of private and state payments to pay for staff, materials, and supplies at the start of the school year. After restructuring from an […]

How Can We Make Investing in Our Community a Great Investment? Flip the Traditional Finance Model on Its Head.

When we first launched Mission Driven Finance, we developed the Advance Fund with one primary question in mind: how can we make investing in our community a great investment?  The answer we found is to reimagine and reinvent finance to put the community’s needs first. We discovered incredible businesses and nonprofits committed to their communities […]

LuckyBolt Uses Creative Capital to Develop Community

When we first met Kris Schlesser, founder of LuckyBolt, he was six years into a quest to make the perfect breakfast burrito easily accessible to professionals on the go. He had been financing the business with high-interest credit cards and microloans. Though he had met some venture capital firms interested in last-mile food delivery, they […]

SPECTRUM reflections on expanding the impact economy

Building an inclusive, expansive economy is a daily practice. This work happens through big commitments and small actions as well. Prompted by Spectrum‘s conference moderator, Nadia Brigham, to find a partner for a listening exercise, a Black woman of a similar age to me a few rows up turned to scan the area and made […]