(858) 880-0252 [email protected]

Letters from Lauren: March/April 2022

by | Apr 1, 2022 | News

We’ve officially graduated! After two years of being selected for the ImpactAssets IA 50 Emerging Impact Manager list (in 2020 and 2021—an honor in itself!), this year we moved to the big kids’ table on the IA 50 Fund Manager list as we surpassed three years of track record and $25M in assets under management.

This was a gift just in time for our 6th birthday, which we celebrated on March 25. We’ve reached several milestones since our start in 2016 and we’re grateful for all the support that got us to where we are now. We’re energized to continue our mission to flow capital where it doesn’t but should.

While we still get the question “What even IS Mission Driven Finance?” we are now attracting client-partners from across the country eager to move capital into their community and need a thoughtful financial partner to make that happen. It turns out that our impact investment “plumbing” is in high demand. ?‍♀️

Capital Insight Podcast episode 40: Using Impact Investment to Build Community with Jenny Kassan, David Lynn, Michelle Thimesch

To learn more about the origins of our rapidly growing enterprise and investing philosophy, check out this podcast featuring my co-founder David Lynn in conversation with the wonderful Jenny Kassan and Michelle Thimesch.

Speaking of growth, we are seeking more team members to help us advance our mission. If you know talented and passionate folks aligned with our values, please share our current opportunities with them.

Stay well and take care of one another,

Lauren's signature


Lauren Grattan
Co-founder & Chief Community Officer

Categories: News