For individuals, families, and foundations interested in impact-first investing, our professionally managed portfolio offers an accessible entry point and a learning opportunity for accredited investors.  Our Impact First Fund invests in business models that invests business models that strengthen communities, expand access to income, and build wealth over time.

We design, build, and manage custom portfolios for individuals, families, foundations, and DAFs aligned with the investor’s priorities. Social Finance provides comprehensive support, managing the investment management process from sourcing through impact and financial diligence to evaluation and reporting. Custom portfolios can be thematically-focused or place-based.

In partnership with philanthropy, public, and private sector partners, we design new models that recycle funding based on outcomes. As learners earn a minimum salary after training, funds are repaid and used to support the next learner.

We use innovative financing approaches to address talent shortages and needs. We help employers fill hard-to-staff roles by building a pipeline for new talent and upskilling incumbent workers.

We provide capital to high-performing education and training providers. First, we learn about their business needs and constraints, and then we design financing that helps them serve more learners.

We invest in business models that address economic opportunity. We provide flexible, patient capital to organizations that offer services and products that sustain stable communities, create jobs, and help people build wealth.