Transform Finance Inc

TO ALIGN CAPITAL WITH SOCIAL JUSTICE VALUES, AND HELP ACTIVISTS AND COMMUNITY LEADERS ACCESS CAPITAL AS A TOOL FOR TRANSFORMATIVE SOCIAL CHANGE. WE EMPOWER COMMUNITY LEADERS TO SHAPE HOW CAPITAL FLOWS AFFECT THEM - BOTH IN TERMS OF HOLDING CAPITAL ACCOUNTABLE AND HAVING A SAY IN ITS DEPLOYMENT - BY DEMYSTIFYING FINANCE AND BUILDING CAPACITY FOR ACTIVISTS AND COMMUNITY LEADERS. WE SUPPORT MEMBERS OF THE COMMUNITY WHO HAVE HISTORICALLY BEEN EXCLUDED FROM CAPITAL DECISIONS TO RECLAIM THEIR SEAT AT THE TABLE. WE SUPPORT INVESTORS COMMITTED TO DEEPENING THEIR IMPACT INVESTMENT PRACTICE TO ADOPT TRANSFORMATIVE APPROACHES AND DEMONSTRATE THE VIABILITY OF THE APPROACH VIA EDUCATION, CONCRETE TOOLS AND STRATEGIES, AND OVERALL GUIDANCE. WE FOSTER A NEW DISCOURSE AND COLLABORATION BETWEEN THESE TWO SETS OF PREVIOUSLY DISCONNECTED STAKEHOLDERS - INVESTORS AND SOCIAL JUSTICE PRACTITIONERS - BY CREATING CONNECTIONS, BREAKING DOWN BARRIERS OF KNOWLEDGE AND VALUES, AND FACILITATING DIALOGUE.

SUPPORTED A MAJOR FOUNDATION'S EVALUATION OF THE EFFECTIVENESS OF INCLUSIVE FINANCE INTERVENTIONS, WITH THE AIM OF ENSURING THAT INVESTMENTS ACHIEVE THEIR MISSION OUTCOMES OF CREATING DIGNIFIED LIVELIHOODS FOR WOMEN AND YOUNG MEN IN AFRICA.

RE-DESIGNED AND RE-LAUNCHED WEBSITE, INCLUDING A NEW SORTABLE DATABASE OF MATERIALS, LEARNING HUBS ON PARTICULAR TOPICS, AND GENERAL EASE OF EXPLORATION FOR A VARIETY OF STAKEHOLDERS. SUPPORT A VARIETY OF FIELD INITIATIVES BY PARTICIPATING IN WORKING GROUPS, STEERING COMMITTEES, AND BRAIN TRUSTS. HELD INTRODUCTORY CONVERSATIONS WITH OUR AUDIENCE AND STAKEHOLDERS. RELEASED AN INTRODUCTORY PRIMER ON ORGANIZING STRATEGIES THAT INFLUENCE CAPITAL ACTORS. PRESENTED AT A VARIETY OF CONFERENCES AND OTHER ORGANIZATIONAL EVENTS.

CREATED AND DELIVERED EDUCATIONAL WORKSHOPS FOR VARIOUS STAKEHOLDERS ON HOW TO SUPPORT PARTICIPATORY INVESTMENT ECOSYSTEM, INCLUDING ONE FOR PHILANTHROPIC ACTORS AND ONE FOR BANKS. DRAFTED A REPORT ON STRATEGIES FOR COMMERCIAL BANKS TO SUPPORT PLACE-BASED COMMUNITY-LED INVESTMENTS, WHICH WAS RELEASED IN EARLY 2023. SUBMITTED A COMMENT ON THE PUBLIC CRA REVIEW PROCESS. CREATED CUSTOM PRESENTATIONS AND OTHER UNIQUE EDUCATIONAL EXPERIENCES FOR THE CDFI FUND, CONFERENCES AND EVENTS, AND OTHER NON-PROFIT ORGANIZATIONS. CONTINUED TO SUPPORT THE STATE OF COLORADO'S JUST AND EQUITABLE TRANSITION TEAM IN DEVELOPING COMMUNITY-CENTRIC INVESTMENTS IN POST-COAL COMMUNITIES.

LAUNCHED A MAJOR RESEARCH INITIATIVE TO UNDERSTAND THE LANDSCAPE OF ENTERPRISES WITH OWNERSHIP AND GOVERNANCE BY NON-INVESTOR STAKEHOLDERS. INTERVIEWED DOZENS OF INVESTMENT PRACTITIONERS TO UNDERSTAND THE BARRIERS TO FIELDWIDE CAPITAL INVESTMENT. PREPARED FOR MAJOR 2023 ACTIVITIES INCLUDING A CONVENING OF INVESTORS, LAUNCH OF A REPORT, AND FOLLOW-ON ACTIVITIES. PRESENTED INITIAL FINDINGS AT SEVERAL CONFERENCES.