Fund Design & Management
Enabling More Effective
Impact Investing
Locus rallies like-minded institutions that have demonstrated their commitment to unlocking place-based capital and strengthening investment ecosystems.
Ready to Partner
Innovating to Fund
Community Prosperity
Our Impact Investment Services team provides comprehensive support – from pre-launch investment vehicle design and capital planning to investment due diligence and portfolio management. We partner with foundations and mission-driven investors to help them design and deploy investments that drive sustainable, equitable growth in communities.
How We Can Help
Building and Sustaining
Community Impact
We’re always seeking partners who want to create innovative vehicles that catalyze high-impact investment. Our skilled Impact Investment Services team provides expert financial guidance and thought partnership to turn vision into reality.
Locus partners with place-based organizations to launch and sustain innovative community-focused investment funds. During the design process, we handle complex work like financial modeling, legal structuring, and the creation of robust investment policies and procedures.
We can also serve as fund manager, enabling efficient and effective deployment of capital in communities.
Partner with Locus to design or manage your fundOur team can help you:
- Manage investment pipeline
- Assist with investor relations and fundraising
- Manage fund budgets, accounts, and operations
- Assess risk, underwrite transactions, structure deals, and monitor your portfolio
- Capture and report on impact data