Your Partner in Impact Investing
From Fund Design to Long-term Management
We design and manage impact funds for institutions that need more than an off-the-shelf approach — so you can stay focused on your mission, not the mechanics of the vehicle.
We support allocators, RIAs, family offices, and foundations at every stage of the fund lifecycle, from early design to long-term management. Our team brings disciplined underwriting, deep community relationships, regulatory rigor, and discreet execution.
Ways We Can Work Together
Fund Design & Build
Build a fund from the ground up — tailored to your goals, risk parameters, and stakeholder needs. We design the financial and impact framework, establish legal structure and governance, and ensure regulatory compliance from day one.
Fund Management
We manage the vehicle end-to-end so you can stay focused on strategy and relationships. Underwriting, portfolio servicing, performance oversight, investor reporting, and impact measurement — all under one roof.
Strategic Fund Administration
For clients with in-house investment teams, we provide the administrative backbone that keeps everything running smoothly. Fund accounting, transaction servicing, portfolio data collection, and ongoing reporting.
Your Impact Goals, Our Infrastructure
- Tailored funds that operationalize your investment and impact strategy
- Underwriting and credit management delivered by a seasoned investment team
- Robust fund modeling with proactive portfolio management
- Compliance for common regulatory standards and fiduciary requirements
- Impact reporting that captures insights and advances your mission
Since 2016, Mission Driven Finance has helped investors and capital allocators commit over $80M in new, high-impact fund strategies and currently administers over $331M in community capital.*
*As of March 30, 2026.
How We Engage
01
Confidential discovery
We define your goals and confirm fit within your framework.
02
Structure and compliance review
We outline scope, regulatory considerations, and operational design.
03
Execution and oversight
We build and manages the vehicle, provide documentation, and maintain ongoing reporting and compliance.
04
Steady partnership
You remain the face of the vehicle. We provide continual support, data, and performance insights.
Case studies
St. Louis Development Corporation
SLDC partnered with Mission Driven Finance to develop a $100M impact platform combining public, private, and philanthropic capital with federal tax credits — expanding affordable, mixed-income homeownership in priority neighborhoods.
“Mission Driven Finance has proven to be a key strategic partner as SLDC has evolved our impact investing approach. Their team demonstrates flexibility and creativity in structuring results-driven solutions while maintaining a strong commitment to St. Louis's economic landscape.”
— Stephanie Grise, Executive Vice President & COO, St. Louis Development Corporation
Elevance Health Foundation
Elevance Health Foundation allocated $10M to a new impact investing strategy advancing community-based health care initiatives in underinvested communities — at below-market rates, with Mission Driven Finance providing end-to-end fund services from structuring through ongoing management.
“From the moment we shared our goals, Mission Driven Finance delivered end-to-end services, from fund structuring and deal sourcing to underwriting and ongoing fund management. They've been an exceptional collaborator, allowing us to stay focused on our core mission of improving health while they handle the day-to-day operational complexities.”
— Maggie Tittle Bowden, Program Director, Foundation and Social Responsibility, Elevance Health Foundation
Hogar Hispano Inc.
Hogar Hispano Inc. and Mission Driven Finance co-manage a $50M fund investing in affordable housing preservation and sustainable homeownership for low-income communities across the country.
“With Mission Driven Finance as a responsive, detail-oriented, and collaborative co-manager with impact investment expertise, we are confident in our ability to be good stewards of investor capital and community needs”