Getting capital to flow where it doesn’t but should
Getting capital to flow where it doesn’t but should
What we do
Using finance as a tool for change
Good businesses often don’t have sufficient, affordable access to capital. That’s why Mission Driven Finance was built with a single purpose—to make it easy to invest in your community.
All the funds and structured products you will find here are designed to close financial gaps in order to close opportunity gaps: impact investment opportunities that are simple, transformative, and aligned.
assets into the community
Mobilizing capital that will increase inclusive and equitable access to education, health, and wealth
small businesses & nonprofits supported
The figures above are accurate as of December 31, 2024.
Advance Strategy portfolio makeup
Advancing an inclusive economy
%
Nonprofits
%
Owned or led by women
%
Owned or led by people of color
The figures above are accurate as of December 31, 2024.
All information is reported since the inception of the Advance Strategy.
Mission Driven Finance selected as an ImpactAssets 50™ 2025 Manager
For the sixth year in a row, Mission Driven Finance is selected for the ImpactAssets IA 50 list, a list of private debt and equity impact investing fund managers representing a broad range of geographies and impact areas of focus.
Milken Institute 2025 Finance Forum
Mission Driven Finance® Co-founder and Chief Community Officer Lauren Grattan spoke on a panel at the Milken Institute 2025 Finance Forum with Samantha Berg (Next Street), Kim Folsom (Founders First Capital Partners), and Shaolee Sen (JPMorganChase)—moderated by Troy Duffie—about meeting small business owners where they are at, providing right-sized support at the right time.
Anthem Blue Cross Foundation Inaugural Impact Investment to Benefit California Schools and Students
Anthem Blue Cross Foundation, the philanthropic arm of Anthem Blue Cross of California, announced a $300,000 inaugural impact investment loan to Burlingame-based Psyched Services. Facilitated by impact asset manager, Mission Driven Finance, this funding will support Psyched Services as the organization works to provide vital mental health services to 380 schools in California, directly benefiting more than 3,200 children and families across the Golden State.
Mission Driven Finance selected as an ImpactAssets 50™ 2025 Manager
For the sixth year in a row, Mission Driven Finance is selected for the ImpactAssets IA 50 list, a list of private debt and equity impact investing fund managers representing a broad range of geographies and impact areas of focus.
Milken Institute 2025 Finance Forum
Mission Driven Finance® Co-founder and Chief Community Officer Lauren Grattan spoke on a panel at the Milken Institute 2025 Finance Forum with Samantha Berg (Next Street), Kim Folsom (Founders First Capital Partners), and Shaolee Sen (JPMorganChase)—moderated by Troy Duffie—about meeting small business owners where they are at, providing right-sized support at the right time.
Anthem Blue Cross Foundation Inaugural Impact Investment to Benefit California Schools and Students
Anthem Blue Cross Foundation, the philanthropic arm of Anthem Blue Cross of California, announced a $300,000 inaugural impact investment loan to Burlingame-based Psyched Services. Facilitated by impact asset manager, Mission Driven Finance, this funding will support Psyched Services as the organization works to provide vital mental health services to 380 schools in California, directly benefiting more than 3,200 children and families across the Golden State.
Unlocking Tribal economic growth: Sara Barbour and Lauren Grattan on how the Initiative for Inclusive Entrepreneurship is supporting self-determination
In this conversation between Sara Barbour, the executive director of The Alliance CDFI—a Native community development financial institution chartered under the Yurok Tribe—and Lauren Grattan, the co-founder and chief community officer of Mission Driven Finance®, we explore how Tribal SSBCI funds and the Indigenous Futures Fund are unlocking opportunities in Native communities.
