Get to know us

About Mission Driven Finance ™

Mission Driven Finance is an impact asset management firm dedicated to building a financial system that ensures good businesses have access to sufficient, affordable capital. Built from the ground up with a single purpose—to make it easy to invest in your community—all of their funds and structured products are designed to close financial gaps that will close opportunity gaps. They work with local and national investors to help them create the impact they want and work with businesses and community partners to help them get the capital they need. Mission Driven Finance was launched in 2016 in San Diego, CA, and is a Certified B Corporation. In 2024, Mission Driven Finance was selected again for ImpactAssets’ IA 50 Fund Manager list, a category for experienced impact fund managers with a minimum three-year track record. Learn more at missiondrivenfinance.com.

co-founders

Meet David and Lauren

Mission Driven Finance Co-founders David Lynn and Lauren Grattan

David Lynn

Co-founder & Chief Executive Officer

Lauren Grattan

Co-founder & Chief Community Officer

“We underwrite for resilience and adaptability. While these types of community investment portfolios don’t tend to have big hockey sticks, we do believe they tend to be lower volatility.”

ImpactAlpha logo

"Our investors see employee ownership as a powerful tool to close the racial wealth gap and create a more equitable world."

Stanford Social Innovation Review logo

"CARE Nevada, a partnership using state and private funds, acquires property and rents to caregivers who are vetted by the initiative. Mission Driven Finance — a social impact firm, which prioritizes public value in its for-profit investments — selects the homes and renovates them to child care standards."

The Christian Science Monitor

 

"We’re on the brink of a significant shift in the global flow of capital. We believe that philanthropy can do more to catalyze private capital for public good."

ImpactAlpha logo

"In addition to investing in small community businesses, Mission Driven Finance also helps people looking for small-business loans better understand the technicalities of borrowing money to open or expand businesses."

NPR logo

 

"A complicated market with slim margins and dire need of reform seems an unlikely place to invest, but that’s exactly the plan for San Diego investment company Mission Driven Finance. With a grant from the San Diego Foundation, the company is exploring potential impact investment models to improve the early child care education system in San Diego, in hopes of developing models that could work across the state."

Next City logo

 

"While 'finance' to many might conjure a boring system of transactions — or a dangerous game of capitalist exploitation — to financial activists, investment vehicles are fair game for creative and exciting innovations toward liberation. The Freedom100 Fund aims to release 100 individuals from immigration prison, support them with their cases…and prove that it’s time for the bail and bond system to go."

Forbes logo

 

Fact Sheet

At a glance

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Year Founded

2016
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Headquarters

San Diego, CA
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Co-founders

Lauren Grattan & David Lynn

Team demographics

%

Women

%

Black, Indigenous, or people of color

%

First- or second-generation New Americans

Impact areas

Brand assets