Connecting values-aligned families, individuals and organizations with impactful investments and asset managers to address the health, wealth, workforce and housing needs of North Carolina.

A PLACE-BASED
INVESTING
INITIATIVE

NC’s Catalytic Impact + Alpha Opportunity
North Carolina has a rich history of charitable giving by families, individuals and organizations to support the needs of their fellow North Carolinians. However, many of these same philanthropists are unaware of the tremendous opportunity to enhance their impact by aligning their investments with their giving and values.

Our State has become a national hotbed of impact investing activity and funds, including many led by emerging managers. Through their portfolios, there is a clear opportunity to accelerate the wealth and wellbeing of NC’s residents by connecting these philanthropists with top-tier investors who also care about the needs of our state. By cultivating this community, GOOD TRBL aims to generate positive social impact as well as financial returns for investors, right here at home.

WHY we work

  1. To raise awareness and use of impact investing approaches and opportunities among individuals, families and other mission-oriented capital providers in NC

  2. To increase access to capital for NC-based impact capital managers, especially emerging managers who need increased access to capital to scale

  3. To grow the balance of capital working to address NC’s health, wealth, workforce and housing needs

HOW we work

  1. Host gatherings where investors and philanthropists can meet and learn more about NC’s most exciting impact investing opportunities 

  2. Identify and highlight NC-based impact managers with highly-compelling impact alpha theses 

  3. Facilitate collaboration among investors to reduce transaction hurdles (deal sourcing, shared due diligence, common reporting, etc.)

  4. Explore opportunities to pool philanthropic capital to help cultivate and launch NC’s next generation of impact funds

A Collaborative of NC’s Top Emerging Impact Fund Managers

Scaling market-based approaches to NC’s health, wealth, workforce and housing needs.

  • Activest was founded as a municipal finance research firm that specializes in Fiscal Justice” analysis, i.e. the quantification of short- and long-term investment risk through the lens of fiscal health and social justice. Activest recently launched a Registered Investment Advisor, Next World Assets, that is partnering with Community Capital Management (CCM), the largest impact fixed-income manager in the US, to oMer the FIRE Fund, a domestic-only, investment-grade strategy, including government, corporate, securitized, and community development debt. The FIRE strategy seeks to achieve current returns and capital appreciation over time by acquiring positions undervalued because of systemic bias and avoiding unpriced fiscal justice risk within the fixed income market. activest.org

  • LeVert Ventures is an early-stage agricultural technology (AgTech) venture capital fund nourishing innovation for a more sustainable future. The intersection of systemic pressure and technology is playing a major role in redefining the future of agriculture and food. Driven by shifts in eating habits, dwindling natural resources, urbanization, and climate change, the food and agriculture industries face significant challenges which are creating substantial investment opportunities in meeting the sustenance needs of future generations. LeVert Ventures will invest in next-generation technologies that have the potential to transform the agriculture and food industry. levertventures.com

  • Partners In Equity (PIE) facilitates the acquisition and preservation of commercial real estate through equity investments as down-payment assistance. Only 1% of national CRE lending goes to modest-wealth borrowers. PIE accelerates broad economic growth by providing modest-wealth entrepreneurs with on-ramps to transition from tenants to owners. PIE’s equity is equitable, flexible, patient, and affordable for underserved entrepreneurs looking to seize on opportunities within the $16T CRE market. pie-nc.org

  • Resilient Ventures is an early-stage, committed capital fund supporting African American founders. They are joining the historic movement to disrupt systemic economic injustice by expanding access to capital, networks, and opportunities. Resilient Ventures’ mission is to close the wealth gap by expanding access to capital, networks and opportunity to African American founders of early stage, scalable companies driving innovations through tech/tech-enabled solutions in a variety of sectors. resilientventures.org

  • Symphonic Capital is an early-stage fund that invests in companies closing access gaps in health and wealth launched by Sydney Thomas who has spent almost a decade building and investing out of VC funds. She is joined by Shruti Shah, a YC alum and former co-founder. The collective power of this team makes it the most qualified first-time fund in the market today. symphoniccapital.com

  • UP Community Fund is a funding vehicle that seeks to provide flexible credit financing to underserved and disadvantaged businesses within the Southeast market.  The Fund targets blue-collar industry segments with attractive opportunities to sustain and grow operating cash flow but needs flexible financing and advisory services to expand revenue and profitability.  The Fund seeks to earn returns through operating cash flow and capital appreciation.  The Fund looks for deal flow with the potential to increase wealth for disadvantaged business owners as well as their respective employee base.  www.upcommunityfund.com