From First Conversation to Permanent Fund
Typically 60 to 90 days from introduction to an active Socioeconomic Development Fund — with full transparency at every stage.
Rapid Fund Establishment
60 to 90 days from first conversation to an active Development Fund — no lengthy application process, no committee review cycles.
Transparent Cost Structure
Zero cost before NDA. Zero cost before the capital provider is disclosed. Program success fee paid from the activated fund — never from your operating budget.
Permanent Community Impact
The fund does not expire. It is not subject to annual renewal. It belongs to your organization permanently, governed by your own board.
Five stages
Full transparency at every step. Capital provider identity disclosed at Stage 3.
Weeks 1 to 2 — OPEN
Qualification Assessment. No NDA required. Full program overview shared openly. No fee. No commitment. We confirm your organization meets the six criteria.
Weeks 2 to 3 — OPEN
Banking Relationship Verification. Your existing principal banking relationship — PNC, M&T, Wells Fargo, JPMorgan, or regional equivalent — is verified as the activation channel. No new bank required.
Week 3 — CONFIDENTIAL
NDA Execution and Capital Provider Disclosed. Upon mutual NDA execution, full capital provider documentation is provided — institution name, regulatory credentials, and authorization. KYC conducted for both parties.
Weeks 4 to 8 — ACTIVATION
Socioeconomic Development Fund Established. The fund of $12.5M to $125M+ is established through your organization’s own principal banking relationship. No debt. No collateral. No cost to operating budget.
Month 3 Onward — PERMANENT
Fund Deploys to Your Community Priorities. Your own board governs deployment across your community mandate. The fund is permanent and independent of all government funding cycles.
Ready to Find Out if Your Organization Qualifies?
Most qualifying organizations complete all five stages in 60 to 90 days. No committee approval cycles. No lengthy application process. One conversation starts it.