Community Capital Advisors
Strategic Impact Investing Consulting
We provide foundations and mission-driven organizations with the guidance they need to understand and implement impact investing strategies.
CCA works across leadership teams, program teams and investment committees to design, develop, integrate, and deploy mission-aligned capital.
We offer guidance, insight and ongoing support from a team of “been there” practitioners with in-depth community investing experience and commitment to racial equity, innovative thinking and action in the field of philanthropy.
What We Do
Impact investing is a journey. We guide clients through each step of the impact investing lifecycle.
Place-Based Investing Services
Research, Strategy & Design
We conduct market research, map ecosystems and assess capital gaps to inform impact strategy, design and capital allocation. Our clients include Community Foundations Investment Funds, Family Offices, DAF holders, CDFI and other intermediaries of impact-focused capital
Transaction Management
We support your organization for a single transaction or on an ongoing outsourced basis for end-to-end investment process including pipeline development and screening, underwriting, structuring, and restructures. We will also work with your tax and legal advisors as needed.
Operations
We provide project-based or ongoing administration support for your organization’s portfolio. This includes back office support for fund management, IMM (impact measurement and management), portfolio or investment monitoring, portfolio reports, and governance compliance.
Investment Governance & Search Services
Investment Advisor/OCIO Searches
We lead RFP searches to help you find the right strategic partner to drive financial return and mission-aligned impact.
Investment Policy & Governance
We educate fiduciaries and incorporate values and impact priorities into your investment policies and practices.
Learning & Evaluation
We audit impact programs and evaluate
practices against needs, objectives, peers and leading practices to advance your impact.
Our Clients
Current and past client engagements include private foundations, community foundations, corporate foundations, professional associations, health funders, nonprofits and investment advisors across the U.S. Client portfolios range from a few million in assets to hundreds of million. CCA is not a registered investment advisor and does not manage client assets.
Trusted by Companies and Foundations
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Professional & Candid
"You have been one of the most, if not the most, professional, candid, and fair service providers I’ve had the pleasure to work with."
Investment Consultant
Set The Stage for Success
"You have dedicated significant time, been open and transparent, and inviting of all opinions – and that approach set the stage for success."
Investment Committee Chair
of private foundation
Vice President, Wealth Management
Continued Support
"I think we would continue to benefit from you working with us. You will leave us stronger than you found us."
CEO
Community Foundation
