HomeStake Collaborative Finance: expertise and guidance to help you catalyze growth and wealth creation in your community.
“The HomeStake team’s experience in business and investing has created an efficient way for me to invest in my hometown. And their innovative deal structures mean that I don’t have to hope for a business to sell itself before I see a rate of return. Instead, businesses can stay locally-owned.”
How It Works
Community- and mission-focused investing can be a challenge. But by engaging the know-how of a proven team of investors, you will make rapid progress toward deploying capital into companies and other opportunities that will impact your community the most. You identify the opportunities, we help you finalize an investment. It is as simple as that.
The flexibility and diversity of our investment approaches allow our clients to make “right fit” investments into an incredibly wide array of companies and situations. Rather than targeting only hyper-growth and exit-based opportunities (the goal of most other private capital sources), we help our clients to find workable deals with just about any company type, regardless of their growth rate. Key components we provide include:
Decision-making tools to identify the structure and deal pricing that best fit any opportunity in focus
Similar tools to to update and adopt investment policies
Comprehensive due diligence and investor communications materials
Calculators and models to structure, analyze, and document deals between investors and businesses
Ongoing support to manage completed deals and performance reporting until deal pay-off
As-needed educational and how-to materials — truly the HomeStake “playbook”
Click below to learn more about our approach.
