Impact Investing Funds and Clearinghouses

A growing number of funds, brokers, and clearinghouses are directing investor capital into socially- and environmentally-oriented projects around the world. At this time, most of the investments are shares of funds, open just to accredited investors. However, some of these projects have opportunities for other investors, including limited crowdfunding, and Direct Public Offerings open to all. This is a very partial list of these sorts of opportunities.

About impact offerings
This chart from Cutting Edge Capital is a good introduction to four different types of offerings (DPO, donation-based crowdfunding, current accredited-only 506c offerings, and soon-to-be-available non-accredited crowdfunded investing opportunities under new SEC rules).

Circle Up
Clearinghouse of mostly-established consumer product companies looking for additional investment. At present, accredited investors only, but once SEC rulemaking is complete, plans to open crowdfunding opportunities for smaller investors.

CuttingEdgeX is a clearinghouse that lists a variety of Direct Public Offerings, in which investors purchase shares of a fund that pays annual dividends, with the principle being redeemed after a specified period. Open to non-accredited investors.

By pooling investors’ capital, Greenbacker acquires a diversified portfolio of income-producing renewable energy power plants, energy efficiency projects, and other sustainable development investments. Their net-worth and income thresholds are significantly lower than typical accredited investor limits (about 25% of the norm).

Mission Markets
Mission Markets is a broker/dealer for impact investments of many kinds (funds, project finance, structured debt products and later stage private and public companies). Accredited and institutional investors only.

Oakland-based Mosaic uses crowdfunding campaigns and larger investments by accredited investors to fund clean energy projects. A new platform on Mosaic’s site focuses on growing renewable energy by giving people an opportunity to finance solar arrays on other people’s homes. NOTE: unless you live in California, Colorado, Oregon, Nevada, or New York, you may only invest on the Mosaic platform if you are an accredited investor.



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