Institutional Services
Build a Fundable Pipeline of Community Developers
Capital readiness systems for CDFIs, community lenders, impact funds, and foundations
Your small-scale developers have the vision, the community trust, and the projects that neighborhoods need—but they struggle to become fundable in the eyes of traditional capital sources. The gap isn't their commitment or capability; it's often a mismatch between how community developers and institutional funders communicate.
I help community capital institutions bridge that gap. Through systematic training, equitable underwriting frameworks, and capital readiness programs, I transform your pipeline from "promising but not ready" into closeable deals that move capital into communities. Whether you're a CDFI looking to expand your small developer lending, a community lender seeking better tools for risk assessment, or an impact fund building sustainable developer partnerships, I provide the systems and expertise that make your capital deployment goals achievable.
How I Work With Institutions
Capital Deployment Diagnostic
$5,000
Capital Stack U
$4,500-$6,500
Rooted Capital Lab
$20,000
DCE Pilot
$25,000
Custom Consulting
$35,000
Full DCE Program
$100,000
Speaking + Keynotes
$7,500
Capital Deployment Diagnostic
Pinpoint Exactly Where Your Pipeline Is Breaking
Investment: $5,000 | 2 weeks
You know your developers aren't making it through your pipeline—but you're not sure exactly where or why they're falling out. This diagnostic pinpoints the system breakdowns that are keeping fundable developers from closing. In two weeks, you'll have a clear gap analysis, friction assessment, and ranked list of fixes so you can stop guessing and start deploying capital more effectively.
What You Get:
- 90-minute discovery session with your lending team
- Portfolio gap analysis (where developers drop off)
- System friction assessment (internal blockers)
- 3-page diagnostic memo with prioritized solutions
- 30-minute debrief call
Timeline: Books this week. Delivers in 2 weeks.
This Is For You If:
You need immediate clarity on where your pipeline is failing.
Capital Stack U: Curriculum Licensing
Embed Capital Fluency Training Into Your Existing Cohort Programs
Investment: $4,500 (2 sessions) | $6,500 (3 sessions)
Your developers are learning how to build projects—but when funders ask about capital structure, you're losing half of them. Capital Stack U is a modular curriculum that teaches emerging developers capital fluency before they hit the funding wall. Perfect for accelerators, CDFI capacity programs, and fellowships that need capital training embedded into existing cohorts without overhauling their full system.
What You Get:
1
2-session format
$4,500: Capital Stack Foundations + Building Your Capital Narrative (90 minutes each, up to 20 participants)
2
3-session format
$6,500: Add Funder Positioning & Next Steps (90 minutes, capped at 10 participants for personalized strategy)
3
Capital Stack Framework Template
4
Capital Story Memo Outline
5
Personalized Action Plan Template
(3-session format only)
6
30-day post-program Q&A support
Participant Outcomes:
- Structure capital stacks aligned with project risk and milestones
- Articulate projects in language that resonates with institutional investors
- Identify and sequence capital sources strategically
- Position credibly with CDFIs, impact investors, and lenders
This Is For You If:
You run cohort programs that need specialized capital training without building full infrastructure. Include 30-minute call after payment to schedule sessions.
Rooted Capital Lab
Equitable Underwriting + Capital Product Design for Your Lending Team
Investment: $20,000 | 1-3 days
Traditional underwriting wasn't built for small-scale community developers. Credit scores and conventional debt service ratios screen out exactly the developers doing the most impactful work. This intensive workshop gives your lending team alternative frameworks for evaluating risk, structuring deals, and designing capital products that match the realities of community development—without compromising financial prudence.
What You Get:
- 1-3 day intensive workshop for your lending or investment team
- Training on equitable underwriting practices
- Capital product design frameworks
- Tools and templates your team implements immediately
- Optional ongoing implementation support
Timeline: Scheduled within 5 days of contract signature
Converts to: Developer Capital Engine Pilot or Custom Consulting
This Is For You If:
Your team wants to expand lending to small developers but needs new frameworks for risk assessment and deal structuring beyond traditional banking metrics.
Developer Capital Engine Pilot
Test the DCE Methodology Before Full Program Build
Investment: $25,000 | 12 weeks
Test the Developer Capital Engine methodology before committing to a full program build. This 12-week pilot takes 8-10 developers from your portfolio through a structured process that teaches them to speak the language of capital, build investor-ready materials, and navigate complex capital stacks. You get proof of concept, internal champions, and a cohort showcase that demonstrates what's possible when you systematically address developer capital readiness.
What You Get:
1
8-10 developer cohort
2
6 core DCE curriculum sessions
3
Capital Stack Builder and Capital Story frameworks
4
Regional funder database
5
Progress tracking dashboard
6
Final cohort showcase with board presentation
Timeline: 12 weeks from contract signature
Converts to: Full Developer Capital Engine ($100,000)
This Is For You If:
You want to test systematic developer readiness before investing in full infrastructure.
Portfolio Strategy, Capital Product Design, and Ecosystem Partnerships
Investment: $35,000 | 8-12 weeks
Not ready to overhaul your entire system? Custom consulting gives you targeted solutions to your most pressing challenge—portfolio gap analysis, new capital product design, strategic partnership structuring, or developer support program design. This engagement delivers quick wins and proof of concept before you commit to a full program build.
Common Engagements:
- Portfolio capital gap analysis
- New loan product pilots
- Strategic partnership structures
- Ecosystem mapping and funder cultivation
- Developer support program frameworks
Timeline: 8-12 weeks from contract signature
Converts to: Retainer or Developer Capital Engine
This Is For You If:
You have a specific challenge that needs immediate attention and want to pilot a solution before full implementation.
Full Developer Capital Engine Program
Build Complete Infrastructure for Systematic Developer Readiness
Investment: $100,000 | 6-12 months
Stop coaching individual developers on basic capital readiness one at a time. The full Developer Capital Engine creates repeatable program infrastructure that transforms your entire portfolio's fundability. This isn't a one-off workshop—it's complete program design with curriculum, templates, funder databases, and training systems that either your team facilitates or I deliver directly.
What You Get:
1
Complete curriculum with session-by-session guides
2
Capital readiness assessment tools for intake and tracking
3
Funder database and outreach system customized to your market
4
Program playbook for long-term sustainability
5
Train-the-trainer implementation OR direct facilitation
6
Rooted Capital Lab training for your staff
This Is For You If:
You're ready to systematically increase portfolio fundability and reduce staff time spent on repetitive capital readiness coaching.
Timeline: 6-12 months from contract signature
Converts to: Annual retainer or ongoing strategic partnership
Speaking + Workshops
Keynotes, Panels, and Custom Workshops on Capital Strategy and Equitable Finance
Investment: $7,500 | 1 day + travel
Bring expert insights on equitable capital deployment to your conference, team retreat, or strategic planning session. I deliver keynotes and workshops that challenge conventional thinking about developer capacity and provide actionable frameworks your audience can immediately apply.
Popular Topics:
"The Capital Stack Decoded"
Making Community Developers Fundable
Breaking down complex financing into teachable, replicable frameworks
"Beyond Traditional Underwriting"
Equitable Evaluation Frameworks
Alternative risk assessment that expands access without compromising prudence
"Building Developer Pipelines"
That Actually Close
Systems thinking for institutions that want to scale impact