Send us your investment data at the institution and transaction levels and we will create data visualizations and narrative content for more compelling funding applications to foundations, investors, corporations, governments, and CDFI Fund programs (e.g., Annual Certification, Financial Assistance, New Markets Tax Credit, Capital Magnet Fund). We also have extensive data on the entire CDFI industry to benchmark your organization’s performance and portfolio characteristics.

After you receive funding we will produce the reports you need to comply with funding programs and certifications so you can spend more time investing in underserved communities.

CDFIs and other Impact investors need to assess their portfolio’s impacts and evaluate the extent to which investments are achieving desired goals and objectives. Tract Advisors uses a variety of analytic methods and data sources to go beyond output measures and create a more comprehensive assessment of your investment portfolio’s outcomes and impacts.

But what good is an analysis without precise narrative content and data visualizations to convey its results? We will translate your analysis into narratives that effectively communicate your impacts on borrowers, investees, and their communities.

Impact investors with place-based strategies need to visualize and measure socioeconomic trends in the communities they support. Lance Loethen has used geographic information systems (GIS) for over 20 years to map and analyze the spatial impacts of CDFI investments. We use story maps to combine presentations, storytelling, and analysis into an interactive mapping tool.

Examples of analytic geospatial models designed by Lance Loethen include the Limited Supermarket Access (LSA) analysis and the Supply Chain Matrix.