Nonprofit and Social Capital Strategy

Mission-driven organizations compete for funding, qualified staff and “customers” similarly to for-profit companies. Achieving the mission objectives with limited resources is often a challenge, so it’s imperative that you have a focused strategy with an aligned organization.

Past Client – Case Studies
Root Capital

Root Capital

Advised Founder/CEO and leadership team of this social investment fund pioneering business financing to fight rural poverty & support regenerative agriculture in the developing world by providing capital and financial education. Led team in focusing organization’s strategy to invest in key programs required for rapid growth and build pragmatic implementation plans. Fund’s lending operations increased 50% per year for the following four years.


Juma Ventures

Assisted this nonprofit youth services agency to three important areas. Shifted Board focus from reducing overhead to a growth strategy, which enabled national expansion and reduced cost per youth served. We coached the leadership team to achieve higher levels of productivity and improve interpersonal relationships, including improving conflict management skills. We also worked hand-in-hand with the leadership team to create their performance management system using the Balanced Scorecard framework. They used this system to guide the agency during a challenging transitional year to help them achieve greater scale.

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