Post-investment support to Acumen portfolio companies in South Asia and East Africa, working directly with C-level leadership on operational and financial challenges.

Short-term and ongoing CFO support to growing CDFIs: financial projections, policy development, capitalization strategies, and long-term sustainability planning.

​Capitalization plans, investor databanks, and investment structure analysis for CDFIs and community development lenders.

Multi-year strategic advisory to Virginia Community Capital (now Locus Impact Investing) on expansion, revenue growth, small business lending, and new investment strategies.

​Financial analysis and due diligence for impact investors considering community development investments; developed custom analytical templates aligned with each foundation's investing thesis; served as Aeris Analyst for national CDFI ratings and reviews.