Capital Strategy Services
Capital Strategy for Community Developers
Get funded without the guesswork
You're building something your community needs—a housing project that creates stability, a community center that brings people together, or a mixed-use development that anchors a neighborhood. But turning that vision into reality requires capital, and navigating the fundraising landscape can feel overwhelming.
I help you structure the capital stack, craft a compelling narrative that resonates with funders, and connect you with the right investors and lenders so you can actually close the deal. No guesswork, no wasted time—just a clear path from concept to construction.
Where are you in your project?
Every development journey has critical decision points. Choose the support that matches where you are right now—whether you're validating an idea, structuring your capital stack, or need end-to-end partnership through closing.
Validating Your Idea
"I have a development concept but need to know if it's actually fundable"
Pre-Development Capital Strategy
Investment: $5,000
Investment: $5,000
You get:
- 2-hour working strategy session where we dig into your project economics, market positioning, and capital needs
- Project feasibility analysis that identifies funding gaps and opportunities
- Capital structure recommendations tailored to your project size and community impact goals
- Pre-development capital sourcing strategy (grants, loans, and mission-aligned funders who support early-stage work)
- Risk assessment with practical mitigation strategies
- Written Strategic Roadmap (5-7 pages) that becomes your blueprint
- 90-day action plan with clear milestones and a go/no-go decision framework
This is for you if: You're pre-construction, exploring a deal, or need to validate your approach before investing more time and money. Perfect for developers who want to know if their project can realistically attract the capital it needs.
Structuring and Telling Your Story
"My project is solid, I need help building the capital stack and narrative"
Capital Execution Strategy
Investment: $8,500
Investment: $8,500
You get:
- Complete capital stack design that balances sources, terms, and timing for maximum feasibility—including construction financing, bridge capital, permanent debt, equity, and gap funding
- Capital Story Memo that translates your project into a narrative funders understand and remember
- Funder positioning strategy that identifies the right investors, CDFIs, lenders, and capital sources for your specific project
- Warm intro pathways and outreach templates so you can approach funders with confidence (not cold emails)
- 30-day follow-up check-in to troubleshoot challenges and refine your approach
This is for you if: Your project is shovel-ready or under construction. You've completed (or nearly completed) pre-development work and now need to raise construction financing, bridge capital, or permanent financing. You know you need capital but don't know how to structure the stack or communicate it effectively to funders. You're ready to start raising but need the right framework, materials, and connections.
The Full Package
"I need everything—from validation to funder outreach"
Developer Capital Engine
Investment: Starting at $15,000
Investment: Starting at $15,000
You get:
- Everything from Stages 1 & 2, fully integrated into a seamless strategy
- Ongoing strategic support through capital close—I'm with you every step of the way
- Direct access to my funder network with warm introductions to CDFIs, impact investors, and mission-aligned lenders
- Deal troubleshooting as issues arise, from term sheet negotiations to funder concerns
- Custom scope based on your project complexity, timeline, and specific capital challenges
This is for you if: You're serious about raising capital and want a strategic partner through the entire process. You need someone who understands both the technical and relational aspects of capital raising, and you're ready to invest in getting it right.
Not ready for 1-on-1 support?
If you're in the early exploration phase or prefer to take a DIY approach first, I've created practical tools that help you build your capital strategy on your own timeline. These digital products give you frameworks, templates, and guidance without the full service investment.
DIY Capital Tools — $39-$149
Capital Stack Memo Builder
$39
Template and guidance for structuring your capital sources
Your Complete 24-Month Development Roadmap
$95
A 24-month roadmap from new developer to finished project
The First $250K Plan
$99
Strategic guide to securing pre-development funding sources
Funder Outreach Email Pack
$39
Templates and best practices to reach out to funders
Questions? Let's talk.Email me directly or book a free 15-minute clarity call. I'm happy to help you figure out which approach makes sense for where you are right now.
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