Looking for an investor partner to support your growth without giving up control of your business?

We Can Help

Community-centric companies, especially those serving traditionally disinvested communities, often struggle to secure equity investments. This leaves them with limited options, like taking on debt or accepting extractive capital that benefits the investor more than the business.

We deliver a new approach. Momentus Capital’s investment offerings utilize a flexible, non-dilutive investment approach that targets for-profit, growth-stage companies owned by community-rooted entrepreneurs or who have a strong community presence.

An man in a blue suit and glasses stands confidently, representing community-focused businesses seeking equity investments.

Delivering Growth-stage Impact Investments

Our Investment Offerings

Download Fact Sheet

Profit Share Preferred Equity

Non-dilutive preferred equity whereby profitable businesses pay a % of profits and dividend

Criteria

Minimum revenue: $4 million+
Profitable

Terms

Investment amount: $1-15 million
Open-ended redemption period
Variable profit share payment + fixed dividend payment
Use of proceeds: growth or acquisition capital
3-5 year holding period

Revenue Share Mezzanine Debt

Unsecured mezzanine debt whereby businesses pay a % of revenues and interest

Criteria

Minimum revenue: $4 million+
Positive cash balance

Terms

Investment amount: $1-$15 million
No collateral/personal guarantees
Variable revenue share payment + fixed interest payment
Use of proceeds: growth or acquisition capital
3-5 year term with set maturity date

Our Impact Focus Areas

We provide impact investments to a broad range of companies who are focused on driving solutions that support at least one of the following outcomes in their communities:

Operating in a low-to-moderate-income area
Led, managed, or owned by an entrepreneur that lives or works in or supports underserved people and communities
Is employee-owned (Co-op, ESOP, EOT, etc.)
Drives healthcare access to underserved communities
Healthy food access

Is your company ready for equity investment? Email us at investments@momentuscap.org

Mission-focused Investments

Community-centric Approach to Deploying Regenerative Capital

Our strategy emphasizes social impact by supporting community-centric companies while allowing leaders to retain control and have the flexibility they need to achieve success. Unlike venture capital, we prioritize growing the company, creating impact, and keeping wealth within the community.

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Aligned with Momentus Capital’s Continuum of Capital Approach

The Momentus Capital branded family of organizations has over 80+ years of experience delivering a suite of lending products, impact investments, and programs to serve a diverse set of businesses and communities. This allows us to work with your company at different stages including bringing in our investments team to work with you during those critical growth points.

Graphic visualizing the continuum of capital that Momentus Capital provides to entrepreneurs and community-based organizations at every growth stage of their business or organization. — Download PDF

See how we have helped others

Empowering Farmers, Nourishing Communities

4P Foods is on a mission to rebuild a regenerative and equitable food system where farmers thrive, soil is cared for, and communities have access to healthy food. Momentus Capital understood their vision and provided $1.5 million in non-dilutive growth capital to fuel 4P’s expansion across multiple fronts.

Investment	$5 million junior venture debt investment
Company Overview	Cultural experience company, led by Abner Mason, focused on partnering with health plans to guide their Medicaid and Medicare Advantage members through personalized wellness journeys that encourage dignity, autonomy, and companionship.
Investment Goals	Grow new CultureGuide solution which uses technology to provide health plan members with data-driven, personalized health journeys. Support SameSky Health to show product growth and bridge to a full equity raise anticipated at approximately $35 million.
Investment Impact	Allows founder to retain more of his ownership of the business vs. traditional venture capital model. Amplify company’s efforts around health equity and access to traditionally underserved communities. Increase federal awareness and support of the use of text messaging to engage Medicaid and Medicare members.

Q&A with SameSky Health CEO Abner Mason

Investment	$1 million preferred equity investment
Company Overview	Obran Cooperative is a worker-owned conglomerate that seeks to enhance lives, improve social determinants of health, and build wealth through employee ownership. Obran Health, a subsidiary of Obran Cooperative, is building the first worker-owned, home-based healthcare system, and does this by acquiring and transforming businesses in the home-based and ambulatory settings
Investment Goals	Finance Obran Health’s acquisition of Physicians Choice Home Health, a home healthcare provider in Los Angeles. This investment supports the company’s transition into worker-ownership and helps to expand its footprint in Los Angeles and surrounding counties.
Investment Impact	Provide better employment conditions, wages, autonomy, and greater career growth for home healthcare employees, who are predominantly female with strong representation by women working in disinvested communities. Increase access to quality home health care in Southern California, including in disinvested communities.

Ready to Answer Your Questions

Our Impact Investments Team

Our diverse and dedicated team brings decades of experience helping to grow mission-aligned companies with expertise in managing a variety of investment instruments.

Yrenilsa Lopez, CFA

Managing Director

Experience: 14+ years of experience in impact and sustainable investing, expertise in private equity and mezzanine instruments across sectors

Education: Bachelor’s degree from Cornell University; MPA from Cornell University; CFA Charterholder

Elisabeth Chasia

Investment Director

Experience: 12+ year track record in the impact sector with a focus on mezzanine debt and small businesses in disinvested environments

Education: BA from Cornell University; Master’s degree from Carnegie Mellon University; MBA from Columbia University

Swetha Krishnakumar

Investment Director

Experience: 10+ year track record in impact investing with a focus on preferred equity and mezzanine debt across multiple sectors

Education: BA from the Georgia Institute of Technology; MBA from the University of Chicago Booth School of Business

Wendy Xiong, CFA

Investment Associate

Experience: 8+ year track record in asset management with a focus on equity, fixed-income investment, and fund management

Education: BA from Wuhan University; Master’s degree in Finance from EDHEC (France) Business School

Sahil Patel

Investment Analyst

Experience: 3+ years of experience in business valuation and M&A advisory, with a background in social entrepreneurship

Education: Bachelor’s degree in Finance and Accounting from the University of Illinois

Noah Asghedom, CFA

Investment Analyst

Experience: 7+ years of experience in consulting and investments, focusing on strategy, investment and portfolio management

Education: Bachelor’s degrees in Finance and Accounting from Penn State University; CFA Charterholder

Yi Wei

VP, Capital Initiatives & Partnerships

Experience: 14+ year track record of helping social enterprises scale with a focus on investor relations and fund structures

Education: BA from Harvard University; MBA from the University of Chicago

Bill Coyle

Capital Deployment Analyst

Experience: 3+ years of Big Four experience, two and half years of investment experience, fundraising, and financial analysis

Education: Bachelor’s degree in economics from Boston College; MBA from Georgetown University

Ready to talk about an investment?

Email us at investments@momentuscap.org