Impact Investments

We’re reimagining how our assets are invested, aligning them with our values and mission while delivering competitive returns and transformative outcomes in the communities we serve.

Maximizing the Entire Balance Sheet

A construction worker at an employee-owned business made possible through investments in Apis & Heritage Capital Partners.

As an impermanent organization, we put our entire balance sheet to work — philanthropy, below-market and market-rate investments alike — to transform systems for kids and families and build family wealth. We won’t settle for giving away 5% while 95% sits idle.

We’re investing all of our capital for good.

Investing for Impact & Return

Our investment portfolio is the engine that powers our mission and a critical part of our toolkit. We aim to redefine how assets can be transferred and used to create long-term systemic impact in the community.

1 We Protect Assets & Sustain Operations Through Sunset

We ensure sufficient downside protection, liquidity and risk-adjusted returns to meet operational and grantmaking needs through 2035. We maintain predictable cash flows while adapting to the dynamic spending requirements of our sunset timeline.

2 we Transform Systems Through Strategic Capital

We deploy our portfolio to drive systemic change by breaking down barriers to School Readiness, Youth Success and Family Economic Mobility in Colorado communities. We aim to have 80% of private assets mission-aligned by 2030.

3 we Create Community Stewardship & Wealth Pathways

We create innovative investment structures to transfer assets from our balance sheet to the community by 2035, pioneering philanthropic sunset models for lasting impact beyond our organizational life cycle.

Our Investment Portfolio

Invests in business solutions that align education with the future of work.

Empowers workers to build wealth through employee ownership models.

Offers flexible working capital loans to bridge the financing gap for underrepresented GPs.

Creates affordable housing opportunities by preserving and expanding access to high-quality homes across Colorado.

Drives economic growth through place-based investing in high-potential businesses within Colorado.

Builds generational wealth through innovative down-payment assistance for first-time homeowners.

Provides renters with financial pathways to savings and wealth-building opportunities.

Invests in middle market, essential industry companies and utilizes employee ownership as a tool to create economic stability.

Helps founders of mental health startups build innovative solutions.

Closes the housing gap by investing in early-stage founders and technology in the construction and housing industries.

Investment fund catalyzing the economic liberation of underserved communities in America.

Venture capital firm focused exclusively on funding entrepreneurs with a vision for better and smarter learning.

Invests in seed to early-stage companies within the education, e-learning and EdTech sectors.

Invests in employee ownership buyout strategies.

Impact-focused investing focused on improving outcomes at critical loss points within the education-to-workforce system.

Minority-owned alternatives investment firm providing growth capital to companies led by and serving underrepresented entrepreneurs and communities.

Denver-based partnership accelerating Colorado’s tech ecosystem by investing in bold entrepreneurs.

Invests in businesses, properties and social organizations to improve health and well-being, education and skills, sustainable living and underserved markets.