List of funds, programs, and lenders

Nexus Community Partners LOCAL Fund

Program

By Nexus Community Partners

—

GrantTechnical Assistance

Status:Open

Employee-ownership focus:Exclusive

States served:Minnesota

Washington Employee Ownership Program

Program

By Washington State Department of Commerce

—

Technical Assistance

Status:Closed

Employee-ownership focus:Exclusive

States served:Washington

RSF Social Investment Fund

Fund

By RSF Social Finance

—

Senior Loan

Status:Raising

Employee-ownership focus:Partial

States served:—

Down Payment Fund

Fund

By Concerned Capital

—

Equity Investment

Status:Raising

Employee-ownership focus:Partial

States served:—

Long Point Capital ESOP investments

Fund

By Long Point Capital

—

Equity InvestmentBusiness Acquisition

Status:Raising

Employee-ownership focus:Partial

States served:—

Small Capital

Fund

By SmallCapital

—

Equity Investment

Status:Raising

Employee-ownership focus:Exclusive

States served:—

American Working Capital ESOP financing

Fund

By American Working Capital

—

Business AcquisitionSubordinated DebtEquity Investment

Status:Deploying

Employee-ownership focus:Partial

States served:—

World Within Community Ownership Fund

Fund

By World Within

—

Equity InvestmentRevenue Based Financing

Status:Raising

Employee-ownership focus:Exclusive

States served:—

Washington Employee Ownership Revolving Loan Fund

Program

By Washington State Department of Commerce

—

Senior Loan

Status:Approved

Employee-ownership focus:Exclusive

States served:Washington

Employee Ownership Tax Credit to Strengthen and to Thrive

Program

By Colorado Office of Economic Development and International Trade (OEDIT)

—

Tax Incentive

Status:Open

Employee-ownership focus:Exclusive

States served:Colorado

Iowa ESOP Capital Gain Deduction

Program

By Iowa Department of Revenue

—

Tax Incentive

Status:Open

Employee-ownership focus:Exclusive

States served:Iowa

Missouri ESOP Capital Gains Deduction

Program

By Missouri Department of Revenue

—

Tax Incentive

Status:Open

Employee-ownership focus:Exclusive

States served:Missouri

NYC Employee Ownership Outreach

Program

By NYC Department of Small Business Services (SBS)

—

Technical Assistance

Status:Open

Employee-ownership focus:Partial

States served:New York

IRC Section 1042 ESOP Rollover

Program

By Internal Revenue Service (IRS)

—

Tax Incentive

Status:Open

Employee-ownership focus:Exclusive

States served:—

Unlock Ownership Fund

Fund

By Unlock Ownership Fund

—

GrantEquity InvestmentSenior Loan

Status:Raising

Employee-ownership focus:Exclusive

States served:—

Business Legacy Fund

Fund

By Co-op Cincy

—

Senior LoanTechnical Assistance

Status:Deploying

Employee-ownership focus:Exclusive

States served:—

Legacy Fund I

Fund

By Apis & Heritage Capital Partners

—

Subordinated Debt

Status:Closed

Employee-ownership focus:Exclusive

States served:—

Wells Fargo ESOP Financing

Lender

By Wells Fargo Bank

—

Senior LoanSubordinated Debt

Status:Active

Employee-ownership focus:Partial

States served:—

New Majority Capital NMC Fund I

Fund

By New Majority Capital

—

Equity Investment

Status:Raising

Employee-ownership focus:Partial

States served:—

BII Fund I

Fund

By Boston Impact Initiative

—

Senior LoanEquity Investment

Status:Closed

Employee-ownership focus:Partial

States served:Massachusetts

The Ownership Fund

Fund

By Social Capital Partners

—

Equity InvestmentSenior Loan

Status:Closed

Employee-ownership focus:Exclusive

States served:—

Rochdale Capital

Fund

By Rochdale Capital

—

Senior Loan

Status:Raising

Employee-ownership focus:Exclusive

States served:—

The Fund for Employee Ownership

Fund

By The Evergreen Cooperatives

—

Equity Investment

Status:Raising

Employee-ownership focus:Exclusive

States served:Ohio

Liquidus Private Credit Fund I

Fund

By Liquidus Partners

—

Senior LoanSubordinated Debt

Status:Raising

Employee-ownership focus:Exclusive

States served:—

AllHold Capital

Fund

By AllHold Capital

—

Equity Investment

Status:Raising

Employee-ownership focus:Exclusive

States served:—

Ownershift

Fund

By Ownershift

—

Senior LoanEquity Investment

Status:Raising

Employee-ownership focus:Exclusive

States served:—

Colorado Employee Ownership Grant Program

Program

By Colorado Office of Economic Development and International Trade (OEDIT)

—

Grant

Status:Closed

Employee-ownership focus:Exclusive

States served:Colorado

Northern California Community Loan Fund

Fund

By Community Vision Capital & Consulting

—

Senior Loan

Status:Raising

Employee-ownership focus:Partial

States served:California

Capital for the Commons

Fund

By The Industrial Commons

—

Senior Loan

Status:Raising

Employee-ownership focus:Exclusive

States served:North Carolina

SBA 7(a) Loan Program

Program

By U.S. Small Business Administration (SBA)

—

Senior LoanLoan Guarantee Or Collateral

Status:Open

Employee-ownership focus:Partial

States served:—

Talk it through.

Talk it through.

Funds & programs for employee-ownership transitions

Nexus Community Partners LOCAL Fund

Washington Employee Ownership Program

RSF Social Investment Fund

Down Payment Fund

Long Point Capital ESOP investments

Small Capital

American Working Capital ESOP financing

World Within Community Ownership Fund

Washington Employee Ownership Revolving Loan Fund

Employee Ownership Tax Credit to Strengthen and to Thrive

Iowa ESOP Capital Gain Deduction

Missouri ESOP Capital Gains Deduction

NYC Employee Ownership Outreach

IRC Section 1042 ESOP Rollover

Unlock Ownership Fund

Business Legacy Fund

Legacy Fund I

Wells Fargo ESOP Financing

New Majority Capital NMC Fund I

BII Fund I

The Ownership Fund

Rochdale Capital

The Fund for Employee Ownership

Liquidus Private Credit Fund I

AllHold Capital

Ownershift

Colorado Employee Ownership Grant Program

Northern California Community Loan Fund

Capital for the Commons

SBA 7(a) Loan Program

Talk it through.

Talk it through.

Funds, programs, and lenders in The Grid

Funds & programs for employee-ownership transitions

Nexus Community Partners LOCAL Fund

Washington Employee Ownership Program

RSF Social Investment Fund

Down Payment Fund

Long Point Capital ESOP investments

Small Capital

American Working Capital ESOP financing

World Within Community Ownership Fund

Washington Employee Ownership Revolving Loan Fund

Employee Ownership Tax Credit to Strengthen and to Thrive

Iowa ESOP Capital Gain Deduction

Missouri ESOP Capital Gains Deduction

NYC Employee Ownership Outreach

IRC Section 1042 ESOP Rollover

Unlock Ownership Fund

Business Legacy Fund

Legacy Fund I

Wells Fargo ESOP Financing

New Majority Capital NMC Fund I

BII Fund I

The Ownership Fund

Rochdale Capital

The Fund for Employee Ownership

Liquidus Private Credit Fund I

AllHold Capital

Ownershift

Colorado Employee Ownership Grant Program

Northern California Community Loan Fund

Capital for the Commons

SBA 7(a) Loan Program