Portfolio database

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Investment

Type

Sector

Geography

Year

ROC USA

Direct Lending

Community Development

USA

2019

Root Capital

Direct Lending

Agriculture

Emerging Markets

2014

Jonathan Rose Companies
Rose Affordable Housing Preservation Fund IV

Real Estate Fund

Real Estate & Housing

USA

2017

Jonathan Rose Companies
Rose Affordable Housing Preservation Fund V

Real Estate Fund

Real Estate & Housing

USA

2020

Salad Money

Direct Lending

Community Development

UK

2023

Samunnati

Direct Lending

Agriculture

South Asia

2024

Sarura Commodities

Direct Lending

Agriculture

Africa

2018

MicroVest
Short Duration Fund

Private Credit Fund

Financial Inclusion

Emerging Markets

2016

Social Investment Managers and Advisors
SIMA Angaza Distributor Finance Fund

Private Credit Fund

Energy Access

Africa

2020

Goldman Sachs
Social Impact Fund

Private Credit Fund

Community Development

USA

2014

Global Partnerships
Social Investment Fund 5.0

Private Credit Fund

Financial Inclusion

Emerging Markets

2015

Global Partnerships
Social Investment Fund 6.0

Private Credit Fund

Financial Inclusion

Emerging Markets

2018

Bridges Fund Management
Social Outcomes Fund II

Private Equity Fund

Community Development

UK

2019

AlphaMundi
SocialAlpha Investment Fund

Private Credit Fund

SME Finance

Emerging Markets

2019

Mirova Sunfunder
Solar Energy Transformation Fund

Private Credit Fund

Energy Access

Africa

2019

Soluciones de Microfinanzas (Microserfin)

Direct Lending

Financial Inclusion

Latin America

2023

Southern Bancorp Community Partners

Direct Lending

Community Development

USA

2020

LISC Fund Management
Southern Opportunity and Resilience Fund (SOAR)

Private Credit Fund

Community Development

USA

2021

Spark+
Spark+ Africa Fund

Private Credit Fund

Other

Africa

2022

TriLinc Global
Sustainable Income Fund

Private Credit Fund

SME Finance

Emerging Markets

2018

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