Resources created and curated to support the growth of impact investing, for those new to the field and for experienced practitioners.
An Annual Showcase of Impact Investment Fund Managers
CNote is working to build a more inclusive economy for everyone by offering competitive financial products that drive positive social change. CNote is an award-winning, first-of-its-kind financial platform that allows anyone to make money investing in causes and communities they care about. With the mission of closing the wealth gap, CNote directs every dollar invested toward funding female- and minority-led small businesses, affordable housing and economic development through its nationwide network of CDFI community lenders.
CNote uses technology to unlock previously inaccessible community investments that empower underserved communities while generating competitive financial returns.
CNote was founded on two core principles: everyone deserves a shot at financial freedom and that each of us can play a part in building a more equal world. CNote uses technology to open access for investors (professional and retail) to invest in CDFIs as a way of promoting economic growth and financial inclusion. Through technology, CNote provides a new and sustainable capital source for our community-lender partners, increasing capital access and economic activity in communities that need it most while providing competitive investment products for our clients that are deeply impactful and drive positive social change throughout the United States. Overall, we’re using technology and unified investment administration and diligence processes to make CDFIs an investable asset class.
CNote offers a suite of fixed income products with flexible liquidity, competitive returns, and measurable social impact. CNote is able to deliver all of this to investors with no fees, minimum investment requirements, and an extremely user friendly platform from which to manage investments. CNote leverages technology to unlock community investing at scale. Compared with traditional community note offerings, CNote is able to provide better returns, more flexible liquidity with shorter term commitments. CNote’s technology-first approach allows us to deliver more value to our customers.
CNote deploys capital exclusively through our CDFI partners, Jamine Moton’s story is an example of the kind of impact our investment generate. Working with Access to Capital for Entrepreneurs (ACE), an Atlanta-based CDFI, Moton’s company Skylar Security received a critical business loan that helped her scale operations and was connected with a business coach that helped her through a challenging growth phase in her company. Today, Moton is preparing to scale her company to over $1 million in revenue with more than 200 security providers.
Catherine Berman – CEO & Co-Founder More Info
Catherine is a three-time entrepreneur with experience launching and building scalable businesses. Before launching CNote, Catherine served as Managing Director of Charles Schwab where she led a strategy division focused on the future of finance incorporating behavioral economics and predictive analytics. Her previous company, Global Brigades, is now the world’s largest student development firm operating in 5 countries. Over the last two decades, Catherine has held senior roles in both management consulting and venture capital.
Yuliya Tarasava – COO & Co-Founder More Info
Yuliya hosts a decade of experience on Wall Street and has developed financial products on 3 continents. She started her career designing investment solutions for the global asset management firm AMG Funds, and later joined the wealth management boutique Summit Rock Advisors to develop the firm’s risk management framework. Over the years, Yuliya has maintained her passion for demystifying finance, including creating an investment education portal in Russia and advising non-profits and startups around the world.
Danielle Burns – Director of Business Development More Info
I am a passionate and experienced financial business development and marketing professional with 20 years of experience in corporate communications, brand management, strategic planning and technology.
Percentage of Total Assets Under
Management that are Impact Investments:
CNote works solely with CDFIs and during our CDFI onboarding and due diligence process we screen for CDFIs with robust financial performance and measurable and proven positive social impact. We also put a priority on CDFIs that have strong representation in leadership that's reflective of the makeup of the communities they serve.
CNote puts a priority on CDFIs that have strong representation in leadership that's reflective of the makeup of the communities they serve. We believe that it's critical that our partners truly understand, or ideally are a part of, the communities that they serve.