Community Investment Fund Management

Turn investor capital into homeownership at scale

The operating system behind a $5M private equity fund helping working families across Pennsylvania buy their first home. Track investors, manage loans, and measure community impact from one place.

$5M
Fund Size
45+
Years of CDFI History
SOFR + 0.50–1.00%
Investor Returns (Class A–C)

Every dollar tracked from commitment to community impact

A fund management layer built for CDFIs that need to move fast, report accurately, and prove that community investment delivers real returns.

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Investor Relations

Automated quarterly reports, capital call tracking, and dividend distribution monitoring. Every investor sees exactly where their money is working.

Loan Pipeline

Track second-mortgage applications from intake through closing. Down payment and closing cost assistance flowing to families who need it most.

Impact Measurement

Real-time dashboards showing families housed, communities served, and generational wealth created. The metrics that matter to HUD and investors alike.

Compliance Engine

CDFI Fund reporting requirements, HUD certification tracking, and regulatory deadline alerts. Stay ahead of every filing.

From capital commitment to keys in hand

01

Investors Commit Capital

Accredited investors join at $50K+ across three classes: Class A (5-year, SOFR + 0.50%), Class B (7-year, SOFR + 0.75%), or Class C (10-year, SOFR + 1.00%). Every commitment is tracked, documented, and acknowledged automatically.

02

Families Get Financing

Second-mortgage loans cover down payments and closing costs for first-time homebuyers. Applications flow through a managed pipeline from counseling to closing.

03

Returns Flow Back

Quarterly dividends at SOFR + 0.50% (Class A) to SOFR + 1.00% (Class C) while building generational wealth in communities that need it. Impact and returns, together.

Mortgage rates doubled. Buying power dropped 40%. Someone has to build the bridge.

Community Workforce Fund exists because working families deserve a fair shot at homeownership. This operating system makes sure every dollar, every loan, and every family is accounted for.

The Community Workforce Fund ("CWF") is a private investment vehicle. Interests in the Fund are offered only to verified accredited investors pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933, as amended. This communication is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. Any such offer will be made only through official offering documents, including a Private Placement Memorandum (PPM), subscription agreement, and related materials. Investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.