Impact Capital Management, LLC & PDX Small Business Impact Fund, LLC Chief Executive Officer
Aug. 2016 - Dec. 2022Portland, Oregon Metropolitan AreaFounded and managed a fund, deploying $3.5M in debt and equity investments in the Portland area.
Delivered strategic management consulting services to small businesses in Northwest Oregon focused on increasing profitability and generating cost savings through key financial analysis.
Presented detailed project analyses to diverse investor groups, contributing to the allocation of capital.
Assisted local small businesses in securing over $20M in project financing, enabling expansion and growth.
Implemented data-driven investment strategies that achieved positive returns while enhancing the financial health of the fund and its beneficiaries in the Portland market.
Transitioned to full-time operational management after acquiring two manufacturing companies, overseeing their integration, and closing the fund.