About Us

Mission

Our mission is to provide charter schools dependable and convenient financing options so that they may focus on their mission – educating our children.

Vision

We will provide a bridge from the finance industry to the charter school community ensuring reliable access to capital for qualified charter schools.

We are exclusively dedicated to serving charter schools. Our formation was motivated by leaders of the charter school community. As such, we understand your financial challenges and are structured specifically to help you solve them.

Our Team

We have assembled a team representing extraordinary educational, financial and business skills built to serve you.

Our employees and advisors represent the following accomplishments in education and business:

• Former Director of a Charter School with 25 years of experience in the alternative education community;
• Current CFO for a consortium of charter schools for the past 14 years;
• Former General Manager of the Cal Berkeley Federal Credit Union;
• Current Director of 2 charter schools with 30 years of experience in the alternative education community with special emphasis in school development and fund acquisition;
• Managing Finance Director for a Fortune 500 company.
• Strategic advisor to several Fortune 100 companies, including American Express and Wachovia.
• Managing Director for Development to a Fortune 100 company.