Impact Investing Expertise
Our mission-driven team possesses depth of experience in finance, tax, law, deal structuring, and philanthropy. iCubed brings capital markets expertise to help activate philanthropic investment. iCubed provides efficiency in implementing impact investments with a tailored approach, based on each individual organization’s capacity, mission, and risk appetite for impact investing.
Deploying your philanthropic capital more efficiently, effectively, and purposefully with impact expertise.
Capital Markets Experience
We have deep expertise in supporting foundations and family offices in initiating impact investments, conducting due diligence on charitable and financial prospects, and monitoring and supporting investments after they are made. Our team understands private equity and venture capital, along with the related transaction structures and financial risk. In addition, we can help evaluate existing grant and investment portfolios for opportunities to recast as PRIs or other effective impact investments. We have the skills to help you evaluate investment opportunities, negotiate agreements, and ensure compliance with US Treasury regulations, securities laws, and other legal standards.
Thirty-five year career in investment banking. Led social impact investing for large Denver Foundation.
Twenty years leading a private foundation. Implemented novel impact investment strategy, originating and executing PRIs.
Josh Cashman, CFA
Twenty years leading valuation and due diligence firms. Chartered Financial Analyst and Colorado lawyer.