Over $333,627,583 Raised

Supporting Community Development Financial Institutions since 2000

Products and Services

Founded in 2000, FUND Consulting has worked with nearly 250 clients raising over $333,627,583 in government and local grants, investments and tax credits for its clients. FUND Consulting products are designed to support Community Development Financial Institutions from the initial start-up phase to advanced strategic management.

The Certification and Compliance Center

Obtaining and maintaining status as a CDFI is the essential element of a CDFI business model. The Certification and Compliance Center at FUND Consulting has the dedicated staff and expertise to focus on this important function. Since its inception, FUND Consulting has completed over 120 CDFI Certification and Recertification applications, helping CDFI banks, credit unions, and loan funds obtain and maintain their CDFI status.

FUND Consulting provides the following services designed to obtain and maintain certification:

  • CDFI Readiness Assessments
  • CDFI Certification and Recertification Applications
  • Compliance and Reporting
  • Target Market Amendments
  • Matching Funds Management and Subsequent Disbursement Requests
Services
Services

OPERATIONAL SERVICES

The FUND Consulting team has the capacity and expertise to provide help with understanding markets, accessing capital, and reporting on impact.

FUND Consulting offers the following services which we provide as stand-alone projects:

  • CDFI Application Support and Review*
  • Other Funding Applications
  • Market Analysis
  • Capitalization Planning
  • Strategic Planning
  • Impact Analysis and Reporting

*comprehensive application preparation is reserved for strategic package clients.

Strategic Service Packages

FUND Consultants employ a comprehensive approach of linking funding applications to qualitative and quantitative research. This approach, coupled with FUND Consulting’s expertise and insight results in actionable tools to help increase funding and grow organizations.

Strategic Services Packages offer clients with a comprehensive engagement designed to increase funding and improve organizational effectiveness. Services are based on the three foundations of CDFI management: market, mission, and capital. Packages include the following services:

  • 2 funding or certification applications
  • Strategic Project
  • Liaison to CDFI Fund as needed
  • Ongoing scanning for opportunities
  • Compliance Reporting
  • Networking and benchmarking with other clients in the cohort
  • Weekly Progress Updates
Services

Members of Strategic Package Cohort

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1165 N Clark St, Suite 300
Chicago, IL 60610
773.281.8845

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773.281.8845 | 1165 N Clark St, Suite 300, Chicago, IL 60610