Capital Innovation Advisory
Redefining How Capital Flows
Are you a capital steward at a crossroad looking into this uncertain future?
Whether you're architecting an alternative assets strategy, designing a community-owned real estate fund, or weaving regenerative principles into your private investment approach, this journey needs more than just technical expertise – it needs aligned guidance.
To build towards a sacred future, our capital flows must evolve from defining a successful investment strategy based on an arbitrary rate of return percentage, and instead promoting the rate of circularity and regeneration each investment catalyzes.
Meet your Guide!
Charity May is here to be your adaptive advisor. She brings creativity, design and innovation together with an extensive background in capital markets, impact investing, social entrepreneurship, fund management, and systems design to guide capital stewards towards a sacred future. This thriving advisory practice seeds and nurtures multiple Transformative 25 investment funds changing the nature of how capital flows.
What’s in the Adaptive Advisory & Coaching Program?
6-month advisory & coaching experience
Monthly 90-min live sessions
Ongoing asynchronous communication and support
Personalized guidance and customized frameworks for cultivating a regenerative investment strategy
Who’s this program for?
This program is best suited for emerging fund managers, family offices, CDFIs and impact investors stewarding financial capital for healing relationships between people and planet.
We are on a mission to increase the flow of patient and healing capital, where investments are formed to repair broken relationships and revive our connection with the living world.
Our advisory approach seamlessly combines the art and science of investing through a living systems lens.
Based on the initial assessment you’ll complete, we’ll tailor our coaching and advising process to areas of greatest importance while maintaining a holistic approach.
governance & structure
impact & storytelling
underwriting & due diligence
risk management
portfolio analysis
capital raising
deployment strategy
fund operations
purpose & intention
terms & offerings
succession planning
team building
Ready to begin?
Submit your application through the form link below
Reserve your initial discovery call
Begin the shift in how and where capital flows!