Strategic Consulting

OFN provides a suite of services to clients in three strategic areas:

Capacity Building

OFN provides capacity building services to advance the CDFI industry.

Representative engagements:

• Training and technical assistance to CDFIs on innovative financing, such as Financing Healthy Food Options

• Leadership Development to provide opportunities to grow leaders across the CDFI Industry, such as CDFIs v2.0

• Commissioned research on topics that benefit industry participants, such as the Technology Toolkit

“I have attended all three OFN Healthy Food trainings and I am truly impressed with the quality and the relevance of the information and speakers that were brought in for each segment.”
- Training Participant

Investing in CDFIs

Organizations engage OFN to help them find investments in CDFIs.

Representative engagements:

• Due diligence on investments, loans, or grants to CDFIs

• Designing new programs for CDFI investors

• Training for Underwriting CDFIs

“OFN put together great strategic recommendations identifying our investment program’s strengths, risks to mitigate and best practices in the industry.”
- CDFI Investor Client

CDFI Strategic Consulting

Existing or potential CDFIs rely on OFN to help them achieve high performance to serve their target communities.

Representative engagements:

• Growth or expansion strategies

• Business planning for new or established CDFIs

• Risk, Loan and Portfolio management

“On a scale of 1 to 5, we rate our experience with OFN as very close to a 5, and we anticipate working with them again.”
- CDFI client