Blog
Published January 2025
Looking back at 2024 and Ownership Capital Lab’s launch
Just a few short months ago—on Labor Day of 2024—we launched Ownership Capital Lab. The progress that we will continue to make over the course of 2025 was catalyzed in 2024 by:
- Critical field conversations that set the stage for more forward motion;
- Partnerships that lay the groundwork for unlocking more capital through deeper investor engagement;
- Assessment of innovative structures to overcome investment barriers; and
- An overall momentum that forecasts exciting things for ownership investing in 2025 and beyond.
Read about some of our 2024 highlights below.
More quietly, the Lab also made progress assessing two approaches which hold opportunity for bringing more capital into EO: A bond vehicle to address the need for senior debt alongside the existing EO funds, and the Reinvestor SBIC (a new “fund of funds” SBIC license through the SBA). More to come on these and other Lab projects in the year ahead.
We have big plans for 2025, and welcome you to join us in this journey!
Momentum following Ownership Capital Lab’s launch
Co-hosted by Gary Community Ventures, Aspen Institute, and Bridgespan
- Read the report
- See the LinkedIn commentary
At Francesco Collaborative’s Summit, co-hosted discussions with a group of family offices going deep into employee ownership that seeded our collaborative EO investor circle
A virtual convening, led by partner The Predistribution Initiative (PDI)
Colorado Health Foundation hosts its first EO event as part of deep EO learning its team undertook this fall
Hosted a breakfast to give investors and investment advisors a sneak peek at the upcoming report about the state of EO investing, with partner Transform Finance
Included a pitch session by one of the EO funds currently raising, with partner Francesco Collaborative
Written with partner Transform Finance, read the white paper
Webinar delving into the opportunities to capitalize employee ownership
Highlights two critical policy strategies for increasing EO financing
ImpactAlpha summarized the state of ownership investing to round out the year