Download the paper today:
The 2025 Employee Ownership Capital Roadmap — Preview
Published October 2025
The Roadmap preview is here!
Developed by Ownership Capital Lab with more than 150 investors, fund managers, employee-owners, and field leaders, the 2025 Employee Ownership Capital Roadmap is the first strategic guide to growing EO investing from a promising niche to a mature market at scale.
Drawing lessons from climate, gender and impact investing, the Roadmap outlines the strategies, tools and conditions needed to mobilize capital, build confidence and align the field around a shared goal: $1.5 billion mobilized by 2030 and $10 billion by 2040.
We unveiled the Roadmap Preview at SOCAP25, and invite your feedback in advance of the full release in December 2025. Please share your feedback in this survey by November 3, 2025.
Next up: The 2026 Roadmap Roadshow
We’re taking the Roadmap on the road—hosting events and gatherings across the country to turn insights into action.
Share your ideas for where the Roadmap Roadshow should go. Your input will guide where it can have the greatest impact—and where local partners are ready to lean in.