We are leading the development of a field-level Capital Roadmap for Employee Ownership (EO). The Roadmap will provide national data and insights on EO investing, outline investment growth opportunities, barriers and solutions, and showcase scalable EO initiatives that can attract more capital. It draws on lessons from broader impact investing and related sectors (e.g., gender lens, climate) from expert interviews conducted in the first part of 2025, and we have a goal of sharing out a first co-created version by the end of the year.

If you are interested in joining a group of stakeholders to offer insights on and improve upon the initial findings through a virtual focus group (60 minutes), please indicate your interest below.

We also encourage you to fill out our field engagement survey, which is open to all.