Our most recent findings about the dynamic landscape of employee ownership investing are based on in-depth interviews with the employee ownership (EO) funds currently active or in development across the U.S. This briefing from Ownership Capital Lab and Transform Finance reveals fresh insights into the investment opportunities that empower working people and support broader wealth-building strategies across our economy, including:

• What is Ownership Lens Investing?
• Why broad-based employee ownership matters
• Today’s investible EO opportunities, including a sizing of the # of funds, current AUM and total they aim to raise
• A breakdown of funds by fund stage, size, type, and target IRR
• Clear calls to action to investors based on the critical roles of different types of capital
• A summary of pathways to scaling EO capital

Explore how EO investing is shaping the future of finance, equity and the Ownership Economy.