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Why we invest and how we invest matter more than where we invest. Our heart posture must be on-aim above all else. So if you’re a financial advisor in one of the big firms and striving to see your Work as Act of Worship, then here’s a few ways to be encouraged and connect with others in the community.
In certain situations (overseas, frontier, and/or otherwise uniquely challenged geographies), there are opportunities for investors to invest concessionary or “very patient” capital into development initiatives that tie to a wide variety of core consumer, technology, and related opportunities.
Angel Investing is one of the largest potential areas of Faith Driven Investing. The challenge for Angel investors is the same as that of the larger, professionally managed, private equity funds: DEAL FLOW.
Within the early-stage angel investing space, there is a tremendous opportunity to influence culture and the lasting impact. Here are a few funds that look for spiritual integration in their portfolio.
There are opportunities to invest in companies that encourage faith conversations. They might employ corporate chaplains furthering prayer coverage, care for their team, customers, partners, vendors, and employees.
Real estate is a place where people live and work and as such is a great place to partner with ministry services. These include properties like shopping centers and co-working spaces, as well as multi-family and adult care communities owned by Christ followers.
There are increasing opportunities for the main street investor to invest in mutual funds and ETF’s that pursue making a lasting impact. Faith Driven Mutual Funds are institutions providing high-performance investments that create compelling value for the global common good.
Opportunities to invest in companies that encourage faith conversations abound. Whether these organization employ corporate chaplains, or whether they use faith-based groups to care for their people, these businesses are moving the faith and work conversation forward.
A banking service that is provided to unemployed or low-income individuals or groups who otherwise would have no other access to financial services. Microfinance is a great way to work on the alleviation of financial and spiritual poverty.
A primary source of investment capital for kingdom causes comes from successful faith driven entrepreneurs as they exit their businesses. A surprisingly high number of business sales happen in a non tax advantaged way, resulting in large taxes being paid that could have otherwise gone to ministry pursuits.
A recent way that Faith Driven Investors have been finding spiritual impact and financial return is at the intersection of film. Whether it’s a feature length series, a mini-movie or curriculum project, there are various different ways to get involved. Some have taken preferred debt positions, while others have taken equity positions. There are a host of different ways to get involved. One of the things that remains certain, we must have a commitment to excellence in our storytelling. For far too long some endeavors developed a reputation of being sub-par. Recently those that have brought an elevated commitment to quality have found greater impact. If you know of groups that are looking to partner with investors and have an emphasis on Spiritual Integration please submit the form below to share with the community.
Know of Another Group that should be added to the List?
Submit it to our editorial team so we can consider adding it to the site.
The Faith Driven Investor movement stands on the shoulders of those who have come before us. John Siverling and the Christian Investment Forum are just one of the groups who have led this conversation, and we’re grateful to feature their contribution to the movement here.
Rating based on Morning Star Analyst, updated as of April 30th, 2020. Click on “more” to see their profile. Or, click on the header to sort by that column.
Rating based on Morning Star Analyst, updated as of April 30th, 2020. Click on “more” to see their profile. Or click on the header to sort by that column.
PUBLIC COMPANIES THAT CARE FOR THEIR TEAM WITH CHAPLAINCY AND ENCOURAGING FAITH GROUPS
Chaplaincy has long been a reliable marker that leadership of a company is serious about ministering to the spiritual needs of its employees. Corporate Chaplains of America (CCA) and Marketplace Chaplains have been leaders in this field and there is new energy from others to build on this for the millennial generation in Silicon Valley and elsewhere. Of recent note, David Miller, Director of the Faith and Work Initiative at Princeton has released a very compelling research paper on the case for Chaplaincy. Another new trend that is promising is an emergence of faith friendly initiatives at larger companies like Salesforce, Apple, Google, Uber, Ford and other companies. This is a trend to watch. Many of these initiatives support Christ followers meeting publicly within the company as a group for Bible Study and prayer. The large companies that support these groups, of course encourage them from other faith traditions as well.
In the months ahead there might be a chance to highlight these public companies that have taken a stance and are supportive of these ways to care for their team.
The Faith Driven Investor website is becoming a great place to continue conversation, introduce investors to the movement and encourage others to get involved. We’ve begun a very baseline asset mapthat begins to outline some of the groups in this conversation, but we’d like to make that a richer experience for people to learn more about other groups. In secular circles its common place to list more information online and we’d like to do the same for the Faith Driven Investor community. A template that we’ve resonated with is one found on the Impact 50 Website.
With our version of the inventory we’ve tried to couple the summary information that any fund might have along with information on what makes you and your fund uniquely “faith driven” so as to differentiate them from other secular funds.
Our hope is that by putting in a little time, we can be helpful to the movement and you by building awareness in the investor community from the main street investor through to multi-family offices, endowments and foundations. With that in mind, we’d like to invite someone on your team to fill out this linked form below so we can add it to the site before.
Please note that if this is approved by the Working Group for the Faith Driven Investor, this information will be posted publicly on the Faith Driven Investor website.
If you’re wildly successful how will the world be different?
> “C12 member companies will successfully transition their business, or bring on capital partners, in a way that preserves, or even maximizes the Godly legacy and ministry occurring in and through the business. ”
Investment Approach
INVESTMENT THESIS
An ecosystem of like-minded capital providers, advisory groups and shepherding type agents that are united in an associational context around shared commitments, qualifications and member-centric covenants which C12 members can engage in with peace of mind. The 3Ten Coalition will provide a “safe place” to find information and partners addressing the #1 anxiety of C12 members: will their partner truly be aligned to a business as ministry vision for the business and will a transaction compromise that?
INVESTMENT OVERVIEW
Because the 3Ten Coalition is an ecosystem, made up of a wide range of capital providers, there are firms that address various capital needs of a business owner.
Investments to Date:
The 3Ten Coalition had its first successful transaction completed in 2019 with more to come in 2020. That being said, the measure of success for the 3Ten Coalition, however, is not “transactions completed” but was the outcome “God honoring” and was Kingdom-legacy preserved post-transaction. In some cases, the God honoring outcome may mean “no transaction” or “waiting on God” for the right time. We are encouraged by the early successes of the 3Ten coalition and the potential ongoing impact when like-minded partners are brought together.
Focused Industries of Investment: N/A
Investment Example:
The 3Ten Coalition is agnostic to transaction type and outcome. The goal of the 3Ten Coalition is for the owner to be an informed decision maker and prayerfully pursue the outcome that best honors God and aligns with their goals. The 3Ten Coalition has owners pursuing a range of transaction and transition options including: growth capital, partial sale, recapitalization ESOP and succession. The first owner to “transact” as part of the 3Ten Coalition had a successful sale of his company and continues to steward that business as a C12 member through a three-year transition period. The transaction outcome reflected how this owner kept God at the forefront of the process.
Previous or Active Portfolio Companies:
N/A
Capital Raise Strategy
Total Assets Under Management:
% of Capital from Top 3 Investors:
Financial Reporting Frequency to Investors:
Average Investment:
Minimum Amount:
Setup to accept charitable capital through the National Christian Foundation or other listing platforms?
Leadership Team AND CULTURE
Cumulative Leadership Experience in Accredited Investing:
Mike joined C12 as a member in 2010 while serving as an executive pastor for a large church in Texas and owner of a healthcare strategy consulting group. Prior to that he had served in a variety of leadership roles in both operations and sales corporately for the Walgreen Company, financial services as well as strategic development work with Health by Design. In 2011 he exited his commitments to join the local C12 practice in San Antonio as an associate chair serving CEOs across that market. In 2013 he and a partner acquired the greater Central Texas region and stewarded it as it grew to a team of 8 full-time chairmen serving nearly 150 leaders. Mike is passionate about collaboration, strategic planning, Gospel initiatives and BHAG endeavors.
With a background spanning Fortune 50 corporate settings, start ups, non-profit and local church, Mike has been discipled into an integrated life perspective around the calling all believers share to be disciple making disciples and ambassadors of Christ across all vocations and contexts. It was in 2005 when God revealed to Mike the perils of a “sacred versus secular” duality in life and since then he’s been on the adventure of living one life in Christ, with work as worship, business as ministry and life as mission.
Troy came to The C12 Group in 2008, with a diverse background in executive leadership, sales development, team building, and operations. Through his role as VP of Field Operations he is committed to serve, equip and encourage CEOs and business owners to lead thriving companies that honor the Lord and serve people.
During his tenure at Chick-fil-A, Inc. Troy learned that business excellence and glorifying God in the marketplace go hand in hand. Troy managed a P&L of $35+ million in revenue and coached business owners in operational excellence and improving financial results.
In addition, Troy has been involved in leading small group ministry, including planting a church in Seattle, WA. Troy was formerly Partner at OneAccord, a management-consulting firm focused on accelerating revenue for mid-market companies. While at OneAccord, Troy was privileged to work with numerous technology companies in senior leadership positions, managing sales, marketing and business development activities. Troy most recently served as the President of a technology private equity group, where he led the management teams of 4 portfolio businesses.
With over a decade of experience in marketing leadership, brand management, and business development, Kevin has helped numerous companies refine and implement plans to create exponential growth.
Prior to joining C12, Kevin led a successful Florida-based brand strategy consulting business focused on growing small and medium sized businesses. Entrepreneurial in spirit, Kevin also has a diverse background in launching start-ups as well as helping struggling or stagnant businesses develop a new course of action. His experience incorporates knowledge from multiple industries including textile manufacturing and design, medicine, real estate, technology, web development, and the creative arts.
After attending the University of Central Florida where he studied Music Performance, Kevin became involved in worship arts and youth ministries, serving for several years in various leadership roles. He and his wife Beth, an elementary school administrator, have been married since 2000. Together with two sons Kyle and Kamden, they enjoy a wide variety of outdoor activities including hiking, hunting, fishing, and backpacking.
While not complete, one of the things investors have found helpful in the past is seeing how employees, customers have reviewed someone online. As of the date of completing this out …
Faith Driven Investing can span a wide range from high yield to concessionary returns that have a higher level of spiritual integration. Having clear expectations of this philosophy is key for the movement. Each investment is unique and you might want to select multiples but if you had to choose one quadrant that best fits your groups spiritual integration and financial performance targets … What would it be?
The 3Ten Coalition exists to preserve and even maximize the spiritual integration and ministry results within a company, and seek to provide market rate returns in the process.
Describe the Spiritual Integration Activities of the Fund:
We want business owners to be aware that a business transition or a capital event can be achieved, while at the same time preserving the spiritual and ministry legacy that has been built.
A lot of Investing Conversations look at Social Impact related to the United Nations Sustainable Development Goals. Is there one of these that most resonates with your organization?
We typically encourage a “caring matrix” approach to strategic spiritual integration. This includes looking at the various stakeholders influenced within a company (ie, employees, their families, customers, vendors, the marketplace, the community), and assess ways to serve each in the areas of meeting physical, emotional and spiritual needs.
WHY The FAITH DRIVEN INVESTOR?
Why are you compelled to be certified and a part of the Faith Driven Investor Group?
We want business owners to be aware that a business transition or a capital event can be achieved, while at the same time preserving the spiritual and ministry legacy that has been built.
