Our goal is to create investment strategies that maximize not only financial returns, but also mission and environmental returns. In creating and executing these strategies, we actively seek opportunities to leverage underutilized resources, forge successful public/private partnerships, and create sustainable organizations. The sum of these efforts is measurable impact for the client and its stakeholders.

We view this strategy creation and execution as an iterative process that begins with the mission of the organization, and will be refined continually throughout the life of the investment. In formulating this strategy, Urban Advisors focuses on the following:

Organizational Assessment: We evaluate the state of the organization as well as the success and impact of past undertakings to better position the organization for the project at hand.

Logic Model Development: Using assessment information, Urban Advisors will create a model to measure, manage, and predict the impact that the project or program will have. Our clients benefit from our ability to ensure that their missions are translated into measurable indicators of financial, social, and environmental change. Based on this model, Urban Advisors and a client can create innovative strategies to address the needs and values of stakeholders and maximize the impact of each dollar deployed.

Impact Assessment and Evaluation: We continually measure and evaluate the impact created by the transaction or engagement, and recommend logic model or strategic adjustments where necessary. Through continuous impact assessment, we ensure that the client and its stakeholders realize maximum tangible and intangible gains from the project at hand.

These steps are taken to ensure that the organization is efficiently utilizing its capital resources to meet the organization’s needs and goals, preserving capital where desired, and maximizing the impact of the deployed dollars.