Dashboard
Good morning
Welcome back, Jordan.

Your Oakland waterfall is in Month 4 of the build sequence. CDFI partnership signed. First capital deployment scheduled for June 15. You're on track.

81.4
Impact Multiplier Score™
↑ +3.2 this quarter
Capital Deployed
$247K
of $120K Year 1 target
↑ 206% of plan
Jobs Created
34
direct employment impact
↑ 12 this quarter
Businesses Supported
11
via CDFI loan partnerships
↑ 4 new this quarter
Days to Phase 2
47
First properties acquired
→ On schedule
24-Month Build SequenceFull Plan →
Phase 1: Foundation PourComplete
Phase 2: First WaterMonth 4 / 6
Phase 3: Waterfall FormsUpcoming
Phase 4: Perpetual FlowUpcoming
Next milestone: Sign CLT land acquisition agreement by June 1
Recent ActivityAll →
💰
$50,000 deployed via Oakland CDFI
May 22 · Capital deployment
🤝
Mandela Partners signed as implementation partner
May 18 · Partnership
📊
Q1 Impact Report published to Index
May 10 · Impact Index™
🏗️
501(c)(3) tax exemption approved by IRS
Apr 29 · Legal entity
🎓
Completed CDFI Fundamentals course
Apr 15 · Education
UpcomingAll →
15
Jun
Oakland Cohort Monthly Call
10am PT · Video
19
Jun
Juneteenth Economic Symposium
Oakland Museum · In person
7
Jul
Advisor Strategy Review — Q2
1-on-1 · Your advisor
Your Learning PathEducation Center →
BEACON Framework™ Fundamentals
Completed · 4 modules
Done
CDFI Structure & Capital Access
In progress · Module 3 of 5
60%
Community Land Trust Operations
Unlocked · Ready to start
Next
🔒
Legacy Architecture (Legacy Architect™ only)
Requires tier upgrade
III
Unlock More
Ready for Legacy
Architect™?

At your current pace, you'll be ready to scale to a second community by Month 12. Legacy Architect™ unlocks multi-community cohorts, weekly advisor access, and full entity formation support.

🔒 Multi-community investment cohort
🔒 Custom Impact Index™ edition
🔒 Weekly advisor access
🔒 AUM investment management
Talk to Your Advisor →