Document Vault
Knowledge → Document Vault
47 files · 3 new
My Strategy Documents12 files
📋
East Oakland Infrastructure — Master Strategy
Updated Jun 10 · PDF · Advisor created
2.4 MB
↓ DL
🧭
BEACON™ Framework Assessment — Jordan Barnes
Created Feb 2025 · PDF · Completed
1.1 MB
↓ DL
🌊
Community Waterfall Thesis — Oakland Edition
May 2025 · DOCX · Culture Shift IP
890 KB
↓ DL
💳
CDFI Partnership Agreement — East Bay Lender
Mar 2025 · PDF · Signed
340 KB
↓ DL
🏘️
CLT Purchase Agreement — 74th Ave Property
May 2025 · PDF · In Review
520 KB
↓ DL
📄
501(c)(3) Articles + IRS Determination Letter
Jan 2025 · PDF · Official
210 KB
↓ DL
Templates & Frameworks6 files
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Community Needs Assessment Template
DOCX · Culture Shift Standard · 8-domain CTR™
280 KB
↓ DL
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Partner MOU Template — Community Org Version
DOCX · Legal reviewed · Editable
145 KB
↓ DL
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Impact Data Tracker — Quarterly Scorecard
XLSX · Self-reporting template · 8 metrics
320 KB
↓ DL
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CDFI Loan Application Prep Checklist
PDF · 32 items · Advisor reviewed
88 KB
↓ DL
From Your Advisor3 new
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Month 4 Strategy Review — Advisor Notes NEW
Jun 12, 2025 · PDF · Read required
540 KB
↓ DL
🏘️
CLT Closing Timeline — Revised NEW
Jun 11, 2025 · PDF · Action needed
210 KB
↓ DL
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Q1 Impact Portfolio Report NEW
Jun 5, 2025 · PDF · 12 pages
1.8 MB
↓ DL
💼
Endorsement Opportunity Briefs (x2)
May 28, 2025 · PDF · Screened for brand fit
380 KB
↓ DL
Shared by Oakland Cohort11 files
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Oakland CDFI Partner Matrix 2025
Shared by Kiera R. · Jun 8 · All active lenders + terms
480 KB
↓ DL
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Hidden Genius MOA Template
Shared by Marcus S. · May 30 · Pre-negotiated terms
155 KB
↓ DL
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Q1 Oakland Collective Impact Report
Cohort aggregated data · May 15 · 12 members
2.1 MB
↓ DL
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