Need Equity for your Business, Project or Real Estate Development?

We assist clients to help secure equity they need to move forward. Our team can assist you to prepare investment pitches, introduce you to potential investors, and host angel investor pitch events. There are many investors right here in Great Falls and the Golden Triangle looking for local investment opportunities.

We are well versed in Opportunity Zones, EB-5, New Market Tax Credits, historic tax credits, low income housing tax credits, SBIR/STTR, and other investment vehicles and incentives that can help make your project feasible.

We have developed an extensive network of resources and experts in these and other tools. We are active in the CDFI Opportunity Finance Network (OFN), Community Development Finance Association (CDFA), National Association of Development Companies (NADCO), International Economic Development Council, and other networks to connect us with the latest information and a network of knowledge.

We are working toward creating a more cohesive impact investing network in the region to support and strengthen our entrepreneurial ecosystem, build workforce housing, revitalize downtown commercial properties, and attract investment in community improvements.

Secure equity you need to move forward – Contact Jolene!

Jolene Schalper
Senior Vice President, Business Development
(406) 750-4481

Curious to see how these projects pencil out?For each of the vision projects we have project analysis that includes Project Descriptions, Cash Flow Projections, and Rent Roll Summaries.