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— Mike Crist, TRF
The Aeris analysis was the most intensive and in-depth external analysis ever done of The Reinvestment Fund. The analysts really dug deep to understand our complex financial structure and theory of business. It was a helpful process for us and our investors are already using our rating and analysis as they structure new deals with us.
— Dan Betancourt, Community First Fund
The analysts were great, very professional, and did a fantastic job. They focused on the Community First Fund and analyzed us on our merits, without comparing us against other CDFIs. It was a very intense process and, overall, a good experience.
— Joshua Brackett, CFO, Access to Capital for Entrepreneurs (ACE)
We love the convenience of having one go-to place for this information—and so do our investors. We’ve even elected to adapt our internal financial reports to match the standardized format that Aeris developed.
— Wendy K. Baumann, President/CVO, Wisconsin Women's Business Initiative Corporation
WWBIC celebrates over 25 years of Putting Dreams to Work providing quality business education coupled with responsible capital throughout Wisconsin. Less than a year after our rating, we had an hour meeting with one of our current financial investors. In less than a week we went from a six figure investment to a seven figure investment. Our rating was truly part of that significant increase.
— Holli S. Powell, CPA, Finance Director, Mountain Association for Community Economic Development (MACED)
The Aeris Cloud serves as a single repository for all our data and supporting information. We use it to report to our many investors and it’s a great management tool for understanding our own performance trends and saves us time when we need to find a specific document or data point.
— Karen Kollias, Loan Fund Director, NCALL Loan Fund
As a small but growing CDFI, NCALL Loan Fund gained significant credibility by becoming rated. Even if they have never heard of a CDFI, our private sector partners—from foundation program officers to community bankers—understand the value and transparency of a third-party CAMEL rating. And our rating is equally valuable to us as an internal management tool. In several cases, the observations that Aeris’ analysts made about our operations turned into actionable steps we took to make our CDFI stronger.
— Jim Ferris, Executive Director, NeighborWorks Capital
NeighborWorks Capital values the third party business analysis and evaluation that Aeirs brings to our organization’s management team. We are committed to transparency, and the Aeris Cloud gives us the intelligence we need to improve our lending impact and business effectiveness, while exposing us to new investors. The Aeris Cloud is significant because it provides standardized reporting and analysis for a very diverse and entrepreneurial sector.